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 50.99% of Intelligence Driven Advisers's stock portfolio.
- Added to shares of these 10 stocks: JEPQ (+$5.2M), IUSB, IWF, NVDA, GOOGL, MSFT, VMBS, KLAC, BKNG, AVGO.
- Started 24 new stock positions in VZ, VST, AVEM, WELL, INTC, EOG, BAC, CSCO, AMD, BCS. KO, SCHX, SPDW, CRS, V, JEPQ, ALL, ABBV, UNH, URI, IBM, IJR, EVRG, ADP.
- Reduced shares in these 10 stocks: SCHR (-$40M), FRDM, BAI, COWZ, BPRE, , AIQ, UBER, LOW, SNDK.
- Sold out of its positions in ADBE, BWXT, BPRE, CMCSA, ENIC, HCA, KEYS, LOW, MASS, SU. TAK, UBER, VTRS, GRAB.
- Intelligence Driven Advisers was a net seller of stock by $-21M.
- Intelligence Driven Advisers has $616M in assets under management (AUM), dropping by 7.39%.
- Central Index Key (CIK): 0001819955
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Portfolio Holdings for Intelligence Driven Advisers
Intelligence Driven Advisers holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 17.0 | $105M | 1.3M | 81.94 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 9.7 | $60M | 206k | 290.62 |
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| Spdr Index Shs Fds St Str Msci Eafe (QEFA) | 9.6 | $59M | 619k | 96.02 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 7.6 | $47M | +4% | 1.0M | 46.15 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 7.0 | $43M | 633k | 68.01 |
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| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 6.0 | $37M | 560k | 65.58 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 3.8 | $23M | +4% | 496k | 46.81 |
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| Apple (AAPL) | 3.2 | $20M | 67k | 289.36 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.6 | $16M | 555k | 28.96 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.6 | $16M | -2% | 258k | 62.20 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 2.6 | $16M | -5% | 217k | 72.90 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.0 | $13M | 101k | 124.76 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.0 | $12M | 56k | 219.43 |
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| Global X Fds Artificial Etf (AIQ) | 1.6 | $9.9M | -3% | 151k | 65.61 |
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| Ishares Msci Emrg Chn (EMXC) | 1.3 | $8.2M | -2% | 80k | 102.30 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.2 | $7.3M | -2% | 136k | 54.03 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 1.1 | $6.9M | -6% | 131k | 52.72 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.8 | $5.2M | NEW | 84k | 61.46 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $4.6M | -4% | 11k | 426.40 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.6 | $3.8M | +2% | 143k | 26.52 |
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| NVIDIA Corporation (NVDA) | 0.6 | $3.7M | +46% | 19k | 200.09 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $3.6M | -2% | 50k | 72.28 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $3.5M | 4.7k | 746.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.5M | -2% | 9.9k | 353.33 |
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| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.6 | $3.5M | -3% | 83k | 41.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.3M | +10% | 6.6k | 500.42 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.9M | +291% | 24k | 124.17 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $2.8M | +8% | 99k | 27.70 |
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| Micron Technology (MU) | 0.4 | $2.7M | 2.4k | 1154.29 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $2.6M | 28k | 92.21 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.5M | 11k | 217.93 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $2.4M | +6% | 42k | 58.20 |
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| Microsoft Corporation (MSFT) | 0.4 | $2.4M | +78% | 6.4k | 373.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.3M | +18% | 3.1k | 748.79 |
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| Amazon (AMZN) | 0.4 | $2.2M | +39% | 9.2k | 238.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.9M | +125% | 5.4k | 357.37 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.8M | -12% | 3.7k | 477.57 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $1.7M | 19k | 90.10 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.3 | $1.7M | -3% | 23k | 75.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.5M | 2.1k | 736.48 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.4M | -5% | 15k | 98.98 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $1.4M | -2% | 18k | 82.34 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.4M | -8% | 15k | 94.52 |
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| Meta Platforms Cl A (META) | 0.2 | $1.4M | +8% | 2.4k | 563.20 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.3M | -17% | 3.5k | 373.71 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -19% | 2.4k | 513.51 |
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| Ge Vernova (GEV) | 0.2 | $1.3M | +2% | 1.1k | 1174.86 |
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| Merck & Co (MRK) | 0.2 | $1.2M | -18% | 9.7k | 128.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.1M | 15k | 71.25 |
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| Broadcom (AVGO) | 0.2 | $1.0M | +195% | 2.7k | 377.73 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $1.0M | +2% | 21k | 49.55 |
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| Kla Corp Com New (KLAC) | 0.2 | $998k | +970% | 3.3k | 301.71 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $986k | 2.7k | 369.99 |
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| Sandisk Corp (SNDK) | 0.2 | $982k | -24% | 432.00 | 2273.73 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $946k | +40% | 2.9k | 327.36 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $884k | +2% | 18k | 50.63 |
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| Wells Fargo & Company (WFC) | 0.1 | $872k | -11% | 11k | 82.64 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $869k | +11% | 2.0k | 433.33 |
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| Eli Lilly & Co. (LLY) | 0.1 | $793k | +38% | 661.00 | 1199.43 |
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| Booking Holdings (BKNG) | 0.1 | $754k | +2330% | 4.2k | 178.24 |
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| Tesla Motors (TSLA) | 0.1 | $752k | +189% | 1.8k | 420.56 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $745k | +18% | 5.4k | 136.72 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $718k | -15% | 744.00 | 965.00 |
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| Wal-Mart Stores (WMT) | 0.1 | $716k | 6.3k | 113.27 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $715k | -98% | 29k | 24.66 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $677k | +8% | 8.8k | 77.11 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $618k | +6% | 27k | 22.78 |
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| Citigroup Com New (C) | 0.1 | $607k | +35% | 4.3k | 139.96 |
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| Netflix (NFLX) | 0.1 | $587k | -3% | 8.2k | 71.40 |
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| Caterpillar (CAT) | 0.1 | $575k | +33% | 540.00 | 1064.46 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $575k | -14% | 4.9k | 116.68 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $560k | -21% | 815.00 | 686.82 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $557k | 7.4k | 74.96 |
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| Altria (MO) | 0.1 | $553k | +6% | 7.7k | 71.95 |
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| General Motors Company (GM) | 0.1 | $547k | 7.1k | 77.08 |
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| Johnson & Johnson (JNJ) | 0.1 | $513k | +81% | 2.0k | 253.97 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $490k | 2.6k | 190.52 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $480k | 3.8k | 128.08 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $465k | 2.9k | 161.54 |
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| Lennar Corp Cl A (LEN) | 0.1 | $463k | +14% | 5.1k | 90.49 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $459k | -9% | 3.2k | 144.48 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $451k | 1.5k | 306.32 |
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| Qualcomm (QCOM) | 0.1 | $448k | +13% | 2.4k | 184.79 |
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| Home Depot (HD) | 0.1 | $437k | +8% | 1.2k | 352.76 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $431k | +285% | 5.3k | 80.57 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $428k | 4.5k | 95.44 |
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| Valero Energy Corporation (VLO) | 0.1 | $423k | +9% | 1.6k | 260.44 |
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| Advanced Micro Devices (AMD) | 0.1 | $417k | NEW | 717.00 | 580.91 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $414k | 5.4k | 76.55 |
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| Gilead Sciences (GILD) | 0.1 | $414k | -28% | 3.3k | 126.32 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $399k | 3.7k | 109.11 |
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| Analog Devices (ADI) | 0.1 | $389k | +17% | 980.00 | 397.17 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $387k | 2.0k | 197.63 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $352k | 2.3k | 152.19 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $346k | +32% | 671.00 | 515.23 |
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| International Business Machines (IBM) | 0.1 | $344k | NEW | 1.2k | 281.18 |
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| Visa Com Cl A (V) | 0.1 | $331k | NEW | 965.00 | 343.10 |
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| Costco Wholesale Corporation (COST) | 0.1 | $328k | +49% | 350.00 | 936.67 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $324k | 6.7k | 48.18 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $324k | NEW | 11k | 29.43 |
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| Amgen (AMGN) | 0.1 | $322k | +33% | 890.00 | 362.09 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.1 | $321k | 3.5k | 90.79 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $318k | 927.00 | 342.83 |
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| Goldman Sachs (GS) | 0.1 | $310k | +26% | 306.00 | 1012.46 |
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| Fiserv (FISV) | 0.1 | $309k | -17% | 6.3k | 49.05 |
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| Abbvie (ABBV) | 0.0 | $302k | NEW | 1.2k | 251.64 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $302k | 766.00 | 393.75 |
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| Allstate Corporation (ALL) | 0.0 | $300k | NEW | 1.3k | 237.94 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $296k | 1.2k | 243.00 |
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| Carpenter Technology Corporation (CRS) | 0.0 | $270k | NEW | 437.00 | 616.84 |
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| UnitedHealth (UNH) | 0.0 | $265k | NEW | 637.00 | 415.70 |
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| Chevron Corporation (CVX) | 0.0 | $257k | +36% | 1.6k | 165.76 |
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| TJX Companies (TJX) | 0.0 | $252k | +32% | 1.7k | 151.46 |
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| Coca-Cola Company (KO) | 0.0 | $249k | NEW | 3.1k | 81.28 |
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| American Intl Group Com New (AIG) | 0.0 | $249k | 3.3k | 74.52 |
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| FedEx Corporation (FDX) | 0.0 | $247k | +13% | 790.00 | 313.13 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $243k | NEW | 1.6k | 148.32 |
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| Welltower Inc Com reit (WELL) | 0.0 | $239k | NEW | 1.1k | 226.95 |
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| Anthem (ELV) | 0.0 | $239k | -12% | 618.00 | 386.73 |
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| Intel Corporation (INTC) | 0.0 | $239k | NEW | 1.7k | 139.63 |
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| Bank of America Corporation (BAC) | 0.0 | $238k | NEW | 4.2k | 56.98 |
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.0 | $228k | -3% | 5.7k | 39.68 |
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| Bristol Myers Squibb (BMY) | 0.0 | $227k | -24% | 3.9k | 57.62 |
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| Verizon Communications (VZ) | 0.0 | $226k | NEW | 5.3k | 42.34 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $225k | 1.8k | 124.42 |
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| O'reilly Automotive (ORLY) | 0.0 | $222k | +9% | 2.4k | 92.07 |
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| Vistra Energy (VST) | 0.0 | $220k | NEW | 1.4k | 158.63 |
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| Evergy (EVRG) | 0.0 | $219k | NEW | 2.5k | 86.43 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $219k | NEW | 4.3k | 50.39 |
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| Automatic Data Processing (ADP) | 0.0 | $216k | NEW | 964.00 | 223.95 |
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| Barclays Adr (BCS) | 0.0 | $216k | NEW | 8.0k | 26.86 |
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| Wp Carey (WPC) | 0.0 | $215k | 3.0k | 71.50 |
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| United Rentals (URI) | 0.0 | $212k | NEW | 187.00 | 1132.89 |
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| Kroger (KR) | 0.0 | $210k | +24% | 3.8k | 55.52 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $209k | -2% | 1.9k | 107.13 |
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| Cisco Systems (CSCO) | 0.0 | $206k | NEW | 1.8k | 117.48 |
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| EOG Resources (EOG) | 0.0 | $205k | NEW | 1.6k | 129.73 |
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| Hartford Financial Services (HIG) | 0.0 | $205k | 1.5k | 132.52 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $203k | NEW | 2.1k | 96.49 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $34k | -42% | 15k | 2.25 |
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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 Q2 filed Aug. 6, 2026
- 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