Infinity Wealth Counsel, LLC

Loveland, OH · CIK 2066524 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLoveland, OH

$123.8m reported value +13.7% vs Q1 2026

65positions

39.6%in top 10

4 new 39 added 9 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	89,937	$7.7m6.26%	6.26%	Added +633	+633 0.7%
2	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	24,918	$5.9m4.76%	4.76%	Added +579	+579 2.4%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	7,486	$5.6m4.53%	4.53%	Added +73	+73 1.0%
4	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	16,187	$5.6m4.50%	4.50%	Added +420	+420 2.7%
5	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	29,725	$4.7m3.80%	3.80%	Added +830	+830 2.9%
6	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	57,238	$4.5m3.60%	3.60%	Added +4.3k	+4,305 8.1%
7	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	10,499	$3.8m3.10%	3.10%	Added +367	+367 3.6%
8	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	186,663	$3.8m3.07%	3.07%	Added +8.7k	+8,655 4.9%
9	VANGUARD INDEX FDS VALUE ETF VTV	VTV	17,006	$3.7m2.99%	2.99%	Added +565	+565 3.4%
10	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	188,238	$3.7m2.98%	2.98%	Added +4.8k	+4,795 2.6%
11	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	198,550	$3.7m2.98%	2.98%	Added +13.6k	+13,580 7.3%
12	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	181,138	$3.5m2.86%	2.86%	Added +2.1k	+2,130 1.2%
13	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	210,039	$3.5m2.82%	2.82%	Added +14.8k	+14,770 7.6%
14	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	202,533	$3.3m2.68%	2.68%	Added +14.4k	+14,425 7.7%
15	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 BSCW	BSCW	157,533	$3.2m2.61%	2.61%	Added +14.6k	+14,590 10.2%
16	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,325	$3.2m2.57%	2.57%	Added +145	+145 3.5%
17	ISHARES TR CORE MSCI EAFE IEFA	IEFA	32,382	$3.1m2.53%	2.53%	Added +1.8k	+1,837 6.0%
18	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	32,907	$3.1m2.48%	2.48%	Added +2.1k	+2,141 7.0%
19	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	31,310	$3.0m2.44%	2.44%	Added +1.1k	+1,072 3.5%
20	INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH BSCX	BSCX	141,517	$3.0m2.41%	2.41%	Added +17.1k	+17,117 13.8%
21	VANGUARD INDEX FDS SMALL CP ETF VB	VB	9,108	$2.8m2.23%	2.23%	Added +91	+91 1.0%
22	ISHARES TR PFD AND INCM SEC PFF	PFF	89,779	$2.7m2.21%	2.21%	Added +10.2k	+10,190 12.8%
23	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,400	$2.3m1.89%	1.89%	Unchanged
24	INVESCO EXCH TRD SLF IDX FD BULLETSHARES 203 BSCY	BSCY	107,600	$2.2m1.80%	1.80%	Added +16.0k	+15,980 17.4%
25	PROCTER AND GAMBLE CO COM PG	PG	14,568	$2.1m1.73%	1.73%	Added +6.2k	+6,241 75.0%
26	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	33,495	$2.0m1.62%	1.62%	Added +330	+330 1.0%
27	INVESCO EXCH TRD SLF IDX FD BULLETSHARES BSCZ	BSCZ	93,610	$1.9m1.55%	1.55%	Added +16.2k	+16,240 21.0%
28	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	7,697	$1.9m1.51%	1.51%	Added +180	+180 2.4%
29	ISHARES TR S&P 500 VAL ETF IVE	IVE	8,109	$1.8m1.49%	1.49%	Unchanged
30	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	42,935	$1.8m1.43%	1.43%	Added +4.6k	+4,595 12.0%
31	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		58,148	$1.5m1.23%	1.23%	Added +2.8k	+2,830 5.1%
32	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	34,994	$1.4m1.12%	1.12%	Added +7.6k	+7,565 27.6%
33	ISHARES TR SELECT DIVID ETF DVY	DVY	8,680	$1.4m1.10%	1.10%	Unchanged
34	FIDELITY COVINGTON TRUST ENHANCED LARGE FELG	FELG	30,925	$1.4m1.09%	1.09%	Added +3.5k	+3,550 13.0%
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,530	$1.1m0.92%	0.92%	Reduced -45	-45 -2.9%
36	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	21,066	$1.1m0.86%	0.86%	Reduced -1.3k	-1,256 -5.6%
37	CHEVRON CORP NEW COM CVX	CVX	5,497	$911.2k0.74%	0.74%	Unchanged
38	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	8,929	$876.8k0.71%	0.71%	Reduced -175	-175 -1.9%
39	APPLE INC COM AAPL	AAPL	2,880	$833.4k0.67%	0.67%	Reduced -1	-1 -0.0%
40	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.61%	0.61%	Unchanged
41	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	18,371	$738.7k0.60%	0.60%	Added +295	+295 1.6%
42	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	13,507	$672.4k0.54%	0.54%	Reduced -1.1k	-1,120 -7.7%
43	WISDOMTREE TR US SMALLCAP DIVD DES	DES	15,740	$640.3k0.52%	0.52%	Added +1.4k	+1,350 9.4%
44	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	2,470	$525.5k0.42%	0.42%	Unchanged
45	ISHARES TR U.S. REAL ES ETF IYR	IYR	5,110	$522.5k0.42%	0.42%	Reduced -200	-200 -3.8%
46	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,349	$482.1k0.39%	0.39%	Reduced -12	-12 -0.9%
47	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		12,360	$479.4k0.39%	0.39%	Added +1.1k	+1,075 9.5%
48	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,667	$438.3k0.35%	0.35%	Added +467	+467 14.6%
49	BROADCOM INC COM AVGO	AVGO	1,056	$398.9k0.32%	0.32%	Reduced -186	-186 -15.0%
50	NVIDIA CORPORATION COM NVDA	NVDA	1,886	$377.4k0.30%	0.30%	Reduced -2	-2 -0.1%
51	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	4,507	$371.1k0.30%	0.30%	Added +414	+414 10.1%
52	MICROSOFT CORP COM MSFT	MSFT	953	$355.5k0.29%	0.29%	Added +29	+29 3.1%
53	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,382	$353.3k0.29%	0.29%	Unchanged
54	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	2,750	$327.2k0.26%	0.26%	Unchanged
55	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	4,515	$321.7k0.26%	0.26%	Added +967	+967 27.2%
56	ISHARES TR FALN ANGLS USD FALN	FALN	11,460	$312.2k0.25%	0.25%	Unchanged
57	APPLIED MATLS INC COM AMAT	AMAT	398	$287.8k0.23%	0.23%	New
58	AMAZON COM INC COM AMZN	AMZN	1,093	$260.5k0.21%	0.21%	Added +99	+99 10.0%
59	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	488	$244.2k0.20%	0.20%	Unchanged
60	KLA CORP COM NEW KLAC	KLAC	760	$229.3k0.19%	0.19%	New
61	SPDR INDEX SHS FDS S&P INTL ETF DWX	DWX	4,500	$206.8k0.17%	0.17%	Unchanged
62	CINTAS CORP COM CTAS	CTAS	1,200	$204.1k0.16%	0.16%	New
63	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	2,630	$201.7k0.16%	0.16%	New
64	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	10,000	$184.3k0.15%	0.15%	Unchanged
65	CLEVELAND-CLIFFS INC NEW COM CLF	CLF	18,253	$171.4k0.14%	0.14%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DUKE ENERGY CORP NEW DUK	DUK	1,877	$245.8k1.9k shares
ISHARES TR ISTB	ISTB	4,960	$240.4k5.0k shares