Holdings
Infinity Wealth Counsel, LLC
As of Sep 30, 2026, Infinity Wealth Counsel, LLC reported 62 positions worth US$124M. Largest: Vanguard Morningstar Growth ETF, Vanguard Dividend Appreciation ETF and iShares Core S&P 500 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Growth ETF | 91,792 | US$8.27M | new | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 25,563 | US$5.96M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 7,723 | US$5.91M | new | Sep 30, 2026 |
| Vanguard Morningstar Large-Cap ETF | 16,392 | US$5.77M | new | Sep 30, 2026 |
| Vanguard High Dividend Yield Index ETF | 30,045 | US$4.66M | new | Sep 30, 2026 |
| Vanguard Short-Term Bond ETF | 60,129 | US$4.59M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 17,711 | US$3.83M | new | Sep 30, 2026 |
| Invesco BulletShares 2028 Corporate Bond ETF | 190K | US$3.82M | new | Sep 30, 2026 |
| Invesco BulletShares 2027 Corporate Bond ETF | 192K | US$3.76M | new | Sep 30, 2026 |
| Invesco BulletShares 2029 Corporate Bond ETF | 202K | US$3.67M | new | Sep 30, 2026 |