Intelligence Driven Advisers

Intelligence Driven Advisers as of Dec. 31, 2025

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 1.5M 74.17
Ishares Tr Rus Tp200 Gr Etf (IWY) 9.8 $69M 249k 276.94
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 9.4 $66M 724k 90.67
Ishares Tr Core Univrsl Usd (IUSB) 6.9 $49M 1.0M 46.54
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.5 $45M 747k 60.81
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 6.3 $44M 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 925k 26.23
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.4 $24M 500k 47.08
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.0 $21M 346k 60.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $20M 30k 681.91
Apple (AAPL) 2.8 $19M 71k 271.86
Ea Series Trust Freedom 100 Em (FRDM) 2.5 $18M 346k 51.27
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $14M 135k 101.98
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $13M 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 153k 50.86
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.0 $6.7M 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 140k 33.30
Ishares Tr Russell 3000 Etf (IWV) 0.7 $4.6M 12k 386.85
Dimensional Etf Trust Us High Profitab (DUHP) 0.5 $3.5M 92k 38.03
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.5 $3.4M 55k 63.18
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.3M 10k 313.80
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $3.1M 33k 93.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.0M 6.0k 502.68
NVIDIA Corporation (NVDA) 0.4 $2.9M 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 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 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 3.6k 483.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.7M 3.6k 473.27
Ishares Tr Mbs Etf (MBB) 0.2 $1.7M 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 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 4.4k 308.01
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.3M 19k 69.67
Amazon (AMZN) 0.2 $1.3M 5.5k 230.82
Wells Fargo & Company (WFC) 0.2 $1.2M 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 5.8k 177.76
Netflix (NFLX) 0.1 $974k 10k 93.76
Booking Holdings (BKNG) 0.1 $932k 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 14k 62.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $821k 1.3k 627.13
Alphabet Cap Stk Cl A (GOOGL) 0.1 $797k 2.5k 313.00
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $767k 5.0k 154.80
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $760k 33k 23.02
Broadcom (AVGO) 0.1 $756k 2.2k 346.07
British Amern Tob Sponsored Adr (BTI) 0.1 $756k 13k 56.62
JPMorgan Chase & Co. (JPM) 0.1 $689k 2.1k 322.28
Applovin Corp Com Cl A (APP) 0.1 $681k 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 13k 49.59
Citigroup Com New (C) 0.1 $648k 5.6k 116.69
Wal-Mart Stores (WMT) 0.1 $570k 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 6.8k 81.32
Adobe Systems Incorporated (ADBE) 0.1 $547k 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 486.00 1074.68
Uber Technologies (UBER) 0.1 $517k 6.3k 81.71
Fiserv (FI) 0.1 $516k 7.7k 67.17
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $510k 10k 50.46
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $486k 7.4k 65.48
Qualcomm (QCOM) 0.1 $477k 2.8k 171.05
Bluerock Pvt Real Estate (BPRE) 0.1 $457k 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 1.5k 279.17
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $403k 1.4k 290.22
Home Depot (HD) 0.1 $395k 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 4.5k 84.64
Ishares Tr Global Tech Etf (IXN) 0.1 $380k 3.6k 105.00
Micron Technology (MU) 0.1 $370k 1.3k 285.41
Lowe's Companies (LOW) 0.1 $367k 1.5k 241.16
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $363k 2.5k 143.97
Gilead Sciences (GILD) 0.1 $356k 2.9k 122.75
Altria (MO) 0.0 $349k 6.1k 57.66
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $344k 1.9k 177.34
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $343k 2.9k 119.32
Spdr Series Trust State Street Spd (SLYV) 0.0 $341k 3.7k 90.97
Spdr Series Trust State Street Spd (SDY) 0.0 $318k 2.3k 139.14
First Tr Exchange-traded SHS (FVD) 0.0 $310k 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 1.7k 171.18
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $285k 3.0k 94.16
Hca Holdings (HCA) 0.0 $281k 602.00 466.86
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $280k 10k 26.91
Kla Corp Com New (KLAC) 0.0 $277k 228.00 1215.08
American Intl Group Com New (AIG) 0.0 $274k 3.2k 85.55
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $272k 6.0k 45.35
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $264k 958.00 275.39
Tesla Motors (TSLA) 0.0 $264k 586.00 449.59
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $261k 7.2k 36.23
Vistra Energy (VST) 0.0 $257k 1.6k 161.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $255k 1.2k 211.72
Comcast Corp Cl A (CMCSA) 0.0 $252k 8.4k 29.89
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $247k 764.00 323.21
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $240k 15k 15.59
Suncor Energy (SU) 0.0 $239k 5.4k 44.36
Valero Energy Corporation (VLO) 0.0 $238k 1.5k 162.79
Bristol Myers Squibb (BMY) 0.0 $236k 4.4k 53.94
Caterpillar (CAT) 0.0 $234k 409.00 573.00
Exxon Mobil Corporation (XOM) 0.0 $233k 1.9k 120.31
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $232k 927.00 250.31
Doordash Cl A (DASH) 0.0 $229k 1.0k 226.48
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $227k 7.2k 31.51
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $225k 3.9k 57.46
Barclays Adr (BCS) 0.0 $224k 8.8k 25.45
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $224k 6.2k 36.06
TJX Companies (TJX) 0.0 $222k 1.4k 153.56
Amgen (AMGN) 0.0 $218k 666.00 327.07
UnitedHealth (UNH) 0.0 $218k 659.00 330.11
General Dynamics Corporation (GD) 0.0 $211k 627.00 336.66
Select Sector Spdr Tr State Street Com (XLC) 0.0 $208k 1.8k 117.72
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $206k 1.8k 113.92
O'reilly Automotive (ORLY) 0.0 $205k 2.3k 91.19
Huntington Ingalls Inds (HII) 0.0 $204k 600.00 340.07
Chevron Corporation (CVX) 0.0 $201k 1.3k 152.41
Tidal Trust Ii Yieldmax Nvda (NVDY) 0.0 $148k 10k 14.61
Wipro Spon Adr 1 Sh (WIT) 0.0 $59k 21k 2.84
Lg Display Spons Adr Rep (LPL) 0.0 $58k 14k 4.21
Grab Holdings Class A Ord (GRAB) 0.0 $58k 12k 4.99
Enel Chile Sponsored Adr (ENIC) 0.0 $47k 12k 4.02