Intelligent Financial Strategies

Est. AUM

$191.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	COM - Class B	$58.6M	122297	30.53%	SOLE
2	VANGUARD INDEX FDS	COM	$24.2M	40567	12.63%	SOLE
3	VANGUARD INTL EQUITY INDEX F	COM	$21.6M	155814	11.23%	SOLE
4	VANGUARD INDEX FDS	COM	$13.8M	42999	7.19%	SOLE
5	VANGUARD STAR FDS	COM	$10.9M	140729	5.65%	SOLE
6	VANGUARD BD INDEX FDS	COM	$9.1M	123407	4.73%	SOLE
7	AMERICAN CENTY ETF TR	COM	$5.7M	64831	2.97%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	COM - Class A	$5.0M	7	2.62%	SOLE
9	VANGUARD SPECIALIZED FUNDS	COM	$4.2M	19635	2.20%	SOLE
10	ISHARES TR	COM	$4.2M	6463	2.20%	SOLE
11	DIMENSIONAL ETF TRUST	COM	$4.1M	83718	2.11%	SOLE
12	DIMENSIONAL ETF TRUST	COM	$3.7M	93973	1.90%	SOLE
13	VANGUARD SCOTTSDALE FDS	COM	$3.1M	39037	1.61%	SOLE
14	APPLE INC	COM	$3.0M	11751	1.55%	SOLE
15	ALPHABET INC	COM - Class C	$2.7M	9339	1.40%	SOLE
16	STATE STR SPDR S&P MIDCAP 40	COM	$2.3M	3743	1.21%	SOLE
17	MASTERCARD INCORPORATED	COM	$1.6M	3219	0.84%	SOLE
18	MICROSOFT CORP	COM	$1.4M	3783	0.73%	SOLE
19	ISHARES TR	COM	$1.4M	13793	0.72%	SOLE
20	VISA INC	COM	$1.4M	4557	0.72%	SOLE
21	DIMENSIONAL ETF TRUST	COM	$1.2M	35705	0.63%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1156	0.60%	SOLE
23	RBB FUND TRUST	COM	$982K	20903	0.51%	SOLE
24	STATE STR SPDR S&P 500 ETF T	COM	$779K	1194	0.41%	SOLE
25	DIMENSIONAL ETF TRUST	COM	$646K	9115	0.34%	SOLE
26	HERSHEY CO	COM	$442K	2125	0.23%	SOLE
27	UNION PAC CORP	COM	$436K	1798	0.23%	SOLE
28	AMERICAN CENTY ETF TR	COM	$432K	5090	0.23%	SOLE
29	AMERICAN CENTY ETF TR	COM	$427K	4271	0.22%	SOLE
30	MCDONALDS CORP	COM	$304K	978	0.16%	SOLE
31	VANGUARD TAX-MANAGED FDS	COM	$296K	4621	0.15%	SOLE
32	VANGUARD INDEX FDS	COM	$283K	1375	0.15%	SOLE
33	AMERICAN CENTY ETF TR	COM	$247K	2239	0.13%	SOLE
34	ISHARES TR	COM	$233K	3481	0.12%	SOLE
35	JOHNSON & JOHNSON	COM	$228K	934	0.12%	SOLE
36	AMAZON COM INC	COM	$208K	1000	0.11%	SOLE
37	ISHARES TR	COM	$203K	3162	0.11%	SOLE
38	VANGUARD INTL EQUITY INDEX F	COM	$197K	2619	0.10%	SOLE
39	AKRE FOCUS ETF	COM	$149K	2820	0.08%	SOLE
40	VANGUARD INDEX FDS	COM	$143K	498	0.07%	SOLE
41	PEPSICO INC	COM	$122K	783	0.06%	SOLE
42	APPLIED MATLS INC	COM	$119K	349	0.06%	SOLE
43	CUMMINS INC	COM	$105K	195	0.05%	SOLE
44	VANGUARD INDEX FDS	COM	$103K	346	0.05%	SOLE
45	EXXON MOBIL CORP	COM	$102K	600	0.05%	SOLE
46	AMERICAN CENTY ETF TR	COM	$87K	784	0.05%	SOLE
47	PHILIP MORRIS INTL INC	COM	$78K	470	0.04%	SOLE
48	FASTENAL CO	COM	$66K	1420	0.03%	SOLE
49	SPROTT ASSET MANAGEMENT LP	COM	$54K	1518	0.03%	SOLE
50	REPUBLIC SVCS INC	COM	$36K	166	0.02%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.