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Infinity Wealth Counsel, LLC
Infinity Wealth Counsel, LLC is a family-owned, Cincinnati-area Registered Investment Adviser headquartered in Loveland, Ohio. Founded by Chris Oberholzer, CFP®, the firm provides tailored investment management and comprehensive financial planning solutions—including retirement, estate, and legacy planning—for individuals and families. The firm operates with a client-centric, fee-only model, serving clients at all stages of wealth accumulation and preservation. Infinity Wealth Counsel currently manages over $100 million in assets for its clients and employs a small team of financial professionals and support staff.
Investment Strategy
Infinity Wealth Counsel employs an evidence-based investment philosophy rooted in the five-factor model developed by Nobel laureates Eugene Fama and Kenneth French. Their strategy seeks to capture risk premiums associated with market, size, value, profitability, and momentum factors by diversifying client portfolios across a broad set of asset classes. The firm customizes investment plans to each client's unique circumstances, goals, and risk tolerance, focusing on long-term growth, prudent asset allocation, and low-cost implementation, while integrating financial planning with ongoing portfolio management.
Latest 13F Filing Activity
Infinity Wealth Counsel, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 62 equity positions and 1 options positions with a total 13F market value of $103M. The fund increased holdings in Invesco Exch TRD SLF Idx FD, Invesco Exch TRD SLF Idx FD, Invesco Exch TRD SLF Idx FD among other positions. Infinity Wealth Counsel, LLC reduced exposure to Invesco Exch TRD SLF Idx FD, Vanguard Scottsdale FDS, Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 7.08% | $7.3M | 15,239 | $409.67 | $479.61 | +$549.1K |
I IVV | ISHARES TR | 5.05% | $5.2M | 7,782 | $588.86 | $669.30 | +$387.2K |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.04% | $5.2M | 24,089 | $195.86 | $215.79 | +$151.2K |
V VV | VANGUARD INDEX FDS | 4.89% | $5.0M | 16,394 | $269.78 | $307.86 | +$193.0K |
V VYM | VANGUARD WHITEHALL FDS | 3.92% | $4.0M | 28,710 | $127.63 | $140.95 | +$170.0K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | — | Put | $203.7K | 8 | $254.63 | $205.17 | 0 | +$39.6K |
Industry Allocation
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