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, DYNF, IUS, and represent 53.62% of Intelligence Driven Advisers's stock portfolio.
- Added to shares of these 10 stocks: DUHP, QQQ, SPYI, PYLD, TFLO, DFUS, MBB, XOM, DYNF, QEFA.
- Started 7 new stock positions in DUHP, PANW, CRM, PM, THG, SPYI, XOM.
- Reduced shares in these 10 stocks: IUSB (-$45M), Dimensional Etf Trust, IWY, AGG, VGSH, VMBS, , SCHR, AAPL, QUAL.
- Sold out of its positions in AVEM, APP, BCS, CRS, Dimensional Etf Trust, EVRG, Exxon Mobil Corporation, HIG, AGG, KR. ORLY, SCHR, URI.
- Intelligence Driven Advisers was a net seller of stock by $-41M.
- Intelligence Driven Advisers has $579M in assets under management (AUM), dropping by -5.96%.
- Central Index Key (CIK): 0001819955
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Portfolio Holdings for Intelligence Driven Advisers
Intelligence Driven Advisers holds 134 positions in its portfolio as reported in the September 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) | 18.5 | $107M | 1.3M | 83.03 |
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| Spdr Index Shs Fds St Str Msci Eafe (QEFA) | 10.5 | $61M | 627k | 97.53 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 10.2 | $59M | -2% | 200k | 294.91 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 7.7 | $45M | +2% | 646k | 69.26 |
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| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 6.6 | $38M | 566k | 67.81 |
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| Apple (AAPL) | 3.8 | $22M | -2% | 65k | 333.02 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 3.7 | $21M | -3% | 478k | 44.41 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.9 | $17M | 253k | 66.76 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.8 | $16M | 553k | 29.31 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 2.6 | $15M | -2% | 211k | 69.96 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.1 | $12M | -3% | 54k | 222.24 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.1 | $12M | 101k | 117.77 |
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| Global X Fds Artificial Etf (AIQ) | 1.7 | $9.8M | 151k | 65.16 |
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| Ishares Msci Emrg Chn (EMXC) | 1.4 | $8.1M | +2% | 82k | 99.08 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.2 | $7.2M | -2% | 132k | 54.43 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 1.0 | $6.0M | -2% | 127k | 47.19 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.9 | $5.1M | 84k | 61.26 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.9 | $5.1M | +41% | 202k | 25.39 |
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| NVIDIA Corporation (NVDA) | 0.8 | $4.6M | +7% | 20k | 228.38 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.8 | $4.5M | -3% | 10k | 431.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $4.1M | +170% | 5.6k | 739.82 |
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| Microsoft Corporation (MSFT) | 0.7 | $3.8M | +14% | 7.4k | 512.92 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $3.6M | -2% | 49k | 73.80 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $3.5M | -3% | 4.5k | 762.63 |
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| Dfa Invt Dimensions Group In U.s. High Relati (DUHP) | 0.6 | $3.4M | NEW | 82k | 41.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.3M | -2% | 9.6k | 340.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.2M | -3% | 6.3k | 497.98 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $3.0M | +2% | 24k | 125.26 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $2.7M | 99k | 27.47 |
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| Amazon (AMZN) | 0.4 | $2.5M | +10% | 10k | 249.15 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $2.4M | 28k | 86.99 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.4 | $2.4M | 11k | 216.08 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $2.3M | +77% | 26k | 89.62 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.3M | 3.1k | 765.75 |
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| Micron Technology (MU) | 0.4 | $2.2M | -10% | 2.1k | 1065.13 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.4 | $2.2M | +147% | 43k | 50.67 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.4 | $2.0M | NEW | 39k | 53.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.9M | +4% | 5.6k | 344.09 |
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| Meta Platforms Cl A (META) | 0.3 | $1.9M | +5% | 2.6k | 725.13 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.3 | $1.8M | 23k | 77.85 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $1.7M | +62% | 34k | 49.46 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $1.6M | 19k | 84.08 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.6M | -33% | 28k | 57.56 |
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| Merck & Co (MRK) | 0.2 | $1.4M | -3% | 9.4k | 145.31 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.3M | -20% | 2.9k | 456.18 |
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| Dimensional Etf Trust Us Small Cap Etf | 0.2 | $1.3M | -3% | 17k | 77.42 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | -11% | 2.2k | 551.49 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.1M | 15k | 70.61 |
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| Broadcom (AVGO) | 0.2 | $1.1M | +9% | 3.0k | 351.17 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.0M | +8% | 3.1k | 330.78 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.0M | -6% | 3.3k | 312.33 |
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| Ge Vernova (GEV) | 0.2 | $982k | -2% | 1.0k | 950.52 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $934k | NEW | 5.7k | 162.74 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $891k | -3% | 4.8k | 187.06 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $866k | -13% | 2.3k | 374.21 |
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| Wells Fargo & Company (WFC) | 0.1 | $843k | 11k | 80.05 |
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| Eli Lilly & Co. (LLY) | 0.1 | $839k | +9% | 725.00 | 1157.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $758k | +32% | 1.1k | 700.87 |
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| Sandisk Corp (SNDK) | 0.1 | $752k | 432.00 | 1739.89 |
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| Tesla Motors (TSLA) | 0.1 | $747k | +17% | 2.1k | 354.78 |
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| Booking Holdings (BKNG) | 0.1 | $681k | 4.2k | 162.91 |
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| Valero Energy Corporation (VLO) | 0.1 | $658k | +4% | 1.7k | 387.54 |
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| Wal-Mart Stores (WMT) | 0.1 | $635k | -3% | 6.1k | 103.93 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $624k | -5% | 1.9k | 328.56 |
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| Kla Corp Com New (KLAC) | 0.1 | $603k | -6% | 3.1k | 194.93 |
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| Netflix (NFLX) | 0.1 | $599k | +4% | 8.6k | 69.58 |
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| Johnson & Johnson (JNJ) | 0.1 | $585k | +9% | 2.2k | 264.74 |
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| Citigroup Com New (C) | 0.1 | $585k | +4% | 4.5k | 129.48 |
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| General Motors Company (GM) | 0.1 | $557k | +2% | 7.2k | 77.00 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $531k | 7.4k | 71.50 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $528k | -23% | 572.00 | 922.34 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $507k | +5% | 4.0k | 128.10 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $495k | -21% | 6.9k | 71.95 |
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| Advanced Micro Devices (AMD) | 0.1 | $495k | +12% | 809.00 | 611.76 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $493k | 2.5k | 195.75 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $471k | 3.2k | 148.22 |
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| Caterpillar (CAT) | 0.1 | $461k | +5% | 568.00 | 810.99 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $436k | 2.9k | 151.58 |
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| Gilead Sciences (GILD) | 0.1 | $431k | -11% | 2.9k | 149.03 |
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| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.1 | $430k | 1.5k | 292.11 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $429k | 5.4k | 79.14 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.1 | $419k | 5.3k | 78.42 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $415k | -99% | 9.4k | 44.09 |
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| Analog Devices (ADI) | 0.1 | $397k | +2% | 1.0k | 396.71 |
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| Altria (MO) | 0.1 | $396k | -23% | 5.9k | 67.34 |
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| Visa Com Cl A (V) | 0.1 | $395k | +13% | 1.1k | 359.44 |
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| Amgen (AMGN) | 0.1 | $390k | +4% | 926.00 | 421.52 |
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| Abbvie (ABBV) | 0.1 | $386k | +23% | 1.5k | 261.59 |
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| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.1 | $385k | 2.0k | 195.49 |
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| Goldman Sachs (GS) | 0.1 | $383k | +38% | 425.00 | 901.06 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $374k | 3.7k | 102.15 |
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| Lennar Corp Cl A (LEN) | 0.1 | $370k | -11% | 4.5k | 81.60 |
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| Chevron Corporation (CVX) | 0.1 | $353k | +11% | 1.7k | 204.21 |
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| salesforce (CRM) | 0.1 | $346k | NEW | 1.5k | 229.64 |
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| Home Depot (HD) | 0.1 | $341k | -3% | 1.2k | 284.50 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $341k | 2.3k | 146.47 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $340k | -20% | 3.6k | 94.99 |
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| Qualcomm (QCOM) | 0.1 | $339k | -24% | 1.8k | 184.04 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $330k | 11k | 30.00 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $329k | -44% | 15k | 21.87 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.1 | $326k | 3.5k | 92.05 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $316k | 6.7k | 46.91 |
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| Intel Corporation (INTC) | 0.1 | $311k | +51% | 2.6k | 120.23 |
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| Coca-Cola Company (KO) | 0.1 | $298k | +12% | 3.5k | 86.09 |
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| International Business Machines (IBM) | 0.1 | $296k | +10% | 1.3k | 219.91 |
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| Fiserv (FISV) | 0.1 | $296k | +3% | 6.6k | 45.18 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $294k | 927.00 | 317.34 |
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| Verizon Communications (VZ) | 0.0 | $289k | +18% | 6.3k | 45.87 |
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| Palo Alto Networks (PANW) | 0.0 | $287k | NEW | 723.00 | 397.31 |
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| Cisco Systems (CSCO) | 0.0 | $286k | +51% | 2.7k | 107.64 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.0 | $283k | 1.2k | 231.12 |
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| Allstate Corporation (ALL) | 0.0 | $279k | 1.3k | 221.86 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $274k | 766.00 | 357.11 |
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| American Intl Group Com New (AIG) | 0.0 | $267k | +7% | 3.6k | 74.43 |
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| Automatic Data Processing (ADP) | 0.0 | $263k | +5% | 1.0k | 258.06 |
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| Anthem (ELV) | 0.0 | $259k | +7% | 665.00 | 388.85 |
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| Bristol Myers Squibb (BMY) | 0.0 | $258k | +4% | 4.1k | 62.40 |
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| EOG Resources (EOG) | 0.0 | $256k | +17% | 1.9k | 137.79 |
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| Welltower Inc Com reit (WELL) | 0.0 | $254k | +4% | 1.1k | 230.22 |
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| Costco Wholesale Corporation (COST) | 0.0 | $254k | -20% | 278.00 | 911.81 |
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| Bank of America Corporation (BAC) | 0.0 | $240k | +5% | 4.4k | 54.43 |
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.0 | $240k | 5.7k | 41.87 |
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| FedEx Corporation (FDX) | 0.0 | $238k | +5% | 836.00 | 285.09 |
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| Philip Morris International (PM) | 0.0 | $237k | NEW | 1.2k | 190.82 |
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| TJX Companies (TJX) | 0.0 | $221k | 1.7k | 132.33 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $218k | 4.3k | 50.21 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $217k | 1.8k | 119.83 |
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| Hanover Insurance (THG) | 0.0 | $212k | NEW | 991.00 | 214.12 |
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| UnitedHealth (UNH) | 0.0 | $212k | -9% | 576.00 | 367.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $211k | -5% | 1.5k | 136.05 |
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| Vistra Energy (VST) | 0.0 | $205k | +6% | 1.5k | 138.35 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $204k | -5% | 1.8k | 110.97 |
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| Wp Carey (WPC) | 0.0 | $203k | +4% | 3.1k | 64.63 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $20k | -18% | 12k | 1.65 |
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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 Q3 filed Oct. 9, 2026
- 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