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Infinity Wealth Counsel, LLC - Portfolio Stock Holdings

Infinity Wealth Counsel, LLC disclosed 67 stock positions in a recent SEC 13F filing. $123,759,196 of stock holdings were filed, with the largest holdings including VUG, VIG, and IVV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $151,948,550 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

67

Est. Stock Holding Value:

$123,759,196

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Infinity Wealth Counsel, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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