Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Intelligent Financial Strategies (CIK 1911000) reported $191.9M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($58.6M, 30.53%), VOO ($24.2M, 12.63%), VT ($21.6M, 11.23%), VTI ($13.8M, 7.19%), VXUS ($10.9M, 5.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.6M | 30.53% | 122,297 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $24.2M | 12.63% | 40,567 | Trimmed |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $21.6M | 11.23% | 155,814 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $13.8M | 7.19% | 42,999 | Trimmed |
| 5 | VXUS | VANGUARD STAR FDS | $10.9M | 5.65% | 140,729 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $9.1M | 4.73% | 123,407 | Trimmed |
| 7 | AVGE | AMERICAN CENTY ETF TR | $5.7M | 2.97% | 64,831 | Trimmed |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.0M | 2.62% | 7 | Hold |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $4.2M | 2.20% | 19,635 | Trimmed |
| 10 | IVV | ISHARES TR | $4.2M | 2.20% | 6,463 | Added |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $4.1M | 2.11% | 83,718 | Trimmed |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $3.7M | 1.90% | 93,973 | Added |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $3.1M | 1.61% | 39,037 | Trimmed |
| 14 | AAPL | APPLE INC | $3.0M | 1.55% | 11,751 | Trimmed |
| 15 | GOOG | ALPHABET INC | $2.7M | 1.40% | 9,339 | Hold |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.3M | 1.21% | 3,743 | Hold |
| 17 | MA | MASTERCARD INCORPORATED | $1.6M | 0.84% | 3,219 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $1.4M | 0.73% | 3,783 | Hold |
| 19 | V | VISA INC | $1.4M | 0.72% | 4,557 | Hold |
| 20 | SGOV | ISHARES TR | $1.4M | 0.72% | 13,793 | Added |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $1.2M | 0.63% | 35,705 | Hold |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $1.2M | 0.60% | 1,156 | Hold |
| 23 | FEGE | RBB FUND TRUST | $982,437 | 0.51% | 20,903 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $778,503 | 0.41% | 1,194 | Hold |
| 25 | DFUS | DIMENSIONAL ETF TRUST | $646,345 | 0.34% | 9,115 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31