StockDriftsStockDriftsTop 50 Intelligent Financial Strategies Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 28.99% | 120.4K | $60.2M | -1.55%(-1.89K) | $343.99(+45.74%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 13.34% | 40.4K | $27.7M | -0.47%(-189) | $400.88(+77.78%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 11.77% | 155.8K | $24.5M | +0.00%(+0) | $127.08(+26.46%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.59% | 42.6K | $15.8M | -0.88%(-379) | $281.14(+36.36%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.7% | 138.5K | $11.8M | -1.58%(-2.22K) | $70.24(+25.47%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 4.37% | 123.6K | $9.1M | +0.20%(+242) | $74.24(-2.67%) | 2026-06-30 | |
| AVGE | AMERICAN CENTY ETF TR | 3.08% | 64.5K | $6.4M | -0.48%(-310) | $51.61(+98.19%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.52% | 7 | $5.2M | +0.00%(+0) | $613790.64(+21.77%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.29% | 6.3K | $4.8M | -1.75%(-113) | $439.49(+77.24%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.24% | 19.6K | $4.6M | +0.05%(+9) | $162.61(+50.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.69% | +54.84% | — | — | +52.98% |
| Top 20 Holdings Unweighted | +14.70% | +50.88% | — | — | +42.60% |
Intelligent Financial Strategies reports $207.84M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (29.0%), VOO (13.3%) and VT (11.8%). The top 20 holdings account for 94.94% of reported assets. Its disclosed equity book has returned +54.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Intelligent Financial Strategies’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911000). View Intelligent Financial Strategies’s 13F filings on SEC