13F Insight
DOSSIER · 13F-HR · Q2 2026

Intelligent Financial Strategies

$208M in tracked AUM across 60 positions as of Q2 2026.

IF
CIK 0001911000 · last filed Jun 30, 2026
Total AUM
$208M
as of Q2 2026
Holdings
60
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Intelligent Financial Strategies filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$60M120K29.0%02
VOO
VANGUARD INDEX FDS
$28M40K13.3%03
VT
VANGUARD INTL EQUITY INDEX F
$24M156K11.8%04
VTI
VANGUARD INDEX FDS
$16M43K7.6%05
VXUS
VANGUARD STAR FDS
$12M139K5.7%06
BND
VANGUARD BD INDEX FDS
$9M124K4.4%07
AVGE
AMERICAN CENTY ETF TR
$6M65K3.1%08
BRK/A
BERKSHIRE HATHAWAY INC DEL
$5M72.5%09
IVV
ISHARES TR
$5M6K2.3%10
VIG
VANGUARD SPECIALIZED FUNDS
$5M20K2.2%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$135M▼ 1.6%
89 positionsLocked
Showing 12 of 19