Intelligence Driven Advisers, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Intelligence Driven Advisers, LLC reported 124 stock positions worth $721.3 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 15.6% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 10.1%) and STSR SPD MSC Eaf Stgfs-US (QEFA, 9.2%). Compared with Q2 2025, it opened 9 new positions, sold out of 4, added to 43 and reduced 46. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +14%) and the biggest sale Pacer US Cash Cows 100 ETF (COWZ, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001819955
- Portfolio Value
- $721.3M (Q3 2025)
- SEC Filing
- 0001420506-25-003058 ↗ filed Nov 10, 2025
Holdings Value
Holdings 124 stocks · $721.3M
| DFUS Dimensional US Eq MKT ETF | 15.56% | 1,549,607 | $112.3M | Add +1.1% |
| IWY iShares Russell Top 200 Grow | 10.14% | 267,295 | $73.1M | Reduce -1.4% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 9.22% | 756,635 | $66.5M | Add +3.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 7.23% | 1,116,279 | $52.1M | Add +7.0% |
| SCHR Schwab Intermediate-Term US | 6.60% | 1,894,934 | $47.6M | Add +7.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.30% | 767,716 | $45.4M | Add +14.4% |
| IUS Invesco Rafi Strategic US Et | 5.03% | 657,759 | $36.3M | Add +18.8% |
| AVUV Avantis US Small Cap Value | 3.68% | 266,861 | $26.6M | Add +2.1% |
| SCHB Schwab US Broad Market ETF | 3.63% | 1,017,155 | $26.2M | Reduce -2.2% |
| VMBS Vanguard Mortgage-Backed Sec | 3.51% | 539,655 | $25.3M | Add +7.2% |
| COWZ Pacer US Cash Cows 100 ETF | 3.12% | 391,119 | $22.5M | Reduce -15.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.78% | 30,048 | $20.0M | Add +2.5% |
| AAPL Apple Inc. | 2.60% | 73,680 | $18.8M | Reduce -0.1% |
| FRDM Freedom 100 Emeging MRKT ETF | 2.50% | 406,284 | $18.0M | Reduce -3.9% |
| QUAL iShares MSCI USA Quality Fac | 2.02% | 74,980 | $14.6M | Reduce -20.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.08% | 115,870 | $7.8M | Add +9.7% |
| PRF Invesco Rafi US 1000 ETF | 0.95% | 152,032 | $6.9M | Reduce -0.7% |
| SCHF Schwab Intl Equity ETF | 0.71% | 220,521 | $5.1M | Add +5.8% |
| IWV iShares Russell 3000 ETF | 0.65% | 12,430 | $4.7M | Reduce -7.0% |
| DUHP Dimensional US High Profi Et | 0.57% | 109,730 | $4.1M | Reduce -18.1% |
| JQUA JPMorgan US Quality Factor | 0.53% | 60,587 | $3.8M | Reduce -8.4% |
| NVDA Nvidia Corp. | 0.49% | 18,752 | $3.5M | Add +16.5% |
| BOND PIMCO Active Bond Exchange-T | 0.46% | 35,327 | $3.3M | Reduce -15.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 6,271 | $3.2M | Reduce -0.1% |
| DFAS Dimensional US Small Cap ETF | 0.41% | 43,139 | $3.0M | Reduce -2.5% |
| PYLD PIMCO Multisector Bond Actv | 0.40% | 108,698 | $2.9M | Add +23.8% |
| MA Mastercard Inc. Class A | 0.38% | 4,817 | $2.7M | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.38% | 14,630 | $2.7M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.34% | 10,196 | $2.5M | Reduce -2.0% |
| VGSH Vanguard Short-Term Treasury | 0.31% | 38,296 | $2.3M | Add +2.1% |
| MSFT Microsoft Corp. | 0.29% | 4,098 | $2.1M | Add +1.4% |
| BA The Boeing Co. | 0.29% | 9,680 | $2.1M | No change |
| MBB iShares MBS ETF | 0.26% | 19,658 | $1.9M | Reduce -1.1% |
| IWF iShares Russell 1000 Growth | 0.26% | 3,952 | $1.9M | Reduce -4.3% |
| AGG iShares Core U.S. Aggregate | 0.25% | 18,159 | $1.8M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 0.24% | 2,625 | $1.8M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.23% | 2,269 | $1.7M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 2,716 | $1.6M | Add +0.6% |
| LRGF iShares US Equity Factor ETF | 0.22% | 22,794 | $1.6M | Reduce -2.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.20% | 19,260 | $1.4M | No change |
| NFLX Netflix Inc. | 0.19% | 1,144 | $1.4M | Reduce -4.6% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 4,555 | $1.4M | Reduce -6.5% |
| AMZN Amazon.com Inc. | 0.17% | 5,438 | $1.2M | Reduce -5.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 4,076 | $1.1M | Add +1.0% |
| XLF SS Financial Select Sector | 0.15% | 19,965 | $1.1M | No change |
| WFC Wells Fargo & Co. | 0.15% | 12,694 | $1.1M | Add +7.5% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 5,597 | $1.0M | Reduce -6.0% |
| FISV Fiserv Inc. | 0.14% | 7,676 | $990K | No change |
| MRK Merck & Co. Inc. | 0.13% | 11,551 | $969K | Add +16.3% |
| BKNG Booking Holdings Inc. | 0.13% | 170 | $918K | Reduce -0.6% |
| PULS Pgim Ultra Short Bond ETF | 0.13% | 18,129 | $903K | Add +5.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 2,671 | $877K | Add +77.2% |
| GOVT iShares US Treasury Bond ETF | 0.12% | 37,366 | $864K | Reduce -19.0% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 13,204 | $791K | Reduce -0.3% |
| TFLO iShares Treasury Floating Ra | 0.11% | 14,982 | $758K | Add +3.0% |
| BTI British American Tob-SP ADR | 0.10% | 13,361 | $709K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,121 | $686K | Reduce -1.7% |
| XLV SS Health Care Select Sector | 0.09% | 4,800 | $668K | No change |
| GOOGL Alphabet Inc. Class A | 0.09% | 2,683 | $652K | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.09% | 2,046 | $645K | Add +0.2% |
| GEV GE Vernova Inc. | 0.09% | 1,007 | $619K | Add +62.4% |
| UBER Uber Technologies Inc. | 0.08% | 6,234 | $611K | Reduce -10.1% |
| POWR iShares US Power Infrastruct | 0.08% | 24,000 | $602K | No change |
| ADBE Adobe Inc. | 0.08% | 1,675 | $591K | Add +26.4% |
| C Citigroup Inc. | 0.08% | 5,673 | $576K | Add +0.0% |
| LEN Lennar Corp. Class A | 0.08% | 4,438 | $559K | No change |
| HD Home Depot Inc. | 0.07% | 1,328 | $538K | Reduce -6.0% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 8,240 | $538K | No change |
| XLB SS Materials Select Sector | 0.07% | 6,000 | $538K | No change |
| PJP Invesco Pharmaceuticals ETF | 0.07% | 5,400 | $499K | No change |
| WMT Walmart Inc. | 0.07% | 4,802 | $495K | Add +16.2% |
| IXUS iShares Core Intl Stock ETF | 0.06% | 5,435 | $449K | Reduce -1.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 1,509 | $443K | Add +0.2% |
| AVUS Avantis U.S. Equity ETF | 0.06% | 3,751 | $408K | No change |
| IHI iShares U.S. Medical Devices | 0.06% | 6,660 | $400K | No change |
| GM General Motors Co. | 0.05% | 6,464 | $394K | Add +3.7% |
| LLY Eli Lilly & Co. | 0.05% | 501 | $382K | Reduce -8.9% |
| QCOM Qualcomm Inc. | 0.05% | 2,295 | $382K | Reduce -15.0% |
| APP AppLovin Corp. Class A | 0.05% | 527 | $379K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 4,800 | $376K | No change |
| AVGO Broadcom Inc. | 0.05% | 1,125 | $371K | Add +23.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.05% | 4,167 | $369K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.05% | 5,414 | $367K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.05% | 2,102 | $367K | Add +0.5% |
| XLK SS Technology Select Sector | 0.05% | 1,260 | $355K | Add +10.1% |
| IXN iShares Global Tech ETF | 0.05% | 3,397 | $351K | Add +4.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.05% | 2,877 | $348K | No change |
| MO Altria Group Inc. | 0.05% | 5,193 | $343K | Reduce -7.3% |
| DASH DoorDash Inc. Class A | 0.05% | 1,207 | $328K | Reduce -0.1% |
| VST Vistra Corp. | 0.04% | 1,646 | $322K | Add +0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 2,183 | $306K | Add +0.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 3,048 | $290K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.04% | 3,586 | $289K | New |
| XLC SS Comm Select Sector SPDR | 0.04% | 2,409 | $285K | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.04% | 2,489 | $281K | Reduce -2.0% |
| LOW Lowe's Cos Inc. | 0.04% | 1,074 | $270K | Reduce -22.8% |
| GILD Gilead Sciences Inc. | 0.04% | 2,421 | $269K | Add +8.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.04% | 3,000 | $262K | No change |
| BOTZ Global X Robotics & Artifici | 0.04% | 7,200 | $255K | No change |
| ORLY O'reilly Automotive Inc. | 0.03% | 2,330 | $251K | Reduce -11.3% |
Portfolio Sells Q2 2025 → Q3 2025
| COWZ Pacer US Cash Cows 100 ETF | Reduce -15.1% | 3.12% | −0.71 |
| QUAL iShares MSCI USA Quality Fac | Reduce -20.8% | 2.02% | −0.59 |
| DUHP Dimensional US High Profi Et | Reduce -18.1% | 0.57% | −0.14 |
| BOND PIMCO Active Bond Exchange-T | Reduce -15.2% | 0.46% | −0.12 |
| SCHB Schwab US Broad Market ETF | Reduce -2.2% | 3.63% | −0.11 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -3.9% | 2.50% | −0.08 |
| JQUA JPMorgan US Quality Factor | Reduce -8.4% | 0.53% | −0.07 |
| IWV iShares Russell 3000 ETF | Reduce -7.0% | 0.65% | −0.05 |
| NFLX Netflix Inc. | Reduce -4.6% | 0.19% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Reduce -19.0% | 0.12% | −0.04 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.38% | −0.03 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -5.1% | 0.17% | −0.02 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.7% | 0.95% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.44% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 0.23% | −0.02 |
| MBB iShares MBS ETF | Reduce -1.1% | 0.26% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -0.6% | 0.13% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 0.38% | −0.02 |
| DFAS Dimensional US Small Cap ETF | Reduce -2.5% | 0.41% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -10.1% | 0.08% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -15.0% | 0.05% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -8.9% | 0.05% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -10.9% | 0.03% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -22.8% | 0.04% | −0.01 |
| FLNT Fluent Inc. | Sold out | 0.00% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -4.3% | 0.26% | −0.01 |
| LRGF iShares US Equity Factor ETF | Reduce -2.5% | 0.22% | −0.01 |
| AIG American International Group | Reduce -1.7% | 0.03% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.5% | 0.03% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 0.11% | −0.00 |
| HD Home Depot Inc. | Reduce -6.0% | 0.07% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.1% | 0.03% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 0.24% | −0.00 |
| WIT Wipro Ltd.-ADR | Reduce -8.3% | 0.01% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.7% | 0.10% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -2.0% | 0.04% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.9% | 0.06% | −0.00 |
| MO Altria Group Inc. | Reduce -7.3% | 0.05% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -11.3% | 0.03% | −0.00 |
| ENIC Enel Chile SA-ADR | Reduce -6.6% | 0.01% | −0.00 |
| GRAB Grab Holdings Ltd. Class A | Reduce -3.1% | 0.01% | +0.00 |
| DASH DoorDash Inc. Class A | Reduce -0.1% | 0.05% | +0.00 |
| GE General Electric | Reduce -6.5% | 0.19% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.0% | 0.14% | +0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -1.4% | 10.14% | +0.06 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 0.34% | +0.07 |
| AAPL Apple Inc. | Reduce -0.1% | 2.60% | +0.32 |
Portfolio Buys Q2 2025 → Q3 2025
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +14.4% | 6.30% | +0.79 |
| IUS Invesco Rafi Strategic US Et | Add +18.8% | 5.03% | +0.73 |
| NVDA Nvidia Corp. | Add +16.5% | 0.49% | +0.10 |
| AVUV Avantis US Small Cap Value | Add +2.1% | 3.68% | +0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +9.7% | 1.08% | +0.08 |
| DFUS Dimensional US Eq MKT ETF | Add +1.1% | 15.56% | +0.07 |
| PYLD PIMCO Multisector Bond Actv | Add +23.8% | 0.40% | +0.05 |
| APP AppLovin Corp. Class A | New | 0.05% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +77.2% | 0.12% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.5% | 2.78% | +0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | Add +62.4% | 0.09% | +0.04 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| SU Suncor Energy Inc. | New | 0.03% | +0.03 |
| STX Seagate Technology Holdings | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | New | 0.03% | +0.03 |
| HCA HCA Healthcare Inc. | New | 0.03% | +0.03 |
| GD General Dynamics Corp. | New | 0.03% | +0.03 |
| WPC WP Carey Inc. | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.0% | 0.16% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.09% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +5.8% | 0.71% | +0.02 |
| MRK Merck & Co. Inc. | Add +16.3% | 0.13% | +0.02 |
| AVGO Broadcom Inc. | Add +23.6% | 0.05% | +0.01 |
| GM General Motors Co. | Add +3.7% | 0.05% | +0.01 |
| WMT Walmart Inc. | Add +16.2% | 0.07% | +0.01 |
| C Citigroup Inc. | Add +0.0% | 0.08% | +0.01 |
| XLK SS Technology Select Sector | Add +10.1% | 0.05% | +0.01 |
| WFC Wells Fargo & Co. | Add +7.5% | 0.15% | +0.00 |
| ADBE Adobe Inc. | Add +26.4% | 0.08% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +8.4% | 0.03% | +0.00 |
| IXN iShares Global Tech ETF | Add +4.0% | 0.05% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.6% | 0.23% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +0.1% | 0.03% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +1.3% | 0.04% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.09% | +0.00 |
| GILD Gilead Sciences Inc. | Add +8.3% | 0.04% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.4% | 0.03% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.5% | 0.05% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +0.7% | 0.04% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.2% | 0.06% | −0.00 |
| VST Vistra Corp. | Add +0.3% | 0.04% | −0.00 |
| PULS Pgim Ultra Short Bond ETF | Add +5.8% | 0.13% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Add +7.2% | 3.51% | −0.00 |
| TAK Takeda Pharmaceutic-SP ADR | Add +1.9% | 0.03% | −0.00 |
| TFLO iShares Treasury Floating Ra | Add +3.0% | 0.11% | −0.01 |
| MSFT Microsoft Corp. | Add +1.4% | 0.29% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +1.6% | 0.25% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Add +2.1% | 0.31% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +7.0% | 7.23% | −0.05 |
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 |