Intelligence Driven Advisers
Latest statistics and disclosures from Intelligence Driven Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, QEFA, IWY, IUSB, SCHR, and represent 49.67% of Intelligence Driven Advisers's stock portfolio.
- Added to shares of these 10 stocks: IWF, PYLD, VGSH, XOM, MU, SNDK, TFLO, PULS, KEYS, JNJ.
- Started 14 new stock positions in MASS, JNJ, GS, FDX, ADI, ELV, COST, KEYS, KR, HIG. WPC, VTRS, SNDK, BWXT.
- Reduced shares in these 10 stocks: SPY (-$16M), DFUS (-$12M), IWY (-$11M), QEFA (-$10M), SCHB (-$9.1M), DYNF (-$7.1M), IUS (-$6.5M), FRDM (-$6.3M), COWZ (-$5.1M), AVUV.
- Sold out of its positions in BCS, BA, BTI, DASH, GD, BOTZ, HII, PJP, POWR, CMF. IHI, USMV, LPL, SPYM, SCHX, FNDA, XLB, XLV, XLF, NVDY, UNH, VST.
- Intelligence Driven Advisers was a net seller of stock by $-111M.
- Intelligence Driven Advisers has $574M in assets under management (AUM), dropping by -18.00%.
- Central Index Key (CIK): 0001819955
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Portfolio Holdings for Intelligence Driven Advisers
Intelligence Driven Advisers holds 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 15.8 | $91M | -11% | 1.3M | 70.91 |
|
| Spdr Index Shs Fds State Street Spd (QEFA) | 10.0 | $57M | -15% | 613k | 93.27 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 8.9 | $51M | -17% | 206k | 248.84 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 7.8 | $45M | -6% | 972k | 46.19 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 7.1 | $41M | -7% | 1.6M | 24.91 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.3 | $36M | -16% | 626k | 58.18 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 5.6 | $32M | -17% | 550k | 57.91 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 3.9 | $22M | -5% | 474k | 46.95 |
|
| Apple (AAPL) | 3.0 | $17M | -5% | 67k | 253.79 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.9 | $17M | -23% | 266k | 62.56 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.5 | $14M | -39% | 563k | 25.10 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 2.2 | $13M | -33% | 230k | 54.65 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.0 | $11M | -25% | 101k | 110.47 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.9 | $11M | -13% | 57k | 191.81 |
|
| Global X Fds Artificial Etf (AIQ) | 1.3 | $7.3M | +2% | 156k | 46.67 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.1 | $6.6M | -3% | 138k | 47.53 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $6.5M | -28% | 82k | 78.66 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.8 | $4.6M | 140k | 32.95 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $4.2M | -4% | 11k | 370.68 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.6 | $3.7M | +30% | 140k | 26.20 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.6 | $3.2M | -6% | 87k | 36.76 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $3.2M | -5% | 52k | 61.32 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $3.1M | -84% | 4.8k | 650.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.9M | -3% | 10k | 286.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.8M | 5.9k | 479.23 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.5 | $2.6M | -14% | 28k | 92.28 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.6M | +67% | 6.0k | 426.38 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $2.3M | +24% | 39k | 58.54 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $2.3M | -57% | 92k | 24.75 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.2M | -2% | 11k | 196.20 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $2.2M | -17% | 13k | 174.40 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.7M | 2.6k | 653.11 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 0.3 | $1.5M | +8% | 24k | 66.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.5M | -12% | 16k | 99.27 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $1.5M | -8% | 16k | 94.95 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.5M | -36% | 3.0k | 499.59 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $1.4M | 19k | 75.19 |
|
|
| Merck & Co (MRK) | 0.3 | $1.4M | +4% | 12k | 120.29 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.4M | +3% | 4.2k | 337.95 |
|
| Amazon (AMZN) | 0.2 | $1.4M | +20% | 6.6k | 208.27 |
|
| Microsoft Corporation (MSFT) | 0.2 | $1.3M | 3.6k | 370.16 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $1.3M | 2.2k | 572.22 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $1.3M | -4% | 18k | 71.13 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.2M | -2% | 4.3k | 283.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.2M | -23% | 2.1k | 577.19 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $1.0M | +51% | 20k | 49.50 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $962k | +8% | 15k | 64.08 |
|
| Wells Fargo & Company (WFC) | 0.2 | $944k | -11% | 12k | 79.61 |
|
| Ge Vernova (GEV) | 0.2 | $910k | 1.0k | 872.90 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $863k | +68% | 17k | 50.63 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $846k | 5.8k | 146.29 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $844k | 2.6k | 320.79 |
|
|
| Netflix (NFLX) | 0.1 | $820k | -17% | 8.5k | 96.15 |
|
| Micron Technology (MU) | 0.1 | $810k | +84% | 2.4k | 337.84 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $779k | +136% | 4.6k | 169.67 |
|
| Wal-Mart Stores (WMT) | 0.1 | $771k | +21% | 6.2k | 124.29 |
|
| Booking Holdings (BKNG) | 0.1 | $733k | 174.00 | 4210.32 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $683k | -6% | 2.4k | 287.56 |
|
| Gilead Sciences (GILD) | 0.1 | $636k | +57% | 4.6k | 139.38 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $623k | -20% | 1.0k | 597.56 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $607k | -3% | 2.1k | 294.14 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $584k | -22% | 26k | 22.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $549k | 8.1k | 67.53 |
|
|
| General Motors Company (GM) | 0.1 | $529k | +3% | 7.1k | 74.50 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $498k | 7.4k | 67.12 |
|
|
| Altria (MO) | 0.1 | $476k | +18% | 7.2k | 65.99 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.1 | $463k | -8% | 28k | 16.61 |
|
| Kla Corp Com New (KLAC) | 0.1 | $455k | +35% | 309.00 | 1472.41 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $447k | +84% | 16k | 28.71 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $438k | -2% | 476.00 | 919.77 |
|
| Fiserv (FISV) | 0.1 | $428k | 7.7k | 55.80 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $417k | 3.8k | 111.18 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $403k | 5.4k | 74.35 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $399k | 1.4k | 287.18 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $389k | 4.5k | 86.64 |
|
|
| Lennar Corp Cl A (LEN) | 0.1 | $388k | 4.5k | 86.84 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $384k | +6% | 1.8k | 213.66 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $378k | 1.5k | 257.38 |
|
|
| Home Depot (HD) | 0.1 | $374k | 1.1k | 328.90 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $367k | 1.5k | 247.08 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $365k | NEW | 575.00 | 635.34 |
|
| Uber Technologies (UBER) | 0.1 | $365k | -19% | 5.1k | 71.93 |
|
| Citigroup Com New (C) | 0.1 | $364k | -42% | 3.2k | 113.41 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $359k | 1.9k | 184.30 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $353k | -2% | 3.5k | 99.97 |
|
| Lowe's Companies (LOW) | 0.1 | $347k | -3% | 1.5k | 236.28 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $346k | -2% | 3.7k | 94.58 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $344k | -8% | 878.00 | 391.76 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $335k | 2.3k | 145.94 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $335k | 2.5k | 132.90 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $323k | 2.9k | 112.11 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $317k | 6.7k | 47.03 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $316k | +18% | 5.2k | 60.65 |
|
| Hca Holdings (HCA) | 0.1 | $308k | +8% | 651.00 | 473.24 |
|
| Suncor Energy (SU) | 0.1 | $295k | -17% | 4.5k | 66.11 |
|
| Caterpillar (CAT) | 0.1 | $287k | 405.00 | 709.25 |
|
|
| Broadcom (AVGO) | 0.0 | $286k | -57% | 924.00 | 309.45 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $286k | 15k | 18.52 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $282k | NEW | 1.0k | 282.37 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $280k | 3.5k | 79.06 |
|
|
| Qualcomm (QCOM) | 0.0 | $276k | -23% | 2.1k | 128.78 |
|
| Johnson & Johnson (JNJ) | 0.0 | $271k | NEW | 1.1k | 244.44 |
|
| Analog Devices (ADI) | 0.0 | $264k | NEW | 831.00 | 318.14 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $263k | 1.2k | 217.18 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $255k | +5% | 3.4k | 75.25 |
|
| FedEx Corporation (FDX) | 0.0 | $249k | NEW | 698.00 | 356.18 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $241k | -36% | 993.00 | 243.08 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $240k | 765.00 | 313.69 |
|
|
| Chevron Corporation (CVX) | 0.0 | $235k | -13% | 1.1k | 206.88 |
|
| Amgen (AMGN) | 0.0 | $235k | 668.00 | 351.59 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $233k | NEW | 234.00 | 994.32 |
|
| Tesla Motors (TSLA) | 0.0 | $229k | +5% | 617.00 | 371.65 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $227k | -4% | 5.9k | 38.26 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $223k | 927.00 | 239.99 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $220k | +12% | 2.0k | 110.86 |
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| Kroger (KR) | 0.0 | $219k | NEW | 3.0k | 72.35 |
|
| Hartford Financial Services (HIG) | 0.0 | $211k | NEW | 1.6k | 135.23 |
|
| Anthem (ELV) | 0.0 | $208k | NEW | 709.00 | 292.75 |
|
| Goldman Sachs (GS) | 0.0 | $205k | NEW | 242.00 | 847.14 |
|
| Bwx Technologies (BWXT) | 0.0 | $205k | NEW | 1.0k | 204.49 |
|
| Wp Carey (WPC) | 0.0 | $204k | NEW | 3.0k | 67.96 |
|
| O'reilly Automotive (ORLY) | 0.0 | $204k | 2.2k | 92.29 |
|
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| Applovin Corp Com Cl A (APP) | 0.0 | $202k | -49% | 508.00 | 398.00 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $201k | 1.8k | 111.37 |
|
|
| TJX Companies (TJX) | 0.0 | $201k | -12% | 1.3k | 159.64 |
|
| Viatris (VTRS) | 0.0 | $140k | NEW | 10k | 13.51 |
|
| 908 Devices (MASS) | 0.0 | $61k | NEW | 10k | 6.12 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $55k | +24% | 26k | 2.12 |
|
| Enel Chile Sa Sponsored Adr (ENIC) | 0.0 | $47k | +2% | 12k | 3.94 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $41k | -4% | 11k | 3.66 |
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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 2026 Q1 filed May 15, 2026
- 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