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: $579.2M134 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$386K	0.1%	1,477 SH	New
ADVANCED MICRO DEVICES INC	COM	$495K	0.1%	809 SH	New
ALLSTATE CORP	COM	$279K	0.0%	1,256 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.3%Prev: 0.1%	5,615 SH	Increased+2,932 SH
ALPHABET INC	CAP STK CL C	$3.3M	0.6%Prev: 0.3%	9,644 SH	Increased-552 SH
ALTRIA GROUP INC	COM	$396K	0.1%Prev: 0.0%	5,877 SH	Increased+684 SH
AMAZON COM INC	COM	$2.5M	0.4%Prev: 0.2%	10,148 SH	Increased+4,710 SH
AMERICAN CENTY ETF TR	US EQT ETF	$506K	0.1%Prev: 0.1%	3,954 SH	Increased+203 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$11.9M	2.1%Prev: 3.7%	101,145 SH	Decreased-165,716 SH
AMERICAN INTL GROUP INC	COM NEW	$267K	0.0%Prev: 0.0%	3,592 SH	Increased+595 SH
AMGEN INC	COM	$390K	0.1%	926 SH	New
ANALOG DEVICES INC	COM	$397K	0.1%	1,001 SH	New
APPLE INC	COM	$21.8M	3.8%Prev: 2.6%	65,345 SH	Increased-8,335 SH
AUTOMATIC DATA PROCESSING IN	COM	$263K	0.0%	1,018 SH	New
BANK OF AMER CORP	COM	$240K	0.0%	4,415 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	0.5%Prev: 0.4%	6,345 SH	Increased+74 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$6.0M	1.0%	127,348 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$44.7M	7.7%Prev: 6.3%	645,914 SH	Decreased-121,802 SH
BOOKING HOLDINGS INC	COM	$680K	0.1%Prev: 0.1%	4,177 SH	Decreased+4,007 SH
BRISTOL-MYERS SQUIBB CO	COM	$258K	0.0%	4,127 SH	New
BROADCOM INC	COM	$1.1M	0.2%Prev: 0.1%	2,996 SH	Increased+1,871 SH
CATERPILLAR INC	COM	$461K	0.1%	568 SH	New
CHEVRON CORPORATION	COM	$353K	0.1%	1,727 SH	New
CISCO SYS INC	COM	$286K	0.0%	2,659 SH	New
CITIGROUP INC	COM NEW	$584K	0.1%Prev: 0.1%	4,514 SH	Increased-1,159 SH
COCA COLA CO	COM	$298K	0.1%Prev: 0.0%	3,465 SH	Increased-219 SH
COSTCO WHOLESALE CORPORATION	COM	$253K	0.0%	278 SH	New
DFA INVT DIMENSIONS GROUP IN	U.S. HIGH RELATI	$3.4M	0.6%	81,597 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$107.4M	18.5%	1,293,755 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.3M	0.2%Prev: 0.4%	16,952 SH	Decreased-26,187 SH
EA SERIES TRUST	FREEDOM 100 EM	$14.8M	2.6%Prev: 2.5%	211,409 SH	Decreased-194,875 SH
ELEVANCE HEALTH INC FORMERLY	COM	$259K	0.0%	665 SH	New
ELI LILLY & CO	COM	$839K	0.1%Prev: 0.1%	725 SH	Increased+224 SH
EOG RES INC	COM	$255K	0.0%	1,854 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$934K	0.2%	5,739 SH	New
FEDEX CORP	COM	$238K	0.0%	836 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$316K	0.1%	6,732 SH	New
FISERV INC	COM	$296K	0.1%Prev: 0.1%	6,553 SH	Decreased-1,123 SH
GE AEROSPACE	COM NEW	$1.0M	0.2%Prev: 0.2%	3,292 SH	Decreased-1,263 SH
GE VERNOVA INC	COM	$982K	0.2%Prev: 0.1%	1,033 SH	Increased+26 SH
GENERAL MTRS CO	COM	$557K	0.1%Prev: 0.1%	7,236 SH	Increased+772 SH
GILEAD SCIENCES INC	COM	$431K	0.1%Prev: 0.0%	2,891 SH	Increased+470 SH
GLOBAL X FDS	ARTIFICIAL ETF	$9.8M	1.7%	150,475 SH	New
GOLDMAN SACHS GROUP INC	COM	$383K	0.1%	425 SH	New
HANOVER INS GROUP INC	COM	$212K	0.0%	991 SH	New
HOME DEPOT INC	COM	$341K	0.1%Prev: 0.1%	1,198 SH	Decreased-130 SH
INTEL CORP	COM	$311K	0.1%	2,585 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$296K	0.1%	1,347 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$436K	0.1%Prev: 0.0%	2,877 SH	Increased
INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$38.4M	6.6%Prev: 5.0%	565,669 SH	Increased-92,090 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$7.2M	1.2%Prev: 1.0%	131,550 SH	Increased-20,482 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.6M	0.3%Prev: 0.2%	19,260 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$4.1M	0.7%Prev: 0.2%	5,602 SH	Increased+2,886 SH
ISHARES INC	MSCI EMRG CHN	$8.1M	1.4%Prev: 1.1%	82,221 SH	Increased-33,649 SH
ISHARES TR	CORE MSCI TOTAL	$340K	0.1%Prev: 0.1%	3,578 SH	Decreased-1,857 SH
ISHARES TR	CORE S&P MCP ETF	$495K	0.1%Prev: 0.1%	6,880 SH	Decreased-1,360 SH
ISHARES TR	CORE S&P SCP ETF	$210K	0.0%	1,547 SH	New
ISHARES TR	CORE S&P500 ETF	$2.3M	0.4%Prev: 0.2%	3,058 SH	Increased+433 SH
ISHARES TR	CORE UNIVRSL USD	$415K	0.1%	9,420 SH	New
ISHARES TR	EAFE GRWTH ETF	$217K	0.0%Prev: 0.0%	1,807 SH	Increased
ISHARES TR	EAFE VALUE ETF	$428K	0.1%Prev: 0.1%	5,414 SH	Increased
ISHARES TR	GLOBAL TECH ETF	$471K	0.1%Prev: 0.0%	3,177 SH	Increased-220 SH
ISHARES TR	MBS ETF	$2.3M	0.4%Prev: 0.3%	26,218 SH	Increased+6,560 SH
ISHARES TR	MSCI USA MMENTM	$294K	0.1%Prev: 0.0%	927 SH	Increased
ISHARES TR	MSCI USA QLT FCT	$12.0M	2.1%Prev: 2.0%	54,073 SH	Decreased-20,907 SH
ISHARES TR	RUS 1000 GRW ETF	$3.0M	0.5%Prev: 0.3%	24,000 SH	Increased+20,048 SH
ISHARES TR	RUS 2000 GRW ETF	$274K	0.0%Prev: 0.0%	766 SH	Increased+3 SH
ISHARES TR	RUS TP200 GR ETF	$59.0M	10.2%Prev: 10.1%	200,044 SH	Decreased-67,251 SH
ISHARES TR	RUSSELL 3000 ETF	$4.5M	0.8%Prev: 0.7%	10,346 SH	Decreased-2,084 SH
ISHARES TR	TRS FLT RT BD	$2.2M	0.4%Prev: 0.1%	43,297 SH	Increased+28,315 SH
ISHARES TR	U S EQUITY FACTR	$1.8M	0.3%Prev: 0.2%	22,828 SH	Increased+34 SH
ISHARES TR	US TREAS BD ETF	$329K	0.1%Prev: 0.1%	15,052 SH	Decreased-22,314 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$5.1M	0.9%	84,000 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$3.6M	0.6%Prev: 0.5%	48,640 SH	Decreased-11,947 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$531K	0.1%	7,425 SH	New
JOHNSON & JOHNSON	COM	$585K	0.1%	2,210 SH	New
JPMORGAN CHASE & CO	COM	$1.0M	0.2%	3,145 SH	New
KLA CORP	COM NEW	$603K	0.1%	3,094 SH	New
LAM RESEARCH CORP	COM NEW	$624K	0.1%Prev: 0.0%	1,898 SH	Increased+147 SH
LENNAR CORP	CL A	$370K	0.1%Prev: 0.1%	4,538 SH	Decreased+100 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.2%Prev: 0.4%	2,172 SH	Decreased-2,645 SH
MERCK & CO INC	COM	$1.4M	0.2%Prev: 0.1%	9,377 SH	Increased-2,174 SH
META PLATFORMS INC	CL A	$1.9M	0.3%Prev: 0.2%	2,561 SH	Increased+292 SH
MICRON TECHNOLOGY INC	COM	$2.2M	0.4%	2,102 SH	New
MICROSOFT CORP	COM	$3.8M	0.7%Prev: 0.3%	7,356 SH	Increased+3,258 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$2.0M	0.4%	38,503 SH	New
NETFLIX INC.	COM	$599K	0.1%	8,609 SH	New
NVIDIA CORPORATION	COM	$4.6M	0.8%Prev: 0.5%	19,978 SH	Increased+1,226 SH
PACER FDS TR	US CASH COWS 100	$16.9M	2.9%Prev: 3.1%	253,437 SH	Decreased-137,682 SH
PALANTIR TECHNOLOGIES INC	CL A	$891K	0.2%Prev: 0.1%	4,761 SH	Decreased-836 SH
PALO ALTO NETWORKS INC	COM	$287K	0.0%	723 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$1.7M	0.3%Prev: 0.1%	33,748 SH	Increased+15,619 SH
PHILIP MORRIS INTL INC	COM	$237K	0.0%	1,244 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$2.4M	0.4%Prev: 0.5%	28,133 SH	Decreased-7,194 SH
PIMCO ETF TR	MULTISECTOR BD	$5.1M	0.9%Prev: 0.4%	202,370 SH	Increased+93,672 SH
QUALCOMM INC	COM	$339K	0.1%Prev: 0.1%	1,842 SH	Decreased-453 SH
SALESFORCE INC	COM	$346K	0.1%	1,506 SH	New
SANDISK CORP	COM	$752K	0.1%	432 SH	New
SCHWAB STRATEGIC TR	FUND EM EQUI ETF	$240K	0.0%	5,739 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.7M	0.5%Prev: 0.7%	99,318 SH	Decreased-121,203 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$16.2M	2.8%Prev: 3.6%	553,376 SH	Decreased-463,779 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$330K	0.1%	11,001 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$528K	0.1%Prev: 0.0%	572 SH	Increased-373 SH
SELECT SECTOR SPDR TR	ST STR SVC ETF	$204K	0.0%	1,835 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$493K	0.1%	2,520 SH	New
SPDR INDEX SHS FDS	ST STR MSCI EAFE	$61.1M	10.5%	626,581 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$218K	0.0%	4,342 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$326K	0.1%	3,540 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$341K	0.1%	2,325 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$374K	0.1%	3,659 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	0.6%	4,532 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.3M	0.2%	2,931 SH	New
TESLA INC	COM	$747K	0.1%Prev: 0.0%	2,105 SH	Increased+1,640 SH
TJX COS INC NEW	COM	$221K	0.0%	1,668 SH	New
UNITEDHEALTH GROUP INC	COM	$212K	0.0%Prev: 0.0%	576 SH	Decreased-130 SH
VALERO ENERGY CORP	COM	$658K	0.1%	1,699 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$430K	0.1%	1,473 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$385K	0.1%	1,969 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$419K	0.1%	5,344 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$283K	0.0%	1,223 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$866K	0.1%	2,315 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$2.4M	0.4%	11,133 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$758K	0.1%Prev: 0.1%	1,081 SH	Increased-40 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$21.2M	3.7%Prev: 3.5%	478,271 SH	Decreased-61,384 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	0.3%Prev: 0.3%	27,535 SH	Decreased-10,761 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.2%Prev: 0.1%	14,951 SH	Increased+1,747 SH
VERIZON COMMUNICATIONS INC	COM	$288K	0.0%	6,289 SH	New
VISA INC	COM CL A	$395K	0.1%	1,100 SH	New
VISTRA CORP	COM	$205K	0.0%Prev: 0.0%	1,480 SH	Decreased-166 SH
WALMART INC	COM	$635K	0.1%Prev: 0.1%	6,109 SH	Increased+1,307 SH
WELLS FARGO & CO	COM	$843K	0.1%	10,530 SH	New
WELLTOWER INC	COM	$254K	0.0%	1,104 SH	New
WIPRO LTD	SPON ADR 1 SH	$20K	0.0%Prev: 0.0%	12,229 SH	Decreased-11,859 SH
WP CAREY INC	COM	$203K	0.0%Prev: 0.0%	3,144 SH	Increased+144 SH

Sold (vs prior filing)

ADOBE INC — $591K
APPLOVIN CORP — $379K
BOEING CO — $2.1M
BOSTON SCIENTIFIC CORP — $200K
BRITISH AMERN TOB PLC — $709K
DIMENSIONAL ETF TRUST — $112.3M
DIMENSIONAL ETF TRUST — $4.1M
DOORDASH INC — $328K
ENEL CHILE S.A. — $41K
EXXON MOBIL CORP — $281K
GENERAL DYNAMICS CORP — $205K
GLOBAL X FDS — $255K
GRAB HOLDINGS LIMITED — $62K
HCA HEALTHCARE INC — $205K
INTUIT — $210K
INVESCO EXCHANGE TRADED FD T — $499K
ISHARES INC — $602K
ISHARES TR — $52.1M
ISHARES TR — $1.8M
ISHARES TR — $290K
… 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