Holdings
Intelligent Financial Strategies
As of Sep 30, 2026, Intelligent Financial Strategies reported 74 positions worth US$202M. Largest: Berkshire Hathaway Inc., Vanguard S&P 500 ETF and Vanguard Total World Stock ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 117K | US$63.6M | −13,657 | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 38,686 | US$27.1M | new | Sep 30, 2026 |
| Vanguard Total World Stock ETF | 160K | US$25.2M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 43,017 | US$16.1M | new | Sep 30, 2026 |
| Vanguard Total International Stock ETF | 140K | US$11.9M | new | Sep 30, 2026 |
| Vanguard Total Bond Market ETF | 123K | US$8.65M | new | Sep 30, 2026 |
| Avantis All Equity Markets ETF | 64,356 | US$6.33M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 6,352 | US$4.86M | new | Sep 30, 2026 |
| Dimensional US Marketwide Value ETF | 83,718 | US$4.6M | new | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 18,283 | US$4.27M | new | Sep 30, 2026 |