Intelligent Financial Strategies
CIK: 0001911000SEC EDGAR →
Portfolio Value
$207.9B
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 | $64.5B | 31.02% |
| 2 | VANGUARD INDEX FDS | 41,431 | $26.0B | 12.49% |
| 3 | VANGUARD INTL EQUITY INDEX F | 165,015 | $23.3B | 11.19% |
| 4 | VANGUARD INDEX FDS | 45,676 | $15.3B | 7.36% |
| 5 | VANGUARD STAR FDS | 139,054 | $10.5B | 5.04% |
| 6 | VANGUARD BD INDEX FDS | 125,413 | $9.3B | 4.47% |
| 7 | AMERICAN CENTY ETF TR | 65,294 | $5.6B | 2.70% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 7 | $5.3B | 2.54% |
| 9 | DIMENSIONAL ETF TRUST | 106,722 | $5.0B | 2.39% |
| 10 | VANGUARD SPECIALIZED FUNDS | 21,703 | $4.8B | 2.29% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (72)
$64.5B · 128K shares
$26.0B · 41K shares
$23.3B · 165K shares
$15.3B · 46K shares
$10.5B · 139K shares
$9.3B · 125K shares
$5.6B · 65K shares
$5.3B · 7 shares
$5.0B · 107K shares
$4.8B · 22K shares
$4.4B · 6K shares
$3.7B · 94K shares
$3.3B · 12K shares
$3.2B · 41K shares
$2.9B · 9K shares
$2.3B · 4K shares
$1.8B · 3K shares
$1.8B · 4K shares
$1.6B · 35K shares
$1.6B · 5K shares
$1.2B · 36K shares
$996.0M · 1K shares
$816.0M · 1K shares
$676.0M · 9K shares
$650.0M · 6K shares
$639.0M · 6K shares
$587.0M · 3K shares
$540.0M · 5K shares
$482.0M · 7K shares
$418.0M · 5K shares
$401.0M · 4K shares
$388.0M · 2K shares
$307.0M · 775 shares
$298.0M · 978 shares
$295.0M · 5K shares
$294.0M · 5K shares
$286.0M · 1K shares
$240.0M · 4K shares
$230.0M · 1K shares
$192.0M · 932 shares
$182.0M · 2K shares
$144.0M · 497 shares
$115.0M · 632 shares
$113.0M · 783 shares
$111.0M · 1K shares
$108.0M · 346 shares
$99.0M · 195 shares
$97.0M · 869 shares
$89.0M · 349 shares
$76.0M · 470 shares
$72.0M · 600 shares
$57.0M · 1K shares
$56.0M · 670 shares
$50.0M · 2K shares
$43.0M · 729 shares
$40.0M · 750 shares
$35.0M · 166 shares
$33.0M · 50 shares
$29.0M · 646 shares
$27.0M · 316 shares
$23.0M · 223 shares
$22.0M · 423 shares
$22.0M · 319 shares
$21.0M · 273 shares
$18.0M · 580 shares
$16.0M · 130 shares
$15.0M · 200 shares
$14.0M · 101 shares
$10.0M · 95 shares
$10.0M · 50 shares
$9.0M · 25 shares
$6.0M · 27 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $125.4B | 60.3% |
| Unknown | 5 | $70.2B | 33.8% |
| Technology | 3 | $5.2B | 2.5% |
| Communication Services | 1 | $2.9B | 1.4% |
| Consumer Defensive | 9 | $2.2B | 1.1% |
| Industrials | 7 | $942.0M | 0.5% |
| Consumer Cyclical | 2 | $528.0M | 0.3% |
| Healthcare | 3 | $241.0M | 0.1% |
| Utilities | 1 | $111.0M | 0.1% |
| Energy | 1 | $72.0M | 0.0% |