Intelligent Financial Strategies
CIK: 0001911000SEC EDGAR →
Portfolio Value
$207.9M
Holdings
72
As of
Q4 2025
New Positions
72
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 128,341 | $64.5M | 31.02% |
| 2 | VANGUARD INDEX FDS | 41,431 | $26.0M | 12.49% |
| 3 | VANGUARD INTL EQUITY INDEX F | 165,015 | $23.3M | 11.19% |
| 4 | VANGUARD INDEX FDS | 45,676 | $15.3M | 7.36% |
| 5 | VANGUARD STAR FDS | 139,054 | $10.5M | 5.04% |
| 6 | VANGUARD BD INDEX FDS | 125,413 | $9.3M | 4.47% |
| 7 | AMERICAN CENTY ETF TR | 65,294 | $5.6M | 2.70% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 7 | $5.3M | 2.54% |
| 9 | DIMENSIONAL ETF TRUST | 106,722 | $5.0M | 2.39% |
| 10 | VANGUARD SPECIALIZED FUNDS | 21,703 | $4.8M | 2.29% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (72)
$64.5M · 128K shares
$26.0M · 41K shares
$23.3M · 165K shares
$15.3M · 46K shares
$10.5M · 139K shares
$9.3M · 125K shares
$5.6M · 65K shares
$5.3M · 7 shares
$5.0M · 107K shares
$4.8M · 22K shares
$4.4M · 6K shares
$3.7M · 94K shares
$3.3M · 12K shares
$3.2M · 41K shares
$2.9M · 9K shares
$2.3M · 4K shares
$1.8M · 3K shares
$1.8M · 4K shares
$1.6M · 35K shares
$1.6M · 5K shares
$1.2M · 36K shares
$996K · 1K shares
$816K · 1K shares
$676K · 9K shares
$650K · 6K shares
$639K · 6K shares
$587K · 3K shares
$540K · 5K shares
$482K · 7K shares
$418K · 5K shares
$401K · 4K shares
$388K · 2K shares
$307K · 775 shares
$298K · 978 shares
$295K · 5K shares
$294K · 5K shares
$286K · 1K shares
$240K · 4K shares
$230K · 1K shares
$192K · 932 shares
$182K · 2K shares
$144K · 497 shares
$115K · 632 shares
$113K · 783 shares
$111K · 1K shares
$108K · 346 shares
$99K · 195 shares
$97K · 869 shares
$89K · 349 shares
$76K · 470 shares
$72K · 600 shares
$57K · 1K shares
$56K · 670 shares
$50K · 2K shares
$43K · 729 shares
$40K · 750 shares
$35K · 166 shares
$33K · 50 shares
$29K · 646 shares
$27K · 316 shares
$23K · 223 shares
$22K · 423 shares
$22K · 319 shares
$21K · 273 shares
$18K · 580 shares
$16K · 130 shares
$15K · 200 shares
$14K · 101 shares
$10K · 95 shares
$10K · 50 shares
$9K · 25 shares
$6K · 27 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $125.4M | 60.3% |
| Unknown | 5 | $70.2M | 33.8% |
| Technology | 3 | $5.2M | 2.5% |
| Communication Services | 1 | $2.9M | 1.4% |
| Consumer Defensive | 9 | $2.2M | 1.1% |
| Industrials | 7 | $942K | 0.5% |
| Consumer Cyclical | 2 | $528K | 0.3% |
| Healthcare | 3 | $241K | 0.1% |
| Utilities | 1 | $111K | 0.1% |
| Energy | 1 | $72K | 0.0% |