Intelligent Financial Strategies Top Holdings and 13F Report (2026) About Intelligent Financial StrategiesInvestment ActivityIntelligent Financial Strategies has $207.84 million in total holdings as of June 30, 2026.Intelligent Financial Strategies owns shares of 60 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.14% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Intelligent Financial Strategies has purchased 62 new stocks and bought additional shares in 13 stocks.Intelligent Financial Strategies sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $60,248,607Vanguard S&P 500 ETF $27,732,112Vanguard Total World Stock ETF $24,454,980Vanguard Total Stock Market ETF $15,771,209Vanguard Total International Stock ETF $11,840,926 Largest Purchases this Quarter Vanguard Mid-Cap ETF 1,499 shares (about $120.77K)Vanguard FTSE Developed Markets ETF 1,550 shares (about $110.43K)iShares 0-3 Month Treasury Bond ETF 252 shares (about $25.37K)Vanguard Total Bond Market ETF 242 shares (about $17.77K)Vanguard FTSE All-World ex-US ETF 187 shares (about $15.66K) Largest Sales this Quarter Berkshire Hathaway 1,894 shares (about $947.74K)Vanguard Total International Stock ETF 2,222 shares (about $189.96K)Vanguard Total Stock Market ETF 379 shares (about $140.25K)Vanguard S&P 500 ETF 189 shares (about $129.81K)iShares Core S&P 500 ETF 113 shares (about $84.62K) 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$60,248,607$947,741 â–¼-1.5%120,40329.0%FinanceVOOVanguard S&P 500 ETF$27,732,112$129,808 â–¼-0.5%40,37813.3%ETFVTVanguard Total World Stock ETF$24,454,9800.0%155,81411.8%ETFVTIVanguard Total Stock Market ETF$15,771,209$140,246 â–¼-0.9%42,6207.6%ETFVXUSVanguard Total International Stock ETF$11,840,926$189,958 â–¼-1.6%138,5075.7%ETFBNDVanguard Total Bond Market ETF$9,077,069$17,765 â–²0.2%123,6494.4%ETFAVGEAvantis All Equity Markets ETF$6,394,012$30,721 â–¼-0.5%64,5213.1%ETFBRK.ABerkshire Hathaway$5,241,9500.0%72.5%FinanceIVViShares Core S&P 500 ETF$4,755,437$84,624 â–¼-1.7%6,3502.3%ETFVIGVanguard Dividend Appreciation ETF$4,648,112$2,130 â–²0.0%19,6442.2%ETFDFUVDimensional US Marketwide Value ETF$4,605,3180.0%83,7182.2%ETFDFACDimensional U.S. Core Equity 2 ETF$4,170,472$1,819 â–²0.0%94,0142.0%ETFAAPLApple$3,400,032$289 â–¼0.0%11,7501.6%TechnologyGOOGAlphabet$3,299,7390.0%9,3391.6%Communication ServicesVCSHVanguard Short-Term Corporate Bond ETF$3,083,516$1,581 â–¼-0.1%39,0171.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,593,011$45,825 â–¼-1.7%3,6781.2%ETFMAMastercard$1,628,343$25,170 â–¼-1.5%3,1700.8%FinanceVVisa$1,516,055$47,345 â–¼-3.0%4,4190.7%FinanceSGOViShares 0-3 Month Treasury Bond ETF$1,413,903$25,369 â–²1.8%14,0450.7%ETFMSFTMicrosoft$1,399,110$11,936 â–¼-0.8%3,7510.7%TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$1,315,3720.0%35,7050.6%ETFCOSTCostco Wholesale$1,081,0500.0%1,1560.5%Consumer StaplesRBB FUND TRUST$1,022,5710.0%20,9030.5%COMSPYSPDR S&P 500 ETF Trust$893,7450.0%1,1940.4%ETFDFUSDimensional U.S. Equity ETF$746,8830.0%9,1150.4%ETFUNPUnion Pacific$489,0060.0%1,7980.2%IndustrialsAVDEAvantis International Equity ETF$454,0050.0%5,0900.2%ETFAVDVAvantis International Small Cap Value ETF$440,553$412 â–²0.1%4,2750.2%ETFVEAVanguard FTSE Developed Markets ETF$439,665$110,433 â–²33.5%6,1710.2%ETFVXFVanguard Extended Market ETF$339,231$739 â–²0.2%1,3780.2%ETFHSYHershey$295,689$77,213 â–¼-20.7%1,6850.1%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$279,555$249 â–²0.1%2,2410.1%ETFAMATApplied Materials$252,3270.0%3490.1%TechnologyAMZNAmazon.com$238,3400.0%1,0000.1%Consumer DiscretionaryJNJJohnson & Johnson$237,464$254 â–²0.1%9350.1%HealthcareVEUVanguard FTSE All-World ex-US ETF$235,036$15,663 â–²7.1%2,8060.1%ETFKXIiShares Global Consumer Staples ETF$222,313$12,763 â–¼-5.4%3,2920.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$220,399$626 â–²0.3%3,1710.1%ETFMCDMcDonald's$186,450$77,823 â–¼-29.4%6900.1%Consumer DiscretionaryVOVanguard Mid-Cap ETF$160,895$120,772 â–²301.0%1,9970.1%ETFAKRE Focus ETF$149,9960.0%2,8200.1%COMCMICummins$139,0760.0%1950.1%IndustrialsVVVanguard Large-Cap ETF$118,9960.0%3460.1%ETFPEPPepsiCo$90,513$15,582 â–¼-14.7%6680.0%Consumer StaplesPMPhilip Morris International$85,7190.0%4700.0%Consumer StaplesXOMExxonMobil$82,0320.0%6000.0%EnergyFASTFastenal$67,770$432 â–¼-0.6%1,4110.0%IndustrialsSPROTT ASSET MANAGEMENT LP$45,7980.0%1,5180.0%COMRSGRepublic Services$35,3710.0%1660.0%IndustrialsAVUSAvantis U.S. Equity ETF$31,455$68,792 â–¼-68.6%2460.0%ETFIDXXIDEXX Laboratories$26,3220.0%500.0%HealthcareKOCocaCola$26,252$164 â–²0.6%3210.0%Consumer StaplesCLColgate-Palmolive$25,0700.0%2730.0%Consumer StaplesFNDFSchwab Fundamental International Equity ETF$23,795$10,288 â–¼-30.2%4510.0%ETFMETMetLife$16,9220.0%2000.0%FinanceMDLZMondelez International$16,3350.0%2800.0%Consumer StaplesIWDiShares Russell 1000 Value ETF$12,1220.0%500.0%ETFPRUPrudential Financial$10,2530.0%950.0%FinanceAXPAmerican Express$8,4560.0%250.0%FinancePGProcter & Gamble$1470.0%10.0%Consumer StaplesFNDASchwab Fundamental U.S. Small Company ETF$0$18,809 â–¼-100.0%00.0%ETFMOATVanEck Morningstar Wide Moat ETF$0$16,729 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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