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The Analysis of Infinity Wealth Counsel, LLC's Holdings & P&L

Currently, Infinity Wealth Counsel, LLC holds 63 types of securities in its portfolio with a total value $108.9M. In the most recent quarter, they have increased their positions in DWX (+4.5K shares, valued at $205.2K), DFAI (+2.7K shares, valued at $103.8K), BSCZ (+3.0K shares, valued at $60.5K); decreased their positions in BSCQ (-3.3K shares, valued at $65.0K), BSV (-541 shares, valued at $42.4K), NEAR (-730 shares, valued at $37.1K); initiated new positions in DWX (+4.5K shares, valued at $205.2K).

1M P&L

+2.2M+2.07%

3M P&L

-34.4M-23.89%

HY P&L

-30.8M-21.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A98.6M

96.0%

2Household & Personal Products1.2M

1.2%

3Oil & Gas Integrated1.1M

1.1%

Top Industries by Stock Count

1N/A49 stocks

87.5%

2Internet Retail1 stocks

1.8%

3Consumer Electronics1 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS14.9K shares0.30%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS24.3K shares-0.23%2026-03-312026-04-08

IVV ISHARES TR7.4K shares0.52%2026-03-312026-04-08

VV VANGUARD INDEX FDS15.8K shares1.25%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS28.9K shares0.31%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS52.9K shares-1.01%2026-03-312026-04-08

BSCS INVESCO EXCH TRD SLF IDX FD178.0K shares-0.79%2026-03-312026-04-08

BSCR INVESCO EXCH TRD SLF IDX FD183.4K shares-1.00%2026-03-312026-04-08

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD179.0K shares-1.82%2026-03-312026-04-08

BSCT INVESCO EXCH TRD SLF IDX FD185.0K shares0.83%2026-03-312026-04-08

BSCU INVESCO EXCH TRD SLF IDX FD195.3K shares1.28%2026-03-312026-04-08

VTV VANGUARD INDEX FDS16.4K shares1.67%2026-03-312026-04-08

BSCV INVESCO EXCH TRD SLF IDX FD188.1K shares0.96%2026-03-312026-04-08

VBK VANGUARD INDEX FDS10.1K shares1.40%2026-03-312026-04-08

BSCW INVESCO EXCH TRD SLF IDX FD142.9K shares1.98%2026-03-312026-04-08

IEFA ISHARES TR30.5K shares-0.07%2026-03-312026-04-08

Sponsored

VIGI VANGUARD WHITEHALL FDS30.8K shares0.45%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS30.2K shares0.05%2026-03-312026-04-08

BSCX INVESCO EXCH TRD SLF IDX FD124.4K shares1.18%2026-03-312026-04-08

PFF ISHARES TR79.6K shares1.65%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR4.2K shares0.36%2026-03-312026-04-08

VB VANGUARD INDEX FDS9.0K shares0.48%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-04-08

BSCY INVESCO EXCH TRD SLF IDX FD91.6K shares2.13%2026-03-312026-04-08

Sponsored

VWO VANGUARD INTL EQUITY INDEX F33.2K shares-0.32%2026-03-312026-04-08

IVE ISHARES TR8.1K shares0.00%2026-03-312026-04-08

VBR VANGUARD INDEX FDS7.5K shares0.20%2026-03-312026-04-08

BSCZ INVESCO EXCH TRD SLF IDX FD77.4K shares3.96%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST38.3K shares7.47%2026-03-312026-04-08

DVY ISHARES TR8.7K shares-0.29%2026-03-312026-04-08

DFAR DIMENSIONAL ETF TRUST55.3K shares2.44%2026-03-312026-04-08

PG PROCTER & GAMBLE CO8.3K shares0.00%2026-03-312026-04-08

Sponsored

CVX CHEVRON CORPORATION5.5K shares-0.54%2026-03-312026-04-08

NEAR ISHARES U S ETF TR22.3K shares-3.17%2026-03-312026-04-08

FELG FIDELITY COVINGTON TRUST27.4K shares1.11%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T1.6K shares0.00%2026-03-312026-04-08

DFLV DIMENSIONAL ETF TRUST27.4K shares1.95%2026-03-312026-04-08

VYMI VANGUARD WHITEHALL FDS9.1K shares0.00%2026-03-312026-04-08

AAPL APPLE INC2.9K shares0.00%2026-03-312026-04-08

VUSB VANGUARD BD INDEX FDS14.6K shares-0.87%2026-03-312026-04-08

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST18.1K shares6.17%2026-03-312026-04-08

DES WISDOMTREE TR14.4K shares8.28%2026-03-312026-04-08

IYR ISHARES TR5.3K shares0.47%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K shares0.00%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST11.3K shares7.63%2026-03-312026-04-08

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-04-08

BROADCOM INC BROADCOM INC1.2K shares-2.89%2026-03-312026-04-08

Sponsored

MSFT MICROSOFT CORP924 shares-0.43%2026-03-312026-04-08

NVDA NVIDIA CORPORATION1.9K shares1.61%2026-03-312026-04-08

FALN ISHARES TR11.5K shares-1.63%2026-03-312026-04-08

IJR ISHARES TR2.4K shares0.00%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST4.1K shares13.60%2026-03-312026-04-08

VGT VANGUARD WORLD FD400 shares0.00%2026-03-312026-04-08

SPYG SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares0.00%2026-03-312026-04-08

Sponsored

ISTB ISHARES TR5.0K shares0.00%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL488 shares-2.98%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS3.5K shares0.00%2026-03-312026-04-08

AMZN AMAZON COM INC994 shares-2.07%2026-03-312026-04-08

DWX SPDR INDEX SHS FDS4.5K sharesnew addition2026-03-312026-04-08

QYLD GLOBAL X FDS10.0K shares0.00%2026-03-312026-04-08

CLF CLEVELAND-CLIFFS INC NEW18.3K shares0.00%2026-03-312026-04-08

VUG

VANGUARD INDEX FDS

0.30%

Shares14.9K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-0.23%

Shares24.3K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

0.52%

Shares7.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

1.25%

Shares15.8K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

0.31%

Shares28.9K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

-1.01%

Shares52.9K

Event2026-03-31

Filed2026-04-08

BSCS

INVESCO EXCH TRD SLF IDX FD

-0.79%

Shares178.0K

Event2026-03-31

Filed2026-04-08

BSCR

INVESCO EXCH TRD SLF IDX FD

-1.00%

Shares183.4K

Event2026-03-31

Filed2026-04-08

BSCQ

INVESCO EXCH TRD SLF IDX FD

-1.82%

Shares179.0K

Event2026-03-31

Filed2026-04-08

BSCT

INVESCO EXCH TRD SLF IDX FD

0.83%

Shares185.0K

Event2026-03-31

Filed2026-04-08

BSCU

INVESCO EXCH TRD SLF IDX FD

1.28%

Shares195.3K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

1.67%

Shares16.4K

Event2026-03-31

Filed2026-04-08

BSCV

INVESCO EXCH TRD SLF IDX FD

0.96%

Shares188.1K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

1.40%

Shares10.1K

Event2026-03-31

Filed2026-04-08

BSCW

INVESCO EXCH TRD SLF IDX FD

1.98%

Shares142.9K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

-0.07%

Shares30.5K

Event2026-03-31

Filed2026-04-08

VIGI

VANGUARD WHITEHALL FDS

0.45%

Shares30.8K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

0.05%

Shares30.2K

Event2026-03-31

Filed2026-04-08

BSCX

INVESCO EXCH TRD SLF IDX FD

1.18%

Shares124.4K

Event2026-03-31

Filed2026-04-08

PFF

ISHARES TR

1.65%

Shares79.6K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

0.36%

Shares4.2K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.48%

Shares9.0K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-08

BSCY

INVESCO EXCH TRD SLF IDX FD

2.13%

Shares91.6K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

-0.32%

Shares33.2K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

0.20%

Shares7.5K

Event2026-03-31

Filed2026-04-08

BSCZ

INVESCO EXCH TRD SLF IDX FD

3.96%

Shares77.4K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

7.47%

Shares38.3K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

-0.29%

Shares8.7K

Event2026-03-31

Filed2026-04-08

DFAR

DIMENSIONAL ETF TRUST

2.44%

Shares55.3K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-0.54%

Shares5.5K

Event2026-03-31

Filed2026-04-08

NEAR

ISHARES U S ETF TR

-3.17%

Shares22.3K

Event2026-03-31

Filed2026-04-08

FELG

FIDELITY COVINGTON TRUST

1.11%

Shares27.4K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

1.95%

Shares27.4K

Event2026-03-31

Filed2026-04-08

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-08

VUSB

VANGUARD BD INDEX FDS

-0.87%

Shares14.6K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

6.17%

Shares18.1K

Event2026-03-31

Filed2026-04-08

DES

WISDOMTREE TR

8.28%

Shares14.4K

Event2026-03-31

Filed2026-04-08

IYR

ISHARES TR

0.47%

Shares5.3K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

7.63%

Shares11.3K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-2.89%

Shares1.2K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-0.43%

Shares924

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

1.61%

Shares1.9K

Event2026-03-31

Filed2026-04-08

FALN

ISHARES TR

-1.63%

Shares11.5K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

13.60%

Shares4.1K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

0.00%

Shares400

Event2026-03-31

Filed2026-04-08

SPYG

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

ISTB

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-2.98%

Shares488

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-2.07%

Shares994

Event2026-03-31

Filed2026-04-08

DWX

SPDR INDEX SHS FDS

New

Shares4.5K

Event2026-03-31

Filed2026-04-08

QYLD

GLOBAL X FDS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

CLF

CLEVELAND-CLIFFS INC NEW

0.00%

Shares18.3K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available