Intelligent Financial Strategies - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Intelligent Financial Strategies held in its portfolio 54 assets valued at $207,943,597 (i.e. $207.94M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($64.51M), VANGUARD INDEX FDS ($41.84M), and VANGUARD INTL EQUITY INDEX F ($23.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Intelligent Financial Strategies - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 128341 | 64510754 | COM - Class B |
| VANGUARD INDEX FDS | 89322 | 41836548 | COM |
| VANGUARD INTL EQUITY INDEX F | 167489 | 23459038 | COM |
| DIMENSIONAL ETF TRUST | 246202 | 10578973 | COM |
| VANGUARD STAR FDS | 139054 | 10490235 | COM |
| VANGUARD BD INDEX FDS | 125413 | 9289315 | COM |
| AMERICAN CENTY ETF TR | 81907 | 7177853 | COM |
| ISHARES TR | 21146 | 5611659 | COM |
| BERKSHIRE HATHAWAY INC DEL | 7 | 5283600 | COM - Class A |
| VANGUARD SPECIALIZED FUNDS | 21703 | 4769845 | COM |
| APPLE INC | 12163 | 3306629 | COM |
| VANGUARD SCOTTSDALE FDS | 40667 | 3242407 | COM |
| ALPHABET INC | 9339 | 2930430 | COM - Class C |
| SPDR S&P MIDCAP 400 ETF TR | 3743 | 2266136 | COM |
| MASTERCARD INCORPORATED | 3220 | 1838490 | COM |
| MICROSOFT CORP | 3783 | 1829421 | COM |
| RBB FUND TRUST | 34735 | 1598744 | COM |
| VISA INC | 4557 | 1598124 | COM |
| COSTCO WHSL CORP NEW | 1156 | 996539 | COM |
| SPDR S&P 500 ETF TR | 1194 | 816437 | COM |
| UNION PAC CORP | 2538 | 587048 | COM |
| WALMART INC | 4845 | 540920 | COM |
| PROFESIONALLY MANAGED PORTFO | 7372 | 482940 | COM |
| HERSHEY CO | 2133 | 388195 | COM |
| SPDR GOLD TR | 775 | 307140 | COM |
| MCDONALDS CORP | 978 | 298834 | COM |
| VANGUARD TAX-MANAGED FDS | 4714 | 294467 | COM |
| AMAZON COM INC | 1000 | 230820 | COM |
| JOHNSON & JOHNSON | 932 | 192963 | COM |
| RTX CORPORATION | 632 | 115909 | COM |
| PEPSICO INC | 783 | 113561 | COM |
| WEC ENERGY GROUP INC | 1059 | 111629 | COM |
| CUMMINS INC | 195 | 99538 | COM |
| APPLIED MATLS INC | 349 | 89690 | COM |
| PHILIP MORRIS INTL INC | 470 | 76079 | COM |
| EXXON MOBIL CORP | 600 | 72204 | COM |
| FASTENAL CO | 1427 | 57266 | COM |
| CHURCH & DWIGHT CO INC | 670 | 56180 | COM |
| SPROTT ASSET MANAGEMENT LP | 1518 | 50124 | COM |
| SCHWAB STRATEGIC TR | 1226 | 47482 | COM |
| MONDELEZ INTL INC | 750 | 40748 | COM |
| REPUBLIC SVCS INC | 166 | 35180 | COM |
| IDEXX LABS INC | 50 | 33827 | COM |
| OTIS WORLDWIDE CORP | 316 | 27603 | COM |
| VANECK ETF TRUST | 223 | 23094 | COM |
| CARRIER GLOBAL CORPORATION | 423 | 22351 | COM |
| COCA COLA CO | 319 | 22280 | COM |
| COLGATE PALMOLIVE CO | 273 | 21608 | COM |
| ZOETIS INC | 130 | 16357 | COM |
| METLIFE INC | 200 | 15788 | COM |
| PROCTER AND GAMBLE CO | 101 | 14474 | COM |
| PRUDENTIAL FINL INC | 95 | 10724 | COM |
| AMERICAN EXPRESS CO | 25 | 9249 | COM |
| PROGRESSIVE CORP | 27 | 6148 | COM |
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