Intelligent Financial Strategies holds a concentrated book of 60 stocks worth $207.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Chubb Ltd and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 29% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+15.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911000/holdings"
Use Arkolith to show Intelligent Financial Strategies's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.4 points over this window.
Growth of $10,000 cloning Intelligent Financial Strategies's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del COM - Class B | $60.2M | 120.4K | 29.0% | ▼−1.5% Reduced · −2K sh | |
| 2 | Vanguard Index FDS COM | $27.7M | 40.4K | 13.3% | ▼−0.5% Reduced · −189 sh | |
| 3 | Vanguard Intl Equity Index F COM | $24.5M | 155.8K | 11.8% | —Held | |
| 4 | Vanguard Index FDS COM | $15.8M | 42.6K | 7.6% | ▼−0.9% Reduced · −379 sh | |
| 5 | Vanguard Star FDS COM | $11.8M | 138.5K | 5.7% | ▼−1.6% Reduced · −2K sh | |
| 6 | Vanguard BD Index FDS COM | $9.1M | 123.6K | 4.4% | ▲+0.2% Added · +242 sh | |
| 7 | American Centy ETF TR COM | $6.4M | 64.5K | 3.1% | ▼−0.5% Reduced · −310 sh | |
| 8 | Berkshire Hathaway Inc Del COM - Class A | $5.2M | 7 | 2.5% | —Held | |
| 9 | Ishares TR COM | $4.8M | 6.3K | 2.3% | ▼−1.7% Reduced · −113 sh | |
| 10 | Vanguard Specialized Funds COM | $4.6M | 19.6K | 2.2% | ▲~0% Added · +9 sh | |
| 11 | Dimensional ETF Trust COM | $4.6M | 83.7K | 2.2% | —Held | |
| 12 | Dimensional ETF Trust COM | $4.2M | 94.0K | 2.0% | ▲~0% Added · +41 sh | |
| 13 | Apple Inc COM | $3.4M | 11.8K | 1.6% | ▼~0% Reduced · −1 sh | |
| 14 | Alphabet Inc COM - Class C | $3.3M | 9.3K | 1.6% | —Held | |
| 15 | Vanguard Scottsdale FDS COM | $3.1M | 39.0K | 1.5% | ▼−0.1% Reduced · −20 sh | |
| 16 | State STR SPDR S&P Midcap 40 COM | $2.6M | 3.7K | 1.2% | ▼−1.7% Reduced · −65 sh | |
| 17 | Mastercard Incorporated COM | $1.6M | 3.2K | 0.8% | ▼−1.5% Reduced · −49 sh | |
| 18 | Visa Inc COM | $1.5M | 4.4K | 0.7% | ▼−3.0% Reduced · −138 sh | |
| 19 | Ishares TR COM | $1.4M | 14.0K | 0.7% | ▲+1.8% Added · +252 sh | |
| 20 | Microsoft Corp COM | $1.4M | 3.8K | 0.7% | ▼−0.8% Reduced · −32 sh | |
| 21 | Dimensional ETF Trust COM | $1.3M | 35.7K | 0.6% | —Held | |
| 22 | Costco Wholesale Corporation COM | $1.1M | 1.2K | 0.5% | —Held | |
| 23 | RBB Fund Trust COM | $1.0M | 20.9K | 0.5% | —Held | |
| 24 | State STR SPDR S&P 500 ETF T COM | $894K | 1.2K | 0.4% | —Held | |
| 25 | Dimensional ETF Trust COM | $747K | 9.1K | 0.4% | —Held | |
| 26 | Union Pac Corp COM | $489K | 1.8K | 0.2% | —Held | |
| 27 | American Centy ETF TR COM | $454K | 5.1K | 0.2% | —Held | |
| 28 | American Centy ETF TR COM | $441K | 4.3K | 0.2% | ▲+0.1% Added · +4 sh | |
| 29 | Vanguard Tax-Managed FDS COM | $440K | 6.2K | 0.2% | ▲+34% Added · +2K sh | |
| 30 | Vanguard Index FDS COM | $339K | 1.4K | 0.2% | ▲+0.2% Added · +3 sh | |
| 31 | Hershey Co COM | $296K | 1.7K | 0.1% | ▼−21% Reduced · −440 sh | |
| 32 | American Centy ETF TR COM | $280K | 2.2K | 0.1% | ▲+0.1% Added · +2 sh | |
| 33 | Applied Matls Inc COM | $252K | 349 | 0.1% | —Held | |
| 34 | Amazon Com Inc COM | $238K | 1.0K | 0.1% | —Held | |
| 35 | Johnson & Johnson COM | $237K | 935 | 0.1% | ▲+0.1% Added · +1 sh | |
| 36 | Vanguard Intl Equity Index F COM | $235K | 2.8K | 0.1% | ▲+7.1% Added · +187 sh | |
| 37 | Ishares TR COM | $222K | 3.3K | 0.1% | ▼−5.4% Reduced · −189 sh | |
| 38 | Ishares TR COM | $220K | 3.2K | 0.1% | ▲+0.3% Added · +9 sh | |
| 39 | McDonalds Corp COM | $186K | 690 | 0.1% | ▼−29% Reduced · −288 sh | |
| 40 | Vanguard Index FDS COM | $161K | 2.0K | 0.1% | ▲+301% Added · +1K sh | |
| 41 | AKRE Focus ETF COM | $150K | 2.8K | 0.1% | —Held | |
| 42 | Cummins Inc COM | $139K | 195 | 0.1% | —Held | |
| 43 | Vanguard Index FDS COM | $119K | 346 | 0.1% | —Held | |
| 44 | Pepsico Inc COM | $91K | 668 | 0.0% | ▼−15% Reduced · −115 sh | |
| 45 | Philip Morris Intl Inc COM | $86K | 470 | 0.0% | —Held | |
| 46 | Exxon Mobil Corp COM | $82K | 600 | 0.0% | —Held | |
| 47 | Fastenal Co COM | $68K | 1.4K | 0.0% | ▼−0.6% Reduced · −9 sh | |
| 48 | Sprott Asset Management LP COM | $46K | 1.5K | 0.0% | —Held | |
| 49 | Republic Svcs Inc COM | $35K | 166 | 0.0% | —Held | |
| 50 | American Centy ETF TR COM | $31K | 246 | 0.0% | ▼−69% Reduced · −538 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 60 | $207.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 62 | $191.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 72 | $207.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 73 | $205.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 85 | $188.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 82 | $191.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 80 | $180.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 81 | $181.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.