Intelligence Driven Advisers

Intelligence Driven Advisers as of June 30, 2026

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