Infinity Wealth Counsel
Infinity Wealth Counsel reported 64 stocks worth $124M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are VUG (6.7%), VIG (4.8%) and IVV (4.8%). Compared with Q2 2026, the fund opened new positions in BSCA and DELL, added to VUG, VIG and IVV, trimmed DVY, SPY and NEAR and sold out of KLAC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $8.3M | 6.7% | 92K | +1,855 (+2%) | 8 of 8 | |
| 2 |  VIG Vanguard Dividend Appreciation ETF | $6M | 4.8% | 26K | +645 (+3%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $5.9M | 4.8% | 7,723 | +237 (+3%) | 8 of 8 | |
| 4 |  VV Vanguard Large Cap ETF | $5.8M | 4.7% | 16K | +205 (+1%) | 8 of 8 | |
| 5 |  VYM Vanguard Whitehall Fds | $4.7M | 3.8% | 30K | +320 (+1%) | 8 of 8 | |
| 6 |  BSV Vanguard Short-Term Bond ETF | $4.6M | 3.7% | 60K | +2,891 (+5%) | 8 of 8 | |
| 7 |  VTV Vanguard Index Fds | $3.8M | 3.1% | 18K | +705 (+4%) | 8 of 8 | |
| 8 |  BSCS Invesco Exch Trd Slf Idx FD | $3.8M | 3.1% | 190K | +3,058 (+2%) | 8 of 8 | |
| 9 |  BSCR Invesco Exch Trd Slf Idx FD | $3.8M | 3.0% | 192K | +4,080 (+2%) | 8 of 8 | |
| 10 |  BSCT Invesco Exch Trd Slf Idx FD | $3.7M | 3.0% | 202K | +3,284 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL US REAL | $1.5M | 58K |
DIMENSIONAL ETF TRUST | $479K | 12K |
 KLAC Kla Corp | $229K | 760 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Infinity Wealth Counsel 13F FAQ
What does Infinity Wealth Counsel own?
Infinity Wealth Counsel reported 64 stocks worth $124M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are VUG (6.7%), VIG (4.8%) and IVV (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Infinity Wealth Counsel buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 36 added to, 12 trimmed and 3 sold out. New positions include BSCA and DELL. It sold all of KLAC.
When will Infinity Wealth Counsel file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Infinity Wealth Counsel's portfolio worth?
The Q3 2026 filing reports $124M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.