Intelligent Financial Strategies
All 13F Filings
- Location
- Excelsior, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 207,837
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 60 | 207,837 | 13F-HR | Intelligent Financial Strategies |
| Q1 2026 | 4/28/2026 | 62 | 191,937 | 13F-HR | Intelligent Financial Strategies |
| Q4 2025 | 1/26/2026 | 72 | 207,944 | 13F-HR | Intelligent Financial Strategies |
| Q3 2025 | 10/21/2025 | 73 | 205,448 | 13F-HR | Intelligent Financial Strategies |
| Q2 2025 | 7/31/2025 | 85 | 188,432 | 13F-HR | Intelligent Financial Strategies |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 81.21 K | 39.1% | 2.977 K | 0 | 2.977 K |
| ETFs | 126.6 K | 60.9% | 12.92 K | 0 | 12.92 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
207,837
Holdings
60
QoQ value change ($000)
15,900
(8.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.