Intelligence Driven Advisers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Intelligence Driven Advisers, LLC reported 119 stock positions worth $663.0 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 15.5% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 10.1%) and STSR SPD MSC Eaf Stgfs-US (QEFA, 9.5%). Compared with Q1 2025, it opened 24 new positions, sold out of 6, added to 45 and reduced 39. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +603%) and the biggest sale Pacer US Cash Cows 100 ETF (COWZ, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001819955
- Portfolio Value
- $663.0M (Q2 2025)
- SEC Filing
- 0001941040-25-000338 ↗ filed Jul 9, 2025
Holdings Value
Holdings 119 stocks · $663.0M
| DFUS Dimensional US Eq MKT ETF | 15.49% | 1,532,653 | $102.7M | Add +14.7% |
| IWY iShares Russell Top 200 Grow | 10.08% | 271,149 | $66.8M | Add +20.2% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 9.46% | 734,636 | $62.7M | Add +9.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 7.28% | 1,043,740 | $48.3M | Add +7.5% |
| SCHR Schwab Intermediate-Term US | 6.67% | 1,767,135 | $44.2M | Add +10.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.51% | 671,231 | $36.6M | Add +32.9% |
| IUS Invesco Rafi Strategic US Et | 4.30% | 553,625 | $28.5M | Add +42.6% |
| COWZ Pacer US Cash Cows 100 ETF | 3.83% | 460,543 | $25.4M | Reduce -9.6% |
| SCHB Schwab US Broad Market ETF | 3.74% | 1,040,325 | $24.8M | Add +71.5% |
| AVUV Avantis US Small Cap Value | 3.59% | 261,449 | $23.8M | Add +14.3% |
| VMBS Vanguard Mortgage-Backed Sec | 3.52% | 503,251 | $23.3M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.73% | 29,307 | $18.1M | Add +603.5% |
| QUAL iShares MSCI USA Quality Fac | 2.61% | 94,641 | $17.3M | Add +2.4% |
| FRDM Freedom 100 Emeging MRKT ETF | 2.58% | 422,619 | $17.1M | Add +25.9% |
| AAPL Apple Inc. | 2.28% | 73,767 | $15.1M | Add +5.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.01% | 105,589 | $6.7M | Add +13.8% |
| PRF Invesco Rafi US 1000 ETF | 0.98% | 153,090 | $6.5M | Add +2909.4% |
| DUHP Dimensional US High Profi Et | 0.72% | 133,970 | $4.8M | Reduce -6.6% |
| IWV iShares Russell 3000 ETF | 0.71% | 13,366 | $4.7M | Reduce -7.1% |
| SCHF Schwab Intl Equity ETF | 0.69% | 208,384 | $4.6M | Add +135.5% |
| JQUA JPMorgan US Quality Factor | 0.60% | 66,151 | $4.0M | Reduce -4.4% |
| BOND PIMCO Active Bond Exchange-T | 0.58% | 41,634 | $3.8M | Reduce -9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 6,275 | $3.0M | Add +0.8% |
| DFAS Dimensional US Small Cap ETF | 0.42% | 44,225 | $2.8M | Add +210.3% |
| MA Mastercard Inc. Class A | 0.41% | 4,849 | $2.7M | Add +50.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.40% | 14,899 | $2.6M | Reduce -1.8% |
| NVDA Nvidia Corp. | 0.38% | 16,092 | $2.5M | Reduce -7.5% |
| PYLD PIMCO Multisector Bond Actv | 0.35% | 87,835 | $2.3M | Add +248.9% |
| VGSH Vanguard Short-Term Treasury | 0.33% | 37,522 | $2.2M | Add +3.8% |
| BA The Boeing Co. | 0.31% | 9,680 | $2.0M | New |
| MSFT Microsoft Corp. | 0.30% | 4,043 | $2.0M | Add +4.7% |
| MBB iShares MBS ETF | 0.28% | 19,875 | $1.9M | New |
| GOOG Alphabet Inc. Class C | 0.28% | 10,401 | $1.8M | Add +9.0% |
| AGG iShares Core U.S. Aggregate | 0.27% | 17,871 | $1.8M | Add +6.4% |
| IWF iShares Russell 1000 Growth | 0.26% | 4,131 | $1.8M | Add +13.6% |
| META Meta Platforms Inc. Class A | 0.25% | 2,277 | $1.7M | Reduce -6.8% |
| IVV iShares Core S&P 500 ETF | 0.25% | 2,635 | $1.6M | Reduce -0.4% |
| NFLX Netflix Inc. | 0.24% | 1,199 | $1.6M | Reduce -1.2% |
| LRGF iShares US Equity Factor ETF | 0.23% | 23,381 | $1.5M | Add +34.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 2,701 | $1.5M | Add +26.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.21% | 19,260 | $1.4M | No change |
| FISV Fiserv Inc. | 0.20% | 7,676 | $1.3M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.19% | 5,730 | $1.3M | Reduce -21.7% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 4,872 | $1.3M | Reduce -0.0% |
| GOVT iShares US Treasury Bond ETF | 0.16% | 46,133 | $1.1M | Reduce -25.9% |
| XLF SS Financial Select Sector | 0.16% | 19,965 | $1.0M | New |
| BKNG Booking Holdings Inc. | 0.15% | 171 | $990K | Add +1.8% |
| WFC Wells Fargo & Co. | 0.14% | 11,805 | $946K | Add +48.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 4,037 | $914K | Reduce -6.2% |
| PULS Pgim Ultra Short Bond ETF | 0.13% | 17,138 | $853K | Reduce -4.0% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 5,955 | $812K | Reduce -5.8% |
| MRK Merck & Co. Inc. | 0.12% | 9,936 | $787K | Reduce -14.4% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 13,244 | $755K | Add +17.1% |
| TFLO iShares Treasury Floating Ra | 0.11% | 14,541 | $737K | Reduce -5.1% |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,140 | $648K | Reduce -62.9% |
| XLV SS Health Care Select Sector | 0.10% | 4,800 | $647K | New |
| UBER Uber Technologies Inc. | 0.10% | 6,934 | $647K | Add +4.1% |
| BTI British American Tob-SP ADR | 0.10% | 13,361 | $632K | New |
| JPM JPMorgan Chase & Co. | 0.09% | 2,042 | $592K | Reduce -1.6% |
| POWR iShares US Power Infrastruct | 0.09% | 24,000 | $569K | New |
| XLB SS Materials Select Sector | 0.08% | 6,000 | $527K | New |
| HD Home Depot Inc. | 0.08% | 1,413 | $518K | Reduce -0.8% |
| ADBE Adobe Inc. | 0.08% | 1,325 | $513K | Add +28.1% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 8,240 | $511K | No change |
| LEN Lennar Corp. Class A | 0.07% | 4,438 | $491K | Reduce -0.2% |
| C Citigroup Inc. | 0.07% | 5,672 | $483K | Add +49.0% |
| GOOGL Alphabet Inc. Class A | 0.07% | 2,656 | $468K | Add +11.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,507 | $458K | Reduce -8.2% |
| PJP Invesco Pharmaceuticals ETF | 0.07% | 5,400 | $431K | New |
| QCOM Qualcomm Inc. | 0.06% | 2,701 | $430K | New |
| LLY Eli Lilly & Co. | 0.06% | 550 | $429K | Reduce -50.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 1,506 | $428K | No change |
| IXUS iShares Core Intl Stock ETF | 0.06% | 5,538 | $428K | Reduce -6.8% |
| IHI iShares U.S. Medical Devices | 0.06% | 6,660 | $417K | New |
| WMT Walmart Inc. | 0.06% | 4,131 | $404K | Add +14.8% |
| AVUS Avantis U.S. Equity ETF | 0.06% | 3,751 | $378K | Reduce -0.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 4,800 | $349K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.05% | 2,092 | $344K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.05% | 5,414 | $344K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.05% | 4,167 | $332K | No change |
| MO Altria Group Inc. | 0.05% | 5,604 | $329K | Reduce -4.6% |
| GEV GE Vernova Inc. | 0.05% | 620 | $328K | New |
| SPMO Invesco S&P 500 Momentum ETF | 0.05% | 2,877 | $324K | No change |
| VST Vistra Corp. | 0.05% | 1,641 | $318K | New |
| LOW Lowe's Cos Inc. | 0.05% | 1,392 | $309K | New |
| GM General Motors Co. | 0.05% | 6,235 | $307K | Add +13.2% |
| IXN iShares Global Tech ETF | 0.05% | 3,267 | $302K | No change |
| DASH DoorDash Inc. Class A | 0.04% | 1,208 | $298K | Add +2.7% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 2,169 | $294K | Add +0.7% |
| XLK SS Technology Select Sector | 0.04% | 1,144 | $290K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 3,048 | $286K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 2,541 | $274K | Reduce -26.6% |
| AIG American International Group | 0.04% | 3,049 | $261K | Add +4.6% |
| KO The Coca-Cola Co. | 0.04% | 3,684 | $261K | Add +6.3% |
| XLC SS Comm Select Sector SPDR | 0.04% | 2,379 | $258K | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 0.04% | 1,236 | $253K | New |
| AVGO Broadcom Inc. | 0.04% | 910 | $251K | Reduce -31.2% |
| GILD Gilead Sciences Inc. | 0.04% | 2,235 | $248K | New |
| BSX Boston Scientific Corp. | 0.04% | 2,304 | $248K | Add +4.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 3,082 | $245K | Reduce -0.9% |
Portfolio Sells Q1 2025 → Q2 2025
| COWZ Pacer US Cash Cows 100 ETF | Reduce -9.6% | 3.83% | −1.54 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -1.0% | 3.52% | −1.02 |
| BOND PIMCO Active Bond Exchange-T | Reduce -9.0% | 0.58% | −0.24 |
| VOO Vanguard S&P 500 ETF | Reduce -62.9% | 0.10% | −0.21 |
| DUHP Dimensional US High Profi Et | Reduce -6.6% | 0.72% | −0.20 |
| IWV iShares Russell 3000 ETF | Reduce -7.1% | 0.71% | −0.17 |
| JPST JPMorgan Ultra-Short Income | Reduce -79.0% | 0.03% | −0.17 |
| JQUA JPMorgan US Quality Factor | Reduce -4.4% | 0.60% | −0.15 |
| FISV Fiserv Inc. | Reduce -0.8% | 0.20% | −0.13 |
| GOVT iShares US Treasury Bond ETF | Reduce -25.9% | 0.16% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -50.1% | 0.06% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 0.40% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -14.4% | 0.12% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -21.7% | 0.19% | −0.08 |
| GSG iShares S&P Gsci Commodity I | Sold out | 0.00% | −0.07 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.05 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.04 |
| PULS Pgim Ultra Short Bond ETF | Reduce -4.0% | 0.13% | −0.04 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.04 |
| SU Suncor Energy Inc. | Sold out | 0.00% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 0.25% | −0.04 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.04 |
| TFLO iShares Treasury Floating Ra | Reduce -5.1% | 0.11% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -26.6% | 0.04% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -33.1% | 0.04% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -0.2% | 0.07% | −0.02 |
| HD Home Depot Inc. | Reduce -0.8% | 0.08% | −0.02 |
| MO Altria Group Inc. | Reduce -4.6% | 0.05% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.2% | 0.07% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -6.8% | 0.25% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -6.8% | 0.04% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -6.8% | 0.06% | −0.02 |
| FBND Fidelity Total Bond ETF | Reduce -9.3% | 0.03% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.9% | 0.04% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.0% | 0.06% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 0.09% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.1% | 0.04% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -0.3% | 0.04% | −0.01 |
| AVGO Broadcom Inc. | Reduce -31.2% | 0.04% | −0.00 |
| GRAB Grab Holdings Ltd. Class A | Reduce -0.7% | 0.01% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -6.2% | 0.14% | +0.00 |
| GE General Electric | Reduce -0.0% | 0.19% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.8% | 0.12% | +0.02 |
| NVDA Nvidia Corp. | Reduce -7.5% | 0.38% | +0.02 |
| NFLX Netflix Inc. | Reduce -1.2% | 0.24% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +603.5% | 2.73% | +2.28 |
| SCHB Schwab US Broad Market ETF | Add +71.5% | 3.74% | +1.22 |
| PRF Invesco Rafi US 1000 ETF | Add +2909.4% | 0.98% | +0.94 |
| IWY iShares Russell Top 200 Grow | Add +20.2% | 10.08% | +0.91 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +32.9% | 5.51% | +0.77 |
| IUS Invesco Rafi Strategic US Et | Add +42.6% | 4.30% | +0.61 |
| SCHF Schwab Intl Equity ETF | Add +135.5% | 0.69% | +0.36 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +25.9% | 2.58% | +0.31 |
| BA The Boeing Co. | New | 0.31% | +0.31 |
| MBB iShares MBS ETF | New | 0.28% | +0.28 |
| DFAS Dimensional US Small Cap ETF | Add +210.3% | 0.42% | +0.26 |
| PYLD PIMCO Multisector Bond Actv | Add +248.9% | 0.35% | +0.22 |
| XLF SS Financial Select Sector | New | 0.16% | +0.16 |
| XLV SS Health Care Select Sector | New | 0.10% | +0.10 |
| BTI British American Tob-SP ADR | New | 0.10% | +0.10 |
| POWR iShares US Power Infrastruct | New | 0.09% | +0.09 |
| XLB SS Materials Select Sector | New | 0.08% | +0.08 |
| MA Mastercard Inc. Class A | Add +50.5% | 0.41% | +0.07 |
| PJP Invesco Pharmaceuticals ETF | New | 0.07% | +0.07 |
| QCOM Qualcomm Inc. | New | 0.06% | +0.06 |
| IHI iShares U.S. Medical Devices | New | 0.06% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| VST Vistra Corp. | New | 0.05% | +0.05 |
| LOW Lowe's Cos Inc. | New | 0.05% | +0.05 |
| PANW Palo Alto Networks Inc. | New | 0.04% | +0.04 |
| GILD Gilead Sciences Inc. | New | 0.04% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.04% | +0.04 |
| INTU Intuit Inc. | New | 0.04% | +0.04 |
| BOTZ Global X Robotics & Artifici | New | 0.04% | +0.04 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.03% | +0.03 |
| IWO iShares Russell 2000 Growth | New | 0.03% | +0.03 |
| WFC Wells Fargo & Co. | Add +48.6% | 0.14% | +0.03 |
| LRGF iShares US Equity Factor ETF | Add +34.8% | 0.23% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +26.9% | 0.22% | +0.03 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.03% | +0.03 |
| UNH Unitedhealth Group Inc. | New | 0.03% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.03% | +0.03 |
| MSFT Microsoft Corp. | Add +4.7% | 0.30% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +13.8% | 1.01% | +0.02 |
| C Citigroup Inc. | Add +49.0% | 0.07% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +13.6% | 0.26% | +0.01 |
| UBER Uber Technologies Inc. | Add +4.1% | 0.10% | +0.00 |
| DASH DoorDash Inc. Class A | Add +2.7% | 0.04% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +17.1% | 0.11% | +0.00 |
| WIT Wipro Ltd.-ADR | Add +44.0% | 0.01% | +0.00 |
| ADBE Adobe Inc. | Add +28.1% | 0.08% | +0.00 |
| BKNG Booking Holdings Inc. | Add +1.8% | 0.15% | +0.00 |
| WMT Walmart Inc. | Add +14.8% | 0.06% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +11.1% | 0.07% | −0.00 |
Options Activity Q1 2025 → Q2 2025
| AAPL Apple Inc. | call | Sold out | 300 | $67Kbefore exit |
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 |