Intelligent Financial Strategies: 13F holdings
CIK 19110002026Q2
| Positions | 60 |
|---|
| Reported value | $207.8m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 60 (-2 vs prior quarter) |
|---|
| Reported value | $207.8m (+8.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 120,403 | $60.2m | 29.0% |
| VOO VANGUARD INDEX FDS | 40,378 | $27.7m | 13.3% |
| ACWI VANGUARD INTL EQUITY INDEX F | 155,814 | $24.5m | 11.8% |
| VTI VANGUARD INDEX FDS | 42,620 | $15.8m | 7.6% |
| VXUS VANGUARD STAR FDS | 138,507 | $11.8m | 5.7% |
| BND VANGUARD BD INDEX FDS | 123,649 | $9.1m | 4.4% |
| AMERICAN CENTY ETF TR | 64,521 | $6.4m | 3.1% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 7 | $5.2m | 2.5% |
| IVV ISHARES TR | 6,350 | $4.8m | 2.3% |
| VIG VANGUARD SPECIALIZED FUNDS | 19,644 | $4.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911000")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples