Intelligent Financial Strategies Portfolio Holdings

Intelligent Financial Strategies

  • $183 Million
  • Q2 2025

Intelligent Financial Strategies has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $183 Million distributed in 85 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 $89.9M, Vanguard Index Fds S&P 500 ETF with a value of $28.4M, Vanguard Total World Stk Index with a value of $7.89M, Vanguard Total Stock Market Et with a value of $5.67M, and Berkshire Hathaway Inc with a value of $5.1M.

Examining the 13F form we can see an decrease of $3.76M in the current position value, from $186M to 183M.

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 $183 Million
Financial Services: $99.9 Million
ETFs: $66.3 Million
Technology: $6.39 Million
Consumer Defensive: $3.37 Million
Communication Services: $2.19 Million
Consumer Cyclical: $1.71 Million
Industrials: $1.22 Million
Healthcare: $327,000
Other: $196,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $183 Million
  • Prior Value $186 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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