Intelligent Financial Strategies Portfolio Holdings

Intelligent Financial Strategies

  • $186 Million
  • Q1 2025

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 $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $186 Million
  • Prior Value $175 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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