Intelligent Financial Strategies Top Holdings and 13F Report (2025) About Intelligent Financial StrategiesInvestment ActivityIntelligent Financial Strategies has $205.45 million in total holdings as of September 30, 2025.Intelligent Financial Strategies owns shares of 73 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 22.96% of the portfolio was purchased this quarter.About 19.85% of the portfolio was sold this quarter.This quarter, Intelligent Financial Strategies has purchased 85 new stocks and bought additional shares in 9 stocks.Intelligent Financial Strategies sold shares of 29 stocks and completely divested from 15 stocks this quarter.Largest Holdings Berkshire Hathaway $64,743,008Vanguard S&P 500 ETF $25,493,987Vanguard Total World Stock ETF $23,171,104Vanguard Total Stock Market ETF $16,233,748Vanguard Total International Stock ETF $10,292,155 Largest New Holdings this Quarter 92206C409 - Vanguard Short-Term Corporate Bond ETF $3,275,976 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $579,559 Holding464289867 - iShares Core 60/40 Balanced Allocation ETF $289,710 Holding Largest Purchases this Quarter Vanguard Total World Stock ETF 106,785 shares (about $14.71M)Vanguard Total Stock Market ETF 30,685 shares (about $10.10M)Vanguard Total Bond Market ETF 124,700 shares (about $9.27M)Vanguard Total International Stock ETF 121,447 shares (about $8.92M)Vanguard Short-Term Corporate Bond ETF 40,986 shares (about $3.28M) Largest Sales this Quarter Berkshire Hathaway 56,308 shares (about $28.31M)Vanguard S&P 500 ETF 8,518 shares (about $5.23M)Apple 6,781 shares (about $1.73M)Alphabet 2,649 shares (about $645.18K)Microsoft 1,085 shares (about $561.94K) 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$64,743,008$28,308,350 ▼-30.4%128,78031.5%FinanceVOOVanguard S&P 500 ETF$25,493,987$5,231,079 ▼-17.0%41,51312.4%ETFVTVanguard Total World Stock ETF$23,171,104$14,714,995 ▲174.0%168,15011.3%ETFVTIVanguard Total Stock Market ETF$16,233,748$10,097,759 ▲164.6%49,3317.9%ETFVXUSVanguard Total International Stock ETF$10,292,155$8,921,469 ▲650.9%140,1065.0%ETFBNDVanguard Total Bond Market ETF$9,478,479$9,273,961 ▲4,534.5%127,4504.6%ETFAVGEAvantis All Equity Markets ETF$5,446,662$1,752 ▼0.0%65,3002.7%ETFBRK.ABerkshire Hathaway$5,279,4000.0%72.6%FinanceDFUVDimensional US Marketwide Value ETF$4,823,815$127,322 ▼-2.6%107,9392.3%ETFVIGVanguard Dividend Appreciation ETF$4,747,343$17,982 ▼-0.4%21,9122.3%ETFIVViShares Core S&P 500 ETF$4,380,494$142,558 ▼-3.2%6,5452.1%ETFDFACDimensional U.S. Core Equity 2 ETF$3,621,094$2,160 ▲0.1%93,8841.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,275,976$3,275,976 ▲New Holding40,9861.6%ETFAAPLApple$3,096,893$1,726,692 ▼-35.8%12,1621.5%Computer and TechnologyGOOGAlphabet$2,355,201$645,184 ▼-21.5%9,6701.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,236,8850.0%3,7431.1%ETFMSFTMicrosoft$1,974,303$561,941 ▼-22.2%3,8121.0%Computer and TechnologyMAMastercard$1,860,264$545,564 ▼-22.7%3,2700.9%Business ServicesVVisa$1,596,916$438,657 ▼-21.5%4,6780.8%Business ServicesDFAXDimensional World ex U.S. Core Equity 2 ETF$1,120,4230.0%35,7050.5%ETFCOSTCostco Wholesale$1,069,678$60,146 ▼-5.3%1,1560.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$797,4530.0%1,1940.4%FinanceDFUSDimensional U.S. Equity ETF$660,2910.0%9,1150.3%ETFAVUVAvantis U.S. Small Cap Value ETF$635,282$100 ▲0.0%6,3830.3%ETFUNPUnion Pacific$599,864$282,678 ▼-32.0%2,5380.3%TransportationSGOViShares 0-3 Month Treasury Bond ETF$579,559$579,559 ▲New Holding5,7550.3%ETFWMTWalmart$499,3260.0%4,8450.2%Retail/WholesaleHSYHershey$484,302$187,997 ▼-28.0%2,5890.2%Consumer StaplesMCDMcDonald's$449,077$517,137 ▼-53.5%1,4780.2%Retail/WholesaleAVDEAvantis International Equity ETF$401,5810.0%5,0900.2%ETFAVDVAvantis International Small Cap Value ETF$380,2720.0%4,2710.2%ETFVXFVanguard Extended Market ETF$297,137$628 ▲0.2%1,4190.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$289,710$289,710 ▲New Holding4,5000.1%ETFVEAVanguard FTSE Developed Markets ETF$280,470$139,726 ▼-33.3%4,6810.1%ETFGLDSPDR Gold Shares$275,4890.0%7750.1%FinanceKXIiShares Global Consumer Staples ETF$239,222$1,288 ▼-0.5%3,7160.1%ETFAMZNAmazon.com$219,570$430,357 ▼-66.2%1,0000.1%Retail/WholesaleJNJJohnson & Johnson$172,612$169,275 ▼-49.5%9310.1%MedicalVEUVanguard FTSE All-World ex-US ETF$166,821$9,851 ▲6.3%2,3370.1%ETFVOVanguard Mid-Cap ETF$145,791$589 ▲0.4%4950.1%ETFWECWEC Energy Group$121,2940.0%1,0590.1%UtilitiesPEPPepsiCo$110,033$254,636 ▼-69.8%7830.1%Consumer StaplesVVVanguard Large-Cap ETF$106,8050.0%3460.1%ETFRTXRTX$105,7530.0%6320.1%AerospaceAVUSAvantis U.S. Equity ETF$100,394$10,105 ▼-9.1%9240.0%ETFMKCMcCormick & Company, Incorporated$84,9760.0%1,2700.0%Consumer StaplesCMICummins$82,3620.0%1950.0%Auto/Tires/TrucksPMPhilip Morris International$76,2340.0%4700.0%Consumer StaplesAMATApplied Materials$71,4540.0%3490.0%Computer and TechnologyFASTFastenal$69,980$53,699 ▼-43.4%1,4270.0%Retail/WholesaleXOMExxon Mobil$67,6500.0%6000.0%EnergyCHDChurch & Dwight$58,712$144,765 ▼-71.1%6700.0%Consumer StaplesMDLZMondelez International$47,2280.0%7500.0%Consumer StaplesSPROTT ASSET MANAGEMENT LP$44,9630.0%1,5180.0%COMDFATDimensional U.S. Targeted Value ETF$42,4350.0%7290.0%ETFRSGRepublic Services$38,0940.0%1660.0%Business ServicesNKENIKE$33,282$49,040 ▼-59.6%4710.0%Consumer DiscretionaryIDXXIDEXX Laboratories$31,9450.0%500.0%MedicalCLXClorox$31,5850.0%2560.0%Consumer StaplesOTISOtis Worldwide$28,8920.0%3160.0%IndustrialsFNDFSchwab Fundamental International Equity ETF$27,7520.0%6460.0%ETFCARRCarrier Global$25,2530.0%4230.0%ConstructionMOATVanEck Morningstar Wide Moat ETF$22,102$9,911 ▼-31.0%2230.0%ETFCLColgate-Palmolive$21,8590.0%2730.0%Consumer StaplesKOCocaCola$20,986$121,705 ▼-85.3%3140.0%Consumer StaplesZTSZoetis$19,0220.0%1300.0%MedicalFNDASchwab Fundamental U.S. Small Company ETF$18,0730.0%5800.0%ETFMETMetLife$16,4740.0%2000.0%FinancePGProcter & Gamble$15,519$56,084 ▼-78.3%1010.0%Consumer StaplesIWDiShares Russell 1000 Value ETF$10,1800.0%500.0%ETFPRUPrudential Financial$9,8550.0%950.0%FinanceAXPAmerican Express$8,304$56,135 ▼-87.1%250.0%FinancePGRProgressive$6,668$45,688 ▼-87.3%270.0%FinanceVTVVanguard Value ETF$0$79,078 ▼-100.0%00.0%ETFBROBrown & Brown$0$49,337 ▼-100.0%00.0%FinanceAJGArthur J. Gallagher & Co.$0$49,298 ▼-100.0%00.0%FinanceCBChubb$0$43,313 ▼-100.0%00.0%FinanceMMCMarsh & McLennan Companies$0$41,323 ▼-100.0%00.0%FinanceCPRTCopart$0$28,215 ▼-100.0%00.0%Business ServicesVSDAVictoryShares Dividend Accelerator ETF$0$23,828 ▼-100.0%00.0%ETFSBUXStarbucks$0$23,274 ▼-100.0%00.0%Retail/WholesaleNEENextEra Energy$0$22,942 ▼-100.0%00.0%UtilitiesDEODiageo$0$21,681 ▼-100.0%00.0%Consumer StaplesWRBW.R. Berkley$0$16,972 ▼-100.0%00.0%FinanceRYANRyan Specialty$0$16,250 ▼-100.0%00.0%FinanceRLIRLI$0$13,288 ▼-100.0%00.0%FinanceADBEAdobe$0$7,738 ▼-100.0%00.0%Computer and TechnologyDBAInvesco DB Agriculture Fund$0$6,250 ▼-100.0%00.0%FinanceShowing 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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