Intelligence Driven Advisers, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Intelligence Driven Advisers, LLC 13F Holdings
CIK 0001819955 · CARLSBAD, CA
As of Sep 30, 2025, Intelligence Driven Advisers, LLC reported
124 positions worth $721.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 1,549,607 |
|
12.3M15.56% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 267,295 | $73.1M | 10.14% |
| SPDR INDEX SHS FDS | — | — | 756,635 | $66.5M | 9.22% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 1,116,279 | $52.1M | 7.23% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 1,894,934 | $47.6M | 6.60% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 767,716 | $45.4M | 6.30% |
| INVESCO RAFI(TM) STRATEGIC US ETF | IUS | — | 657,759 | $36.3M | 5.03% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 266,861 | $26.6M | 3.68% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 1,017,155 | $26.2M | 3.63% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 539,655 | $25.3M | 3.51% |
| PACER US CASH COWS 100 ETF | COWZ | — | 391,119 | $22.5M | 3.12% |
| SPDR S&P 500 ETF TRUST | SPY | — | 30,048 | $20.0M | 2.78% |
| APPLE INC | AAPL | Technology | 73,680 |
8.8M | 2.60% |
| FREEDOM 100 EMERGING MARKETS ETF | FRDM | — | 406,284 |
8.0M | 2.50% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 74,980 |
4.6M | 2.02% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 115,870 | $7.8M | 1.08% |
| INVESCO RAFI US 1000 ETF | PRF | — | 152,032 | $6.9M | 0.95% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 220,521 | $5.1M | 0.71% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 12,430 | $4.7M | 0.65% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 109,730 | $4.1M | 0.57% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 60,587 | $3.8M | 0.53% |
| NVIDIA CORP | NVDA | Technology | 18,752 | $3.5M | 0.49% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 35,327 | $3.3M | 0.46% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,271 | $3.2M | 0.44% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 43,139 | $3.0M | 0.41% |