Intelligent Financial Strategies 13F Holdings · Q2 2026
Intelligent Financial Strategies reported 60 securities worth $207.84M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (28.99%), VOO (13.34%), VT (11.77%). Among its top 25 positions this quarter: 4 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $60.2M | 28.99% | 120,403 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $27.7M | 13.34% | 40,378 | Trimmed |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $24.5M | 11.77% | 155,814 | Hold |
| 4 | VTI | VANGUARD INDEX FDS | $15.8M | 7.59% | 42,620 | Trimmed |
| 5 | VXUS | VANGUARD STAR FDS | $11.8M | 5.70% | 138,507 | Trimmed |
| 6 | BND | VANGUARD BD INDEX FDS | $9.1M | 4.37% | 123,649 | Added |
| 7 | AVGE | AMERICAN CENTY ETF TR | $6.4M | 3.08% | 64,521 | Trimmed |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.2M | 2.52% | 7 | Hold |
| 9 | IVV | ISHARES TR | $4.8M | 2.29% | 6,350 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $4.6M | 2.24% | 19,644 | Added |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $4.6M | 2.22% | 83,718 | Hold |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $4.2M | 2.01% | 94,014 | Added |
| 13 | AAPL | APPLE INC | $3.4M | 1.64% | 11,750 | Trimmed |
| 14 | GOOG | ALPHABET INC | $3.3M | 1.59% | 9,339 | Hold |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $3.1M | 1.48% | 39,017 | Trimmed |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.6M | 1.25% | 3,678 | Trimmed |
| 17 | MA | MASTERCARD INCORPORATED | $1.6M | 0.78% | 3,170 | Trimmed |
| 18 | V | VISA INC | $1.5M | 0.73% | 4,419 | Trimmed |
| 19 | SGOV | ISHARES TR | $1.4M | 0.68% | 14,045 | Added |
| 20 | MSFT | MICROSOFT CORP | $1.4M | 0.67% | 3,751 | Trimmed |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $1.3M | 0.63% | 35,705 | Hold |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $1.1M | 0.52% | 1,156 | Hold |
| 23 | FEGE | RBB FUND TRUST | $1.0M | 0.49% | 20,903 | Hold |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $893,745 | 0.43% | 1,194 | Hold |
| 25 | DFUS | DIMENSIONAL ETF TRUST | $746,883 | 0.36% | 9,115 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR