§ 13F · FUND PROFILE
Intelligent Financial Strategies.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $188.4T (13F)Positions · 85Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 128K | $64.5T | 31.0% | ±0% |
| 2 | VOO | VANGUARD INDEX FDS | 41K | $26.0T | 12.5% | ±0% |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 165K | $23.3T | 11.2% | −2% |
| 4 | VTI | VANGUARD INDEX FDS | 46K | $15.3T | 7.4% | −7% |
| 5 | VXUS | VANGUARD STAR FDS | 139K | $10.5T | 5.0% | −1% |
| 6 | BND | VANGUARD BD INDEX FDS | 125K | $9.3T | 4.5% | −2% |
| 7 | AVGE | AMERICAN CENTY ETF TR | 65K | $5.6T | 2.7% | ±0% |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 7 | $5.3T | 2.5% | ±0% |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 107K | $5.0T | 2.4% | −1% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 22K | $4.8T | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INTELLIGENT SIGNAL
AC read
Intelligent Financial Strategies is a Other fund managing $188432.5 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed