Institutions / Intelligent Financial Strategies
Intelligent Financial Strategies
CIK 1911000 · Institution · as of Dec 31, 2025
Portfolio value
$207.94M
Positions
72
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 72 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $64.51M | 31.0% |
| Vanguard Index Fds | $25.98M | 12.5% |
| Vanguard Intl Equity Index F | $23.28M | 11.2% |
| Vanguard Index Fds | $15.31M | 7.4% |
| Vanguard Star Fds | $10.49M | 5.0% |
| Vanguard Bd Index Fds | $9.29M | 4.5% |
| American Centy ETF Tr | $5.61M | 2.7% |
| Berkshire Hathaway Inc Del | $5.28M | 2.5% |
| Dimensional ETF Trust | $4.97M | 2.4% |
| Vanguard Specialized Funds | $4.77M | 2.3% |
| iShares Tr | $4.43M | 2.1% |
| Dimensional ETF Trust | $3.72M | 1.8% |
| Apple Inc. | $3.31M | 1.6% |
| Vanguard Scottsdale Fds | $3.24M | 1.6% |
| Alphabet Inc. | $2.93M | 1.4% |
| SPDR S&P Midcap 400 ETF Tr | $2.27M | 1.1% |
| Mastercard Inc | $1.84M | 0.9% |
| Microsoft Corp | $1.83M | 0.9% |
| Rbb Fund Trust | $1.60M | 0.8% |
| Visa Inc | $1.60M | 0.8% |
| Dimensional ETF Trust | $1.17M | 0.6% |
| Costco Wholesale Corp /New | $996.5K | 0.5% |
| SPDR S&P 500 ETF Tr | $816.4K | 0.4% |
| Dimensional ETF Trust | $676.1K | 0.3% |
| American Centy ETF Tr | $651.0K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.