Intelligent Financial Strategies Top Holdings and 13F Report (2025) About Intelligent Financial StrategiesInvestment ActivityIntelligent Financial Strategies has $188.43 million in total holdings as of June 30, 2025.Intelligent Financial Strategies owns shares of 85 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.44% of the portfolio was purchased this quarter.About 5.21% of the portfolio was sold this quarter.This quarter, Intelligent Financial Strategies has purchased 82 new stocks and bought additional shares in 12 stocks.Intelligent Financial Strategies sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $89,910,343Vanguard S&P 500 ETF $28,506,460Vanguard Total World Stock ETF $7,886,667Vanguard Total Stock Market ETF $5,683,974Berkshire Hathaway $5,101,600 Largest New Holdings this Quarter 85207H104 - SPROTT PHYSICAL GOLD TR $38,481 Holding92189F643 - VanEck Morningstar Wide Moat ETF $30,294 Holding808524755 - Schwab Fundamental International Equity ETF $25,853 Holding92647N667 - VictoryShares Dividend Accelerator ETF $23,828 Holding808524763 - Schwab Fundamental U.S. Small Company ETF $16,617 Holding Largest Purchases this Quarter Vanguard Total World Stock ETF 38,865 shares (about $4.99M)Berkshire Hathaway 4,297 shares (about $2.09M)Dimensional U.S. Core Equity 2 ETF 16,676 shares (about $597.67K)Vanguard Total International Stock ETF 6,501 shares (about $449.15K)Fastenal 1,261 shares (about $52.96K) Largest Sales this Quarter Vanguard Total Stock Market ETF 14,981 shares (about $4.57M)Vanguard S&P 500 ETF 7,041 shares (about $4.01M)Avantis All Equity Markets ETF 3,522 shares (about $272.88K)Apple 1,075 shares (about $220.56K)iShares Core S&P 500 ETF 267 shares (about $165.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIntelligent Financial Strategies Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$89,910,343$2,087,357 ▲2.4%185,08847.7%FinanceVOOVanguard S&P 500 ETF$28,506,460$4,011,792 ▼-12.3%50,03115.1%ETFVTVanguard Total World Stock ETF$7,886,667$4,994,953 ▲172.7%61,3654.2%ETFVTIVanguard Total Stock Market ETF$5,683,974$4,566,750 ▼-44.6%18,6463.0%ETFBRK.ABerkshire Hathaway$5,101,6000.0%72.7%FinanceAVGEAvantis All Equity Markets ETF$5,061,061$272,884 ▼-5.1%65,3212.7%ETFDFUVDimensional US Marketwide Value ETF$4,684,130$111,831 ▼-2.3%110,7882.5%ETFVIGVanguard Dividend Appreciation ETF$4,520,7840.0%21,9952.4%ETFIVViShares Core S&P 500 ETF$4,195,943$165,776 ▼-3.8%6,7582.2%ETFAAPLApple$3,886,609$220,562 ▼-5.4%18,9432.1%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$3,362,783$597,666 ▲21.6%93,8281.8%ETFMSFTMicrosoft$2,435,7890.0%4,8971.3%Computer and TechnologyMAMastercard$2,376,170$562 ▲0.0%4,2291.3%Business ServicesGOOGAlphabet$2,185,276$4,435 ▲0.2%12,3191.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,126,976$58,530 ▼-2.7%3,7431.1%ETFVVisa$2,117,1910.0%5,9631.1%Business ServicesVXUSVanguard Total International Stock ETF$1,289,143$449,152 ▲53.5%18,6590.7%ETFCOSTCostco Wholesale$1,209,1220.0%1,2210.6%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$1,048,6560.0%35,7050.6%ETFMCDMcDonald's$929,2140.0%3,1800.5%Retail/WholesaleUNPUnion Pacific$859,0120.0%3,7340.5%TransportationSPYSPDR S&P 500 ETF Trust$739,6740.0%1,1940.4%FinanceAMZNAmazon.com$649,3940.0%2,9600.3%Retail/WholesaleDFUSDimensional U.S. Equity ETF$610,8870.0%9,1150.3%ETFHSYHershey$596,401$143,043 ▼-19.3%3,5940.3%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$581,403$91 ▲0.0%6,3820.3%ETFWMTWalmart$473,7440.0%4,8450.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$399,793$2,280 ▲0.6%7,0130.2%ETFAVDEAvantis International Equity ETF$376,6920.0%5,0900.2%ETFPEPPepsiCo$342,6260.0%2,5950.2%Consumer StaplesAVDVAvantis International Small Cap Value ETF$338,6270.0%4,2710.2%ETFJNJJohnson & Johnson$281,743$33,461 ▼-10.6%1,8440.1%MedicalVXFVanguard Extended Market ETF$272,796$26,393 ▼-8.8%1,4160.1%ETFKXIiShares Global Consumer Staples ETF$244,2830.0%3,7360.1%ETFGLDSPDR Gold Shares$236,2430.0%7750.1%FinanceCHDChurch & Dwight$223,1670.0%2,3220.1%Consumer StaplesBNDVanguard Total Bond Market ETF$202,4830.0%2,7500.1%ETFKOCocaCola$152,127$143 ▲0.1%2,1350.1%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$147,844$18,825 ▲14.6%2,1990.1%ETFVOVanguard Mid-Cap ETF$138,583$4,217 ▼-3.0%4930.1%ETFWECWEC Energy Group$110,2960.0%1,0590.1%UtilitiesFASTFastenal$105,924$52,962 ▲100.0%2,5220.1%Retail/WholesaleAVUSAvantis U.S. Equity ETF$102,492$10,179 ▼-9.0%1,0170.1%ETFVVVanguard Large-Cap ETF$99,0100.0%3460.1%ETFMKCMcCormick & Company, Incorporated$96,2910.0%1,2700.1%Consumer StaplesRTXRTX$92,2850.0%6320.0%AerospacePMPhilip Morris International$86,2360.0%4700.0%Consumer StaplesNKENIKE$83,218$77,789 ▼-48.3%1,1650.0%Consumer DiscretionaryVTVVanguard Value ETF$79,0780.0%4450.0%ETFPGProcter & Gamble$74,2430.0%4660.0%Consumer StaplesXOMExxon Mobil$64,6800.0%6000.0%EnergyAMATApplied Materials$63,8910.0%3490.0%Computer and TechnologyCMICummins$63,8630.0%1950.0%Auto/Tires/TrucksAXPAmerican Express$61,8820.0%1940.0%FinancePGRProgressive$56,5740.0%2120.0%FinanceMDLZMondelez International$50,9330.0%7500.0%Consumer StaplesBROBrown & Brown$49,3370.0%4450.0%FinanceAJGArthur J. Gallagher & Co.$49,2980.0%1540.0%FinanceCBChubb$43,3130.0%1490.0%FinanceMMCMarsh & McLennan Companies$41,3230.0%1890.0%FinanceRSGRepublic Services$40,9370.0%1660.0%Business ServicesDFATDimensional U.S. Targeted Value ETF$39,3370.0%7290.0%ETFSPROTT PHYSICAL GOLD TR$38,481$38,481 ▲New Holding1,5180.0%COMOTISOtis Worldwide$31,2900.0%3160.0%IndustrialsCARRCarrier Global$30,9590.0%4230.0%ConstructionCLXClorox$30,7580.0%2560.0%Consumer StaplesMOATVanEck Morningstar Wide Moat ETF$30,294$30,294 ▲New Holding3230.0%ETFCPRTCopart$28,2150.0%5750.0%Business ServicesIDXXIDEXX Laboratories$26,8170.0%500.0%MedicalFNDFSchwab Fundamental International Equity ETF$25,853$25,853 ▲New Holding6460.0%ETFCLColgate-Palmolive$24,8560.0%2730.0%Consumer StaplesVSDAVictoryShares Dividend Accelerator ETF$23,828$23,828 ▲New Holding4600.0%ETFSBUXStarbucks$23,2740.0%2540.0%Retail/WholesaleNEENextEra Energy$22,942$139 ▲0.6%3300.0%UtilitiesDEODiageo$21,681$50,522 ▼-70.0%2150.0%Consumer StaplesZTSZoetis$20,2740.0%1300.0%MedicalWRBW.R. Berkley$16,9720.0%2310.0%FinanceFNDASchwab Fundamental U.S. Small Company ETF$16,617$16,617 ▲New Holding5800.0%ETFRYANRyan Specialty$16,2500.0%2390.0%FinanceMETMetLife$16,0840.0%2000.0%FinanceRLIRLI$13,2880.0%1840.0%FinancePRUPrudential Financial$10,2070.0%950.0%FinanceIWDiShares Russell 1000 Value ETF$9,712$9,712 ▲New Holding500.0%ETFADBEAdobe$7,7380.0%200.0%Computer and TechnologyDBAInvesco DB Agriculture Fund$6,250$6,250 ▲New Holding2390.0%FinanceMMM3M$0$42,149 ▼-100.0%00.0%Multi-Sector ConglomeratesIEMGiShares Core MSCI Emerging Markets ETF$0$5,937 ▼-100.0%00.0%ETFSOLVENTUM CORP$0$5,399 ▼-100.0%00.0%COMXLGInvesco S&P 500 Top 50 ETF$0$3,590 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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