Intelligent Financial Strategies
Intelligent Financial Strategies reported 77 stocks worth $206M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are BRK.B (28.3%), VOO (13.2%) and VT (12.2%). Compared with Q2 2026, the fund opened new positions in GOOGL, NVDA and AMD, added to VT, VTI and VXUS, trimmed BRK.B, VOO and BND and sold out of AVUS and FNDF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $58.4M | 28.3% | 117K | −3,188 (−3%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $27.1M | 13.2% | 39K | −1,692 (−4%) | 8 of 8 | |
| 3 |  VT Vanguard Total World | $25.2M | 12.2% | 160K | +3,903 (+3%) | 8 of 8 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $16.1M | 7.8% | 43K | +397 (+1%) | 8 of 8 | |
| 5 |  VXUS Vanguard Star Fds | $11.9M | 5.8% | 140K | +1,485 (+1%) | 8 of 8 | |
| 6 |  BND Vanguard BD Index Fds | $8.6M | 4.2% | 123K | −372 (−0%) | 8 of 8 | |
| 7 |  AVGE American Centy ETF TR | $6.3M | 3.1% | 64K | −165 (−0%) | 8 of 8 | |
| 8 |  BRK.A Berkshire Hathaway Inc Dclass A | $5.2M | 2.5% | 7 | No change | 8 of 8 | |
| 9 |  IVV Ishares TR | $4.9M | 2.4% | 6,352 | No change | 8 of 8 | |
| 10 |  DFUV Dimensional US Marketwide Value ETF | $4.6M | 2.2% | 84K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Intelligent Financial Strategies 13F FAQ
What does Intelligent Financial Strategies own?
Intelligent Financial Strategies reported 77 stocks worth $206M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are BRK.B (28.3%), VOO (13.2%) and VT (12.2%). The table above lists every position in the filing (the top 10 without an account).
What did Intelligent Financial Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 19 new positions, 14 added to, 15 trimmed and 2 sold out. New positions include GOOGL, NVDA and AMD. It sold all of AVUS and FNDF.
When will Intelligent Financial Strategies file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Intelligent Financial Strategies's portfolio worth?
The Q3 2026 filing reports $206M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.