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Disclosery

13F-HR filed by Intelligent Financial Strategies

Intelligent Financial Strategies filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-21, with 73 holding rows worth $205,447,775.

Accession
0001911000-25-000008
Filer
CIK 1911000
Filed
2025-10-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 73 entries on the cover page, a total value of $205,447,775 stated on the cover page (in dollars after the unit check, H1), rows summing to $205,447,775 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 Inc084670702COM128,780$64,743,008dollars as filed
Vanguard S&P 500 ETF922908363COM41,513$25,493,987dollars as filed
Vanguard Total World Stock ETF922042742SHS168,150$23,171,104dollars as filed
VTI922908769COM49,331$16,233,748dollars as filed
VANGUARD STAR FDS921909768COM140,106$10,292,155dollars as filed
Vanguard Total Bond Market ETF921937835SHS127,450$9,478,479dollars as filed
Avantis All Equity Markets ETF025072232SHS65,300$5,446,662dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A7$5,279,400dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE107,939$4,823,815dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS21,912$4,747,343dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS6,545$4,380,494dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 293,884$3,621,094dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM40,986$3,275,976dollars as filed
Apple Inc037833100COM12,162$3,096,893dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM9,670$2,355,201dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS3,743$2,236,885dollars as filed
Microsoft Corp594918104COM3,812$1,974,303dollars as filed
MasterCard, Inc57636Q104COM3,270$1,860,264dollars as filed
Visa Inc92826C839COM4,678$1,596,916dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE35,705$1,120,423dollars as filed
Costco Wholesale Corporation22160K105COM1,156$1,069,678dollars as filed
SPY78462F103SHS1,194$797,453dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF9,115$660,291dollars as filed
Avantis US Small Cap Value ETF025072877SHS6,383$635,282dollars as filed
Union Pacific Corporation907818108COM2,538$599,864dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS5,755$579,559dollars as filed
Walmart Inc.931142103COM4,845$499,326dollars as filed
HERSHEY CO COM427866108Stock2,589$484,302dollars as filed
McDonalds Corporation580135101COM1,478$449,077dollars as filed
Avantis International Equity ETF025072703SHS5,090$401,581dollars as filed
Avantis International Small Cap Val ETF025072802SHS4,271$380,272dollars as filed
Vanguard Extended Market ETF922908652SHS1,419$297,137dollars as filed
ISHARES TR464289867CORE 60 BALA ETF4,500$289,710dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS4,681$280,470dollars as filed
SPDR GOLD TR78463V107GOLD SHS775$275,489dollars as filed
ISHARES TR464288737GLB CNSM STP ETF3,716$239,222dollars as filed
Amazon.com, Inc023135106COM1,000$219,570dollars as filed
Johnson & Johnson478160104COM931$172,612dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS2,337$166,821dollars as filed
Vanguard Mid-Cap ETF922908629SHS495$145,791dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock1,059$121,294dollars as filed
PepsiCo,Inc.713448108COM783$110,033dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF346$106,805dollars as filed
Raytheon Technologies Corporation75513E101COM632$105,753dollars as filed
Avantis US Equity ETF025072885SHS924$100,394dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock1,270$84,976dollars as filed
CUMMINS INC COM231021106Stock195$82,362dollars as filed
Philip Morris International Inc.718172109COM470$76,234dollars as filed
Applied Materials,Inc.038222105COM349$71,454dollars as filed
FASTENAL CO COM311900104Stock1,427$69,980dollars as filed
EXXON MOBIL CORP30231G102COM600$67,650dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock670$58,712dollars as filed
Mondelez International,Inc. Class A609207105COM750$47,228dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT1,518$44,963dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU729$42,435dollars as filed
REPUBLIC SVCS INC COM760759100Stock166$38,094dollars as filed
NIKE,Inc. Class B654106103COM471$33,282dollars as filed
IDEXX LABS INC COM45168D104Stock50$31,945dollars as filed
CLOROX CO DEL189054109COM256$31,585dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock316$28,892dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL646$27,752dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock423$25,253dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT223$22,102dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock273$21,859dollars as filed
Coca-Cola Company191216100COM314$20,986dollars as filed
ZOETIS INC CL A98978V103Stock130$19,022dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S580$18,073dollars as filed
METLIFE INC COM59156R108Stock200$16,474dollars as filed
Procter & Gamble Co742718109COM101$15,519dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF50$10,180dollars as filed
PRUDENTIAL FINL INC COM744320102Stock95$9,855dollars as filed
American Express Company025816109COM25$8,304dollars as filed
Progressive Corporation743315103COM27$6,668dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001911000-25-000008this filing2025-10-21acceptance time not in the bulk data set