13F Insight
DOSSIER · 13F-HR · Q3 2026

Intelligent Financial Strategies

$206M in tracked AUM across 77 positions as of Q3 2026.

IF
CIK 0001911000 · last filed Sep 30, 2026
Total AUM
$206M
as of Q3 2026
Holdings
77
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Intelligent Financial Strategies filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$58M117K28.3%02
VOO
VANGUARD INDEX FDS
$27M39K13.2%03
VT
VANGUARD INTL EQUITY INDEX F
$25M160K12.2%04
VTI
VANGUARD INDEX FDS
$16M43K7.8%05
VXUS
VANGUARD STAR FDS
$12M140K5.8%06
BND
VANGUARD BD INDEX FDS
$9M123K4.2%07
AVGE
AMERICAN CENTY ETF TR
$6M64K3.1%08
BRK/A
BERKSHIRE HATHAWAY INC DEL
$5M72.5%09
IVV
ISHARES TR
$5M6K2.4%10
DFUV
DIMENSIONAL ETF TRUST
$5M84K2.2%

Filing history

2026Q3Sep 30
$206M▼ 0.9%
77 positionsView →2026Q2Jun 30
$208M▲ 8.3%
60 positionsView →2026Q1Mar 31
$192M▼ 7.7%
62 positionsView →2025Q4Dec 31
$208M▲ 1.2%
72 positionsView →2025Q3Sep 30
$205M▲ 9.0%
73 positionsLocked2025Q2Jun 30
$188M▼ 1.7%
85 positionsLocked2025Q1Mar 31
$192M▲ 6.2%
82 positionsLocked2024Q4Dec 31
$181M▼ 0.6%
80 positionsLocked2024Q3Sep 30
$182M▲ 11.8%
81 positionsLocked2024Q2Jun 30
$162M▲ 0.8%
82 positionsLocked2024Q1Mar 31
$161M▲ 12.8%
85 positionsLocked2023Q4Dec 31
$143M▲ 6.0%
77 positionsLocked
Showing 12 of 20