Intelligence Driven Advisers, LLC

CIK 0001819955 • 6 13F filings • Apr 25, 2025 – Aug 6, 2026

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Filer information

Filed by: Intelligence Driven Advisers, LLC, CCO | COO
Address: 2792 GATEWAY ROAD, CARLSBAD, CA, 92009
Phone: 888-401-2083
AUM: $699.5M

AUM over time

$579.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $699.5M135 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$547K	0.1%	1,564 SH	New
ALPHABET INC	CAP STK CL A	$797K	0.1%Prev: 0.3%	2,545 SH	Decreased-3,070 SH
ALPHABET INC	CAP STK CL C	$3.3M	0.5%Prev: 0.6%	10,439 SH	Decreased+795 SH
ALTRIA GROUP INC	COM	$349K	0.0%Prev: 0.1%	6,060 SH	Decreased+183 SH
AMAZON COM INC	COM	$1.3M	0.2%Prev: 0.4%	5,469 SH	Decreased-4,679 SH
AMERICAN CENTY ETF TR	US EQT ETF	$419K	0.1%Prev: 0.1%	3,751 SH	Decreased-203 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$13.8M	2.0%Prev: 2.1%	135,386 SH	Increased+34,241 SH
AMERICAN INTL GROUP INC	COM NEW	$274K	0.0%Prev: 0.0%	3,204 SH	Increased-388 SH
AMGEN INC	COM	$218K	0.0%Prev: 0.1%	666 SH	Decreased-260 SH
APPLE INC	COM	$19.3M	2.8%Prev: 3.8%	71,033 SH	Decreased+5,688 SH
APPLOVIN CORP	COM CL A	$681K	0.1%	1,011 SH	New
BARCLAYS PLC	ADR	$224K	0.0%	8,805 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	0.4%Prev: 0.5%	6,016 SH	Decreased-329 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$4.7M	0.7%	140,218 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$45.4M	6.5%Prev: 7.7%	747,352 SH	Increased+101,438 SH
BLUEROCK PVT REAL ESTATE FD	COM	$457K	0.1%	30,452 SH	New
BOEING CO	COM	$2.1M	0.3%	9,710 SH	New
BOOKING HOLDINGS INC	COM	$932K	0.1%Prev: 0.1%	174 SH	Increased-4,003 SH
BRISTOL-MYERS SQUIBB CO	COM	$236K	0.0%Prev: 0.0%	4,376 SH	Decreased+249 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$756K	0.1%	13,352 SH	New
BROADCOM INC	COM	$756K	0.1%Prev: 0.2%	2,185 SH	Decreased-811 SH
CATERPILLAR INC	COM	$234K	0.0%Prev: 0.1%	409 SH	Decreased-159 SH
CHEVRON CORP NEW	COM	$201K	0.0%	1,320 SH	New
CITIGROUP INC	COM NEW	$648K	0.1%Prev: 0.1%	5,553 SH	Increased+1,039 SH
COMCAST CORP NEW	CL A	$252K	0.0%	8,436 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$107.8M	15.4%	1,454,009 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.5M	0.5%	92,199 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.3M	0.2%Prev: 0.2%	18,992 SH	Increased+2,040 SH
DOORDASH INC	CL A	$229K	0.0%	1,013 SH	New
EA SERIES TRUST	FREEDOM 100 EM	$17.7M	2.5%Prev: 2.6%	345,642 SH	Increased+134,233 SH
ELI LILLY & CO	COM	$522K	0.1%Prev: 0.1%	486 SH	Decreased-239 SH
ENEL CHILE S.A.	SPONSORED ADR	$47K	0.0%	11,610 SH	New
EXXON MOBIL CORP	COM	$233K	0.0%	1,937 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$310K	0.0%Prev: 0.1%	6,732 SH	Decreased
FISERV INC	COM	$516K	0.1%Prev: 0.1%	7,675 SH	Increased+1,122 SH
GE AEROSPACE	COM NEW	$1.4M	0.2%Prev: 0.2%	4,405 SH	Increased+1,113 SH
GE VERNOVA INC	COM	$671K	0.1%Prev: 0.2%	1,027 SH	Decreased-6 SH
GENERAL DYNAMICS CORP	COM	$211K	0.0%	627 SH	New
GENERAL MTRS CO	COM	$556K	0.1%Prev: 0.1%	6,836 SH	Decreased-400 SH
GILEAD SCIENCES INC	COM	$356K	0.1%Prev: 0.1%	2,897 SH	Decreased+6 SH
GLOBAL X FDS	ARTIFICIAL ETF	$7.8M	1.1%Prev: 1.7%	153,047 SH	Decreased+2,572 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$261K	0.0%	7,200 SH	New
GRAB HOLDINGS LIMITED	CLASS A ORD	$58K	0.0%	11,549 SH	New
HCA HEALTHCARE INC	COM	$281K	0.0%	602 SH	New
HOME DEPOT INC	COM	$395K	0.1%Prev: 0.1%	1,149 SH	Increased-49 SH
HUNTINGTON INGALLS INDS INC	COM	$204K	0.0%	600 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$343K	0.0%Prev: 0.1%	2,877 SH	Decreased
INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$37.9M	5.4%Prev: 6.6%	662,742 SH	Decreased+97,073 SH
INVESCO EXCHANGE TRADED FD T	PHARMACEUTICALS	$565K	0.1%	5,400 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$6.7M	1.0%Prev: 1.2%	143,106 SH	Decreased+11,556 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.4M	0.2%Prev: 0.3%	19,260 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.2%Prev: 0.7%	2,680 SH	Decreased-2,922 SH
ISHARES INC	MSCI EMRG CHN	$8.4M	1.2%Prev: 1.4%	115,224 SH	Increased+33,003 SH
ISHARES INC	US POWER INFRAST	$565K	0.1%	24,000 SH	New
ISHARES TR	CALIF MUN BD ETF	$225K	0.0%	3,917 SH	New
ISHARES TR	CORE MSCI TOTAL	$384K	0.1%Prev: 0.1%	4,541 SH	Increased+963 SH
ISHARES TR	CORE S&P MCP ETF	$536K	0.1%Prev: 0.1%	8,125 SH	Increased+1,245 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.3%Prev: 0.4%	2,599 SH	Decreased-459 SH
ISHARES TR	CORE UNIVRSL USD	$48.5M	6.9%Prev: 0.1%	1,042,459 SH	Increased+1,033,039 SH
ISHARES TR	CORE US AGGBD ET	$1.8M	0.3%	17,841 SH	New
ISHARES TR	EAFE GRWTH ETF	$206K	0.0%Prev: 0.0%	1,807 SH	Decreased
ISHARES TR	EAFE VALUE ETF	$387K	0.1%Prev: 0.1%	5,414 SH	Decreased
ISHARES TR	GLOBAL TECH ETF	$380K	0.1%Prev: 0.1%	3,617 SH	Decreased+440 SH
ISHARES TR	MBS ETF	$1.7M	0.2%Prev: 0.4%	17,618 SH	Decreased-8,600 SH
ISHARES TR	MSCI USA MIN VOL	$284K	0.0%	3,021 SH	New
ISHARES TR	MSCI USA MMENTM	$232K	0.0%Prev: 0.1%	927 SH	Decreased
ISHARES TR	MSCI USA QLT FCT	$13.2M	1.9%Prev: 2.1%	66,256 SH	Increased+12,183 SH
ISHARES TR	RUS 1000 GRW ETF	$1.7M	0.2%Prev: 0.5%	3,577 SH	Decreased-20,423 SH
ISHARES TR	RUS 2000 GRW ETF	$247K	0.0%Prev: 0.0%	764 SH	Decreased-2 SH
ISHARES TR	RUS TP200 GR ETF	$68.8M	9.8%Prev: 10.2%	248,596 SH	Increased+48,552 SH
ISHARES TR	RUSSELL 3000 ETF	$4.6M	0.7%Prev: 0.8%	11,825 SH	Increased+1,479 SH
ISHARES TR	TRS FLT RT BD	$510K	0.1%Prev: 0.4%	10,100 SH	Decreased-33,197 SH
ISHARES TR	U S EQUITY FACTR	$1.5M	0.2%Prev: 0.3%	21,638 SH	Decreased-1,190 SH
ISHARES TR	U.S. MED DVC ETF	$414K	0.1%	6,660 SH	New
ISHARES TR	US TREAS BD ETF	$760K	0.1%Prev: 0.1%	33,006 SH	Increased+17,954 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$3.4M	0.5%Prev: 0.6%	54,509 SH	Decreased+5,869 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$486K	0.1%Prev: 0.1%	7,425 SH	Decreased
JPMORGAN CHASE & CO.	COM	$689K	0.1%	2,137 SH	New
KLA CORP	COM NEW	$277K	0.0%Prev: 0.1%	228 SH	Decreased-2,866 SH
LAM RESEARCH CORP	COM NEW	$288K	0.0%Prev: 0.1%	1,685 SH	Decreased-213 SH
LENNAR CORP	CL A	$456K	0.1%Prev: 0.1%	4,438 SH	Increased-100 SH
LG DISPLAY CO LTD	SPONS ADR REP	$58K	0.0%	13,744 SH	New
LOWES COS INC	COM	$367K	0.1%	1,520 SH	New
MASTERCARD INCORPORATED	CL A	$2.7M	0.4%Prev: 0.2%	4,813 SH	Increased+2,641 SH
MERCK & CO INC	COM	$1.2M	0.2%Prev: 0.2%	11,474 SH	Decreased+2,097 SH
META PLATFORMS INC	CL A	$1.5M	0.2%Prev: 0.3%	2,265 SH	Decreased-296 SH
MICRON TECHNOLOGY INC	COM	$370K	0.1%Prev: 0.4%	1,296 SH	Decreased-806 SH
MICROSOFT CORP	COM	$1.8M	0.3%Prev: 0.7%	3,645 SH	Decreased-3,711 SH
NETFLIX INC	COM	$974K	0.1%	10,391 SH	New
NVIDIA CORPORATION	COM	$2.9M	0.4%Prev: 0.8%	15,480 SH	Decreased-4,498 SH
OREILLY AUTOMOTIVE INC	COM	$205K	0.0%	2,251 SH	New
PACER FDS TR	US CASH COWS 100	$20.8M	3.0%Prev: 2.9%	346,365 SH	Increased+92,928 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.0M	0.1%Prev: 0.2%	5,766 SH	Increased+1,005 SH
PGIM ETF TR	PGIM ULTRA SH BD	$665K	0.1%Prev: 0.3%	13,407 SH	Decreased-20,341 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.1M	0.4%Prev: 0.4%	33,101 SH	Increased+4,968 SH
PIMCO ETF TR	MULTISECTOR BD	$2.9M	0.4%Prev: 0.9%	107,189 SH	Decreased-95,181 SH
QUALCOMM INC	COM	$477K	0.1%Prev: 0.1%	2,786 SH	Increased+944 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$223K	0.0%	6,197 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$227K	0.0%	7,210 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$44.4M	6.3%	1,768,966 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.2M	0.7%Prev: 0.5%	216,133 SH	Increased+116,815 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$24.3M	3.5%Prev: 2.8%	925,147 SH	Increased+371,771 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$280K	0.0%Prev: 0.1%	10,420 SH	Decreased-581 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$264K	0.0%Prev: 0.1%	958 SH	Decreased+386 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$208K	0.0%	1,770 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.1M	0.2%	20,115 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$767K	0.1%	4,952 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$272K	0.0%	6,000 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$363K	0.1%	2,520 SH	New
SPDR INDEX SHS FDS	MSCI EAFE STRTGC	$65.7M	9.4%	724,401 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$20.4M	2.9%	29,937 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.3M	0.2%	14,373 SH	New
SUNCOR ENERGY INC NEW	COM	$239K	0.0%	5,396 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.2M	0.2%	4,022 SH	New
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$240K	0.0%	15,419 SH	New
TESLA INC	COM	$263K	0.0%Prev: 0.1%	586 SH	Decreased-1,519 SH
TIDAL TRUST II	YIELDMAX NVDA	$147K	0.0%	10,094 SH	New
TJX COS INC NEW	COM	$222K	0.0%Prev: 0.0%	1,444 SH	Increased-224 SH
UBER TECHNOLOGIES INC	COM	$517K	0.1%	6,328 SH	New
UNITEDHEALTH GROUP INC	COM	$218K	0.0%Prev: 0.0%	659 SH	Increased+83 SH
VALERO ENERGY CORP	COM	$238K	0.0%Prev: 0.1%	1,460 SH	Decreased-239 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$409K	0.1%	1,466 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$344K	0.0%	1,939 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$403K	0.1%	1,388 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$821K	0.1%Prev: 0.1%	1,309 SH	Increased+228 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$255K	0.0%	1,206 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$892K	0.1%	2,661 SH	New
VANGUARD INDEX FDS	VALUE ETF	$2.2M	0.3%	11,646 SH	New
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$23.5M	3.4%Prev: 3.7%	499,573 SH	Increased+21,302 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.8M	0.3%Prev: 0.3%	31,350 SH	Increased+3,815 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$863K	0.1%Prev: 0.2%	13,813 SH	Decreased-1,138 SH
VISTRA CORP	COM	$257K	0.0%Prev: 0.0%	1,592 SH	Increased+112 SH
WALMART INC	COM	$570K	0.1%Prev: 0.1%	5,117 SH	Decreased-992 SH
WELLS FARGO CO NEW	COM	$1.2M	0.2%	13,390 SH	New
WIPRO LTD	SPON ADR 1 SH	$59K	0.0%Prev: 0.0%	20,791 SH	Increased+8,562 SH

Sold (vs prior filing)

ABBVIE INC — $386K
ADVANCED MICRO DEVICES INC — $495K
ALLSTATE CORP — $279K
ANALOG DEVICES INC — $397K
AUTOMATIC DATA PROCESSING IN — $263K
BANK OF AMER CORP — $240K
BLACKROCK ETF TRUST — $6.0M
CHEVRON CORPORATION — $353K
CISCO SYS INC — $286K
COCA COLA CO — $298K
COSTCO WHOLESALE CORPORATION — $253K
DFA INVT DIMENSIONS GROUP IN — $3.4M
DIMENSIONAL ETF TRUST — $107.4M
ELEVANCE HEALTH INC FORMERLY — $259K
EOG RES INC — $255K
EXXONMOBIL HOLDINGS CORP — $934K
FEDEX CORP — $238K
GOLDMAN SACHS GROUP INC — $383K
HANOVER INS GROUP INC — $212K
INTEL CORP — $311K
… and 32 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001172661-26-000287	$699.5M	View
Oct 9, 2026	Q3 2026	13F-HR	0001172661-26-004465	$579.2M	View
Nov 10, 2025