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Disclosery

13F-HR filed by Intelligent Financial Strategies

Intelligent Financial Strategies filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-31, with 85 holding rows worth $188,432,494.

Accession
0001911000-25-000007
Filer
CIK 1911000
Filed
2025-07-31
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 85 entries on the cover page, a total value of $188,432,494 stated on the cover page (in dollars after the unit check, H1), rows summing to $188,432,494 with VALUE read as dollars as filed, 13F file number 028-22197. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Berkshire Hathaway Inc084670702COM185,088$89,910,343dollars as filed
Vanguard S&P 500 ETF922908363COM50,031$28,506,460dollars as filed
Vanguard Total World Stock ETF922042742SHS61,365$7,886,667dollars as filed
VTI922908769COM18,646$5,683,974dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A7$5,101,600dollars as filed
Avantis All Equity Markets ETF025072232SHS65,321$5,061,061dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE110,788$4,684,130dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS21,995$4,520,784dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS6,758$4,195,943dollars as filed
Apple Inc037833100COM18,943$3,886,609dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 293,828$3,362,783dollars as filed
Microsoft Corp594918104COM4,897$2,435,789dollars as filed
MasterCard, Inc57636Q104COM4,229$2,376,170dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM12,319$2,185,276dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS3,743$2,126,976dollars as filed
Visa Inc92826C839COM5,963$2,117,191dollars as filed
VANGUARD STAR FDS921909768COM18,659$1,289,143dollars as filed
Costco Wholesale Corporation22160K105COM1,221$1,209,122dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE35,705$1,048,656dollars as filed
McDonalds Corporation580135101COM3,180$929,214dollars as filed
Union Pacific Corporation907818108COM3,734$859,012dollars as filed
SPY78462F103SHS1,194$739,674dollars as filed
Amazon.com, Inc023135106COM2,960$649,394dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF9,115$610,887dollars as filed
HERSHEY CO COM427866108Stock3,594$596,401dollars as filed
Avantis US Small Cap Value ETF025072877SHS6,382$581,403dollars as filed
Walmart Inc.931142103COM4,845$473,744dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS7,013$399,793dollars as filed
Avantis International Equity ETF025072703SHS5,090$376,692dollars as filed
PepsiCo,Inc.713448108COM2,595$342,626dollars as filed
Avantis International Small Cap Val ETF025072802SHS4,271$338,627dollars as filed
Johnson & Johnson478160104COM1,844$281,743dollars as filed
Vanguard Extended Market ETF922908652SHS1,416$272,796dollars as filed
ISHARES TR464288737GLB CNSM STP ETF3,736$244,283dollars as filed
SPDR GOLD TR78463V107GOLD SHS775$236,243dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock2,322$223,167dollars as filed
Vanguard Total Bond Market ETF921937835SHS2,750$202,483dollars as filed
Coca-Cola Company191216100COM2,135$152,127dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS2,199$147,844dollars as filed
Vanguard Mid-Cap ETF922908629SHS493$138,583dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock1,059$110,296dollars as filed
FASTENAL CO COM311900104Stock2,522$105,924dollars as filed
Avantis US Equity ETF025072885SHS1,017$102,492dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF346$99,010dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock1,270$96,291dollars as filed
Raytheon Technologies Corporation75513E101COM632$92,285dollars as filed
Philip Morris International Inc.718172109COM470$86,236dollars as filed
NIKE,Inc. Class B654106103COM1,165$83,218dollars as filed
Vanguard Value ETF922908744SHS445$79,078dollars as filed
Procter & Gamble Co742718109COM466$74,243dollars as filed
EXXON MOBIL CORP30231G102COM600$64,680dollars as filed
Applied Materials,Inc.038222105COM349$63,891dollars as filed
CUMMINS INC COM231021106Stock195$63,863dollars as filed
American Express Company025816109COM194$61,882dollars as filed
Progressive Corporation743315103COM212$56,574dollars as filed
Mondelez International,Inc. Class A609207105COM750$50,933dollars as filed
BROWN & BROWN INC COM115236101Stock445$49,337dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock154$49,298dollars as filed
Chubb LimitedH1467J104COM149$43,313dollars as filed
Marsh & McLennan Companies,Inc.571748102COM189$41,323dollars as filed
REPUBLIC SVCS INC COM760759100Stock166$40,937dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU729$39,337dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT1,518$38,481dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock316$31,290dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock423$30,959dollars as filed
CLOROX CO DEL189054109COM256$30,758dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT323$30,294dollars as filed
COPART INC COM217204106Stock575$28,215dollars as filed
IDEXX LABS INC COM45168D104Stock50$26,817dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL646$25,853dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock273$24,856dollars as filed
VICTORY PORTFOLIOS II92647N667VICSHS DV AC ETF460$23,828dollars as filed
Starbucks Corporation855244109COM254$23,274dollars as filed
NextEra Energy,Inc.65339F101COM330$22,942dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR215$21,681dollars as filed
ZOETIS INC CL A98978V103Stock130$20,274dollars as filed
BERKLEY W R CORP COM084423102Stock231$16,972dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S580$16,617dollars as filed
RYAN SPECIALTY HOLDINGS INC CL A78351F107Stock239$16,250dollars as filed
METLIFE INC COM59156R108Stock200$16,084dollars as filed
RLI CORP COM749607107Stock184$13,288dollars as filed
PRUDENTIAL FINL INC COM744320102Stock95$10,207dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF50$9,712dollars as filed
Adobe Inc00724F101COM20$7,738dollars as filed
INVESCO DB MULTI-SECTOR COMM46140H106AGRICULTURE FD239$6,250dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001911000-25-000007this filing2025-07-31acceptance time not in the bulk data set