Intelligence Driven Advisers

Intelligence Driven Advisers as of March 31, 2026

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 1.3M 70.91
Spdr Index Shs Fds State Street Spd (QEFA) 10.0 $57M 613k 93.27
Ishares Tr Rus Tp200 Gr Etf (IWY) 8.9 $51M 206k 248.84
Ishares Tr Core Univrsl Usd (IUSB) 7.8 $45M 972k 46.19
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 7.1 $41M 1.6M 24.91
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.3 $36M 626k 58.18
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 5.6 $32M 550k 57.91
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.9 $22M 474k 46.95
Apple (AAPL) 3.0 $17M 67k 253.79
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.9 $17M 266k 62.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.5 $14M 563k 25.10
Ea Series Trust Freedom 100 Em (FRDM) 2.2 $13M 230k 54.65
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $11M 101k 110.47
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $11M 57k 191.81
Global X Fds Artificial Etf (AIQ) 1.3 $7.3M 156k 46.67
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.1 $6.6M 138k 47.53
Ishares Msci Emrg Chn (EMXC) 1.1 $6.5M 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 11k 370.68
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $3.7M 140k 26.20
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $3.2M 87k 36.76
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $3.2M 52k 61.32
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $3.1M 4.8k 650.40
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.9M 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 28k 92.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.6M 6.0k 426.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $2.3M 39k 58.54
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.3M 92k 24.75
Vanguard Index Fds Value Etf (VTV) 0.4 $2.2M 11k 196.20
NVIDIA Corporation (NVDA) 0.4 $2.2M 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 24k 66.00
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.5M 16k 99.27
Ishares Tr Mbs Etf (MBB) 0.3 $1.5M 16k 94.95
Mastercard Incorporated Cl A (MA) 0.3 $1.5M 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 12k 120.29
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $1.4M 4.2k 337.95
Amazon (AMZN) 0.2 $1.4M 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 18k 71.13
Ge Aerospace Com New (GE) 0.2 $1.2M 4.3k 283.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.2M 2.1k 577.19
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $1.0M 20k 49.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $962k 15k 64.08
Wells Fargo & Company (WFC) 0.2 $944k 12k 79.61
Ge Vernova (GEV) 0.2 $910k 1.0k 872.90
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $863k 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 8.5k 96.15
Micron Technology (MU) 0.1 $810k 2.4k 337.84
Exxon Mobil Corporation (XOM) 0.1 $779k 4.6k 169.67
Wal-Mart Stores (WMT) 0.1 $771k 6.2k 124.29
Booking Holdings (BKNG) 0.1 $733k 174.00 4210.32
Alphabet Cap Stk Cl A (GOOGL) 0.1 $683k 2.4k 287.56
Gilead Sciences (GILD) 0.1 $636k 4.6k 139.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $623k 1.0k 597.56
JPMorgan Chase & Co. (JPM) 0.1 $607k 2.1k 294.14
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $584k 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 7.1k 74.50
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $498k 7.4k 67.12
Altria (MO) 0.1 $476k 7.2k 65.99
Bluerock Pvt Real Estate (BPRE) 0.1 $463k 28k 16.61
Kla Corp Com New (KLAC) 0.1 $455k 309.00 1472.41
Comcast Corp Cl A (CMCSA) 0.1 $447k 16k 28.71
Eli Lilly & Co. (LLY) 0.1 $438k 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 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 575.00 635.34
Uber Technologies (UBER) 0.1 $365k 5.1k 71.93
Citigroup Com New (C) 0.1 $364k 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 3.5k 99.97
Lowe's Companies (LOW) 0.1 $347k 1.5k 236.28
Spdr Series Trust State Street Spd (SLYV) 0.1 $346k 3.7k 94.58
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $344k 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 5.2k 60.65
Hca Holdings (HCA) 0.1 $308k 651.00 473.24
Suncor Energy (SU) 0.1 $295k 4.5k 66.11
Caterpillar (CAT) 0.1 $287k 405.00 709.25
Broadcom (AVGO) 0.0 $286k 924.00 309.45
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $286k 15k 18.52
Keysight Technologies (KEYS) 0.0 $282k 1.0k 282.37
Spdr Series Trust State Street Spd (SPTM) 0.0 $280k 3.5k 79.06
Qualcomm (QCOM) 0.0 $276k 2.1k 128.78
Johnson & Johnson (JNJ) 0.0 $271k 1.1k 244.44
Analog Devices (ADI) 0.0 $264k 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 3.4k 75.25
FedEx Corporation (FDX) 0.0 $249k 698.00 356.18
Adobe Systems Incorporated (ADBE) 0.0 $241k 993.00 243.08
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $240k 765.00 313.69
Chevron Corporation (CVX) 0.0 $235k 1.1k 206.88
Amgen (AMGN) 0.0 $235k 668.00 351.59
Costco Wholesale Corporation (COST) 0.0 $233k 234.00 994.32
Tesla Motors (TSLA) 0.0 $229k 617.00 371.65
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $227k 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 2.0k 110.86
Kroger (KR) 0.0 $219k 3.0k 72.35
Hartford Financial Services (HIG) 0.0 $211k 1.6k 135.23
Anthem (ELV) 0.0 $208k 709.00 292.75
Goldman Sachs (GS) 0.0 $205k 242.00 847.14
Bwx Technologies (BWXT) 0.0 $205k 1.0k 204.49
Wp Carey (WPC) 0.0 $204k 3.0k 67.96
O'reilly Automotive (ORLY) 0.0 $204k 2.2k 92.29
Applovin Corp Com Cl A (APP) 0.0 $202k 508.00 398.00
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $201k 1.8k 111.37
TJX Companies (TJX) 0.0 $201k 1.3k 159.64
Viatris (VTRS) 0.0 $140k 10k 13.51
908 Devices (MASS) 0.0 $61k 10k 6.12
Wipro Spon Adr 1 Sh (WIT) 0.0 $55k 26k 2.12
Enel Chile Sa Sponsored Adr (ENIC) 0.0 $47k 12k 3.94
Grab Holdings Class A Ord (GRAB) 0.0 $41k 11k 3.66