Intelligent Financial Strategies Top Holdings and 13F Report (2026) About Intelligent Financial StrategiesInvestment ActivityIntelligent Financial Strategies has $191.94 million in total holdings as of March 31, 2026.Intelligent Financial Strategies owns shares of 62 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.46% of the portfolio was purchased this quarter.About 5.46% of the portfolio was sold this quarter.This quarter, Intelligent Financial Strategies has purchased 72 new stocks and bought additional shares in 8 stocks.Intelligent Financial Strategies sold shares of 24 stocks and completely divested from 10 stocks this quarter.Largest Holdings Berkshire Hathaway $58,604,866Vanguard S&P 500 ETF $24,240,739Vanguard Total World Stock ETF $21,552,229Vanguard Total Stock Market ETF $13,794,605Vanguard Total International Stock ETF $10,851,637 Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 7,420 shares (about $746.89K)Vanguard Total International Stock ETF 1,675 shares (about $129.16K)Vanguard FTSE All-World ex-US ETF 145 shares (about $10.89K)Dimensional U.S. Core Equity 2 ETF 42 shares (about $1.63K)iShares Core S&P 500 ETF 2 shares (about $1.31K) Largest Sales this Quarter Berkshire Hathaway 6,044 shares (about $2.90M)Vanguard Total World Stock ETF 9,201 shares (about $1.27M)Dimensional US Marketwide Value ETF 23,004 shares (about $1.11M)Vanguard Total Stock Market ETF 2,677 shares (about $858.81K)RBB FUND TRUST 13,832 shares (about $650.10K) 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$58,604,866$2,896,292 ▼-4.7%122,29730.5%FinanceVOOVanguard S&P 500 ETF$24,240,739$516,282 ▼-2.1%40,56712.6%ETFVTVanguard Total World Stock ETF$21,552,229$1,272,684 ▼-5.6%155,81411.2%ETFVTIVanguard Total Stock Market ETF$13,794,605$858,814 ▼-5.9%42,9997.2%ETFVXUSVanguard Total International Stock ETF$10,851,637$129,160 ▲1.2%140,7295.7%ETFBNDVanguard Total Bond Market ETF$9,087,677$147,722 ▼-1.6%123,4074.7%ETFAVGEAvantis All Equity Markets ETF$5,706,408$40,753 ▼-0.7%64,8313.0%ETFBRK.ABerkshire Hathaway$5,026,9800.0%72.6%FinanceVIGVanguard Dividend Appreciation ETF$4,222,666$444,740 ▼-9.5%19,6352.2%ETFIVViShares Core S&P 500 ETF$4,221,813$1,306 ▲0.0%6,4632.2%ETFDFUVDimensional US Marketwide Value ETF$4,056,966$1,114,772 ▼-21.6%83,7182.1%ETFDFACDimensional U.S. Core Equity 2 ETF$3,651,793$1,632 ▲0.0%93,9731.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,094,432$129,209 ▼-4.0%39,0371.6%ETFAAPLApple$2,982,267$104,561 ▼-3.4%11,7511.6%Computer and TechnologyGOOGAlphabet$2,678,9170.0%9,3391.4%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,314,0910.0%3,7431.2%ETFMAMastercard$1,608,630$500 ▼0.0%3,2190.8%Business ServicesMSFTMicrosoft$1,400,2660.0%3,7830.7%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$1,388,385$746,887 ▲116.4%13,7930.7%ETFVVisa$1,377,2550.0%4,5570.7%Business ServicesDFAXDimensional World ex U.S. Core Equity 2 ETF$1,212,8990.0%35,7050.6%ETFCOSTCostco Wholesale$1,151,4960.0%1,1560.6%Retail/WholesaleRBB FUND TRUST$982,437$650,101 ▼-39.8%20,9030.5%COMSPYSPDR S&P 500 ETF Trust$778,5030.0%1,1940.4%FinanceDFUSDimensional U.S. Equity ETF$646,3450.0%9,1150.3%ETFHSYHershey$441,701$1,663 ▼-0.4%2,1250.2%Consumer StaplesUNPUnion Pacific$436,186$179,520 ▼-29.2%1,7980.2%TransportationAVDEAvantis International Equity ETF$431,8140.0%5,0900.2%ETFAVDVAvantis International Small Cap Value ETF$426,5300.0%4,2710.2%ETFMCDMcDonald's$303,8790.0%9780.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$296,097$5,959 ▼-2.0%4,6210.2%ETFVXFVanguard Extended Market ETF$283,011$617 ▲0.2%1,3750.1%ETFAVUVAvantis U.S. Small Cap Value ETF$247,333$457,770 ▼-64.9%2,2390.1%ETFKXIiShares Global Consumer Staples ETF$233,286$15,749 ▼-6.3%3,4810.1%ETFJNJJohnson & Johnson$228,225$489 ▲0.2%9340.1%MedicalAMZNAmazon.com$208,2700.0%1,0000.1%Retail/WholesaleAORiShares Core 60/40 Balanced Allocation ETF$203,476$89,061 ▼-30.4%3,1620.1%ETFVEUVanguard FTSE All-World ex-US ETF$196,717$10,891 ▲5.9%2,6190.1%ETFAKRE FOCUS ETF$149,037$240,573 ▼-61.7%2,8200.1%COMVOVanguard Mid-Cap ETF$143,092$287 ▲0.2%4980.1%ETFPEPPepsiCo$121,6680.0%7830.1%Consumer StaplesAMATApplied Materials$119,2850.0%3490.1%Computer and TechnologyCMICummins$104,9140.0%1950.1%Auto/Tires/TrucksVVVanguard Large-Cap ETF$103,4040.0%3460.1%ETFXOMExxonMobil$101,7960.0%6000.1%EnergyAVUSAvantis U.S. Equity ETF$87,119$9,445 ▼-9.8%7840.0%ETFPMPhilip Morris International$78,4010.0%4700.0%Consumer StaplesFASTFastenal$65,888$325 ▼-0.5%1,4200.0%Retail/WholesaleSPROTT ASSET MANAGEMENT LP$53,7980.0%1,5180.0%COMRSGRepublic Services$36,3570.0%1660.0%Business ServicesFNDFSchwab Fundamental International Equity ETF$31,6090.0%6460.0%ETFIDXXIDEXX Laboratories$28,0950.0%500.0%MedicalKOCocaCola$24,4060.0%3190.0%Consumer StaplesCLColgate-Palmolive$23,3060.0%2730.0%Consumer StaplesFNDASchwab Fundamental U.S. Small Company ETF$18,8090.0%5800.0%ETFMOATVanEck Morningstar Wide Moat ETF$16,729$4,835 ▼-22.4%1730.0%ETFMDLZMondelez International$16,279$27,325 ▼-62.7%2800.0%Consumer StaplesMETMetLife$14,1440.0%2000.0%FinanceIWDiShares Russell 1000 Value ETF$10,6840.0%500.0%ETFPRUPrudential Financial$9,2810.0%950.0%FinanceAXPAmerican Express$7,5620.0%250.0%FinancePGProcter & Gamble$144$14,400 ▼-99.0%10.0%Consumer StaplesWALMART INC$0$540,920 ▼-100.0%00.0%COMGLDSPDR Gold Shares$0$307,140 ▼-100.0%00.0%FinanceRTXRTX$0$115,909 ▼-100.0%00.0%AerospaceWECWEC Energy Group$0$111,629 ▼-100.0%00.0%UtilitiesCHDChurch & Dwight$0$56,180 ▼-100.0%00.0%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$0$43,405 ▼-100.0%00.0%ETFOTISOtis Worldwide$0$27,603 ▼-100.0%00.0%IndustrialsCARRCarrier Global$0$22,351 ▼-100.0%00.0%ConstructionZTSZoetis$0$16,357 ▼-100.0%00.0%MedicalPGRProgressive$0$6,148 ▼-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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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