§ 13F · FUND PROFILE
Intelligent Financial Strategies.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $205M (13F)Positions · 73Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 122K | $59M | 30.5% | −5% |
| 2 | VOO | VANGUARD INDEX FDS | 41K | $24M | 12.6% | −2% |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 156K | $22M | 11.2% | −6% |
| 4 | VTI | VANGUARD INDEX FDS | 43K | $14M | 7.2% | −6% |
| 5 | VXUS | VANGUARD STAR FDS | 141K | $11M | 5.7% | +1% |
| 6 | BND | VANGUARD BD INDEX FDS | 123K | $9M | 4.7% | −2% |
| 7 | AVGE | AMERICAN CENTY ETF TR | 65K | $6M | 3.0% | −1% |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 7 | $5M | 2.6% | ±0% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 20K | $4M | 2.2% | −10% |
| 10 | IVV | ISHARES TR | 6K | $4M | 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 $205 million in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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