Intelligent Financial Strategies - Portfolio overview

Intelligent Financial Strategies has 75 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 30.32%
2. VOO - VANGUARD INDEX FDS, 12.54%
3. VT - VANGUARD INTL EQUITY INDEX F, 11.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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