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Intelligent Financial Strategies - Portfolio Stock Holdings

Intelligent Financial Strategies disclosed 62 stock positions in a recent SEC 13F filing. $207,827,731 of stock holdings were filed, with the largest holdings including BRK.B, VOO, and VT. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

62

Est. Stock Holding Value:

$207,827,731

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Intelligent Financial Strategies

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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