Intelligent Financial Strategies Top Holdings and 13F Report (2025) About Intelligent Financial StrategiesInvestment ActivityIntelligent Financial Strategies has $191.68 million in total holdings as of March 31, 2025.Intelligent Financial Strategies owns shares of 82 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.04% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Intelligent Financial Strategies has purchased 80 new stocks and bought additional shares in 9 stocks.Intelligent Financial Strategies sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $96,285,831Vanguard S&P 500 ETF $29,330,088Vanguard Total Stock Market ETF $9,242,053Berkshire Hathaway $5,589,091Avantis All Equity Markets ETF $4,900,920 Largest New Holdings this Quarter 88579Y101 - 3M $42,149 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $5,937 Holding83444M101 - SOLVENTUM CORP $5,399 Holding46137V233 - Invesco S&P 500 Top 50 ETF $3,590 Holding Largest Purchases this Quarter Berkshire Hathaway 2 shares (about $1.60M)Berkshire Hathaway 607 shares (about $323.28K)3M 287 shares (about $42.15K)RLI 92 shares (about $7.39K)iShares Core MSCI Emerging Markets ETF 110 shares (about $5.94K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,624 shares (about $834.60K)Microsoft 808 shares (about $303.30K)Vanguard Total Stock Market ETF 821 shares (about $225.64K)Alphabet 1,000 shares (about $156.23K)iShares Global Consumer Staples ETF 1,934 shares (about $123.88K) 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$96,285,831$323,277 ▲0.3%180,79150.2%FinanceVOOVanguard S&P 500 ETF$29,330,088$834,596 ▼-2.8%57,07215.3%ETFVTIVanguard Total Stock Market ETF$9,242,053$225,644 ▼-2.4%33,6274.8%ETFBRK.ABerkshire Hathaway$5,589,091$1,596,883 ▲40.0%72.9%FinanceAVGEAvantis All Equity Markets ETF$4,900,9200.0%68,8432.6%ETFDFUVDimensional US Marketwide Value ETF$4,674,570$67,996 ▼-1.4%113,4332.4%ETFAAPLApple$4,446,489$38,650 ▼-0.9%20,0182.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,266,720$84,772 ▼-1.9%21,9952.2%ETFIVViShares Core S&P 500 ETF$3,947,189$59,559 ▼-1.5%7,0252.1%ETFVTVanguard Total World Stock ETF$2,608,825$35,248 ▼-1.3%22,5001.4%ETFDFACDimensional U.S. Core Equity 2 ETF$2,545,254$297 ▲0.0%77,1521.3%ETFMAMastercard$2,317,5940.0%4,2281.2%Business ServicesVVisa$2,089,671$26,984 ▼-1.3%5,9631.1%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$2,056,6920.0%3,8461.1%ETFGOOGAlphabet$1,920,666$156,228 ▼-7.5%12,2941.0%Computer and TechnologyMSFTMicrosoft$1,838,196$303,300 ▼-14.2%4,8971.0%Computer and TechnologyCOSTCostco Wholesale$1,154,9870.0%1,2210.6%Retail/WholesaleMCDMcDonald's$993,276$312 ▲0.0%3,1800.5%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$935,4710.0%35,7050.5%ETFUNPUnion Pacific$882,0110.0%3,7340.5%TransportationHSYHershey$762,119$119,893 ▼-13.6%4,4560.4%Consumer StaplesVXUSVanguard Total International Stock ETF$755,011$1,428 ▲0.2%12,1580.4%ETFSPYSPDR S&P 500 ETF Trust$669,8080.0%1,1940.3%FinanceAMZNAmazon.com$563,1700.0%2,9600.3%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$556,2490.0%6,3810.3%ETFDFUSDimensional U.S. Equity ETF$551,275$50,985 ▼-8.5%9,1150.3%ETFWMTWalmart$426,4810.0%4,8450.2%Retail/WholesalePEPPepsiCo$389,074$97,456 ▼-20.0%2,5950.2%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$354,459$40,158 ▼-10.2%6,9730.2%ETFJNJJohnson & Johnson$342,054$332 ▲0.1%2,0630.2%MedicalAVDEAvantis International Equity ETF$337,2970.0%5,0900.2%ETFAVDVAvantis International Small Cap Value ETF$297,8790.0%4,2710.2%ETFVXFVanguard Extended Market ETF$267,442$1,033 ▲0.4%1,5530.1%ETFCHDChurch & Dwight$255,629$4,954 ▼-1.9%2,3220.1%Consumer StaplesKXIiShares Global Consumer Staples ETF$239,314$123,885 ▼-34.1%3,7360.1%ETFGLDSPDR Gold Shares$223,3090.0%7750.1%FinanceBNDVanguard Total Bond Market ETF$201,988$40,030 ▼-16.5%2,7500.1%ETFKOCoca-Cola$153,8250.0%2,1330.1%Consumer StaplesNKENIKE$143,997$72,637 ▼-33.5%2,2540.1%Consumer DiscretionaryVOVanguard Mid-Cap ETF$131,470$4,141 ▲3.3%5080.1%ETFVEUVanguard FTSE All-World ex-US ETF$116,431$364 ▼-0.3%1,9190.1%ETFWECWEC Energy Group$115,3550.0%1,0590.1%UtilitiesMKCMcCormick & Company, Incorporated$104,5340.0%1,2700.1%Consumer StaplesAVUSAvantis U.S. Equity ETF$103,243$3,232 ▼-3.0%1,1180.1%ETFFASTFastenal$97,7910.0%1,2610.1%Retail/WholesaleVVVanguard Large-Cap ETF$88,9340.0%3460.0%ETFRTXRTX$83,7150.0%6320.0%AerospacePGProcter & Gamble$79,4160.0%4660.0%Consumer StaplesVTVVanguard Value ETF$76,8690.0%4450.0%ETFDEODiageo$76,521$21,909 ▼-22.3%7160.0%Consumer StaplesPMPhilip Morris International$75,2380.0%4700.0%Consumer StaplesXOMExxon Mobil$71,3580.0%6000.0%EnergyCMICummins$61,1210.0%1950.0%Auto/Tires/TrucksPGRProgressive$59,9980.0%2120.0%FinanceBROBrown & Brown$55,3580.0%4450.0%FinanceAJGArthur J. Gallagher & Co.$53,1670.0%1540.0%FinanceAXPAmerican Express$52,1960.0%1940.0%FinanceMDLZMondelez International$51,2400.0%7500.0%Consumer StaplesAMATApplied Materials$50,6470.0%3490.0%Computer and TechnologyMMCMarsh & McLennan Companies$46,1220.0%1890.0%FinanceCBChubb$45,1320.0%1490.0%FinanceMMM3M$42,149$42,149 ▲New Holding2870.0%Multi-Sector ConglomeratesRSGRepublic Services$40,1990.0%1660.0%Business ServicesCLXClorox$37,7200.0%2560.0%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$37,5360.0%7290.0%ETFOTISOtis Worldwide$32,6110.0%3160.0%ConstructionCPRTCopart$32,5390.0%5750.0%Business ServicesCARRCarrier Global$26,8180.0%4230.0%Computer and TechnologyCLColgate-Palmolive$25,6220.0%2730.0%Consumer StaplesSBUXStarbucks$24,9150.0%2540.0%Retail/WholesaleNEENextEra Energy$23,2520.0%3280.0%UtilitiesZTSZoetis$21,4050.0%1300.0%MedicalIDXXIDEXX Laboratories$20,9980.0%500.0%MedicalRYANRyan Specialty$17,6550.0%2390.0%FinanceWRBW. R. Berkley$16,4380.0%2310.0%FinanceMETMetLife$16,0580.0%2000.0%FinanceRLIRLI$14,781$7,391 ▲100.0%1840.0%FinancePRUPrudential Financial$10,6100.0%950.0%FinanceADBEAdobe$7,6710.0%200.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$5,937$5,937 ▲New Holding1100.0%ETFSOLVENTUM CORP$5,399$5,399 ▲New Holding710.0%COMXLGInvesco S&P 500 Top 50 ETF$3,590$3,590 ▲New Holding780.0%ETFABBVAbbVie$0$11,874 ▼-100.0%00.0%MedicalADPAutomatic Data Processing$0$128 ▼NaN00.0%Business ServicesShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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