Intelligent Financial Strategies Top Holdings and 13F Report (2025) About Intelligent Financial StrategiesInvestment ActivityIntelligent Financial Strategies has $180.56 million in total holdings as of December 31, 2024.Intelligent Financial Strategies owns shares of 80 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.54% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Intelligent Financial Strategies has purchased 81 new stocks and bought additional shares in 9 stocks.Intelligent Financial Strategies sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $81,673,940Vanguard S&P 500 ETF $31,626,113Vanguard Total Stock Market ETF $9,983,246Apple $5,056,425Avantis All Equity Markets ETF $4,982,155 Largest Purchases this Quarter Vanguard Total World Stock ETF 8,240 shares (about $968.03K)Vanguard FTSE All-World ex-US ETF 30 shares (about $1.72K)Vanguard Mid-Cap ETF 2 shares (about $528.14)Dimensional U.S. Core Equity 2 ETF 10 shares (about $345.90)Coca-Cola 5 shares (about $311.24) Largest Sales this Quarter Automatic Data Processing 135 shares (about $∞T)Berkshire Hathaway 1,194 shares (about $541.22K)Vanguard Total Stock Market ETF 730 shares (about $211.56K)Visa 415 shares (about $131.16K)iShares Core S&P 500 ETF 202 shares (about $118.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIntelligent Financial Strategies Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$81,673,940$541,217 ▼-0.7%180,18445.2%FinanceVOOVanguard S&P 500 ETF$31,626,113$28,018 ▼-0.1%58,69617.5%ETFVTIVanguard Total Stock Market ETF$9,983,246$211,559 ▼-2.1%34,4485.5%ETFAAPLApple$5,056,425$250 ▲0.0%20,1922.8%Computer and TechnologyAVGEAvantis All Equity Markets ETF$4,982,155$115,285 ▼-2.3%68,8432.8%ETFDFUVDimensional US Marketwide Value ETF$4,709,204$63,426 ▼-1.3%115,0832.6%ETFVIGVanguard Dividend Appreciation ETF$4,392,791$35,249 ▼-0.8%22,4322.4%ETFIVViShares Core S&P 500 ETF$4,197,655$118,907 ▼-2.8%7,1312.3%ETFBRK.ABerkshire Hathaway$3,404,6000.0%51.9%FinanceVTVanguard Total World Stock ETF$2,679,012$968,035 ▲56.6%22,8041.5%ETFDFACDimensional U.S. Core Equity 2 ETF$2,668,392$346 ▲0.0%77,1431.5%ETFGOOGAlphabet$2,531,636$190 ▲0.0%13,2941.4%Computer and TechnologyMSFTMicrosoft$2,404,464$9,272 ▼-0.4%5,7051.3%Computer and TechnologyMAMastercard$2,226,3410.0%4,2281.2%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$2,198,524$6,288 ▼-0.3%3,8461.2%ETFVVisa$1,908,952$131,161 ▼-6.4%6,0401.1%Business ServicesCOSTCostco Wholesale$1,118,7860.0%1,2210.6%Retail/WholesaleMCDMcDonald's$921,624$44,936 ▼-4.6%3,1790.5%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$887,6260.0%35,7050.5%ETFHSYHershey$873,384$32,178 ▼-3.6%5,1570.5%Consumer StaplesUNPUnion Pacific$851,396$26,677 ▼-3.0%3,7340.5%TransportationVXUSVanguard Total International Stock ETF$715,144$24,339 ▼-3.3%12,1350.4%ETFSPYSPDR S&P 500 ETF Trust$701,9920.0%1,1940.4%FinanceAMZNAmazon.com$649,3940.0%2,9600.4%Retail/WholesaleDFUSDimensional U.S. Equity ETF$634,823$14,153 ▼-2.2%9,9580.4%ETFAVUVAvantis U.S. Small Cap Value ETF$615,914$97 ▲0.0%6,3810.3%ETFPEPPepsiCo$493,414$26,761 ▼-5.1%3,2450.3%Consumer StaplesWMTWalmart$438,7510.0%4,8450.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$371,250$59,253 ▼-13.8%7,7630.2%ETFKXIiShares Global Consumer Staples ETF$341,8360.0%5,6700.2%ETFAVDEAvantis International Equity ETF$312,3570.0%5,0900.2%ETFJNJJohnson & Johnson$298,044$289 ▲0.1%2,0610.2%MedicalVXFVanguard Extended Market ETF$293,969$2,850 ▼-1.0%1,5470.2%ETFAVDVAvantis International Small Cap Value ETF$277,9750.0%4,2710.2%ETFNKENIKE$257,975$53,710 ▼-17.2%3,3910.1%Consumer DiscretionaryCHDChurch & Dwight$247,8490.0%2,3670.1%Consumer StaplesBNDVanguard Total Bond Market ETF$236,943$12,944 ▼-5.2%3,2950.1%ETFGLDSPDR Gold Shares$187,6510.0%7750.1%FinanceKOCoca-Cola$132,776$311 ▲0.2%2,1330.1%Consumer StaplesVOVanguard Mid-Cap ETF$129,922$528 ▲0.4%4920.1%ETFDEODiageo$117,086$36,232 ▼-23.6%9210.1%Consumer StaplesAVUSAvantis U.S. Equity ETF$111,720$4,845 ▼-4.2%1,1530.1%ETFVEUVanguard FTSE All-World ex-US ETF$110,537$1,723 ▲1.6%1,9250.1%ETFWECWEC Energy Group$99,5410.0%1,0590.1%UtilitiesMKCMcCormick & Company, Incorporated$96,8250.0%1,2700.1%Consumer StaplesVVVanguard Large-Cap ETF$93,318$539 ▼-0.6%3460.1%ETFFASTFastenal$90,679$22,436 ▼-19.8%1,2610.1%Retail/WholesalePGProcter & Gamble$78,1250.0%4660.0%Consumer StaplesVTVVanguard Value ETF$75,3390.0%4450.0%ETFRTXRTX$73,1350.0%6320.0%AerospaceCMICummins$67,9770.0%1950.0%Auto/Tires/TrucksXOMExxon Mobil$64,5420.0%6000.0%Oils/EnergyAXPAmerican Express$57,5770.0%1940.0%FinancePMPhilip Morris International$57,1990.0%4700.0%Consumer StaplesAMATApplied Materials$56,7580.0%3490.0%Computer and TechnologyPGRProgressive$50,7970.0%2120.0%FinanceBROBrown & Brown$45,3990.0%4450.0%FinanceMDLZMondelez International$45,1500.0%7500.0%Consumer StaplesAJGArthur J. Gallagher & Co.$43,7130.0%1540.0%FinanceCLXClorox$41,6040.0%2560.0%Consumer StaplesCBChubb$41,1690.0%1490.0%FinanceDFATDimensional U.S. Targeted Value ETF$40,576$1,280 ▼-3.1%7290.0%ETFMMCMarsh & McLennan Companies$40,1450.0%1890.0%FinanceRSGRepublic Services$33,3960.0%1660.0%Business ServicesCPRTCopart$32,9990.0%5750.0%Business ServicesOTISOtis Worldwide$29,2650.0%3160.0%ConstructionCARRCarrier Global$28,9690.0%4230.0%Computer and TechnologyCLColgate-Palmolive$24,8590.0%2730.0%Consumer StaplesNEENextEra Energy$23,5140.0%3280.0%UtilitiesSBUXStarbucks$23,1780.0%2540.0%Retail/WholesaleZTSZoetis$21,1810.0%1300.0%MedicalIDXXIDEXX Laboratories$20,6720.0%500.0%MedicalMETMetLife$16,3760.0%2000.0%FinanceRYANRyan Specialty$15,3340.0%2390.0%FinanceRLIRLI$15,1640.0%920.0%FinanceWRBW. R. Berkley$13,5180.0%2310.0%FinanceABBVAbbVie$11,874$25,697 ▼-68.4%670.0%MedicalPRUPrudential Financial$11,2600.0%950.0%FinanceADBEAdobe$8,8940.0%200.0%Computer and TechnologyADPAutomatic Data Processing$128$∞ ▼-100.0%00.0%Business ServicesBF.BBrown-Forman$0$25,302 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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