Infinity Wealth Counsel, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 64 separate positions held by the firm.
The firm's largest equity holding is the Vanguard Morningstar Large Cap Growth ETF, with 8,271,365 shares. This is followed by the Vanguard Morningstar Small Cap Growth ETF, holding 3,619,511 shares. The portfolio also includes significant positions in the Vanguard Morningstar Small Cap Value ETF (3,618,863 shares) and the Vanguard Morningstar Value ETF (3,826,887 shares).
In terms of individual company stocks, the filing shows a concentration in large-cap technology and consumer staples names. Berkshire Hathaway Inc. Class A and Class B shares are held, totaling 489 shares. The firm holds 1,359 shares of Alphabet Inc. Class A, 2,780 shares of Apple Inc., and 903 shares of Microsoft Corporation. Other notable individual stock positions include Procter & Gamble Co. (19,210 shares) and Chevron Corporation (5,512 shares).
The portfolio is heavily weighted toward exchange-traded funds (ETFs). Major holdings include the Invesco Exchange Traded Fund Self-Driving Index Fund (approximately 2.02 million shares), the Invesco Exchange Traded Fund Self-Driving Index Fund 2026 CB (approximately 3.57 million shares), and the Invesco Exchange Traded Fund Self-Driving Index Fund 2027 CB (approximately 3.76 million shares). Other significant ETFs include the iShares Core S&P 500 ETF (5,914,468 shares) and the Vanguard S&P 500 ETF Shares (2,384,326 shares).
