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Portfolio (Quarterly) Guide ↗

Intelligent Financial Strategies

· CIK 0001911000
13F Portfolio $208M AUM 60 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 60 New
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 120,403.0 $60.2M 28.99% NEW $500.39
2 VOO VANGUARD INDEX FDS 40,378.0 $27.7M 13.34% NEW $686.81 +1.9%
3 VT VANGUARD INTL EQUITY INDEX F 155,814.0 $24.5M 11.77% NEW $156.95 +1.5%
4 VTI VANGUARD INDEX FDS 42,620.0 $15.8M 7.59% NEW $370.04 +1.4%
5 VXUS VANGUARD STAR FDS 138,507.0 $11.8M 5.70% NEW $85.49 +1.4%
6 BND VANGUARD BD INDEX FDS 123,649.0 $9.1M 4.37% NEW $73.41 -2.2%
7 AVGE AMERICAN CENTY ETF TR 64,521.0 $6.4M 3.08% NEW $99.10 +1.4%
8 BERKSHIRE HATHAWAY INC DEL 7.0 $5.2M 2.52% NEW $748850.00
9 IVV ISHARES TR 6,350.0 $4.8M 2.29% NEW $748.89 +2.2%
10 VIG VANGUARD SPECIALIZED FUNDS 19,644.0 $4.6M 2.24% NEW $236.62 +1.9%
11 DFUV DIMENSIONAL ETF TRUST 83,718.0 $4.6M 2.22% NEW $55.01 +3.3%
12 DFAC DIMENSIONAL ETF TRUST 94,014.0 $4.2M 2.01% NEW $44.36 +1.6%
13 AAPL APPLE INC Technology 11,750.0 $3.4M 1.64% NEW $289.36 +12.4%
14 GOOG ALPHABET INC 9,339.0 $3.3M 1.59% NEW $353.33
15 VCSH VANGUARD SCOTTSDALE FDS 39,017.0 $3.1M 1.48% NEW $79.03 -1.2%
16 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,678.0 $2.6M 1.25% NEW $705.01 -3.6%
17 MA MASTERCARD INCORPORATED Financial Services 3,170.0 $1.6M 0.78% NEW $513.67 +13.1%
18 V VISA INC Financial Services 4,419.0 $1.5M 0.73% NEW $343.08 +8.6%
19 SGOV ISHARES TR 14,045.0 $1.4M 0.68% NEW $100.67 -0.3%
20 MSFT MICROSOFT CORP Technology 3,751.0 $1.4M 0.67% NEW $373.00 +34.3%
Page 1 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.1%
Technology 33.9%
Consumer Defensive 10.9%
Industrials 4.9%
Consumer Cyclical 2.9%
Healthcare 1.8%
Energy 0.6%