Intelligence Driven Advisers, LLC

Est. AUM

$573.6M

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$90.8M	1280186	15.83%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$57.2M	612979	9.97%	SOLE
3	ISHARES TR	RUS TP200 GR ETF	$51.2M	205774	8.93%	SOLE
4	ISHARES TR	CORE UNIVRSL USD	$44.9M	971550	7.82%	SOLE
5	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$40.9M	1640713	7.13%	SOLE
6	BLACKROCK ETF TRUST	ISHARES US EQUIT	$36.4M	625468	6.34%	SOLE
7	INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$31.9M	550031	5.55%	SOLE
8	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$22.3M	473927	3.88%	SOLE
9	APPLE INC	COM	$17.0M	66919	2.96%	SOLE
10	PACER FDS TR	US CASH COWS 100	$16.6M	265519	2.90%	SOLE
11	SCHWAB STRATEGIC TR	US BRD MKT ETF	$14.1M	563390	2.47%	SOLE
12	EA SERIES TRUST	FREEDOM 100 EM	$12.6M	230078	2.19%	SOLE
13	AMERICAN CENTY ETF TR	US SML CP VALU	$11.2M	101434	1.95%	SOLE
14	ISHARES TR	MSCI USA QLT FCT	$10.9M	57085	1.91%	SOLE
15	GLOBAL X FDS	ARTIFICIAL ETF	$7.3M	156427	1.27%	SOLE
16	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$6.6M	138356	1.15%	SOLE
17	ISHARES INC	MSCI EMRG CHN	$6.5M	82163	1.13%	SOLE
18	BLACKROCK ETF TRUST	ISHARES A I INNO	$4.6M	140289	0.81%	SOLE
19	ISHARES TR	RUSSELL 3000 ETF	$4.2M	11249	0.73%	SOLE
20	PIMCO ETF TR	MULTISECTOR BD	$3.7M	139945	0.64%	SOLE
21	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.2M	86632	0.56%	SOLE
22	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$3.2M	51550	0.55%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	4761	0.54%	SOLE
24	ALPHABET INC	CAP STK CL C	$2.9M	10117	0.51%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	5928	0.50%	SOLE
26	PIMCO ETF TR	ACTIVE BD ETF	$2.6M	28368	0.46%	SOLE
27	ISHARES TR	RUS 1000 GRW ETF	$2.6M	5989	0.45%	SOLE
28	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.3M	39035	0.40%	SOLE
29	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.3M	91849	0.40%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$2.2M	11393	0.39%	SOLE
31	NVIDIA CORPORATION	COM	$2.2M	12719	0.39%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$1.7M	2580	0.29%	SOLE
33	ISHARES TR	U S EQUITY FACTR	$1.5M	23461	0.27%	SOLE
34	ISHARES TR	CORE US AGGBD ET	$1.5M	15534	0.27%	SOLE
35	ISHARES TR	MBS ETF	$1.5M	16190	0.27%	SOLE
36	MASTERCARD INCORPORATED	CL A	$1.5M	3046	0.27%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.4M	19260	0.25%	SOLE
38	MERCK & CO INC	COM	$1.4M	11955	0.25%	SOLE
39	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.4M	4174	0.25%	SOLE
40	AMAZON COM INC	COM	$1.4M	6581	0.24%	SOLE
41	MICROSOFT CORP	COM	$1.3M	3601	0.23%	SOLE
42	META PLATFORMS INC	CL A	$1.3M	2248	0.22%	SOLE
43	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.3M	18064	0.22%	SOLE
44	GE AEROSPACE	COM NEW	$1.2M	4290	0.21%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$1.2M	2058	0.21%	SOLE
46	PGIM ETF TR	PGIM ULTRA SH BD	$1.0M	20372	0.18%	SOLE
47	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$962K	15018	0.17%	SOLE
48	WELLS FARGO & CO	COM	$944K	11858	0.16%	SOLE
49	GE VERNOVA INC	COM	$910K	1043	0.16%	SOLE
50	ISHARES TR	TRS FLT RT BD	$863K	17044	0.15%	SOLE

1–50 of 130

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.