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

Intrinsic Value Partners, LLC

$146M in tracked AUM across 73 positions as of Q2 2026.

IV
CIK 0001910364 · last filed Jun 30, 2026
Total AUM
$146M
as of Q2 2026
Holdings
73
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Intrinsic Value Partners, LLC 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
GOOG
Alphabet Inc Class C
$16M45K10.7%02
BRK/B
Berkshire Hathaway Cl B
$15M30K10.3%03
TSM
Taiwan Semiconductor Manuf Co
$10M20K6.5%04
GOOGL
Alphabet Inc Class A
$8M23K5.7%05
VTV
Vanguard Value Etf
$6M29K4.3%06
GE
GE Aerospace
$6M16K4.1%07
JOE
St Joe Company
$6M91K3.9%08
META
Meta Platforms, Inc.
$5M9K3.4%09
SCHW
The Charles Schwab Corporation
$5M52K3.3%10
AMAT
Applied Materials Inc
$4M5K2.4%

Filing history

2026Q2Jun 30
$146M▲ 12.8%
73 positionsView →2026Q1Mar 31
$130M▼ 2.7%
69 positionsView →2025Q4Dec 31
$133M▲ 8.0%
69 positionsView →2025Q3Sep 30
$123M▲ 9.9%
67 positionsView →2025Q2Jun 30
$112M▲ 10.9%
67 positionsLocked2025Q1Mar 31
$101M▲ 1.8%
66 positionsLocked2024Q4Dec 31
$100M▼ 0.4%
59 positionsLocked2024Q3Sep 30
$100M▲ 4.2%
62 positionsLocked2024Q2Jun 30
$96M▲ 2.2%
59 positionsLocked2024Q1Mar 31
$94M▲ 9.4%
56 positionsLocked2023Q4Dec 31
$86M▲ 10.2%
53 positionsLocked2023Q3Sep 30
$78M▼ 1.9%
52 positionsLocked
Showing 12 of 19