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: $616.0M140 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$302K	0.0%	1,199 SH	New
ADVANCED MICRO DEVICES INC	COM	$417K	0.1%	717 SH	New
ALLSTATE CORP	COM	$300K	0.0%	1,261 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.3%Prev: 0.1%	5,359 SH	Increased+2,703 SH
ALPHABET INC	CAP STK CL C	$3.5M	0.6%Prev: 0.3%	9,904 SH	Increased-497 SH
ALTRIA GROUP INC	COM	$553K	0.1%Prev: 0.0%	7,680 SH	Increased+2,076 SH
AMAZON COM INC	COM	$2.2M	0.4%Prev: 0.2%	9,183 SH	Increased+3,453 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$203K	0.0%	2,105 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$480K	0.1%Prev: 0.1%	3,751 SH	Increased
AMERICAN CENTY ETF TR	US SML CP VALU	$12.6M	2.0%Prev: 3.6%	100,750 SH	Decreased-160,699 SH
AMERICAN INTL GROUP INC	COM NEW	$249K	0.0%Prev: 0.0%	3,335 SH	Decreased+286 SH
AMGEN INC	COM	$322K	0.1%	890 SH	New
ANALOG DEVICES INC	COM	$389K	0.1%	980 SH	New
APPLE INC	COM	$19.5M	3.2%Prev: 2.3%	67,333 SH	Increased-6,434 SH
APPLOVIN CORP	COM CL A	$346K	0.1%	671 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$216K	0.0%	964 SH	New
BANK OF AMER CORP	COM	$238K	0.0%	4,180 SH	New
BARCLAYS PLC	ADR	$216K	0.0%	8,036 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	0.5%Prev: 0.5%	6,571 SH	Increased+296 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$6.9M	1.1%	130,866 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$43.1M	7.0%Prev: 5.5%	633,034 SH	Increased-38,197 SH
BOOKING HOLDINGS INC	COM	$754K	0.1%Prev: 0.1%	4,229 SH	Decreased+4,058 SH
BRISTOL-MYERS SQUIBB CO	COM	$227K	0.0%	3,940 SH	New
BROADCOM INC	COM	$1.0M	0.2%Prev: 0.0%	2,730 SH	Increased+1,820 SH
CARPENTER TECHNOLOGY CORP	COM	$270K	0.0%	437 SH	New
CATERPILLAR INC	COM	$575K	0.1%	540 SH	New
CHEVRON CORPORATION	COM	$257K	0.0%	1,550 SH	New
CISCO SYS INC	COM	$206K	0.0%	1,755 SH	New
CITIGROUP INC	COM NEW	$607K	0.1%Prev: 0.1%	4,339 SH	Increased-1,333 SH
COCA COLA CO	COM	$249K	0.0%Prev: 0.0%	3,068 SH	Decreased-616 SH
COSTCO WHOLESALE CORPORATION	COM	$328K	0.1%	350 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$104.8M	17.0%	1,279,127 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$3.5M	0.6%	83,441 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.4M	0.2%Prev: 0.4%	17,550 SH	Decreased-26,675 SH
EA SERIES TRUST	FREEDOM 100 EM	$15.8M	2.6%Prev: 2.6%	216,704 SH	Decreased-205,915 SH
ELEVANCE HEALTH INC FORMERLY	COM	$239K	0.0%	618 SH	New
ELI LILLY & CO	COM	$793K	0.1%Prev: 0.1%	661 SH	Increased+111 SH
EOG RES INC	COM	$205K	0.0%	1,579 SH	New
EVERGY INC	COM	$219K	0.0%	2,539 SH	New
EXXON MOBIL CORP	COM	$745K	0.1%Prev: 0.0%	5,446 SH	Increased+2,905 SH
FEDEX CORP	COM	$247K	0.0%	790 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$324K	0.1%	6,732 SH	New
FISERV INC	COM	$309K	0.1%Prev: 0.2%	6,303 SH	Decreased-1,373 SH
GE AEROSPACE	COM NEW	$1.3M	0.2%Prev: 0.2%	3,529 SH	Increased-1,343 SH
GE VERNOVA INC	COM	$1.3M	0.2%Prev: 0.0%	1,064 SH	Increased+444 SH
GENERAL MTRS CO	COM	$547K	0.1%Prev: 0.0%	7,093 SH	Increased+858 SH
GILEAD SCIENCES INC	COM	$414K	0.1%Prev: 0.0%	3,280 SH	Increased+1,045 SH
GLOBAL X FDS	ARTIFICIAL ETF	$9.9M	1.6%	150,483 SH	New
GOLDMAN SACHS GROUP INC	COM	$310K	0.1%	306 SH	New
HARTFORD INSURANCE GROUP INC	COM	$204K	0.0%	1,543 SH	New
HOME DEPOT INC	COM	$437K	0.1%Prev: 0.1%	1,238 SH	Decreased-175 SH
INTEL CORP	COM	$239K	0.0%	1,709 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$344K	0.1%	1,223 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$465K	0.1%Prev: 0.0%	2,877 SH	Increased
INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$36.7M	6.0%Prev: 4.3%	559,703 SH	Increased+6,078 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$7.3M	1.2%Prev: 1.0%	135,580 SH	Increased-17,510 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.7M	0.3%Prev: 0.2%	19,260 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.2%Prev: 0.2%	2,070 SH	Increased-631 SH
ISHARES INC	MSCI EMRG CHN	$8.2M	1.3%Prev: 1.0%	80,432 SH	Increased-25,157 SH
ISHARES TR	CORE MSCI TOTAL	$428K	0.1%Prev: 0.1%	4,484 SH	Decreased-1,054 SH
ISHARES TR	CORE S&P MCP ETF	$677K	0.1%Prev: 0.1%	8,775 SH	Increased+535 SH
ISHARES TR	CORE S&P SCP ETF	$243K	0.0%	1,637 SH	New
ISHARES TR	CORE S&P500 ETF	$2.3M	0.4%Prev: 0.2%	3,069 SH	Increased+434 SH
ISHARES TR	CORE UNIVRSL USD	$47.0M	7.6%	1,019,072 SH	New
ISHARES TR	CORE US AGGBD ET	$1.4M	0.2%Prev: 0.3%	14,606 SH	Decreased-3,265 SH
ISHARES TR	EAFE GRWTH ETF	$225K	0.0%Prev: 0.0%	1,807 SH	Increased
ISHARES TR	EAFE VALUE ETF	$414K	0.1%Prev: 0.1%	5,414 SH	Increased
ISHARES TR	GLOBAL TECH ETF	$459K	0.1%Prev: 0.0%	3,177 SH	Increased-90 SH
ISHARES TR	MBS ETF	$1.4M	0.2%Prev: 0.3%	14,745 SH	Decreased-5,130 SH
ISHARES TR	MSCI USA MMENTM	$318K	0.1%Prev: 0.0%	927 SH	Increased
ISHARES TR	MSCI USA QLT FCT	$12.3M	2.0%Prev: 2.6%	56,015 SH	Decreased-38,626 SH
ISHARES TR	RUS 1000 GRW ETF	$2.9M	0.5%Prev: 0.3%	23,461 SH	Increased+19,330 SH
ISHARES TR	RUS 2000 GRW ETF	$302K	0.0%Prev: 0.0%	766 SH	Increased+4 SH
ISHARES TR	RUS TP200 GR ETF	$59.8M	9.7%Prev: 10.1%	205,851 SH	Decreased-65,298 SH
ISHARES TR	RUSSELL 3000 ETF	$4.6M	0.7%Prev: 0.7%	10,691 SH	Decreased-2,675 SH
ISHARES TR	TRS FLT RT BD	$884K	0.1%Prev: 0.1%	17,459 SH	Increased+2,918 SH
ISHARES TR	U S EQUITY FACTR	$1.7M	0.3%Prev: 0.2%	22,682 SH	Increased-699 SH
ISHARES TR	US TREAS BD ETF	$618K	0.1%Prev: 0.2%	27,110 SH	Decreased-19,023 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$5.2M	0.8%	84,000 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$3.6M	0.6%Prev: 0.6%	50,115 SH	Decreased-16,036 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$557K	0.1%	7,425 SH	New
JOHNSON & JOHNSON	COM	$513K	0.1%	2,018 SH	New
JPMORGAN CHASE & CO	COM	$946K	0.2%	2,890 SH	New
KLA CORP	COM NEW	$998K	0.2%	3,308 SH	New
KROGER CO	COM	$210K	0.0%	3,780 SH	New
LAM RESEARCH CORP	COM NEW	$869K	0.1%	2,006 SH	New
LENNAR CORP	CL A	$463K	0.1%Prev: 0.1%	5,113 SH	Decreased+675 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.2%Prev: 0.4%	2,443 SH	Decreased-2,406 SH
MERCK & CO INC	COM	$1.2M	0.2%Prev: 0.1%	9,720 SH	Increased-216 SH
META PLATFORMS INC	CL A	$1.4M	0.2%Prev: 0.3%	2,436 SH	Decreased+159 SH
MICRON TECHNOLOGY INC	COM	$2.7M	0.4%	2,361 SH	New
MICROSOFT CORP	COM	$2.4M	0.4%Prev: 0.3%	6,432 SH	Increased+2,389 SH
NETFLIX INC.	COM	$587K	0.1%	8,219 SH	New
NVIDIA CORPORATION	COM	$3.7M	0.6%Prev: 0.4%	18,575 SH	Increased+2,483 SH
OREILLY AUTOMOTIVE INC	COM	$222K	0.0%Prev: 0.0%	2,409 SH	Decreased-219 SH
PACER FDS TR	US CASH COWS 100	$16.0M	2.6%Prev: 3.8%	257,792 SH	Decreased-202,751 SH
PALANTIR TECHNOLOGIES INC	CL A	$575K	0.1%Prev: 0.1%	4,924 SH	Decreased-1,031 SH
PGIM ETF TR	PGIM ULTRA SH BD	$1.0M	0.2%Prev: 0.1%	20,807 SH	Increased+3,669 SH
PIMCO ETF TR	ACTIVE BD ETF	$2.6M	0.4%Prev: 0.6%	28,150 SH	Decreased-13,484 SH
PIMCO ETF TR	MULTISECTOR BD	$3.8M	0.6%Prev: 0.4%	143,209 SH	Increased+55,374 SH
QUALCOMM INC	COM	$448K	0.1%Prev: 0.1%	2,426 SH	Increased-275 SH
SANDISK CORP	COM	$982K	0.2%	432 SH	New
SCHWAB STRATEGIC TR	FUND EM EQUI ETF	$228K	0.0%	5,739 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$714K	0.1%Prev: 6.7%	28,973 SH	Decreased-1,738,162 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.8M	0.4%Prev: 0.7%	99,326 SH	Decreased-109,058 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$16.1M	2.6%Prev: 3.7%	554,469 SH	Decreased-485,856 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$324K	0.1%	11,001 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$718K	0.1%	744 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$209K	0.0%	1,947 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$490K	0.1%	2,570 SH	New
SPDR INDEX SHS FDS	ST STR MSCI EAFE	$59.4M	9.6%	618,501 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$219K	0.0%	4,342 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$321K	0.1%	3,540 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$352K	0.1%	2,311 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$399K	0.1%	3,659 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	0.6%	4,694 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.8M	0.3%	3,673 SH	New
TESLA INC	COM	$752K	0.1%	1,788 SH	New
TJX COS INC NEW	COM	$252K	0.0%	1,666 SH	New
UNITED RENTALS INC	COM	$212K	0.0%	187 SH	New
UNITEDHEALTH GROUP INC	COM	$265K	0.0%Prev: 0.0%	637 SH	Increased-14 SH
VALERO ENERGY CORP	COM	$423K	0.1%	1,625 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$451K	0.1%Prev: 0.1%	1,471 SH	Increased-35 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$387K	0.1%Prev: 0.1%	1,958 SH	Increased-134 SH
VANGUARD INDEX FDS	MID CAP ETF	$431K	0.1%	5,344 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$560K	0.1%Prev: 0.1%	815 SH	Decreased-325 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$296K	0.0%Prev: 0.0%	1,218 SH	Increased+29 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$986K	0.2%Prev: 0.1%	2,666 SH	Increased+1,159 SH
VANGUARD INDEX FDS	VALUE ETF	$2.5M	0.4%Prev: 0.4%	11,268 SH	Decreased-3,631 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$23.2M	3.8%Prev: 3.5%	495,921 SH	Decreased-7,330 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.4M	0.4%Prev: 0.3%	41,622 SH	Increased+4,100 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.2%Prev: 0.1%	14,990 SH	Increased+1,746 SH
VERIZON COMMUNICATIONS INC	COM	$226K	0.0%	5,329 SH	New
VISA INC	COM CL A	$331K	0.1%	965 SH	New
VISTRA CORP	COM	$220K	0.0%Prev: 0.0%	1,384 SH	Decreased-257 SH
WALMART INC	COM	$716K	0.1%Prev: 0.1%	6,320 SH	Increased+2,189 SH
WELLS FARGO & CO	COM	$872K	0.1%	10,552 SH	New
WELLTOWER INC	COM	$239K	0.0%	1,055 SH	New
WIPRO LTD	SPON ADR 1 SH	$34K	0.0%Prev: 0.0%	14,997 SH	Decreased-11,276 SH
WP CAREY INC	COM	$215K	0.0%	3,000 SH	New

Sold (vs prior filing)

ADOBE INC — $513K
BOEING CO — $2.0M
BOSTON SCIENTIFIC CORP — $248K
BRITISH AMERN TOB PLC — $632K
DIMENSIONAL ETF TRUST — $102.7M
DIMENSIONAL ETF TRUST — $4.8M
DOORDASH INC — $298K
ENEL CHILE S.A. — $41K
FIDELITY MERRIMACK STR TR — $205K
FLUENT INC — $52K
GLOBAL X FDS — $235K
GRAB HOLDINGS LIMITED — $53K
INTUIT — $242K
INVESCO EXCHANGE TRADED FD T — $431K
ISHARES INC — $569K
ISHARES TR — $233K
ISHARES TR — $48.3M
ISHARES TR — $286K
ISHARES TR — $417K
J P MORGAN EXCHANGE TRADED F — $215K
… and 22 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