Investor
Infinity Wealth Counsel, LLC
CIK 0002066524 · filed 2026-04-08 · SEC filing
13F book
$108.9M
Positions
63
1 new · 0 sold
Largest name
6.0%
Vanguard Growth Etf
Est. mark
−$1.71M
Price effect on 62 names still held. Flow $812.5K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf | — | 14.9K | $6.5M | 6.0% | −$757.9K | Added−$738.7K |
| Vanguard Specialized Funds | — | 24.3K | $5.23M | 4.8% | −$114.9K | Cut−$127K |
| Ishares Tr | — | 7.41K | $4.84M | 4.4% | −$234.2K | Added−$209.4K |
| Vanguard Index Fds | — | 15.8K | $4.71M | 4.3% | −$248.4K | Added−$190.1K |
| Vanguard Whitehall Fds | — | 28.9K | $4.28M | 3.9% | $131.9K | Added$145.3K |
| Vanguard Bd Index Fds | — | 52.9K | $4.15M | 3.8% | −$21.2K | Cut−$63.8K |
| Invesco Exch Trd Slf Idx Fd | — | 178K | $3.64M | 3.3% | −$31.5K | Cut−$60.9K |
| Invesco Exch Trd Slf Idx Fd | — | 183.4K | $3.6M | 3.3% | −$21.1K | Cut−$57.6K |
| Invesco Exch Trd Slf Idx Fd | — | 179K | $3.5M | 3.2% | −$8.06K | Cut−$73.2K |
| Invesco Exch Trd Slf Idx Fd | — | 185K | $3.45M | 3.2% | −$32K | Added−$3.46K |
| Invesco Exch Trd Slf Idx Fd | — | 195.3K | $3.26M | 3.0% | −$38.7K | Added$2.6K |
| Vanguard Index Fds | — | 16.4K | $3.23M | 3.0% | $84.2K | Added$137.2K |
| Invesco Exch Trd Slf Idx Fd | — | 188.1K | $3.1M | 2.8% | −$43.8K | Added−$14.3K |
| Vanguard Index Fds | — | 10.1K | $3.06M | 2.8% | $1.4K | Added$43.7K |
| Invesco Exch Trd Slf Idx Fd | — | 142.9K | $2.94M | 2.7% | −$40.2K | Added$16.8K |
| Ishares Tr | — | 30.5K | $2.77M | 2.5% | $32.7K | Cut$30.9K |
| Vanguard Whitehall Fds | — | 30.8K | $2.72M | 2.5% | −$91.6K | Added−$79.4K |
| Vanguard Index Fds | — | 30.2K | $2.68M | 2.5% | $6.35K | Added$7.59K |
| Invesco Exch Trd Slf Idx Fd | — | 124.4K | $2.63M | 2.4% | −$38.1K | Added−$7.45K |
| Ishares Tr | — | 79.6K | $2.41M | 2.2% | −$50.1K | Added−$11K |
| Invesco Qqq Tr | — | 4.18K | $2.41M | 2.2% | −$154.6K | Added−$146K |
| Vanguard Index Fds | — | 9.02K | $2.36M | 2.2% | $35.6K | Added$46.9K |
| Vanguard Index Fds | — | 3.4K | $2.03M | 1.9% | −$100.6K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 91.6K | $1.9M | 1.7% | −$28.9K | Added$10.7K |
| Vanguard Intl Equity Index F | — | 33.2K | $1.79M | 1.6% | $9.62K | Cut$3.97K |
| Ishares Tr | — | 8.11K | $1.71M | 1.6% | −$7.46K | Held |
| Vanguard Index Fds | — | 7.52K | $1.63M | 1.5% | $41K | Added$44.2K |
| Invesco Exch Trd Slf Idx Fd | — | 77.4K | $1.59M | 1.5% | −$21.6K | Added$39K |
| Dimensional Etf Trust | — | 38.3K | $1.49M | 1.4% | $30.3K | Added$134.2K |
| Ishares Tr | — | 8.68K | $1.31M | 1.2% | $89.1K | Cut$85.6K |
| Dimensional Etf Trust | — | 55.3K | $1.31M | 1.2% | $40.4K | Added$71.7K |
| Procter And Gamble Co | PG | 8.33K | $1.2M | 1.1% | $9.41K | Held |
| Chevron Corp New | CVX | 5.5K | $1.14M | 1.0% | $299.5K | Cut$295K |
| Ishares U S Etf Tr | — | 22.3K | $1.13M | 1.0% | −$5.92K | Cut−$43.2K |
| Fidelity Covington Trust | — | 27.4K | $1.03M | 0.9% | −$114K | Added−$102.7K |
| Spdr S&P 500 Etf Tr | — | 1.57K | $1.02M | 0.9% | −$49.7K | Held |
| Dimensional Etf Trust | — | 27.4K | $979.5K | 0.9% | $40.4K | Added$59.1K |
| Vanguard Whitehall Fds | — | 9.1K | $858K | 0.8% | $38.6K | Held |
| Apple Inc. | AAPL | 2.88K | $731.2K | 0.7% | −$52.1K | Held |
| Vanguard Bd Index Fds | — | 14.6K | $728.2K | 0.7% | −$805 | Cut−$7.23K |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.7% | −$36.7K | Held |
| Dimensional Etf Trust | — | 18.1K | $612.1K | 0.6% | $22K | Added$57.5K |
| Wisdomtree Tr | — | 14.4K | $517.2K | 0.5% | $33.1K | Added$72.6K |
| Ishares Tr | — | 5.31K | $502.1K | 0.5% | $3.54K | Added$5.91K |
| Invesco Exchange Traded Fd T | — | 2.47K | $474K | 0.4% | $889 | Held |
| Dimensional Etf Trust | — | 11.3K | $395.4K | 0.4% | $22.5K | Added$50.6K |
| Alphabet Inc | — | 1.36K | $391.4K | 0.4% | −$34.6K | Held |
| Broadcom Inc. | AVGO | 1.24K | $384.4K | 0.4% | −$45.4K | Cut−$58.3K |
| Microsoft Corp | MSFT | 924 | $342K | 0.3% | −$104.9K | Cut−$106.8K |
| Nvidia Corp | NVDA | 1.89K | $329.3K | 0.3% | −$22.5K | Added−$17.3K |
| Ishares Tr | — | 11.5K | $306.2K | 0.3% | −$6.65K | Cut−$11.8K |
| Ishares Tr | — | 2.38K | $296.1K | 0.3% | $9.84K | Held |
| Dimensional Etf Trust | — | 4.09K | $291.1K | 0.3% | $5.26K | Added$40.1K |
| Vanguard World Fd | — | 400 | $279.1K | 0.3% | −$22.4K | Held |
| Spdr Series Trust | — | 2.75K | $269.3K | 0.2% | −$24.2K | Held |
| Duke Energy Corp New | — | 1.88K | $245.8K | 0.2% | $25.8K | Held |
| Ishares Tr | — | 4.96K | $240.4K | 0.2% | −$1.44K | Held |
| Berkshire Hathaway Inc Del | — | 488 | $233.8K | 0.2% | −$11.4K | Cut−$19K |
| Vanguard Tax-Managed Fds | — | 3.55K | $227.3K | 0.2% | $5.71K | Held |
| Amazon Com Inc | AMZN | 994 | $207K | 0.2% | −$22.4K | Cut−$27.3K |
| Spdr Index Shs Fds | — | 4.5K | $205.2K | 0.2% | — | New |
| Global X Fds | — | 10K | $171.5K | 0.2% | −$5.2K | Held |
| Cleveland-Cliffs Inc New | — | 18.3K | $154.2K | 0.1% | −$88.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.