Infinity Wealth Counsel, LLC
All 13F Filings
- Location
- Loveland, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 108,867
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 63 | 108,867 | 13F-HR | Infinity Wealth Counsel, LLC |
| Q4 2025 | 1/15/2026 | 62 | 109,769 | 13F-HR | Infinity Wealth Counsel, LLC |
| Q3 2025 | 10/7/2025 | 64 | 103,178 | 13F-HR | Infinity Wealth Counsel, LLC |
| Q2 2025 | 7/14/2025 | 60 | 99,107 | 13F-HR | Infinity Wealth Counsel, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.619 K | 7.0% | 0 | 46.94 K | -46.94 K |
| ETFs | 97.09 K | 89.2% | 46.65 K | 0 | 46.65 K |
| Debt | 4.151 K | 3.8% | 0 | 63 | -63 |
| Other | 0 | 0.0% | 0 | 560 | -560 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
108,867
Holdings
63
QoQ value change ($000)
-902
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.