Intelligence Driven Advisers, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Intelligence Driven Advisers, LLC reported 101 stock positions worth $519.1 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 15.6% of the portfolio, followed by STSR SPD MSC Eaf Stgfs-US (QEFA, 10.2%) and iShares Russell Top 200 Grow (IWY, 9.2%). Compared with Q4 2024, it opened 12 new positions, sold out of 16, added to 33 and reduced 47. The biggest buy was Invesco Rafi Strategic US Et (IUS, shares +12%) and the biggest sale iShares Russell Top 200 Grow (IWY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001819955
- Portfolio Value
- $519.1M (Q1 2025)
- SEC Filing
- 0001941040-25-000234 ↗ filed Apr 25, 2025
Holdings Value
Holdings 101 stocks · $519.1M
| DFUS Dimensional US Eq MKT ETF | 15.56% | 1,335,847 | $80.8M | Add +1.1% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 10.23% | 672,858 | $53.1M | Reduce -0.2% |
| IWY iShares Russell Top 200 Grow | 9.17% | 225,629 | $47.6M | Reduce -0.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 8.62% | 970,924 | $44.7M | Reduce -1.8% |
| SCHR Schwab Intermediate-Term US | 7.67% | 1,601,883 | $39.8M | Reduce -1.6% |
| COWZ Pacer US Cash Cows 100 ETF | 5.37% | 509,269 | $27.9M | Reduce -3.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 4.74% | 505,133 | $24.6M | Add +4.2% |
| VMBS Vanguard Mortgage-Backed Sec | 4.53% | 508,149 | $23.5M | Reduce -4.5% |
| AVUV Avantis US Small Cap Value | 3.84% | 228,698 | $19.9M | Add +0.1% |
| IUS Invesco Rafi Strategic US Et | 3.69% | 388,266 | $19.2M | Add +12.1% |
| QUAL iShares MSCI USA Quality Fac | 3.04% | 92,410 | $15.8M | Reduce -5.2% |
| AAPL Apple Inc. | 2.99% | 69,876 | $15.5M | Reduce -3.4% |
| SCHB Schwab US Broad Market ETF | 2.52% | 606,604 | $13.1M | Add +14.2% |
| FRDM Freedom 100 Emeging MRKT ETF | 2.27% | 335,532 | $11.8M | Reduce -1.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.98% | 92,762 | $5.1M | Add +9.3% |
| DUHP Dimensional US High Profi Et | 0.92% | 143,500 | $4.8M | Reduce -7.6% |
| IWV iShares Russell 3000 ETF | 0.88% | 14,390 | $4.6M | Reduce -3.4% |
| BOND PIMCO Active Bond Exchange-T | 0.81% | 45,730 | $4.2M | Reduce -8.7% |
| JQUA JPMorgan US Quality Factor | 0.75% | 69,175 | $3.9M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 6,223 | $3.3M | Reduce -1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 15,173 | $2.6M | Reduce -4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 4,166 | $2.3M | Add +0.6% |
| VGSH Vanguard Short-Term Treasury | 0.41% | 36,146 | $2.1M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.36% | 17,400 | $1.9M | Add +5.1% |
| MA Mastercard Inc. Class A | 0.34% | 3,221 | $1.8M | Add +6.6% |
| SCHF Schwab Intl Equity ETF | 0.34% | 88,500 | $1.8M | Reduce -3.8% |
| FISV Fiserv Inc. | 0.33% | 7,736 | $1.7M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 0.32% | 16,794 | $1.7M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.30% | 3,076 | $1.6M | Add +206.7% |
| GOOG Alphabet Inc. Class C | 0.29% | 9,546 | $1.5M | Reduce -7.2% |
| IVV iShares Core S&P 500 ETF | 0.29% | 2,645 | $1.5M | Add +4.1% |
| MSFT Microsoft Corp. | 0.28% | 3,862 | $1.4M | Reduce -2.4% |
| GOVT iShares US Treasury Bond ETF | 0.28% | 62,291 | $1.4M | Reduce -17.3% |
| META Meta Platforms Inc. Class A | 0.27% | 2,443 | $1.4M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 0.27% | 7,317 | $1.4M | Reduce -30.6% |
| IWF iShares Russell 1000 Growth | 0.25% | 3,636 | $1.3M | Add +261.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.25% | 19,260 | $1.3M | No change |
| NFLX Netflix Inc. | 0.22% | 1,214 | $1.1M | Add +3.7% |
| MRK Merck & Co. Inc. | 0.20% | 11,606 | $1.0M | Reduce -11.1% |
| JPST JPMorgan Ultra-Short Income | 0.20% | 20,258 | $1.0M | Add +7.6% |
| LRGF iShares US Equity Factor ETF | 0.19% | 17,346 | $1.0M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 2,129 | $998K | Add +8.5% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 4,873 | $975K | Add +32.1% |
| LLY Eli Lilly & Co. | 0.18% | 1,102 | $910K | Reduce -37.8% |
| PULS Pgim Ultra Short Bond ETF | 0.17% | 17,857 | $888K | Reduce -3.5% |
| DFAS Dimensional US Small Cap ETF | 0.16% | 14,254 | $852K | New |
| TFLO iShares Treasury Floating Ra | 0.15% | 15,321 | $776K | Add +0.9% |
| BKNG Booking Holdings Inc. | 0.15% | 168 | $774K | Add +3.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 4,305 | $715K | Reduce -2.3% |
| PYLD PIMCO Multisector Bond Actv | 0.13% | 25,171 | $663K | Add +8.8% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 11,315 | $575K | Reduce -4.6% |
| WFC Wells Fargo & Co. | 0.11% | 7,944 | $570K | Reduce -4.1% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 6,320 | $533K | Reduce -8.0% |
| HD Home Depot Inc. | 0.10% | 1,424 | $522K | Reduce -12.7% |
| LEN Lennar Corp. Class A | 0.10% | 4,446 | $510K | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,075 | $509K | Reduce -28.4% |
| UBER Uber Technologies Inc. | 0.09% | 6,660 | $485K | Add +22.5% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 8,240 | $481K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,642 | $451K | Add +26.8% |
| IXUS iShares Core Intl Stock ETF | 0.08% | 5,944 | $415K | Reduce -19.2% |
| XOM Exxon Mobil Corp. | 0.08% | 3,464 | $412K | Add +0.7% |
| ADBE Adobe Inc. | 0.08% | 1,034 | $397K | Reduce -5.8% |
| GOOGL Alphabet Inc. Class A | 0.07% | 2,391 | $370K | Add +3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.07% | 1,506 | $369K | Add +0.1% |
| MO Altria Group Inc. | 0.07% | 5,874 | $353K | Add +11.7% |
| SGOV iShares 0-3 Month Treasury B | 0.07% | 3,456 | $348K | New |
| AVUS Avantis U.S. Equity ETF | 0.07% | 3,752 | $347K | No change |
| GSG iShares S&P Gsci Commodity I | 0.07% | 15,094 | $344K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 2,092 | $336K | Reduce -2.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.06% | 4,167 | $327K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.06% | 5,414 | $319K | No change |
| WMT Walmart Inc. | 0.06% | 3,598 | $316K | Add +5.3% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 2,154 | $292K | Reduce -1.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 3,048 | $285K | No change |
| C Citigroup Inc. | 0.05% | 3,807 | $270K | Reduce -20.4% |
| ORLY O'reilly Automotive Inc. | 0.05% | 188 | $269K | Add +2.7% |
| SPMO Invesco S&P 500 Momentum ETF | 0.05% | 2,877 | $266K | No change |
| GM General Motors Co. | 0.05% | 5,508 | $259K | Add +22.0% |
| PGR Progressive Corp. | 0.05% | 905 | $256K | Add +2.0% |
| AIG American International Group | 0.05% | 2,914 | $253K | New |
| KO The Coca-Cola Co. | 0.05% | 3,467 | $248K | Reduce -26.5% |
| IXN iShares Global Tech ETF | 0.05% | 3,267 | $247K | Reduce -7.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.05% | 3,109 | $245K | Add +0.7% |
| XLK SS Technology Select Sector | 0.05% | 1,144 | $236K | Reduce -0.7% |
| XLC SS Comm Select Sector SPDR | 0.04% | 2,385 | $230K | New |
| ELV Elevance Health Inc. | 0.04% | 526 | $229K | Reduce -33.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 1,215 | $226K | Add +2.9% |
| FBND Fidelity Total Bond ETF | 0.04% | 4,950 | $226K | Reduce -17.3% |
| BSX Boston Scientific Corp. | 0.04% | 2,212 | $223K | New |
| AVGO Broadcom Inc. | 0.04% | 1,322 | $221K | Reduce -62.3% |
| DASH DoorDash Inc. Class A | 0.04% | 1,176 | $215K | New |
| TMUS T-Mobile US Inc. | 0.04% | 799 | $213K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 960 | $213K | Reduce -5.1% |
| SU Suncor Energy Inc. | 0.04% | 5,492 | $213K | New |
| PRF Invesco Rafi US 1000 ETF | 0.04% | 5,087 | $206K | New |
| AMGN Amgen Inc. | 0.04% | 657 | $205K | Reduce -31.4% |
| TAK Takeda Pharmaceutic-SP ADR | 0.04% | 13,558 | $202K | New |
| FLNT Fluent Inc. | 0.01% | 26,231 | $57K | No change |
| WIT Wipro Ltd.-ADR | 0.01% | 18,240 | $56K | Add +2.2% |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 10,658 | $48K | New |
Options reported separately and not counted above: AAPL calls ($67K).
Portfolio Sells Q4 2024 → Q1 2025
| IWY iShares Russell Top 200 Grow | Reduce -0.9% | 9.17% | −0.91 |
| AAPL Apple Inc. | Reduce -3.4% | 2.99% | −0.42 |
| QUAL iShares MSCI USA Quality Fac | Reduce -5.2% | 3.04% | −0.22 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -3.1% | 5.37% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -30.6% | 0.27% | −0.17 |
| AVGO Broadcom Inc. | Reduce -62.3% | 0.04% | −0.11 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -37.8% | 0.18% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -7.2% | 0.29% | −0.08 |
| DUHP Dimensional US High Profi Et | Reduce -7.6% | 0.92% | −0.07 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.06 |
| IWV iShares Russell 3000 ETF | Reduce -3.4% | 0.88% | −0.06 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Reduce -17.3% | 0.28% | −0.05 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.05 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.05 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -11.1% | 0.20% | −0.04 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.04 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.04 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.04 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.04 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.04 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.04 |
| BOND PIMCO Active Bond Exchange-T | Reduce -8.7% | 0.81% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.4% | 0.28% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -28.4% | 0.10% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.3% | 0.14% | −0.03 |
| JQUA JPMorgan US Quality Factor | Reduce -3.4% | 0.75% | −0.02 |
| HD Home Depot Inc. | Reduce -12.7% | 0.10% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -0.3% | 0.10% | −0.02 |
| ADBE Adobe Inc. | Reduce -5.8% | 0.08% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -19.2% | 0.08% | −0.01 |
| C Citigroup Inc. | Reduce -20.4% | 0.05% | −0.01 |
| ELV Elevance Health Inc. | Reduce -33.6% | 0.04% | −0.01 |
| IXN iShares Global Tech ETF | Reduce -7.4% | 0.05% | −0.01 |
| AMGN Amgen Inc. | Reduce -31.4% | 0.04% | −0.01 |
| KO The Coca-Cola Co. | Reduce -26.5% | 0.05% | −0.01 |
| FBND Fidelity Total Bond ETF | Reduce -17.3% | 0.04% | −0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -4.5% | 4.53% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.7% | 0.05% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 0.27% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.1% | 0.04% | −0.00 |
| PULS Pgim Ultra Short Bond ETF | Reduce -3.5% | 0.17% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.1% | 0.06% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.3% | 0.50% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IUS Invesco Rafi Strategic US Et | Add +12.1% | 3.69% | +0.45 |
| SCHB Schwab US Broad Market ETF | Add +14.2% | 2.52% | +0.25 |
| VOO Vanguard S&P 500 ETF | Add +206.7% | 0.30% | +0.20 |
| LRGF iShares US Equity Factor ETF | New | 0.19% | +0.19 |
| IWF iShares Russell 1000 Growth | Add +261.4% | 0.25% | +0.18 |
| DFAS Dimensional US Small Cap ETF | New | 0.16% | +0.16 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +9.3% | 0.98% | +0.10 |
| GE General Electric | Add +32.1% | 0.19% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4.2% | 4.74% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | New | 0.07% | +0.07 |
| AIG American International Group | New | 0.05% | +0.05 |
| XLC SS Comm Select Sector SPDR | New | 0.04% | +0.04 |
| BSX Boston Scientific Corp. | New | 0.04% | +0.04 |
| DASH DoorDash Inc. Class A | New | 0.04% | +0.04 |
| TMUS T-Mobile US Inc. | New | 0.04% | +0.04 |
| SU Suncor Energy Inc. | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | Add +6.6% | 0.34% | +0.04 |
| PRF Invesco Rafi US 1000 ETF | New | 0.04% | +0.04 |
| TAK Takeda Pharmaceutic-SP ADR | New | 0.04% | +0.04 |
| UBER Uber Technologies Inc. | Add +22.5% | 0.09% | +0.03 |
| NFLX Netflix Inc. | Add +3.7% | 0.22% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +7.6% | 0.20% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +26.8% | 0.09% | +0.02 |
| MO Altria Group Inc. | Add +11.7% | 0.07% | +0.02 |
| PYLD PIMCO Multisector Bond Actv | Add +8.8% | 0.13% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +2.7% | 0.05% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.08% | +0.01 |
| PGR Progressive Corp. | Add +2.0% | 0.05% | +0.01 |
| GRAB Grab Holdings Ltd. Class A | New | 0.01% | +0.01 |
| TFLO iShares Treasury Floating Ra | Add +0.9% | 0.15% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +4.1% | 0.29% | +0.01 |
| GM General Motors Co. | Add +22.0% | 0.05% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.5% | 0.19% | +0.00 |
| WMT Walmart Inc. | Add +5.3% | 0.06% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.7% | 0.05% | +0.00 |
| ENIC Enel Chile SA-ADR | Add +4.4% | 0.01% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.9% | 0.04% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.1% | 0.07% | −0.00 |
| WIT Wipro Ltd.-ADR | Add +2.2% | 0.01% | −0.00 |
| BKNG Booking Holdings Inc. | Add +3.1% | 0.15% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 0.45% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.07% | −0.01 |
| NVDA Nvidia Corp. | Add +5.1% | 0.36% | −0.06 |
| DFUS Dimensional US Eq MKT ETF | Add +1.1% | 15.56% | −0.29 |
| AVUV Avantis US Small Cap Value | Add +0.1% | 3.84% | −0.31 |
Options Activity Q4 2024 → Q1 2025
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 140 | $616.0M | DFUS, IWY, QEFA, IUSB, DYNF |
| Q1 2026 | 130 | $573.6M | DFUS, QEFA, IWY, IUSB, SCHR |
| Q4 2025 | 138 | $699.5M | DFUS, IWY, QEFA, IUSB, DYNF |
| Q3 2025 | 124 | $721.3M | DFUS, IWY, QEFA, IUSB, SCHR |
| Q2 2025 | 119 | $663.0M | DFUS, IWY, QEFA, IUSB, SCHR |
| Q1 2025 | 101 | $519.1M | DFUS, QEFA, IWY, IUSB, SCHR |
| Q4 2024 | 105 | $531.7M | DFUS, IWY, QEFA, IUSB, SCHR |
| Q3 2024 | 111 | $699.6M | DFUS, IWY, QEFA, IUSB, SCHR |
| Q2 2024 | 105 | $705.9M | DFUS, IWY, QEFA, VCSH, IUSB |
| Q1 2024 | 104 | $676.8M | DFUS, QEFA, IWY, VCSH, IUSB |