Intelligent Financial Strategies
Q3 2026 13F filing
Updated 3 days ago77 disclosed positions worth $206.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL | $58.4M | 117.2K | 28.32% | — |
| 2 | V VANGUARD INDEX FDS | $27.1M | 38.7K | 13.16% | — |
| 3 | V VANGUARD INTL EQUITY INDEX F | $25.2M | 159.7K | 12.23% | — |
| 4 | V VANGUARD INDEX FDS | $16.1M | 43.0K | 7.81% | — |
| 5 | V VANGUARD STAR FDS | $11.9M | 140.0K | 5.77% | — |
| 6 | V VANGUARD BD INDEX FDS | $8.6M | 123.3K | 4.20% | — |
| 7 | ? N/A AMERICAN CENTY ETF TR | $6.3M | 64.4K | 3.07% | — |
| 8 | B BERKSHIRE HATHAWAY INC DEL | $5.2M | 7 | 2.54% | — |
| 9 | E ISHARES TR | $4.9M | 6.4K | 2.36% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $4.6M | 83.7K | 2.23% | — |
| 11 | B VANGUARD SPECIALIZED FUNDS | $4.3M | 18.3K | 2.07% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $4.2M | 94.1K | 2.03% | — |
| 13 | A APPLE INC | $3.9M | 11.8K | 1.91% | — |
| 14 | V VANGUARD SCOTTSDALE FDS | $3.2M | 42.0K | 1.57% | — |
| 15 | G ALPHABET INC | $3.2M | 9.3K | 1.54% | — |
| 16 | M STATE STR SPDR S&P MIDCAP 40 | $2.4M | 3.7K | 1.17% | — |
| 17 | M MICROSOFT CORP | $2M | 3.8K | 0.95% | — |
| 18 | M MASTERCARD INCORPORATED | $1.7M | 3.2K | 0.85% | — |
| 19 | V VISA INC | $1.5M | 4.2K | 0.73% | — |
| 20 | D DIMENSIONAL ETF TRUST | $1.3M | 35.7K | 0.64% | — |
| 21 | ? N/A RBB FUND TRUST | $1.1M | 21.2K | 0.52% | — |
| 22 | C COSTCO WHOLESALE CORPORATION | $1M | 1.1K | 0.49% | — |
| 23 | S STATE STR SPDR S&P 500 ETF T | $913K | 1.2K | 0.44% | — |
| 24 | E ISHARES TR | $789K | 7.8K | 0.38% | — |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $757K | 9.1K | 0.37% | — |
| 26 | U UNION PAC CORP | $489K | 1.8K | 0.24% | — |
| 27 | ? N/A AMERICAN CENTY ETF TR | $468K | 4.3K | 0.23% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $459K | 5.1K | 0.22% | — |
| 29 | V VANGUARD TAX-MANAGED FDS | $326K | 4.6K | 0.16% | — |
| 30 | V VANGUARD INDEX FDS | $320K | 1.4K | 0.16% | — |
| 31 | E ISHARES TR | $286K | 4.2K | 0.14% | — |
| 32 | A AMAZON COM INC | $276K | 1.1K | 0.13% | — |
| 33 | H HERSHEY CO | $265K | 1.7K | 0.13% | — |
| 34 | ? N/A AMERICAN CENTY ETF TR | $264K | 2.2K | 0.13% | — |
| 35 | J JOHNSON & JOHNSON | $248K | 936 | 0.12% | — |
| 36 | V VANGUARD INTL EQUITY INDEX F | $240K | 2.9K | 0.12% | — |
| 37 | ? N/A ISHARES TR | $215K | 3.3K | 0.10% | — |
| 38 | A APPLIED MATLS INC | $178K | 349 | 0.09% | — |
| 39 | V VANGUARD INDEX FDS | $157K | 2.0K | 0.08% | — |
| 40 | M MCDONALDS CORP | $155K | 672 | 0.08% | — |
| 41 | ? N/A AKRE Focus ETF | $146K | 2.8K | 0.07% | — |
| 42 | V VANGUARD INDEX FDS | $122K | 346 | 0.06% | — |
| 43 | C CUMMINS INC | $101K | 195 | 0.05% | — |
| 44 | X EXXONMOBIL HOLDINGS CORP | $98K | 600 | 0.05% | — |
| 45 | P PHILIP MORRIS INTL INC | $90K | 470 | 0.04% | — |
| 46 | P PEPSICO INC | $85K | 668 | 0.04% | — |
| 47 | F FASTENAL CO | $69K | 1.4K | 0.03% | — |
| 48 | G ALPHABET INC | $41K | 118 | 0.02% | — |
| 49 | R REPUBLIC SVCS INC | $35K | 166 | 0.02% | — |
| 50 | K COCA COLA CO | $28K | 323 | 0.01% | — |