Intelligent Financial Strategies has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $96.3M, Vanguard Index Fds S&P 500 ETF with a value of $29.3M, Vanguard Total Stock Market Et with a value of $9.24M, Berkshire Hathaway Inc with a value of $5.59M, and Dimensional ETF Tr Us Marketwi with a value of $4.67M.
Examining the 13F form we can see an increase of $11.2M in the current position value, from $175M to 186M.
Intelligent Financial Strategies is based out at Excelsior, MN
Below you can find more details about Intelligent Financial Strategies portfolio as well as his latest detailed transactions.
Portfolio value
$186 Million
Financial Services: $107 Million
ETFs: $63.4 Million
Technology: $6.34 Million
Consumer Defensive: $3.58 Million
Communication Services: $1.92 Million
Consumer Cyclical: $1.76 Million
Industrials: $1.26 Million
Healthcare: $383,000
Other: $209,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
