13F Filings History of Intelligent Financial Strategies

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$207,943,597
Signature - Title
Jason Good - Managing Member and CCO
Location
Excelsior, MN
Summary
This page shows a list of all the recent 13F filings made by Intelligent Financial Strategies. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Intelligent Financial Strategies reported 72 stock holdings with total value $207,943,597 as of Q4 2025. Top holdings included BRKB, VOO, VT, VTI, and VXUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 72 $207,943,597 +$2,162,119 -$2,946,533 -$784,414 BRKB, VOO, VT, VTI, VXUS 13F-HR 23 Jan 2026, 18:37
Q3 2025 73 $205,447,775 +$47,166,757 -$40,780,240 +$6,386,517 BRKB, VOO, VT, VTI, VXUS 13F-HR 21 Oct 2025, 13:32
Q2 2025 85 $188,432,494 +$8,359,600 -$9,810,804 -$1,451,204 BRKB, VOO, VT, VTI, BERKSHIRE HATHAWAY INC DEL 13F-HR 30 Jul 2025, 18:07
Q1 2025 82 $191,675,733 +$1,992,169 -$2,420,354 -$428,185 BRKB, VOO, VTI, BERKSHIRE HATHAWAY INC DEL, AVGE 13F-HR 23 Apr 2025, 18:21
Q4 2024 79 $180,563,609 +$971,769 -$1,712,064 -$740,295 BRKB, VOO, VTI, AAPL, AVGE 13F-HR 30 Jan 2025, 18:17
Q3 2024 81 $181,605,976 +$4,957,973 -$745,038 +$4,212,935 BRKB, VOO, VTI, AVGE, DFUV 13F-HR 25 Oct 2024, 17:22
Q2 2024 82 $162,486,417 +$5,271,281 -$3,762,239 +$1,509,042 BRKB, VOO, VTI, AVGE, DFUV 13F-HR 25 Jul 2024, 14:15
Q1 2024 85 $161,215,337 +$79,438,661 -$67,328,242 +$12,110,419 BRKB, VOO, VTI, AVGE, DFUV 13F-HR 26 Apr 2024, 18:15
Q4 2023 77 $142,948,004 +$3,475,440 -$4,483,840 -$1,008,400 BRKB, VOO, VTI, AVGE, DFAC 13F-HR 08 Feb 2024, 19:24
Q3 2023 89 $134,882,036 +$1,149,493 -$1,368,410 -$218,917 BRKB, VOO, AVGE, VTI, DFAC 13F-HR 30 Oct 2023, 16:26
Q2 2023 90 $137,072,116 +$4,613,601 -$4,964,472 -$350,871 BRKB, VOO, AVGE, VTI, DFAC 13F-HR 20 Jul 2023, 17:11
Q1 2023 93 $127,556,020 +$13,398,778 -$9,294,084 +$4,104,694 BRKB, VOO, AVGE, VTI, DFAC 13F-HR 01 May 2023, 18:30
Q4 2022 95 $118,768,325 +$51,216,219 -$34,074,067 +$17,142,152 BRKB, VOO, AVGE, DFAC, DFAX 13F-HR 24 Jan 2023, 17:58
Q3 2022 92 $95,385,000 +$6,903,575 -$3,446,778 +$3,456,797 BRKB, DFAC, VOO, DFAX, DFUV 13F-HR 10 Nov 2022, 15:28
Q2 2022 94 $98,419,000 +$26,222,353 -$12,134,743 +$14,087,610 BRKB, VOO, DFAC, AVUV, DFAX 13F-HR 08 Aug 2022, 15:35
Q1 2022 109 $102,584,000 +$1,049,896 -$11,118,891 -$10,068,995 BRKB, VT, VOO, VTI, DFAC 13F-HR 25 Apr 2022, 15:35
Q4 2021 112 $111,173,000 $0 $0 $0 BRKB, VT, VTI, VOO, DFAC 13F-HR 14 Feb 2022, 18:21