Intelligence Driven Advisers, LLC

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

Import this data to Google Sheets with:

=jivedata("intelligence-driven-advisers-llc-0001819955-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $663.0M119 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$513K	0.1%Prev: 0.0%	1,325 SH	Increased+332 SH
ALPHABET INC	CAP STK CL A	$468K	0.1%Prev: 0.1%	2,656 SH	Decreased+281 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.3%Prev: 0.5%	10,401 SH	Decreased+284 SH
ALTRIA GROUP INC	COM	$329K	0.0%Prev: 0.1%	5,604 SH	Decreased-1,603 SH
AMAZON COM INC	COM	$1.3M	0.2%Prev: 0.2%	5,730 SH	Decreased-851 SH
AMERICAN CENTY ETF TR	US EQT ETF	$378K	0.1%Prev: 0.1%	3,751 SH	Decreased
AMERICAN CENTY ETF TR	US SML CP VALU	$23.8M	3.6%Prev: 2.0%	261,449 SH	Increased+160,015 SH
AMERICAN INTL GROUP INC	COM NEW	$261K	0.0%Prev: 0.0%	3,049 SH	Increased-342 SH
APPLE INC	COM	$15.1M	2.3%Prev: 3.0%	73,767 SH	Decreased+6,848 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	0.5%Prev: 0.5%	6,275 SH	Increased+347 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$36.6M	5.5%Prev: 6.3%	671,231 SH	Increased+45,763 SH
BOEING CO	COM	$2.0M	0.3%	9,680 SH	New
BOOKING HOLDINGS INC	COM	$990K	0.1%Prev: 0.1%	171 SH	Increased-3 SH
BOSTON SCIENTIFIC CORP	COM	$248K	0.0%	2,304 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$632K	0.1%	13,361 SH	New
BROADCOM INC	COM	$251K	0.0%Prev: 0.0%	910 SH	Decreased-14 SH
CITIGROUP INC	COM NEW	$483K	0.1%Prev: 0.1%	5,672 SH	Increased+2,459 SH
COCA COLA CO	COM	$261K	0.0%	3,684 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$102.7M	15.5%Prev: 15.8%	1,532,653 SH	Increased+252,467 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$4.8M	0.7%Prev: 0.6%	133,970 SH	Increased+47,338 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.8M	0.4%Prev: 0.2%	44,225 SH	Increased+26,161 SH
DOORDASH INC	CL A	$298K	0.0%	1,208 SH	New
EA SERIES TRUST	FREEDOM 100 EM	$17.1M	2.6%Prev: 2.2%	422,619 SH	Increased+192,541 SH
ELI LILLY & CO	COM	$429K	0.1%Prev: 0.1%	550 SH	Decreased+74 SH
ENEL CHILE S.A.	SPONSORED ADR	$41K	0.0%	11,403 SH	New
EXXON MOBIL CORP	COM	$274K	0.0%Prev: 0.1%	2,541 SH	Decreased-2,047 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$205K	0.0%	4,487 SH	New
FISERV INC	COM	$1.3M	0.2%Prev: 0.1%	7,676 SH	Increased+2 SH
FLUENT INC	COM NEW	$52K	0.0%	26,231 SH	New
GE AEROSPACE	COM NEW	$1.3M	0.2%Prev: 0.2%	4,872 SH	Increased+582 SH
GE VERNOVA INC	COM	$328K	0.0%Prev: 0.2%	620 SH	Decreased-423 SH
GENERAL MTRS CO	COM	$307K	0.0%Prev: 0.1%	6,235 SH	Decreased-863 SH
GILEAD SCIENCES INC	COM	$248K	0.0%Prev: 0.1%	2,235 SH	Decreased-2,327 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$235K	0.0%	7,200 SH	New
GRAB HOLDINGS LIMITED	CLASS A ORD	$53K	0.0%Prev: 0.0%	10,583 SH	Increased-477 SH
HOME DEPOT INC	COM	$518K	0.1%Prev: 0.1%	1,413 SH	Increased+275 SH
INTUIT	COM	$242K	0.0%	307 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$324K	0.0%Prev: 0.1%	2,877 SH	Increased
INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$28.5M	4.3%Prev: 5.6%	553,625 SH	Decreased+3,594 SH
INVESCO EXCHANGE TRADED FD T	PHARMACEUTICALS	$431K	0.1%	5,400 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$6.5M	1.0%Prev: 1.1%	153,090 SH	Decreased+14,734 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	$1.5M	0.2%Prev: 0.2%	2,701 SH	Increased+643 SH
ISHARES INC	GLB ENR PROD ETF	$569K	0.1%	24,000 SH	New
ISHARES INC	MSCI EMRG CHN	$6.7M	1.0%Prev: 1.1%	105,589 SH	Increased+23,426 SH
ISHARES TR	0-3 MNTH TREASRY	$233K	0.0%	2,313 SH	New
ISHARES TR	CORE MSCI TOTAL	$428K	0.1%Prev: 0.1%	5,538 SH	Increased+1,048 SH
ISHARES TR	CORE S&P MCP ETF	$511K	0.1%Prev: 0.1%	8,240 SH	Decreased+115 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.2%Prev: 0.3%	2,635 SH	Decreased+55 SH
ISHARES TR	CORE TOTAL USD	$48.3M	7.3%	1,043,740 SH	New
ISHARES TR	CORE US AGGBD ET	$1.8M	0.3%Prev: 0.3%	17,871 SH	Increased+2,337 SH
ISHARES TR	EAFE GRWTH ETF	$202K	0.0%Prev: 0.0%	1,807 SH	Increased
ISHARES TR	EAFE VALUE ETF	$344K	0.1%Prev: 0.1%	5,414 SH	Decreased
ISHARES TR	GLOBAL TECH ETF	$302K	0.0%Prev: 0.1%	3,267 SH	Decreased-260 SH
ISHARES TR	MBS ETF	$1.9M	0.3%Prev: 0.3%	19,875 SH	Increased+3,685 SH
ISHARES TR	MSCI USA MIN VOL	$286K	0.0%	3,048 SH	New
ISHARES TR	MSCI USA MMENTM	$223K	0.0%Prev: 0.0%	927 SH	Increased
ISHARES TR	MSCI USA QLT FCT	$17.3M	2.6%Prev: 1.9%	94,641 SH	Increased+37,556 SH
ISHARES TR	RUS 1000 GRW ETF	$1.8M	0.3%Prev: 0.4%	4,131 SH	Decreased-1,858 SH
ISHARES TR	RUS 2000 GRW ETF	$218K	0.0%Prev: 0.0%	762 SH	Decreased-3 SH
ISHARES TR	RUS TP200 GR ETF	$66.8M	10.1%Prev: 8.9%	271,149 SH	Increased+65,375 SH
ISHARES TR	RUSSELL 3000 ETF	$4.7M	0.7%Prev: 0.7%	13,366 SH	Increased+2,117 SH
ISHARES TR	TRS FLT RT BD	$737K	0.1%Prev: 0.2%	14,541 SH	Decreased-2,503 SH
ISHARES TR	U S EQUITY FACTR	$1.5M	0.2%Prev: 0.3%	23,381 SH	Decreased-80 SH
ISHARES TR	U.S. MED DVC ETF	$417K	0.1%	6,660 SH	New
ISHARES TR	US TREAS BD ETF	$1.1M	0.2%Prev: 0.1%	46,133 SH	Increased+20,644 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$215K	0.0%	4,250 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$4.0M	0.6%Prev: 0.6%	66,151 SH	Increased+14,601 SH
JPMORGAN CHASE & CO.	COM	$592K	0.1%	2,042 SH	New
LENNAR CORP	CL A	$491K	0.1%Prev: 0.1%	4,438 SH	Increased-34 SH
LOWES COS INC	COM	$309K	0.0%Prev: 0.1%	1,392 SH	Decreased-78 SH
MASTERCARD INCORPORATED	CL A	$2.7M	0.4%Prev: 0.3%	4,849 SH	Increased+1,803 SH
MERCK & CO INC	COM	$787K	0.1%Prev: 0.3%	9,936 SH	Decreased-2,019 SH
META PLATFORMS INC	CL A	$1.7M	0.3%Prev: 0.2%	2,277 SH	Increased+29 SH
MICROSOFT CORP	COM	$2.0M	0.3%Prev: 0.2%	4,043 SH	Increased+442 SH
NETFLIX INC	COM	$1.6M	0.2%	1,199 SH	New
NVIDIA CORPORATION	COM	$2.5M	0.4%Prev: 0.4%	16,092 SH	Increased+3,373 SH
OREILLY AUTOMOTIVE INC	COM	$237K	0.0%Prev: 0.0%	2,628 SH	Increased+421 SH
PACER FDS TR	US CASH COWS 100	$25.4M	3.8%Prev: 2.9%	460,543 SH	Increased+195,024 SH
PALANTIR TECHNOLOGIES INC	CL A	$812K	0.1%Prev: 0.1%	5,955 SH	Decreased+173 SH
PALO ALTO NETWORKS INC	COM	$253K	0.0%	1,236 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$853K	0.1%Prev: 0.2%	17,138 SH	Decreased-3,234 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.8M	0.6%Prev: 0.5%	41,634 SH	Increased+13,266 SH
PIMCO ETF TR	MULTISECTOR BD	$2.3M	0.4%Prev: 0.6%	87,835 SH	Decreased-52,110 SH
QUALCOMM INC	COM	$430K	0.1%Prev: 0.0%	2,701 SH	Increased+559 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$211K	0.0%Prev: 0.0%	6,392 SH	Decreased+464 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$44.2M	6.7%Prev: 7.1%	1,767,135 SH	Increased+126,422 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.6M	0.7%Prev: 0.4%	208,384 SH	Increased+116,535 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$24.8M	3.7%Prev: 2.5%	1,040,325 SH	Increased+476,935 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$258K	0.0%	2,379 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.0M	0.2%	19,965 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$647K	0.1%	4,800 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$245K	0.0%	3,000 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$527K	0.1%	6,000 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$290K	0.0%	1,144 SH	New
SPDR INDEX SHS FDS	MSCI EAFE STRTGC	$62.7M	9.5%	734,636 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$18.1M	2.7%	29,307 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$349K	0.1%	4,800 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$332K	0.1%	4,167 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$294K	0.0%	2,169 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$914K	0.1%	4,037 SH	New
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$225K	0.0%Prev: 0.0%	14,535 SH	Decreased-902 SH
UBER TECHNOLOGIES INC	COM	$647K	0.1%Prev: 0.1%	6,934 SH	Increased+1,861 SH
UNITEDHEALTH GROUP INC	COM	$203K	0.0%	651 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$428K	0.1%Prev: 0.1%	1,506 SH	Increased+37 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$344K	0.1%Prev: 0.1%	2,092 SH	Decreased+143 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$648K	0.1%Prev: 0.1%	1,140 SH	Increased+98 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$232K	0.0%Prev: 0.0%	1,189 SH	Decreased-24 SH
VANGUARD INDEX FDS	SMALL CP ETF	$244K	0.0%	1,031 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$458K	0.1%Prev: 0.1%	1,507 SH	Decreased-1,124 SH
VANGUARD INDEX FDS	VALUE ETF	$2.6M	0.4%Prev: 0.4%	14,899 SH	Increased+3,506 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$23.3M	3.5%Prev: 3.9%	503,251 SH	Increased+29,324 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.2M	0.3%Prev: 0.4%	37,522 SH	Decreased-1,513 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$245K	0.0%	3,082 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$755K	0.1%Prev: 0.2%	13,244 SH	Decreased-1,774 SH
VISTRA CORP	COM	$318K	0.0%	1,641 SH	New
WALMART INC	COM	$404K	0.1%Prev: 0.1%	4,131 SH	Decreased-2,072 SH
WELLS FARGO CO NEW	COM	$946K	0.1%	11,805 SH	New
WIPRO LTD	SPON ADR 1 SH	$79K	0.0%Prev: 0.0%	26,273 SH	Increased+379 SH

Sold (vs prior filing)

908 DEVICES INC — $61K
AMGEN INC — $235K
ANALOG DEVICES INC — $264K
APPLOVIN CORP — $202K
BLACKROCK ETF TRUST — $4.6M
BLUEROCK PVT REAL ESTATE FD — $463K
BRISTOL-MYERS SQUIBB CO — $316K
BWX TECHNOLOGIES INC — $204K
CATERPILLAR INC — $287K
CHEVRON CORPORATION — $235K
COMCAST CORP NEW — $447K
COSTCO WHOLESALE CORPORATION — $233K
ELEVANCE HEALTH INC FORMERLY — $208K
ENEL CHILE SA — $47K
FEDEX CORP — $249K
FIRST TR EXCHANGE-TRADED FD — $317K
GLOBAL X FDS — $7.3M
GOLDMAN SACHS GROUP INC — $205K
HARTFORD INSURANCE GROUP INC — $211K
HCA HEALTHCARE INC — $308K
… and 26 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