Intelligence Driven Advisers, Llc Portfolio Stock Holdings
Intelligence Driven Advisers, Llc disclosed 130 stock positions valued at approximately $573.6 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, SPDR INDEX SHS FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 130
- Portfolio Value
- $573.6M
Holdings by Sector
Intelligence Driven Advisers, Llc Portfolio Holdings in Q1 2026
128 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | Other | 15.83% | 1,280,186 | -173,823 | -11.95% | $90,777,974 |
| SPDR INDEX SHS FDS | QEFA | Other | 9.97% | 612,979 | -111,422 | -15.38% | $57,172,554 |
| ISHARES TR | IWY | Other | 8.93% | 205,774 | -42,822 | -17.23% | $51,204,868 |
| ISHARES TR | IUSB | Other | 7.82% | 971,550 | -70,909 | -6.80% | $44,875,920 |
| SCHWAB STRATEGIC TR | SCHR | Other | 7.13% | 1,640,713 | -128,253 | -7.25% | $40,870,168 |
| BLACKROCK ETF TRUST | DYNF | Other | 6.34% | 625,468 | -121,884 | -16.31% | $36,389,767 |
| INVESCO EXCH TRD SLF IDX FD | IUS | Other | 5.55% | 550,031 | -112,711 | -17.01% | $31,854,450 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 3.88% | 473,927 | -25,646 | -5.13% | $22,250,865 |
| APPLE INC | AAPL | Technology | 2.96% | 66,919 | -4,114 | -5.79% | $16,983,297 |
| PACER FDS TR | COWZ | Other | 2.90% | 265,519 | -80,846 | -23.34% | $16,610,912 |
| SCHWAB STRATEGIC TR | SCHB | Other | 2.47% | 563,390 | -361,757 | -39.10% | $14,141,082 |
| EA SERIES TRUST | FRDM | Other | 2.19% | 230,078 | -115,564 | -33.43% | $12,573,763 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.95% | 101,434 | -33,952 | -25.08% | $11,205,381 |
| ISHARES TR | QUAL | Other | 1.91% | 57,085 | -9,171 | -13.84% | $10,949,605 |
| GLOBAL X FDS | AIQ | Other | 1.27% | 156,427 | +3,380 | +2.21% | $7,300,431 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 1.15% | 138,356 | -4,750 | -3.32% | $6,576,062 |
| ISHARES INC | EMXC | Other | 1.13% | 82,163 | -33,061 | -28.69% | $6,462,905 |
| ISHARES TR | IWV | Other | 0.73% | 11,249 | -576 | -4.87% | $4,169,779 |
| PIMCO ETF TR | PYLD | Other | 0.64% | 139,945 | +32,756 | +30.56% | $3,666,573 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.56% | 86,632 | -5,567 | -6.04% | $3,184,597 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.55% | 51,550 | -2,959 | -5.43% | $3,161,062 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.54% | 4,761 | -25,176 | -84.10% | $3,096,542 |
| ALPHABET INC | GOOG | Communication Services | 0.51% | 10,117 | -322 | -3.08% | $2,902,163 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.50% | 5,928 | -88 | -1.46% | $2,840,884 |
| PIMCO ETF TR | BOND | Other | 0.46% | 28,368 | -4,733 | -14.30% | $2,617,799 |
| ISHARES TR | IWF | Other | 0.45% | 5,989 | +2,412 | +67.43% | $2,553,620 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.40% | 39,035 | +7,685 | +24.51% | $2,285,109 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.40% | 91,849 | -124,284 | -57.50% | $2,273,263 |
| VANGUARD INDEX FDS | VTV | Other | 0.39% | 11,393 | -253 | -2.17% | $2,235,307 |
| NVIDIA CORPORATION | NVDA | Technology | 0.39% | 12,719 | -2,761 | -17.84% | $2,218,174 |
| ISHARES TR | IVV | Other | 0.29% | 2,580 | -19 | -0.73% | $1,685,022 |
| ISHARES TR | LRGF | Other | 0.27% | 23,461 | +1,823 | +8.42% | $1,548,426 |
| ISHARES TR | AGG | Other | 0.27% | 15,534 | -2,307 | -12.93% | $1,542,060 |
| ISHARES TR | MBB | Other | 0.27% | 16,190 | -1,428 | -8.11% | $1,537,241 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.27% | 3,046 | -1,767 | -36.71% | $1,521,760 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.25% | 19,260 | - | - | $1,448,159 |
| MERCK & CO INC | MRK | Healthcare | 0.25% | 11,955 | +481 | +4.19% | $1,438,067 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.25% | 4,174 | +152 | +3.78% | $1,410,603 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.24% | 6,581 | +1,112 | +20.33% | $1,370,625 |
| MICROSOFT CORP | MSFT | Technology | 0.23% | 3,601 | -44 | -1.21% | $1,332,932 |
| META PLATFORMS INC | META | Communication Services | 0.22% | 2,248 | -17 | -0.75% | $1,286,343 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.22% | 18,064 | -928 | -4.89% | $1,284,875 |
| GE AEROSPACE | GE | Industrials | 0.21% | 4,290 | -115 | -2.61% | $1,217,311 |
| INVESCO QQQ TR | QQQ | Other | 0.21% | 2,058 | -622 | -23.21% | $1,187,847 |
| PGIM ETF TR | PULS | Other | 0.18% | 20,372 | +6,965 | +51.95% | $1,008,432 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.17% | 15,018 | +1,205 | +8.72% | $962,353 |
| WELLS FARGO & CO | WFC | Financial Services | 0.16% | 11,858 | -1,532 | -11.44% | $944,004 |
| GE VERNOVA INC | GEV | Utilities | 0.16% | 1,043 | +16 | +1.56% | $910,435 |
| ISHARES TR | TFLO | Other | 0.15% | 17,044 | +6,944 | +68.75% | $862,938 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.15% | 5,782 | +16 | +0.28% | $845,830 |
| VANGUARD INDEX FDS | VTI | Other | 0.15% | 2,631 | -30 | -1.13% | $844,001 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 8,530 | -1,861 | -17.91% | $820,121 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.14% | 2,397 | +1,101 | +84.95% | $809,802 |
| EXXON MOBIL CORP | XOM | Energy | 0.14% | 4,588 | +2,651 | +136.86% | $778,467 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 6,203 | +1,086 | +21.22% | $770,967 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.13% | 174 | - | - | $732,596 |
| ALPHABET INC | GOOGL | Communication Services | 0.12% | 2,375 | -170 | -6.68% | $682,955 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.11% | 4,562 | +1,665 | +57.47% | $635,844 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 1,042 | -267 | -20.40% | $622,654 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.11% | 2,063 | -74 | -3.46% | $606,803 |
| ISHARES TR | GOVT | Other | 0.10% | 25,489 | -7,517 | -22.77% | $583,947 |
| ISHARES TR | IJH | Other | 0.10% | 8,125 | - | - | $548,681 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.09% | 7,098 | +262 | +3.83% | $528,801 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 0.09% | 7,425 | - | - | $498,366 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.08% | 7,207 | +1,147 | +18.93% | $475,561 |
| KLA CORP | KLAC | Technology | 0.08% | 309 | +81 | +35.53% | $454,975 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.08% | 15,564 | +7,128 | +84.50% | $446,846 |
| ELI LILLY & CO | LLY | Healthcare | 0.08% | 476 | -10 | -2.06% | $437,811 |
| FISERV INC | FI | Technology | 0.07% | 7,674 | -1 | -0.01% | $428,209 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.07% | 3,751 | - | - | $417,036 |
| ISHARES TR | EFV | Other | 0.07% | 5,414 | - | - | $402,531 |
| VANGUARD INDEX FDS | VO | Other | 0.07% | 1,388 | - | - | $398,606 |
| ISHARES TR | IXUS | Other | 0.07% | 4,490 | -51 | -1.12% | $389,014 |
| LENNAR CORP | LEN | Consumer Cyclical | 0.07% | 4,472 | +34 | +0.77% | $388,348 |
| LAM RESEARCH CORP | LRCX | Other | 0.07% | 1,795 | +110 | +6.53% | $383,520 |
| VANGUARD INDEX FDS | VOT | Other | 0.07% | 1,469 | +3 | +0.20% | $378,089 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.07% | 1,138 | -11 | -0.96% | $374,287 |
| VALERO ENERGY CORP | VLO | Energy | 0.06% | 1,486 | +26 | +1.78% | $367,161 |
| SANDISK CORP | SNDK | Other | 0.06% | 575 | +575 | +100.00% | $365,321 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.06% | 5,073 | -1,255 | -19.83% | $364,901 |
| CITIGROUP INC | C | Financial Services | 0.06% | 3,213 | -2,340 | -42.14% | $364,386 |
| VANGUARD INDEX FDS | VOE | Other | 0.06% | 1,949 | +10 | +0.52% | $359,207 |
| ISHARES TR | IXN | Other | 0.06% | 3,527 | -90 | -2.49% | $352,594 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.06% | 1,470 | -50 | -3.29% | $347,332 |
| SPDR SERIES TRUST | SLYV | Other | 0.06% | 3,659 | -90 | -2.40% | $346,068 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.06% | 878 | -80 | -8.35% | $343,965 |
| SPDR SERIES TRUST | SDY | Other | 0.06% | 2,297 | +13 | +0.57% | $335,213 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.06% | 2,520 | - | - | $334,908 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.06% | 2,877 | - | - | $322,540 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.06% | 6,732 | - | - | $316,606 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.06% | 5,205 | +829 | +18.94% | $315,685 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.05% | 651 | +49 | +8.14% | $308,079 |
| SUNCOR ENERGY INC NEW | SU | Energy | 0.05% | 4,467 | -929 | -17.22% | $295,313 |
| CATERPILLAR INC | CAT | Industrials | 0.05% | 405 | -4 | -0.98% | $287,248 |
| BROADCOM INC | AVGO | Technology | 0.05% | 924 | -1,261 | -57.71% | $285,935 |
| TAKEDA PHARMACEUTICAL CO LTD | TAK | Healthcare | 0.05% | 15,437 | +18 | +0.12% | $285,893 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.05% | 1,000 | +1,000 | +100.00% | $282,370 |
| SPDR SERIES TRUST | SPTM | Other | 0.05% | 3,540 | - | - | $279,872 |
| QUALCOMM INC | QCOM | Technology | 0.05% | 2,142 | -644 | -23.12% | $275,847 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.05% | 1,110 | +1,110 | +100.00% | $271,328 |