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Intelligent Financial Strategies
Intelligent Financial Strategies LLC is a registered investment adviser based in Excelsior, Minnesota. The firm primarily serves high net worth individuals (over $199.8M of $219.2M AUM comes from this segment), with a small portion from other individual clients and charitable organizations. As of 2025, the firm has 2 employees, emphasizes discretionary portfolio management, and reports directly to the SEC. Located in the Minneapolis-St. Paul metro, Intelligent Financial Strategies provides specialized wealth advisory and investment management solutions.
Investment Strategy
Intelligent Financial Strategies focuses on discretionary investment management for individuals, particularly high net worth clients. Their portfolios commonly include large U.S. equities—such as Apple, Microsoft, Alphabet, Mastercard, and VISA—reflecting a growth-and-quality tilt typical for wealth managers. Holdings diversify across consumer, technology, financial, and industrial sectors, with an emphasis on long-term capital appreciation for private clients. The firm provides tailored advisory services, concentrating on personalized portfolio construction, risk management, and client-centric financial planning.
Latest 13F Filing Activity
Intelligent Financial Strategies filed their most recent 13F report on Sep 30, 2025 disclosing 73 equity positions with a total 13F market value of $205M. The fund increased holdings in Vanguard Intl Equity Index F, Vanguard Index FDS, Vanguard BD Index FDS among other positions. Intelligent Financial Strategies reduced exposure to Berkshire Hathaway Inc. Del, Vanguard Index FDS, Apple Inc. among others.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 31.51% | $64.7M | 128,780 | $422.14 | $502.74 | -$25.2M | |
V VOO | VANGUARD INDEX FDS | 12.41% | $25.5M | 41,513 | $415.08 | $612.38 | -$3.0M |
V VT | VANGUARD INTL EQUITY INDEX F | 11.28% | $23.2M | 168,150 | $131.82 | $137.80 | +$15.3M |
V VTI | VANGUARD INDEX FDS | 7.90% | $16.2M | 49,331 | $291.73 | $328.17 | +$10.5M |
V VXUS | VANGUARD STAR FDS | 5.01% | $10.3M | 140,106 | $72.26 | $73.46 | +$9.0M |
Industry Allocation
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