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: $721.3M124 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$591K	0.1%	1,675 SH	New
ALPHABET INC	CAP STK CL A	$652K	0.1%Prev: 0.3%	2,683 SH	Decreased-2,676 SH
ALPHABET INC	CAP STK CL C	$2.5M	0.3%Prev: 0.6%	10,196 SH	Decreased+292 SH
ALTRIA GROUP INC	COM	$343K	0.0%Prev: 0.1%	5,193 SH	Decreased-2,487 SH
AMAZON COM INC	COM	$1.2M	0.2%Prev: 0.4%	5,438 SH	Decreased-3,745 SH
AMERICAN CENTY ETF TR	US EQT ETF	$408K	0.1%Prev: 0.1%	3,751 SH	Decreased
AMERICAN CENTY ETF TR	US SML CP VALU	$26.6M	3.7%Prev: 2.0%	266,861 SH	Increased+166,111 SH
AMERICAN INTL GROUP INC	COM NEW	$235K	0.0%Prev: 0.0%	2,997 SH	Decreased-338 SH
APPLE INC	COM	$18.8M	2.6%Prev: 3.2%	73,680 SH	Decreased+6,347 SH
APPLOVIN CORP	COM CL A	$379K	0.1%Prev: 0.1%	527 SH	Increased-144 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	0.4%Prev: 0.5%	6,271 SH	Decreased-300 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$45.4M	6.3%Prev: 7.0%	767,716 SH	Increased+134,682 SH
BOEING CO	COM	$2.1M	0.3%	9,680 SH	New
BOOKING HOLDINGS INC	COM	$918K	0.1%Prev: 0.1%	170 SH	Increased-4,059 SH
BOSTON SCIENTIFIC CORP	COM	$200K	0.0%	2,053 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$709K	0.1%	13,361 SH	New
BROADCOM INC	COM	$371K	0.1%Prev: 0.2%	1,125 SH	Decreased-1,605 SH
CITIGROUP INC	COM NEW	$576K	0.1%Prev: 0.1%	5,673 SH	Decreased+1,334 SH
COCA COLA CO	COM	$244K	0.0%Prev: 0.0%	3,684 SH	Decreased+616 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$112.3M	15.6%	1,549,607 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$4.1M	0.6%	109,730 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.0M	0.4%Prev: 0.2%	43,139 SH	Increased+25,589 SH
DOORDASH INC	CL A	$328K	0.0%	1,207 SH	New
EA SERIES TRUST	FREEDOM 100 EM	$18.0M	2.5%Prev: 2.6%	406,284 SH	Increased+189,580 SH
ELI LILLY & CO	COM	$382K	0.1%Prev: 0.1%	501 SH	Decreased-160 SH
ENEL CHILE S.A.	SPONSORED ADR	$41K	0.0%	10,653 SH	New
EXXON MOBIL CORP	COM	$281K	0.0%Prev: 0.1%	2,489 SH	Decreased-2,957 SH
FISERV INC	COM	$990K	0.1%Prev: 0.1%	7,676 SH	Increased+1,373 SH
GE AEROSPACE	COM NEW	$1.4M	0.2%Prev: 0.2%	4,555 SH	Increased+1,026 SH
GE VERNOVA INC	COM	$619K	0.1%Prev: 0.2%	1,007 SH	Decreased-57 SH
GENERAL DYNAMICS CORP	COM	$205K	0.0%	600 SH	New
GENERAL MTRS CO	COM	$394K	0.1%Prev: 0.1%	6,464 SH	Decreased-629 SH
GILEAD SCIENCES INC	COM	$269K	0.0%Prev: 0.1%	2,421 SH	Decreased-859 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$255K	0.0%	7,200 SH	New
GRAB HOLDINGS LIMITED	CLASS A ORD	$62K	0.0%	10,257 SH	New
HCA HEALTHCARE INC	COM	$205K	0.0%	482 SH	New
HOME DEPOT INC	COM	$538K	0.1%Prev: 0.1%	1,328 SH	Increased+90 SH
INTUIT	COM	$210K	0.0%	307 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$348K	0.0%Prev: 0.1%	2,877 SH	Decreased
INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$36.3M	5.0%Prev: 6.0%	657,759 SH	Decreased+98,056 SH
INVESCO EXCHANGE TRADED FD T	PHARMACEUTICALS	$499K	0.1%	5,400 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$6.9M	1.0%Prev: 1.2%	152,032 SH	Decreased+16,452 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: 0.2%	2,716 SH	Increased+646 SH
ISHARES INC	GLB ENR PROD ETF	$602K	0.1%	24,000 SH	New
ISHARES INC	MSCI EMRG CHN	$7.8M	1.1%Prev: 1.3%	115,870 SH	Decreased+35,438 SH
ISHARES TR	CORE MSCI TOTAL	$449K	0.1%Prev: 0.1%	5,435 SH	Increased+951 SH
ISHARES TR	CORE S&P MCP ETF	$538K	0.1%Prev: 0.1%	8,240 SH	Decreased-535 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.2%Prev: 0.4%	2,625 SH	Decreased-444 SH
ISHARES TR	CORE TOTAL USD	$52.1M	7.2%	1,116,279 SH	New
ISHARES TR	CORE US AGGBD ET	$1.8M	0.3%Prev: 0.2%	18,159 SH	Increased+3,553 SH
ISHARES TR	EAFE GRWTH ETF	$206K	0.0%Prev: 0.0%	1,807 SH	Decreased
ISHARES TR	EAFE VALUE ETF	$367K	0.1%Prev: 0.1%	5,414 SH	Decreased
ISHARES TR	GLOBAL TECH ETF	$351K	0.0%Prev: 0.1%	3,397 SH	Decreased+220 SH
ISHARES TR	MBS ETF	$1.9M	0.3%Prev: 0.2%	19,658 SH	Increased+4,913 SH
ISHARES TR	MSCI USA MIN VOL	$290K	0.0%	3,048 SH	New
ISHARES TR	MSCI USA MMENTM	$238K	0.0%Prev: 0.1%	927 SH	Decreased
ISHARES TR	MSCI USA QLT FCT	$14.6M	2.0%Prev: 2.0%	74,980 SH	Increased+18,965 SH
ISHARES TR	RUS 1000 GRW ETF	$1.9M	0.3%Prev: 0.5%	3,952 SH	Decreased-19,509 SH
ISHARES TR	RUS 2000 GRW ETF	$244K	0.0%Prev: 0.0%	763 SH	Decreased-3 SH
ISHARES TR	RUS TP200 GR ETF	$73.1M	10.1%Prev: 9.7%	267,295 SH	Increased+61,444 SH
ISHARES TR	RUSSELL 3000 ETF	$4.7M	0.7%Prev: 0.7%	12,430 SH	Increased+1,739 SH
ISHARES TR	TRS FLT RT BD	$758K	0.1%Prev: 0.1%	14,982 SH	Decreased-2,477 SH
ISHARES TR	U S EQUITY FACTR	$1.6M	0.2%Prev: 0.3%	22,794 SH	Decreased+112 SH
ISHARES TR	U.S. MED DVC ETF	$400K	0.1%	6,660 SH	New
ISHARES TR	US TREAS BD ETF	$864K	0.1%Prev: 0.1%	37,366 SH	Increased+10,256 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$204K	0.0%	4,014 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$3.8M	0.5%Prev: 0.6%	60,587 SH	Increased+10,472 SH
JPMORGAN CHASE & CO.	COM	$645K	0.1%	2,046 SH	New
LAM RESEARCH CORP	COM NEW	$234K	0.0%Prev: 0.1%	1,751 SH	Decreased-255 SH
LENNAR CORP	CL A	$559K	0.1%Prev: 0.1%	4,438 SH	Increased-675 SH
LOWES COS INC	COM	$270K	0.0%	1,074 SH	New
MASTERCARD INCORPORATED	CL A	$2.7M	0.4%Prev: 0.2%	4,817 SH	Increased+2,374 SH
MERCK & CO INC	COM	$969K	0.1%Prev: 0.2%	11,551 SH	Decreased+1,831 SH
META PLATFORMS INC	CL A	$1.7M	0.2%Prev: 0.2%	2,269 SH	Increased-167 SH
MICROSOFT CORP	COM	$2.1M	0.3%Prev: 0.4%	4,098 SH	Decreased-2,334 SH
NETFLIX INC	COM	$1.4M	0.2%	1,144 SH	New
NVIDIA CORPORATION	COM	$3.5M	0.5%Prev: 0.6%	18,752 SH	Decreased+177 SH
OREILLY AUTOMOTIVE INC	COM	$251K	0.0%Prev: 0.0%	2,330 SH	Increased-79 SH
PACER FDS TR	US CASH COWS 100	$22.5M	3.1%Prev: 2.6%	391,119 SH	Increased+133,327 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.0M	0.1%Prev: 0.1%	5,597 SH	Increased+673 SH
PGIM ETF TR	PGIM ULTRA SH BD	$903K	0.1%Prev: 0.2%	18,129 SH	Decreased-2,678 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.3M	0.5%Prev: 0.4%	35,327 SH	Increased+7,177 SH
PIMCO ETF TR	MULTISECTOR BD	$2.9M	0.4%Prev: 0.6%	108,698 SH	Decreased-34,511 SH
QUALCOMM INC	COM	$382K	0.1%Prev: 0.1%	2,295 SH	Decreased-131 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$231K	0.0%	6,392 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$47.6M	6.6%Prev: 0.1%	1,894,934 SH	Increased+1,865,961 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.1M	0.7%Prev: 0.4%	220,521 SH	Increased+121,195 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$26.2M	3.6%Prev: 2.6%	1,017,155 SH	Increased+462,686 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$223K	0.0%Prev: 0.1%	945 SH	Decreased+201 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$285K	0.0%	2,409 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.1M	0.1%	19,965 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$668K	0.1%	4,800 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$262K	0.0%	3,000 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$538K	0.1%	6,000 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$355K	0.0%	1,260 SH	New
SPDR INDEX SHS FDS	MSCI EAFE STRTGC	$66.5M	9.2%	756,635 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$20.0M	2.8%	30,048 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$289K	0.0%	3,586 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$376K	0.1%	4,800 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$369K	0.1%	4,167 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$306K	0.0%	2,183 SH	New
SUNCOR ENERGY INC NEW	COM	$228K	0.0%	5,459 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.1M	0.2%	4,076 SH	New
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$217K	0.0%	14,806 SH	New
TESLA INC	COM	$207K	0.0%Prev: 0.1%	465 SH	Decreased-1,323 SH
UBER TECHNOLOGIES INC	COM	$611K	0.1%	6,234 SH	New
UNITEDHEALTH GROUP INC	COM	$244K	0.0%Prev: 0.0%	706 SH	Decreased+69 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$443K	0.1%Prev: 0.1%	1,509 SH	Decreased+38 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$367K	0.1%Prev: 0.1%	2,102 SH	Decreased+144 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$686K	0.1%Prev: 0.1%	1,121 SH	Increased+306 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$249K	0.0%Prev: 0.0%	1,194 SH	Decreased-24 SH
VANGUARD INDEX FDS	SMALL CP ETF	$241K	0.0%	948 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$877K	0.1%Prev: 0.2%	2,671 SH	Decreased+5 SH
VANGUARD INDEX FDS	VALUE ETF	$2.7M	0.4%Prev: 0.4%	14,630 SH	Increased+3,362 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$25.3M	3.5%Prev: 3.8%	539,655 SH	Increased+43,734 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.3M	0.3%Prev: 0.4%	38,296 SH	Decreased-3,326 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$246K	0.0%	3,082 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$791K	0.1%Prev: 0.2%	13,204 SH	Decreased-1,786 SH
VISTRA CORP	COM	$322K	0.0%Prev: 0.0%	1,646 SH	Increased+262 SH
WALMART INC	COM	$495K	0.1%Prev: 0.1%	4,802 SH	Decreased-1,518 SH
WELLS FARGO CO NEW	COM	$1.1M	0.1%	12,694 SH	New
WIPRO LTD	SPON ADR 1 SH	$63K	0.0%Prev: 0.0%	24,088 SH	Increased+9,091 SH
WP CAREY INC	COM	$203K	0.0%Prev: 0.0%	3,000 SH	Decreased

Sold (vs prior filing)

ABBVIE INC — $302K
ADVANCED MICRO DEVICES INC — $417K
ALLSTATE CORP — $300K
AMERICAN CENTY ETF TR — $203K
AMGEN INC — $322K
ANALOG DEVICES INC — $389K
AUTOMATIC DATA PROCESSING IN — $216K
BANK OF AMER CORP — $238K
BARCLAYS PLC — $216K
BLACKROCK ETF TRUST — $6.9M
BRISTOL-MYERS SQUIBB CO — $227K
CARPENTER TECHNOLOGY CORP — $270K
CATERPILLAR INC — $575K
CHEVRON CORPORATION — $257K
CISCO SYS INC — $206K
COSTCO WHOLESALE CORPORATION — $328K
DIMENSIONAL ETF TRUST — $104.8M
DIMENSIONAL ETF TRUST — $3.5M
ELEVANCE HEALTH INC FORMERLY — $239K
EOG RES INC — $205K
… and 38 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