Intelligent Financial Strategies Portfolio Holdings

Intelligent Financial Strategies has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $175 Million distributed in 80 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 $81.7M, Vanguard Index Fds S&P 500 ETF with a value of $31.6M, Vanguard Total Stock Market Et with a value of $9.98M, Apple Inc. with a value of $5.06M, and Dimensional ETF Tr Us Marketwi with a value of $4.71M.

Examining the 13F form we can see an decrease of $591K in the current position value, from $176M to 175M.

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.