Infinity Wealth Counsel, LLC
All 13F Filings
- Location
- Loveland, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 123,759
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 65 | 123,759 | 13F-HR | Infinity Wealth Counsel, LLC |
| 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 | 9.632 K | 7.8% | 2.013 K | 0 | 2.013 K |
| ETFs | 109.7 K | 88.6% | 12.57 K | 0 | 12.57 K |
| Debt | 4.459 K | 3.6% | 308 | 0 | 308 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
123,759
Holdings
65
QoQ value change ($000)
14,892
(13.7%)
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.