Infinity Wealth Counsel, LLC

RIA/Wealth

Infinity Wealth Counsel, LLC is a RIA/Wealth based in Loveland, OH led by Christopher Robert Oberholzer, reporting $132.6M in AUM as of Q3 2025 with 89% ETF concentration.

PresidentChristopher Robert Oberholzer

Portfolio Value: $102.6M
Positions: 62
Top Holding: VUG at 7.13%
Last Reported: Q3 2025

Address433 West Loveland Ave, Suite 100, Loveland, OH, 45140, United States

Top Holdings

Largest long holdings in Infinity Wealth Counsel, LLC's portfolio (43.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$7.3M	7.13%	-$85.8K Sold	— 15.2K shares	Q4 2024 Held for 11 months
2 iShares Core S&P 500 ETF IVV	ETF ETF	$5.2M	5.08%	+$11.4K Bought	— 7.8K shares	Q4 2024 Held for 11 months
3 Vanguard Dividend Appreciation VIG	Unknown Unknown	$5.2M	5.07%	-$123.0K Sold	— 24.1K shares	Q4 2024 Held for 11 months
4 Vanguard Large-Cap VV	ETF ETF	$5.0M	4.92%	-$190.9K Sold	— 16.4K shares	Q4 2024 Held for 11 months
5 Vanguard High Dividend Yield VYM	ETF ETF	$4.0M	3.95%	-$52.0K Sold	— 28.7K shares	Q4 2024 Held for 11 months
6 Vanguard Short-Term Bond BSV	ETF ETF	$3.7M	3.63%	-$214.3K Sold	— 47.2K shares	Q4 2024 Held for 11 months
7 Invesco BulletShares 2028 Corporate Bond BSCS	ETF ETF	$3.6M	3.47%	+$15.6K Bought	— 172.9K shares	Q4 2024 Held for 11 months
8 Invesco BulletShares 2027 Corporate Bond BSCR	ETF ETF	$3.5M	3.38%	-$32.5K Sold	— 176.2K shares	Q4 2024 Held for 11 months
9 Invesco BulletShares 2029 Corporate Bond BSCT	ETF ETF	$3.4M	3.32%	-$89.3K Sold	— 181.1K shares	Q4 2024 Held for 11 months
10 Invesco BulletShares 2026 Corporate Bond BSCQ	ETF ETF	$3.4M	3.27%	-$106.0K Sold	— 171.3K shares	Q4 2024 Held for 11 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Infinity Wealth Counsel, LLC's latest filing

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GthenC

Market Value

$102.6M

Prior: $98.9M

Q/Q Change

+3.67%

+$3.6M

Net Flows % of MV

-0.898%

Turnover Ratio

3.02%

New Purchases

4 stocks

$2.5M

Added To

16 stocks

+$189.4K

Sold Out Of

1 stocks

$223.1K

Reduced Holdings

30 stocks

-$3.3M

Increased Positions

Position	Shares Δ	Change
1 Invesco BulletShares 2032 Corporate Bond BSCW	New	0 → 40.8K +$852.1K
2 BSCX Invesco BulletShares 2033 Corporate Bond BSCX	New	0 → 37.6K +$807.5K
3 BSCY Invesco BulletShares 2034 Corporate Bond BSCY	New	0 → 27.5K +$578.4K
4 Dimensional U.S. Small Cap DFAS	New	0 → 3.1K +$213.5K
5 DFLV Dimensional US Large Cap Value DFLV	+3.58%	20.5K → 21.3K +$24.2K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Short-Term Corporate Bond VCSH	Sold	2.8K → 0 −$223.1K
2 Invesco BulletShares 2025 Corporate Bond BSCP	-33.11%	160.9K → 107.6K −$1.1M
3 Vanguard Information Technology VGT	-20.0%	500.0 → 400.0 −$74.7K
4 Invesco S&P 500 Equal Weight ETF RSP	-15.41%	2.9K → 2.5K −$85.4K
5 Vanguard S&P 500 ETF VOO	-15.0%	4.0K → 3.4K −$367.4K