Infinity Wealth Counsel, LLC - Portfolio overview

Infinity Wealth Counsel, LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 5.82%
2. VIG - VANGUARD SPECIALIZED FUNDS, 4.68%
3. IVV - ISHARES TR, 4.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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