account_balance

Investment manager · 13F filer · SEC CIK 2066524

Infinity Wealth Counsel, LLC

Reported value$124Mas of Sep 30, 2026
Positions64 2 new, 3 sold out
Top 10 weight40.5%VUG alone is 7%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VUG Vanguard Index FDS 6.7% Added +2%
VIG Vanguard Specialized Funds 4.8% Added +3%
IVV iShares Tr 4.8% Added +3%
VV Vanguard Index FDS 4.7% Held
VYM Vanguard Whitehall FDS 3.8% Held
BSV Vanguard Bd Index FDS 3.7% Added +5%
VTV Vanguard Index FDS 3.1% Added +4%
BSCS Invesco Exch TRD SLF Idx Fd 3.1% Held
BSCR Invesco Exch TRD SLF Idx Fd 3.0% Added +2%
BSCT Invesco Exch TRD SLF Idx Fd 3.0% Held
VBK Vanguard Index FDS 2.9% Added +2%
BSCQ Invesco Exch TRD SLF Idx Fd 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • BSCA $231K
  • DELL $212K
arrow_upwardAdded
  • PG +32%
  • DFAE +16%
  • DFAS +12%
  • BSCZ +5%
arrow_downwardTrimmed
remove_circleSold out
  • DFAR $1.52M
  • DFSV $479K
  • KLAC $229K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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