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: $573.6M128 positionsView on SEC.gov

			% of Portfolio
908 DEVICES INC	COM	$61K	0.0%	10,000 SH	New
ADOBE INC	COM	$241K	0.0%Prev: 0.1%	993 SH	Decreased-41 SH
ALPHABET INC	CAP STK CL A	$683K	0.1%Prev: 0.1%	2,375 SH	Increased-16 SH
ALPHABET INC	CAP STK CL C	$2.9M	0.5%Prev: 0.3%	10,117 SH	Increased+571 SH
ALTRIA GROUP INC	COM	$476K	0.1%Prev: 0.1%	7,207 SH	Increased+1,333 SH
AMAZON COM INC	COM	$1.4M	0.2%Prev: 0.3%	6,581 SH	Decreased-736 SH
AMERICAN CENTY ETF TR	US EQT ETF	$417K	0.1%Prev: 0.1%	3,751 SH	Increased-1 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$11.2M	2.0%Prev: 3.8%	101,434 SH	Decreased-127,264 SH
AMERICAN INTL GROUP INC	COM NEW	$255K	0.0%Prev: 0.0%	3,391 SH	Increased+477 SH
AMGEN INC	COM	$235K	0.0%Prev: 0.0%	668 SH	Increased+11 SH
ANALOG DEVICES INC	COM	$264K	0.0%	831 SH	New
APPLE INC	COM	$17.0M	3.0%Prev: 3.0%	66,919 SH	Increased-3,257 SH
APPLOVIN CORP	COM CL A	$202K	0.0%	508 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	0.5%Prev: 0.6%	5,928 SH	Decreased-295 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$4.6M	0.8%	140,289 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$36.4M	6.3%Prev: 4.7%	625,468 SH	Increased+120,335 SH
BLUEROCK PVT REAL ESTATE FD	COM	$463K	0.1%	27,845 SH	New
BOOKING HOLDINGS INC	COM	$733K	0.1%Prev: 0.1%	174 SH	Decreased+6 SH
BRISTOL-MYERS SQUIBB CO	COM	$316K	0.1%	5,205 SH	New
BROADCOM INC	COM	$286K	0.0%Prev: 0.0%	924 SH	Increased-398 SH
BWX TECHNOLOGIES INC	COM	$204K	0.0%	1,000 SH	New
CATERPILLAR INC	COM	$287K	0.1%	405 SH	New
CHEVRON CORPORATION	COM	$235K	0.0%	1,136 SH	New
CITIGROUP INC	COM NEW	$364K	0.1%Prev: 0.1%	3,213 SH	Increased-594 SH
COMCAST CORP NEW	CL A	$447K	0.1%	15,564 SH	New
COSTCO WHOLESALE CORPORATION	COM	$233K	0.0%	234 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$90.8M	15.8%Prev: 15.6%	1,280,186 SH	Increased-55,661 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.2M	0.6%Prev: 0.9%	86,632 SH	Decreased-56,868 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.3M	0.2%Prev: 0.2%	18,064 SH	Increased+3,810 SH
EA SERIES TRUST	FREEDOM 100 EM	$12.6M	2.2%Prev: 2.3%	230,078 SH	Increased-105,454 SH
ELEVANCE HEALTH INC FORMERLY	COM	$208K	0.0%	709 SH	New
ELI LILLY & CO	COM	$438K	0.1%Prev: 0.2%	476 SH	Decreased-626 SH
ENEL CHILE SA	SPONSORED ADR	$47K	0.0%	11,873 SH	New
EXXON MOBIL CORP	COM	$778K	0.1%Prev: 0.1%	4,588 SH	Increased+1,124 SH
FEDEX CORP	COM	$249K	0.0%	698 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$317K	0.1%	6,732 SH	New
FISERV INC	COM	$428K	0.1%Prev: 0.3%	7,674 SH	Decreased-62 SH
GE AEROSPACE	COM NEW	$1.2M	0.2%Prev: 0.2%	4,290 SH	Increased-583 SH
GE VERNOVA INC	COM	$910K	0.2%	1,043 SH	New
GENERAL MTRS CO	COM	$529K	0.1%Prev: 0.0%	7,098 SH	Increased+1,590 SH
GILEAD SCIENCES INC	COM	$636K	0.1%	4,562 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$7.3M	1.3%	156,427 SH	New
GOLDMAN SACHS GROUP INC	COM	$205K	0.0%	242 SH	New
GRAB HOLDINGS LIMITED	CLASS A ORD	$40K	0.0%Prev: 0.0%	11,060 SH	Decreased+402 SH
HARTFORD INSURANCE GROUP INC	COM	$211K	0.0%	1,563 SH	New
HCA HEALTHCARE INC	COM	$308K	0.1%	651 SH	New
HOME DEPOT INC	COM	$374K	0.1%Prev: 0.1%	1,138 SH	Decreased-286 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$323K	0.1%Prev: 0.1%	2,877 SH	Increased
INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$31.9M	5.6%Prev: 3.7%	550,031 SH	Increased+161,765 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$6.6M	1.1%Prev: 0.0%	138,356 SH	Increased+133,269 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.4M	0.3%Prev: 0.2%	19,260 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.2%Prev: 0.2%	2,058 SH	Increased-71 SH
ISHARES INC	MSCI EMRG CHN	$6.5M	1.1%Prev: 1.0%	82,163 SH	Increased-10,599 SH
ISHARES TR	CORE MSCI TOTAL	$389K	0.1%Prev: 0.1%	4,490 SH	Decreased-1,454 SH
ISHARES TR	CORE S&P MCP ETF	$549K	0.1%Prev: 0.1%	8,125 SH	Increased-115 SH
ISHARES TR	CORE S&P500 ETF	$1.7M	0.3%Prev: 0.3%	2,580 SH	Increased-65 SH
ISHARES TR	CORE UNIVRSL USD	$44.9M	7.8%	971,550 SH	New
ISHARES TR	CORE US AGGBD ET	$1.5M	0.3%Prev: 0.3%	15,534 SH	Decreased-1,260 SH
ISHARES TR	EAFE GRWTH ETF	$201K	0.0%	1,807 SH	New
ISHARES TR	EAFE VALUE ETF	$403K	0.1%Prev: 0.1%	5,414 SH	Increased
ISHARES TR	GLOBAL TECH ETF	$353K	0.1%Prev: 0.0%	3,527 SH	Increased+260 SH
ISHARES TR	MBS ETF	$1.5M	0.3%	16,190 SH	New
ISHARES TR	MSCI USA MMENTM	$222K	0.0%	927 SH	New
ISHARES TR	MSCI USA QLT FCT	$10.9M	1.9%Prev: 3.0%	57,085 SH	Decreased-35,325 SH
ISHARES TR	RUS 1000 GRW ETF	$2.6M	0.4%Prev: 0.3%	5,989 SH	Increased+2,353 SH
ISHARES TR	RUS 2000 GRW ETF	$240K	0.0%	765 SH	New
ISHARES TR	RUS TP200 GR ETF	$51.2M	8.9%Prev: 9.2%	205,774 SH	Increased-19,855 SH
ISHARES TR	RUSSELL 3000 ETF	$4.2M	0.7%Prev: 0.9%	11,249 SH	Decreased-3,141 SH
ISHARES TR	TRS FLT RT BD	$863K	0.2%Prev: 0.1%	17,044 SH	Increased+1,723 SH
ISHARES TR	U S EQUITY FACTR	$1.5M	0.3%Prev: 0.2%	23,461 SH	Increased+6,115 SH
ISHARES TR	US TREAS BD ETF	$584K	0.1%Prev: 0.3%	25,489 SH	Decreased-36,802 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$3.2M	0.6%Prev: 0.8%	51,550 SH	Decreased-17,625 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$498K	0.1%	7,425 SH	New
JOHNSON & JOHNSON	COM	$271K	0.0%	1,110 SH	New
JPMORGAN CHASE & CO	COM	$607K	0.1%	2,063 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$282K	0.0%	1,000 SH	New
KLA CORP	COM NEW	$455K	0.1%	309 SH	New
KROGER CO	COM	$219K	0.0%	3,031 SH	New
LAM RESEARCH CORP	COM NEW	$384K	0.1%	1,795 SH	New
LENNAR CORP	CL A	$388K	0.1%Prev: 0.1%	4,472 SH	Decreased+26 SH
LOWES COS INC	COM	$347K	0.1%	1,470 SH	New
MASTERCARD INCORPORATED	CL A	$1.5M	0.3%Prev: 0.3%	3,046 SH	Decreased-175 SH
MERCK & CO INC	COM	$1.4M	0.3%Prev: 0.2%	11,955 SH	Increased+349 SH
META PLATFORMS INC	CL A	$1.3M	0.2%Prev: 0.3%	2,248 SH	Decreased-195 SH
MICRON TECHNOLOGY INC	COM	$810K	0.1%	2,397 SH	New
MICROSOFT CORP	COM	$1.3M	0.2%Prev: 0.3%	3,601 SH	Decreased-261 SH
NETFLIX INC.	COM	$820K	0.1%	8,530 SH	New
NVIDIA CORPORATION	COM	$2.2M	0.4%Prev: 0.4%	12,719 SH	Increased-4,681 SH
OREILLY AUTOMOTIVE INC	COM	$204K	0.0%Prev: 0.1%	2,207 SH	Decreased+2,019 SH
PACER FDS TR	US CASH COWS 100	$16.6M	2.9%Prev: 5.4%	265,519 SH	Decreased-243,750 SH
PALANTIR TECHNOLOGIES INC	CL A	$846K	0.1%Prev: 0.1%	5,782 SH	Increased-538 SH
PGIM ETF TR	PGIM ULTRA SH BD	$1.0M	0.2%Prev: 0.2%	20,372 SH	Increased+2,515 SH
PIMCO ETF TR	ACTIVE BD ETF	$2.6M	0.5%Prev: 0.8%	28,368 SH	Decreased-17,362 SH
PIMCO ETF TR	MULTISECTOR BD	$3.7M	0.6%Prev: 0.1%	139,945 SH	Increased+114,774 SH
QUALCOMM INC	COM	$276K	0.0%	2,142 SH	New
SANDISK CORP	COM	$365K	0.1%	575 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$227K	0.0%	5,928 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$40.9M	7.1%Prev: 7.7%	1,640,713 SH	Increased+38,830 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.3M	0.4%Prev: 0.3%	91,849 SH	Increased+3,349 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$14.1M	2.5%Prev: 2.5%	563,390 SH	Increased-43,214 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$344K	0.1%	878 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$220K	0.0%	1,988 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$335K	0.1%	2,520 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$57.2M	10.0%	612,979 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$961K	0.2%	9,496 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	0.5%	4,761 SH	New
SUNCOR ENERGY INC NEW	COM	$295K	0.1%Prev: 0.0%	4,467 SH	Increased-1,025 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.4M	0.2%	4,174 SH	New
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$286K	0.0%Prev: 0.0%	15,437 SH	Increased+1,879 SH
TESLA INC	COM	$229K	0.0%	617 SH	New
TJX COS INC NEW	COM	$201K	0.0%	1,257 SH	New
UBER TECHNOLOGIES INC	COM	$365K	0.1%Prev: 0.1%	5,073 SH	Decreased-1,587 SH
VALERO ENERGY CORP	COM	$367K	0.1%	1,486 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$378K	0.1%Prev: 0.1%	1,469 SH	Increased-37 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$359K	0.1%Prev: 0.1%	1,949 SH	Increased-143 SH
VANGUARD INDEX FDS	MID CAP ETF	$399K	0.1%	1,388 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$623K	0.1%Prev: 0.3%	1,042 SH	Decreased-2,034 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$263K	0.0%Prev: 0.0%	1,213 SH	Increased-2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$844K	0.1%Prev: 0.1%	2,631 SH	Increased+989 SH
VANGUARD INDEX FDS	VALUE ETF	$2.2M	0.4%Prev: 0.5%	11,393 SH	Decreased-3,780 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$22.3M	3.9%Prev: 4.5%	473,927 SH	Decreased-34,222 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.3M	0.4%Prev: 0.4%	39,035 SH	Increased+2,889 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$962K	0.2%Prev: 0.1%	15,018 SH	Increased+3,703 SH
VIATRIS INC	COM	$140K	0.0%	10,347 SH	New
WALMART INC	COM	$771K	0.1%Prev: 0.1%	6,203 SH	Increased+2,605 SH
WELLS FARGO & CO	COM	$944K	0.2%	11,858 SH	New
WIPRO LTD	SPON ADR 1 SH	$55K	0.0%Prev: 0.0%	25,894 SH	Decreased+7,654 SH
WP CAREY INC	COM	$204K	0.0%	3,000 SH	New

Sold (vs prior filing)

BOSTON SCIENTIFIC CORP — $223K
COCA COLA CO — $248K
DOORDASH INC — $215K
ELEVANCE HEALTH INC — $229K
ENEL CHILE S.A. — $37K
FIDELITY MERRIMACK STR TR — $226K
FLUENT INC — $57K
ISHARES S&P GSCI COMMODITY- — $344K
ISHARES TR — $348K
ISHARES TR — $44.7M
ISHARES TR — $285K
J P MORGAN EXCHANGE TRADED F — $1.0M
JPMORGAN CHASE & CO. — $509K
NETFLIX INC — $1.1M
PROGRESSIVE CORP — $256K
SELECT SECTOR SPDR TR — $230K
SELECT SECTOR SPDR TR — $236K
SPDR INDEX SHS FDS — $53.1M
SPDR S&P 500 ETF TR — $2.3M
SPDR SER TR — $327K
… and 6 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