Infinity Wealth Counsel, LLC
CIK 2066524 · Holdings on Dec 31, 2025 · First reported Jan 15, 2026
Top ten holdings
Q4 2025- VUG6.60%
- VIG4.88%
- IVV4.60%
- VV4.47%
- BSV3.84%
- VYM3.77%
- BSCS3.37%
- BSCR3.33%
- BSCQ3.25%
- BSCT3.15%
Share classes counted separately41.26%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BSCWWeight increased · +1.84 pp0.83% → 2.67%Shares +99.36K (+243.47%)
- BSCXWeight increased · +1.62 pp0.78% → 2.40%Shares +85.34K (+226.91%)
- BSCYWeight increased · +1.16 pp0.56% → 1.72%Shares +62.19K (+225.99%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $7.24M | 6.60% | 14.84K shares | 7.10% → 6.60%-0.50 pp -399 (-2.62%) | Reduced | ↗▾ |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $5.36M | 4.88% | 24.39K shares | 5.05% → 4.88%-0.17 pp +305 (+1.27%) | Added | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $5.05M | 4.60% | 7.38K shares | 5.06% → 4.60%-0.46 pp -407 (-5.23%) | Reduced | ↗▾ |
| 04 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $4.90M | 4.47% | 15.57K shares | 4.90% → 4.47%-0.43 pp -822 (-5.01%) | Reduced | ↗▾ |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $4.21M | 3.84% | 53.47K shares | 3.62% → 3.84%+0.22 pp +6.29K (+13.32%) | Added | ↗▾ |
| 06 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $4.13M | 3.77% | 28.80K shares | 3.93% → 3.77%-0.16 pp +95 (+0.33%) | Added | ↗▾ |
| 07 | BSCSINVESCO BULLETSHARES 2028 CBINVSCO BLSH 28 View history and evidence | $3.70M | 3.37% | 179.43K shares | 3.45% → 3.37%-0.08 pp +6.55K (+3.79%) | Added | ↗▾ |
| 08 | BSCRINVESCO BULLETSHARES 2027 CBBULSHS 2027 CB View history and evidence | $3.66M | 3.33% | 185.29K shares | 3.37% → 3.33%-0.04 pp +9.13K (+5.19%) | Added | ↗▾ |
| 09 | BSCQINVESCO BULLETSHARES 2026 CBBULSHS 2026 CB View history and evidence | $3.57M | 3.25% | 182.33K shares | 3.25% → 3.25%+0.00 pp +11.04K (+6.44%) | Added | ↗▾ |
| 10 | BSCTINVESCO BULLETSHARES 2029 CBBULETSHS 2029 View history and evidence | $3.46M | 3.15% | 183.44K shares | 3.31% → 3.15%-0.16 pp +2.38K (+1.32%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BSCP INVESCO BULLETSHARES 2025 CB | Non-derivative | -107,644 | -$2.23M | SEC filing ↗ | SEC filing ↗ |
| MINT PIMCO ENHANCED SHORT MATURIT | Non-derivative | -6,907 | -$695.44K | SEC filing ↗ | SEC filing ↗ |
| AAPL APPLE INC | Put | -800 | -$203.70K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2066524 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Jan 15, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 109768896
}Research all 62 reported holdings.
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