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Matt Oberholzer

Infinity Wealth Counsel, Llc

Assets Managed
$123.759M
Holdings
65
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
13.68%(2Q avg: 6.43%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Infinity Wealth Counsel, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Infinity Wealth Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 123.759M in assets, with a quarterly growth rate of 13.68% and a 2-quarter average growth rate of 6.43%. The portfolio is managed by Matt Oberholzer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 504.26%
6.26%
$7.747M
89,937 shares@ $86.14 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.38%
4.77%
$5.896M
24,918 shares@ $236.63 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.99%
4.53%
$5.606M
7,486 shares@ $748.87 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 2.67%
4.5%
$5.567M
16,187 shares@ $343.91 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 2.88%
3.8%
$4.697M
29,725 shares@ $158.03 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 8.14%
3.61%
$4.459M
57,238 shares@ $77.92 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 3.63%
3.11%
$3.839M
10,499 shares@ $365.7 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 4.87%
3.08%
$3.801M
186,663 shares@ $20.37 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 3.44%
3%
$3.706M
17,006 shares@ $217.93 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 2.62%
2.99%
$3.692M
188,238 shares@ $19.62 avg price

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