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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, SCHR, and represent 48.76% of Intelligence Driven Advisers's stock portfolio.
Added to shares of these 10 stocks: IUS (+$5.7M), DYNF (+$5.7M), IUSB, SCHR, QEFA, VMBS, DFUS, EMXC, PYLD, AVUV.
Started 9 new stock positions in HCA, STX, TSLA, WPC, LRCX, APP, SU, GD, SPTM.
Reduced shares in these 10 stocks: COWZ, QUAL, IWY, DUHP, FRDM, SCHB, BOND, IWV, JQUA, PANW.
Sold out of its positions in FBND, FLNT, SGOV, PANW.
Intelligence Driven Advisers was a net buyer of stock by $15M.
Intelligence Driven Advisers has $721M in assets under management (AUM), dropping by 8.78%.
Central Index Key (CIK): 0001819955

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Portfolio Holdings for Intelligence Driven Advisers

Intelligence Driven Advisers holds 124 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	15.6	$112M		1.5M	72.44	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	10.1	$73M		267k	273.65	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	9.2	$67M	+2%	757k	87.91	View chart
Ishares Tr Core Total Usd (IUSB)	7.2	$52M	+6%	1.1M	46.71	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	6.6	$48M	+7%	1.9M	25.13	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.3	$45M	+14%	768k	59.20	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	5.0	$36M	+18%	658k	55.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.7	$27M	+2%	267k	99.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.6	$26M	-2%	1.0M	25.71	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	3.5	$25M	+7%	540k	46.96	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.1	$23M	-15%	391k	57.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$20M	+2%	30k	666.19	View chart
Apple (AAPL)	2.6	$19M		74k	254.63	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.5	$18M	-3%	406k	44.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.0	$15M	-20%	75k	194.50	View chart
Ishares Msci Emrg Chn (EMXC)	1.1	$7.8M	+9%	116k	67.51	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.0	$6.9M		152k	45.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$5.1M	+5%	221k	23.28	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.7	$4.7M	-7%	12k	378.94	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$4.1M	-18%	110k	37.77	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$3.8M	-8%	61k	62.91	View chart
NVIDIA Corporation (NVDA)	0.5	$3.5M	+16%	19k	186.58	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$3.3M	-15%	35k	93.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.2M		6.3k	502.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$3.0M	-2%	43k	68.46	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$2.9M	+23%	109k	26.84	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.7M		4.8k	568.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.7M		15k	186.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.5M		10k	243.55	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$2.3M	+2%	38k	58.85	View chart
Microsoft Corporation (MSFT)	0.3	$2.1M		4.1k	518.00	View chart
Boeing Company (BA)	0.3	$2.1M		9.7k	215.83	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.9M		20k	95.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.9M	-4%	4.0k	468.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.8M		18k	100.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.8M		2.6k	669.20	View chart
Meta Platforms Cl A (META)	0.2	$1.7M		2.3k	734.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.6M		2.7k	600.32	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$1.6M	-2%	23k	69.08	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.4M		19k	73.29	View chart
Netflix (NFLX)	0.2	$1.4M	-4%	1.1k	1199.19	View chart
Ge Aerospace Com New (GE)	0.2	$1.4M	-6%	4.6k	300.81	View chart
Amazon (AMZN)	0.2	$1.2M	-5%	5.4k	219.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$1.1M		4.1k	279.29	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.1M		20k	53.87	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M	+7%	13k	83.82	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.0M	-6%	5.6k	182.43	View chart
Fiserv (FI)	0.1	$990k		7.7k	128.93	View chart
Merck & Co (MRK)	0.1	$970k	+16%	12k	83.93	View chart
Booking Holdings (BKNG)	0.1	$918k		170.00	5399.27	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$903k	+5%	18k	49.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$877k	+77%	2.7k	328.17	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$864k	-19%	37k	23.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$791k		13k	59.92	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$758k	+3%	15k	50.59	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$709k		13k	53.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$687k		1.1k	612.38	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$668k		4.8k	139.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$652k		2.7k	243.14	View chart
JPMorgan Chase & Co. (JPM)	0.1	$645k		2.0k	315.43	View chart
Ge Vernova (GEV)	0.1	$619k	+62%	1.0k	614.90	View chart
Uber Technologies (UBER)	0.1	$611k	-10%	6.2k	97.97	View chart
Ishares Glb Enr Prod Etf (FILL)	0.1	$602k		24k	25.08	View chart
Adobe Systems Incorporated (ADBE)	0.1	$591k	+26%	1.7k	352.75	View chart
Citigroup Com New (C)	0.1	$576k		5.7k	101.49	View chart
Lennar Corp Cl A (LEN)	0.1	$559k		4.4k	126.04	View chart
Home Depot (HD)	0.1	$538k	-6%	1.3k	405.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$538k		8.2k	65.26	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$538k		6.0k	89.62	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$499k		5.4k	92.49	View chart
Wal-Mart Stores (WMT)	0.1	$495k	+16%	4.8k	103.07	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$449k		5.4k	82.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$443k		1.5k	293.70	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$408k		3.8k	108.70	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$400k		6.7k	60.08	View chart
General Motors Company (GM)	0.1	$394k	+3%	6.5k	60.97	View chart
Eli Lilly & Co. (LLY)	0.1	$382k	-8%	501.00	763.00	View chart
Qualcomm (QCOM)	0.1	$382k	-15%	2.3k	166.36	View chart
Applovin Corp Com Cl A (APP)	0.1	$379k	NEW	527.00	718.54	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$376k		4.8k	78.34	View chart
Broadcom (AVGO)	0.1	$371k	+23%	1.1k	329.86	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$369k		4.2k	88.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$367k		5.4k	67.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$367k		2.1k	174.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$355k	+10%	1.3k	281.86	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$351k	+3%	3.4k	103.21	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$348k		2.9k	121.06	View chart
Altria (MO)	0.0	$343k	-7%	5.2k	66.07	View chart
Doordash Cl A (DASH)	0.0	$328k		1.2k	271.99	View chart
Vistra Energy (VST)	0.0	$323k		1.6k	195.92	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$306k		2.2k	140.04	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$290k		3.0k	95.14	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$289k	NEW	3.6k	80.65	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$285k		2.4k	118.37	View chart
Exxon Mobil Corporation (XOM)	0.0	$281k	-2%	2.5k	112.74	View chart
Lowe's Companies (LOW)	0.0	$270k	-22%	1.1k	251.31	View chart
Gilead Sciences (GILD)	0.0	$269k	+8%	2.4k	111.01	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$262k		3.0k	87.21	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$255k		7.2k	35.43	View chart
O'reilly Automotive (ORLY)	0.0	$251k	-11%	2.3k	107.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$249k		1.2k	208.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$246k		3.1k	79.93	View chart
Coca-Cola Company (KO)	0.0	$244k		3.7k	66.33	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$244k		763.00	319.94	View chart
UnitedHealth (UNH)	0.0	$244k	+8%	706.00	345.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$241k	-8%	948.00	254.29	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$238k		927.00	256.45	View chart
American Intl Group Com New (AIG)	0.0	$235k		3.0k	78.54	View chart
Lam Research Corp Com New (LRCX)	0.0	$235k	NEW	1.8k	133.90	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$231k		6.4k	36.16	View chart
Suncor Energy (SU)	0.0	$228k	NEW	5.5k	41.81	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$223k	NEW	945.00	236.06	View chart
Takeda Pharmaceutical Sponsored Ads (TAK)	0.0	$217k		15k	14.64	View chart
Intuit (INTU)	0.0	$210k		307.00	683.70	View chart
Tesla Motors (TSLA)	0.0	$207k	NEW	465.00	444.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$206k		1.8k	113.88	View chart
Hca Holdings (HCA)	0.0	$205k	NEW	482.00	426.20	View chart
General Dynamics Corporation (GD)	0.0	$205k	NEW	600.00	341.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$204k	-5%	4.0k	50.73	View chart
Wp Carey (WPC)	0.0	$203k	NEW	3.0k	67.57	View chart
Boston Scientific Corporation (BSX)	0.0	$201k	-10%	2.1k	97.65	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$63k	-8%	24k	2.63	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$62k	-3%	10k	6.02	View chart
Enel Chile Sponsored Adr (ENIC)	0.0	$41k	-6%	11k	3.89	View chart

Past Filings by Intelligence Driven Advisers

SEC 13F filings are viewable for Intelligence Driven Advisers going back to 2020

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
Intelligence Driven Advisers 2022 Q1 filed April 25, 2022

View all past filings

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