§ 13F · FUND PROFILE
Intelligent Financial Strategies.
AUM · $208M (13F)Positions · 60Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 120K | $60M | 29.0% | −2% |
| 2 | VOO | VANGUARD INDEX FDS | 40K | $28M | 13.3% | ±0% |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 156K | $24M | 11.8% | ±0% |
| 4 | VTI | VANGUARD INDEX FDS | 43K | $16M | 7.6% | −1% |
| 5 | VXUS | VANGUARD STAR FDS | 139K | $12M | 5.7% | −2% |
| 6 | BND | VANGUARD BD INDEX FDS | 124K | $9M | 4.4% | ±0% |
| 7 | AVGE | AMERICAN CENTY ETF TR | 65K | $6M | 3.1% | ±0% |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 7 | $5M | 2.5% | ±0% |
| 9 | IVV | ISHARES TR | 6K | $5M | 2.3% | −2% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 20K | $5M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INTELLIGENT SIGNAL
AC read
Intelligent Financial Strategies is a Other fund managing $208 million in assets. The fund runs a portfolio of 60 positions.
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