Intelligence Driven Advisers
Latest statistics and disclosures from Intelligence Driven Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, IWY, QEFA, IUSB, DYNF, and represent 48.08% of Intelligence Driven Advisers's stock portfolio.
- Added to shares of these 10 stocks: AIQ (+$7.8M), BAI, NFLX, JHMM, BPRE, VO, MU, AVGO, APP, FVD.
- Started 22 new stock positions in AMGN, TJX, FVD, BMY, JHMM, BAI, CMF, CMCSA, BPRE, FNDA. CAT, VLO, HII, CVX, MU, KLAC, BCS, NVDY, AIQ, LPL, VO, SCHX.
- Reduced shares in these 10 stocks: AVUV (-$13M), DFUS (-$7.1M), IWY (-$5.2M), IUSB, SCHR, FRDM, QEFA, COWZ, SCHB, VMBS.
- Sold out of its positions in BSX, KO, INTU, JPST, XLU, VCSH, VB, WPC.
- Intelligence Driven Advisers was a net seller of stock by $-38M.
- Intelligence Driven Advisers has $700M in assets under management (AUM), dropping by -3.01%.
- Central Index Key (CIK): 0001819955
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Portfolio Holdings for Intelligence Driven Advisers
Intelligence Driven Advisers holds 138 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 15.4 | $108M | -6% | 1.5M | 74.17 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 9.8 | $69M | -6% | 249k | 276.94 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 9.4 | $66M | -4% | 724k | 90.67 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 6.9 | $49M | -6% | 1.0M | 46.54 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.5 | $45M | -2% | 747k | 60.81 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 6.3 | $44M | -6% | 1.8M | 25.08 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 5.4 | $38M | 663k | 57.16 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.5 | $24M | -9% | 925k | 26.23 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 3.4 | $24M | -7% | 500k | 47.08 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.0 | $21M | -11% | 346k | 60.17 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $20M | 30k | 681.91 |
|
|
| Apple (AAPL) | 2.8 | $19M | -3% | 71k | 271.86 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 2.5 | $18M | -14% | 346k | 51.27 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.0 | $14M | -49% | 135k | 101.98 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.9 | $13M | -11% | 66k | 198.62 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.2 | $8.4M | 115k | 72.68 |
|
|
| Global X Fds Artificial Etf (AIQ) | 1.1 | $7.8M | NEW | 153k | 50.86 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.0 | $6.7M | -5% | 143k | 46.92 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $5.2M | 216k | 24.04 |
|
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.7 | $4.7M | NEW | 140k | 33.30 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $4.6M | -4% | 12k | 386.85 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $3.5M | -15% | 92k | 38.03 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.5 | $3.4M | -10% | 55k | 63.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.3M | +2% | 10k | 313.80 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $3.1M | -6% | 33k | 93.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.0M | -4% | 6.0k | 502.68 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $2.9M | -17% | 16k | 186.50 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $2.9M | 107k | 26.68 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.7M | 4.8k | 570.83 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.2M | -20% | 12k | 190.99 |
|
| Boeing Company (BA) | 0.3 | $2.1M | 9.7k | 217.12 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.8M | -18% | 31k | 58.73 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.8M | 18k | 99.88 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.8M | 2.6k | 684.84 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $1.8M | -11% | 3.6k | 483.57 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.7M | -9% | 3.6k | 473.27 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.7M | -10% | 18k | 95.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | 2.7k | 614.29 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 0.2 | $1.5M | -5% | 22k | 69.43 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.5M | 2.3k | 660.19 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $1.4M | 19k | 75.05 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $1.4M | -3% | 4.4k | 308.01 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $1.3M | -55% | 19k | 69.67 |
|
| Amazon (AMZN) | 0.2 | $1.3M | 5.5k | 230.82 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $1.2M | +5% | 13k | 93.20 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.2M | 4.0k | 303.89 |
|
|
| Merck & Co (MRK) | 0.2 | $1.2M | 12k | 105.26 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $1.1M | 20k | 54.77 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | +3% | 5.8k | 177.76 |
|
| Netflix (NFLX) | 0.1 | $974k | +808% | 10k | 93.76 |
|
| Booking Holdings (BKNG) | 0.1 | $932k | +2% | 174.00 | 5355.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $892k | 2.7k | 335.29 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $863k | +4% | 14k | 62.47 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $821k | +16% | 1.3k | 627.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $797k | -5% | 2.5k | 313.00 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $767k | +3% | 5.0k | 154.80 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $760k | -11% | 33k | 23.02 |
|
| Broadcom (AVGO) | 0.1 | $756k | +94% | 2.2k | 346.07 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $756k | 13k | 56.62 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $689k | +4% | 2.1k | 322.28 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $681k | +91% | 1.0k | 673.82 |
|
| Ge Vernova (GEV) | 0.1 | $671k | 1.0k | 653.57 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $665k | -26% | 13k | 49.59 |
|
| Citigroup Com New (C) | 0.1 | $648k | -2% | 5.6k | 116.69 |
|
| Wal-Mart Stores (WMT) | 0.1 | $570k | +6% | 5.1k | 111.42 |
|
| Ishares Us Power Infrast (POWR) | 0.1 | $565k | 24k | 23.53 |
|
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.1 | $565k | 5.4k | 104.54 |
|
|
| General Motors Company (GM) | 0.1 | $556k | +5% | 6.8k | 81.32 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $547k | -6% | 1.6k | 349.99 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $536k | 8.1k | 66.00 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $522k | -2% | 486.00 | 1074.68 |
|
| Uber Technologies (UBER) | 0.1 | $517k | 6.3k | 81.71 |
|
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| Fiserv (FI) | 0.1 | $516k | 7.7k | 67.17 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $510k | -32% | 10k | 50.46 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $486k | NEW | 7.4k | 65.48 |
|
| Qualcomm (QCOM) | 0.1 | $477k | +21% | 2.8k | 171.05 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.1 | $457k | NEW | 31k | 15.00 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $456k | 4.4k | 102.80 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $419k | 3.8k | 111.78 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $414k | 6.7k | 62.15 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $409k | -2% | 1.5k | 279.17 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $403k | NEW | 1.4k | 290.22 |
|
| Home Depot (HD) | 0.1 | $395k | -13% | 1.1k | 344.03 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $387k | 5.4k | 71.41 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $385k | 4.8k | 80.22 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $384k | -16% | 4.5k | 84.64 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $380k | +6% | 3.6k | 105.00 |
|
| Micron Technology (MU) | 0.1 | $370k | NEW | 1.3k | 285.41 |
|
| Lowe's Companies (LOW) | 0.1 | $367k | +41% | 1.5k | 241.16 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $363k | +100% | 2.5k | 143.97 |
|
| Gilead Sciences (GILD) | 0.1 | $356k | +19% | 2.9k | 122.75 |
|
| Altria (MO) | 0.0 | $349k | +16% | 6.1k | 57.66 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $344k | -7% | 1.9k | 177.34 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $343k | 2.9k | 119.32 |
|
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $341k | -10% | 3.7k | 90.97 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $318k | +4% | 2.3k | 139.14 |
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $310k | NEW | 6.7k | 46.08 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $292k | 3.5k | 82.50 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $288k | -3% | 1.7k | 171.18 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $285k | 3.0k | 94.16 |
|
|
| Hca Holdings (HCA) | 0.0 | $281k | +24% | 602.00 | 466.86 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $280k | NEW | 10k | 26.91 |
|
| Kla Corp Com New (KLAC) | 0.0 | $277k | NEW | 228.00 | 1215.08 |
|
| American Intl Group Com New (AIG) | 0.0 | $274k | +6% | 3.2k | 85.55 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $272k | 6.0k | 45.35 |
|
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $264k | 958.00 | 275.39 |
|
|
| Tesla Motors (TSLA) | 0.0 | $264k | +26% | 586.00 | 449.59 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $261k | 7.2k | 36.23 |
|
|
| Vistra Energy (VST) | 0.0 | $257k | -3% | 1.6k | 161.33 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $255k | 1.2k | 211.72 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $252k | NEW | 8.4k | 29.89 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $247k | 764.00 | 323.21 |
|
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $240k | +4% | 15k | 15.59 |
|
| Suncor Energy (SU) | 0.0 | $239k | 5.4k | 44.36 |
|
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| Valero Energy Corporation (VLO) | 0.0 | $238k | NEW | 1.5k | 162.79 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $236k | NEW | 4.4k | 53.94 |
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| Caterpillar (CAT) | 0.0 | $234k | NEW | 409.00 | 573.00 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $233k | -22% | 1.9k | 120.31 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $232k | 927.00 | 250.31 |
|
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| Doordash Cl A (DASH) | 0.0 | $229k | -16% | 1.0k | 226.48 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $227k | NEW | 7.2k | 31.51 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $225k | NEW | 3.9k | 57.46 |
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| Barclays Adr (BCS) | 0.0 | $224k | NEW | 8.8k | 25.45 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $224k | -3% | 6.2k | 36.06 |
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| TJX Companies (TJX) | 0.0 | $222k | NEW | 1.4k | 153.56 |
|
| Amgen (AMGN) | 0.0 | $218k | NEW | 666.00 | 327.07 |
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| UnitedHealth (UNH) | 0.0 | $218k | -6% | 659.00 | 330.11 |
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| General Dynamics Corporation (GD) | 0.0 | $211k | +4% | 627.00 | 336.66 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $208k | -26% | 1.8k | 117.72 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $206k | 1.8k | 113.92 |
|
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| O'reilly Automotive (ORLY) | 0.0 | $205k | -3% | 2.3k | 91.19 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $204k | NEW | 600.00 | 340.07 |
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| Chevron Corporation (CVX) | 0.0 | $201k | NEW | 1.3k | 152.41 |
|
| Tidal Trust Ii Yieldmax Nvda (NVDY) | 0.0 | $148k | NEW | 10k | 14.61 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $59k | -13% | 21k | 2.84 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $58k | NEW | 14k | 4.21 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $58k | +12% | 12k | 4.99 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $47k | +8% | 12k | 4.02 |
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Past Filings by Intelligence Driven Advisers
SEC 13F filings are viewable for Intelligence Driven Advisers going back to 2020
- Intelligence Driven Advisers 2025 Q4 filed Jan. 23, 2026
- Intelligence Driven Advisers 2025 Q3 filed Nov. 10, 2025
- Intelligence Driven Advisers 2025 Q2 filed July 9, 2025
- Intelligence Driven Advisers 2025 Q1 filed April 25, 2025
- Intelligence Driven Advisers 2024 Q4 filed Jan. 30, 2025
- Intelligence Driven Advisers 2024 Q3 filed Nov. 6, 2024
- Intelligence Driven Advisers 2024 Q2 filed Aug. 5, 2024
- Intelligence Driven Advisers 2024 Q1 filed May 1, 2024
- Intelligence Driven Advisers 2023 Q4 filed Feb. 6, 2024
- Intelligence Driven Advisers 2023 Q3 filed Nov. 7, 2023
- Intelligence Driven Advisers 2023 Q2 filed July 18, 2023
- Intelligence Driven Advisers 2023 Q1 filed May 11, 2023
- Intelligence Driven Advisers 2022 Q4 restated filed Feb. 14, 2023
- Intelligence Driven Advisers 2022 Q4 filed Jan. 23, 2023
- Intelligence Driven Advisers 2022 Q3 filed Oct. 21, 2022
- Intelligence Driven Advisers 2022 Q2 filed July 22, 2022