Intelligent Financial Strategies
Intelligent Financial Strategies reported 60 positions worth $207.8M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: BRK-B (29.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $60.2M | 28.99% | 120,403 | — | — | |
| ▸ 2 | VOO | SH | $27.7M | 13.34% | 40,378 | — | — | |
| ▸ 3 | VT | SH | $24.5M | 11.77% | 155,814 | — | — | |
| ▸ 4 | VTI | SH | $15.8M | 7.59% | 42,620 | — | — | |
| ▸ 5 | VXUS | SH | $11.8M | 5.70% | 138,507 | — | — | |
| ▸ 6 | BND | SH | $9.1M | 4.37% | 123,649 | — | — | |
| ▸ 7 | AVGE | SH | $6.4M | 3.08% | 64,521 | — | — | |
| ▸ 8 | BRK-A | SH | $5.2M | 2.52% | 7 | — | — | |
| ▸ 9 | IVV | SH | $4.8M | 2.29% | 6,350 | — | — | |
| ▸ 10 | VIG | SH | $4.6M | 2.24% | 19,644 | — | — |
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Frequently Asked Questions
What stocks does Intelligent Financial Strategies hold as of Q2 2026?
Intelligent Financial Strategies reported 60 positions worth $207.8M in its Q2 2026 13F filing. Largest positions: BRK-B (29.0%), VOO (13.3%), VT (11.8%), VTI (7.6%) and VXUS (5.7%).
What did Intelligent Financial Strategies buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Intelligent Financial Strategies sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.