Intelligence Driven Advisers, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Intelligence Driven Advisers, LLC reported 138 stock positions worth $699.5 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 15.4% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 9.8%) and STSR SPD MSC Eaf Stgfs-US (QEFA, 9.4%). Compared with Q3 2025, it opened 22 new positions, sold out of 8, added to 34 and reduced 69. The biggest buy was a new position in Global X Art Intel & Tech (AIQ) and the biggest sale Avantis US Small Cap Value (AVUV, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001819955
- Portfolio Value
- $699.5M (Q4 2025)
- SEC Filing
- 0001172661-26-000287 ↗ filed Jan 23, 2026
Holdings Value
Holdings 138 stocks · $699.5M
| DFUS Dimensional US Eq MKT ETF | 15.42% | 1,454,009 | $107.8M | Reduce -6.2% |
| IWY iShares Russell Top 200 Grow | 9.84% | 248,596 | $68.8M | Reduce -7.0% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 9.39% | 724,401 | $65.7M | Reduce -4.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 6.94% | 1,042,459 | $48.5M | Reduce -6.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.50% | 747,352 | $45.4M | Reduce -2.6% |
| SCHR Schwab Intermediate-Term US | 6.34% | 1,768,966 | $44.4M | Reduce -6.7% |
| IUS Invesco Rafi Strategic US Et | 5.42% | 662,742 | $37.9M | Add +0.8% |
| SCHB Schwab US Broad Market ETF | 3.47% | 925,147 | $24.3M | Reduce -9.1% |
| VMBS Vanguard Mortgage-Backed Sec | 3.36% | 499,573 | $23.5M | Reduce -7.4% |
| COWZ Pacer US Cash Cows 100 ETF | 2.98% | 346,365 | $20.8M | Reduce -11.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.92% | 29,937 | $20.4M | Reduce -0.4% |
| AAPL Apple Inc. | 2.76% | 71,033 | $19.3M | Reduce -3.6% |
| FRDM Freedom 100 Emeging MRKT ETF | 2.53% | 345,642 | $17.7M | Reduce -14.9% |
| AVUV Avantis US Small Cap Value | 1.97% | 135,386 | $13.8M | Reduce -49.3% |
| QUAL iShares MSCI USA Quality Fac | 1.88% | 66,256 | $13.2M | Reduce -11.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.20% | 115,224 | $8.4M | Reduce -0.6% |
| AIQ Global X Art Intel & Tech | 1.11% | 153,047 | $7.8M | New |
| PRF Invesco Rafi US 1000 ETF | 0.96% | 143,106 | $6.7M | Reduce -5.9% |
| SCHF Schwab Intl Equity ETF | 0.74% | 216,133 | $5.2M | Reduce -2.0% |
| BAI Ishrs AI in and Tech Act ETF | 0.67% | 140,218 | $4.7M | New |
| IWV iShares Russell 3000 ETF | 0.65% | 11,825 | $4.6M | Reduce -4.9% |
| DUHP Dimensional US High Profi Et | 0.50% | 92,199 | $3.5M | Reduce -16.0% |
| JQUA JPMorgan US Quality Factor | 0.49% | 54,509 | $3.4M | Reduce -10.0% |
| GOOG Alphabet Inc. Class C | 0.47% | 10,439 | $3.3M | Add +2.4% |
| BOND PIMCO Active Bond Exchange-T | 0.44% | 33,101 | $3.1M | Reduce -6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 6,016 | $3.0M | Reduce -4.1% |
| NVDA Nvidia Corp. | 0.41% | 15,480 | $2.9M | Reduce -17.4% |
| PYLD PIMCO Multisector Bond Actv | 0.41% | 107,189 | $2.9M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 0.39% | 4,813 | $2.7M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 11,646 | $2.2M | Reduce -20.4% |
| BA The Boeing Co. | 0.30% | 9,710 | $2.1M | Add +0.3% |
| VGSH Vanguard Short-Term Treasury | 0.26% | 31,350 | $1.8M | Reduce -18.1% |
| AGG iShares Core U.S. Aggregate | 0.25% | 17,841 | $1.8M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 0.25% | 2,599 | $1.8M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.25% | 3,645 | $1.8M | Reduce -11.1% |
| IWF iShares Russell 1000 Growth | 0.24% | 3,577 | $1.7M | Reduce -9.5% |
| MBB iShares MBS ETF | 0.24% | 17,618 | $1.7M | Reduce -10.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 2,680 | $1.6M | Reduce -1.3% |
| LRGF iShares US Equity Factor ETF | 0.21% | 21,638 | $1.5M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 0.21% | 2,265 | $1.5M | Reduce -0.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.21% | 19,260 | $1.4M | No change |
| GE General Electric filed as GE AEROSPACE | 0.19% | 4,405 | $1.4M | Reduce -3.3% |
| DFAS Dimensional US Small Cap ETF | 0.19% | 18,992 | $1.3M | Reduce -56.0% |
| AMZN Amazon.com Inc. | 0.18% | 5,469 | $1.3M | Add +0.6% |
| WFC Wells Fargo & Co. | 0.18% | 13,390 | $1.2M | Add +5.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 4,022 | $1.2M | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.17% | 11,474 | $1.2M | Reduce -0.7% |
| XLF SS Financial Select Sector | 0.16% | 20,115 | $1.1M | Add +0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 5,766 | $1.0M | Add +3.0% |
| NFLX Netflix Inc. | 0.14% | 10,391 | $974K | Reduce -9.2% |
| BKNG Booking Holdings Inc. | 0.13% | 174 | $932K | Add +2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 2,661 | $892K | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 13,813 | $863K | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,309 | $821K | Add +16.8% |
| GOOGL Alphabet Inc. Class A | 0.11% | 2,545 | $797K | Reduce -5.1% |
| XLV SS Health Care Select Sector | 0.11% | 4,952 | $767K | Add +3.2% |
| GOVT iShares US Treasury Bond ETF | 0.11% | 33,006 | $760K | Reduce -11.7% |
| AVGO Broadcom Inc. | 0.11% | 2,185 | $756K | Add +94.2% |
| BTI British American Tob-SP ADR | 0.11% | 13,352 | $756K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,137 | $689K | Add +4.5% |
| APP AppLovin Corp. Class A | 0.10% | 1,011 | $681K | Add +91.8% |
| GEV GE Vernova Inc. | 0.10% | 1,027 | $671K | Add +2.0% |
| PULS Pgim Ultra Short Bond ETF | 0.10% | 13,407 | $665K | Reduce -26.1% |
| C Citigroup Inc. | 0.09% | 5,553 | $648K | Reduce -2.1% |
| WMT Walmart Inc. | 0.08% | 5,117 | $570K | Add +6.6% |
| POWR iShares US Power Infrastruct | 0.08% | 24,000 | $565K | No change |
| PJP Invesco Pharmaceuticals ETF | 0.08% | 5,400 | $565K | No change |
| GM General Motors Co. | 0.08% | 6,836 | $556K | Add +5.8% |
| ADBE Adobe Inc. | 0.08% | 1,564 | $547K | Reduce -6.6% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 8,125 | $536K | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.07% | 486 | $522K | Reduce -3.0% |
| UBER Uber Technologies Inc. | 0.07% | 6,328 | $517K | Add +1.5% |
| FISV Fiserv Inc. | 0.07% | 7,675 | $516K | Reduce -0.0% |
| TFLO iShares Treasury Floating Ra | 0.07% | 10,100 | $510K | Reduce -32.6% |
| JHMM John Hancock Multi Fact Mid | 0.07% | 7,425 | $486K | New |
| QCOM Qualcomm Inc. | 0.07% | 2,786 | $477K | Add +21.4% |
| BPRE Bluerock Private Real Estate | 0.07% | 30,452 | $457K | New |
| LEN Lennar Corp. Class A | 0.07% | 4,438 | $456K | No change |
| AVUS Avantis U.S. Equity ETF | 0.06% | 3,751 | $419K | No change |
| IHI iShares U.S. Medical Devices | 0.06% | 6,660 | $414K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 1,466 | $409K | Reduce -2.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 1,388 | $403K | New |
| HD Home Depot Inc. | 0.06% | 1,149 | $395K | Reduce -13.5% |
| EFV iShares MSCI Eafe Value ETF | 0.06% | 5,414 | $387K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.06% | 4,800 | $385K | No change |
| IXUS iShares Core Intl Stock ETF | 0.05% | 4,541 | $384K | Reduce -16.4% |
| IXN iShares Global Tech ETF | 0.05% | 3,617 | $380K | Add +6.5% |
| MU Micron Technology Inc. | 0.05% | 1,296 | $370K | New |
| LOW Lowe's Cos Inc. | 0.05% | 1,520 | $367K | Add +41.5% |
| XLK SS Technology Select Sector | 0.05% | 2,520 | $363K | No change |
| GILD Gilead Sciences Inc. | 0.05% | 2,897 | $356K | Add +19.7% |
| MO Altria Group Inc. | 0.05% | 6,060 | $349K | Add +16.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.05% | 1,939 | $344K | Reduce -7.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.05% | 2,877 | $343K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.05% | 3,749 | $341K | Reduce -10.0% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 2,284 | $318K | Add +4.6% |
| FVD First Trust Value Line DVD | 0.04% | 6,732 | $310K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.04% | 3,540 | $292K | Reduce -1.3% |
| LRCX Lam Research Corp. | 0.04% | 1,685 | $288K | Reduce -3.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 3,021 | $284K | Reduce -0.9% |
Portfolio Sells Q3 2025 → Q4 2025
| AVUV Avantis US Small Cap Value | Reduce -49.3% | 1.97% | −1.71 |
| IWY iShares Russell Top 200 Grow | Reduce -7.0% | 9.84% | −0.30 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -6.6% | 6.94% | −0.29 |
| SCHR Schwab Intermediate-Term US | Reduce -6.7% | 6.34% | −0.26 |
| DFAS Dimensional US Small Cap ETF | Reduce -56.0% | 0.19% | −0.22 |
| SCHB Schwab US Broad Market ETF | Reduce -9.1% | 3.47% | −0.16 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -7.4% | 3.36% | −0.15 |
| DFUS Dimensional US Eq MKT ETF | Reduce -6.2% | 15.42% | −0.15 |
| QUAL iShares MSCI USA Quality Fac | Reduce -11.6% | 1.88% | −0.14 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -11.4% | 2.98% | −0.14 |
| DUHP Dimensional US High Profi Et | Reduce -16.0% | 0.50% | −0.07 |
| NVDA Nvidia Corp. | Reduce -17.4% | 0.41% | −0.07 |
| FISV Fiserv Inc. | Reduce -0.0% | 0.07% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -20.4% | 0.32% | −0.06 |
| NFLX Netflix Inc. | Reduce -9.2% | 0.14% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -18.1% | 0.26% | −0.05 |
| MSFT Microsoft Corp. | Reduce -11.1% | 0.25% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.04 |
| JQUA JPMorgan US Quality Factor | Reduce -10.0% | 0.49% | −0.04 |
| XLB SS Materials Select Sector | Reduce -50.0% | 0.04% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| TFLO iShares Treasury Floating Ra | Reduce -32.6% | 0.07% | −0.03 |
| PULS Pgim Ultra Short Bond ETF | Reduce -26.1% | 0.10% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.03 |
| WPC WP Carey Inc. | Sold out | 0.00% | −0.03 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.03 |
| MBB iShares MBS ETF | Reduce -10.4% | 0.24% | −0.02 |
| HD Home Depot Inc. | Reduce -13.5% | 0.06% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 0.21% | −0.02 |
| BOND PIMCO Active Bond Exchange-T | Reduce -6.3% | 0.44% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -9.5% | 0.24% | −0.01 |
| DASH DoorDash Inc. Class A | Reduce -16.1% | 0.03% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -11.7% | 0.11% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -26.5% | 0.03% | −0.01 |
| VST Vistra Corp. | Reduce -3.3% | 0.04% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -16.4% | 0.05% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -22.2% | 0.03% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -3.4% | 0.03% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.1% | 0.43% | −0.00 |
| ADBE Adobe Inc. | Reduce -6.6% | 0.08% | −0.00 |
| LRGF iShares US Equity Factor ETF | Reduce -5.1% | 0.21% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.9% | 0.06% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -6.7% | 0.03% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -10.0% | 0.05% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -7.8% | 0.05% | −0.00 |
| WIT Wipro Ltd.-ADR | Reduce -13.7% | 0.01% | −0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -3.0% | 0.03% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| AIQ Global X Art Intel & Tech | New | 1.11% | +1.11 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.67% | +0.67 |
| IUS Invesco Rafi Strategic US Et | Add +0.8% | 5.42% | +0.38 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 0.47% | +0.12 |
| JHMM John Hancock Multi Fact Mid | New | 0.07% | +0.07 |
| BPRE Bluerock Private Real Estate | New | 0.07% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +94.2% | 0.11% | +0.06 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| APP AppLovin Corp. Class A | Add +91.8% | 0.10% | +0.04 |
| FVD First Trust Value Line DVD | New | 0.04% | +0.04 |
| SCHX Schwab US Large-Cap ETF | New | 0.04% | +0.04 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| CMCSA Comcast Corp. Class A | New | 0.04% | +0.04 |
| VLO Valero Energy Corp. | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | New | 0.03% | +0.03 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.03% | +0.03 |
| CMF iShares California Muni Bond | New | 0.03% | +0.03 |
| BCS Barclays PLC-Spons ADR | New | 0.03% | +0.03 |
| TJX TJX Companies Inc. | New | 0.03% | +0.03 |
| AMGN Amgen Inc. | New | 0.03% | +0.03 |
| WFC Wells Fargo & Co. | Add +5.5% | 0.18% | +0.03 |
| HII Huntington Ingalls Industrie | New | 0.03% | +0.03 |
| CVX Chevron Corp. | New | 0.03% | +0.03 |
| GM General Motors Co. | Add +5.8% | 0.08% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +16.8% | 0.12% | +0.02 |
| NVDY Yieldmax Nvda Option Inc. ETF | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | Add +3.2% | 0.11% | +0.02 |
| QCOM Qualcomm Inc. | Add +21.4% | 0.07% | +0.02 |
| LOW Lowe's Cos Inc. | Add +41.5% | 0.05% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.18% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +4.6% | 0.12% | +0.01 |
| GILD Gilead Sciences Inc. | Add +19.7% | 0.05% | +0.01 |
| WMT Walmart Inc. | Add +6.6% | 0.08% | +0.01 |
| BA The Boeing Co. | Add +0.3% | 0.30% | +0.01 |
| HCA HCA Healthcare Inc. | Add +24.9% | 0.04% | +0.01 |
| GEV GE Vernova Inc. | Add +2.0% | 0.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +4.5% | 0.10% | +0.01 |
| TSLA Tesla Inc. | Add +26.0% | 0.04% | +0.01 |
| XLF SS Financial Select Sector | Add +0.8% | 0.16% | +0.01 |
| LPL LG Display Co. Ltd.-ADR | New | 0.01% | +0.01 |
| STX Seagate Technology Holdings | Add +1.4% | 0.04% | +0.01 |
| AIG American International Group | Add +6.9% | 0.04% | +0.01 |
| BKNG Booking Holdings Inc. | Add +2.4% | 0.13% | +0.01 |
| IXN iShares Global Tech ETF | Add +6.5% | 0.05% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +3.0% | 0.15% | +0.01 |
| TAK Takeda Pharmaceutic-SP ADR | Add +4.1% | 0.03% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +4.6% | 0.05% | +0.00 |
| MO Altria Group Inc. | Add +16.7% | 0.05% | +0.00 |
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 |