13F Filings History of Infinity Wealth Counsel, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$109,768,896
Signature - Title
Matt Oberholzer - Financial Planner, CCO
Location
Loveland, OH
Summary
This page shows a list of all the recent 13F filings made by Infinity Wealth Counsel, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Infinity Wealth Counsel, LLC reported 62 stock holdings with total value $109,768,896 as of Q4 2025. Top holdings included VUG, VIG, IVV, VV, and BSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $109,768,896 +$10,907,608 -$5,189,441 +$5,718,167 VUG, VIG, IVV, VV, BSV 13F-HR 15 Jan 2026, 12:05
Q3 2025 63 $102,974,635 +$3,040,299 -$3,562,322 -$522,023 VUG, IVV, VIG, VV, VYM 13F-HR 07 Oct 2025, 09:48
Q2 2025 59 $98,942,565 +$1,655,603 -$314,457 +$1,341,146 VUG, VIG, VV, IVV, BSV 13F-HR 14 Jul 2025, 13:27
Q1 2025 57 $92,630,415 +$1,187,406 -$786,884 +$400,522 VUG, VIG, IVV, VV, BSV 13F-HR 12 May 2025, 19:59
Q4 2024 57 $93,690,631 $0 $0 $0 VUG, VIG, VV, IVV, BSV 13F-HR 12 May 2025, 19:57