Intelligence Driven Advisers, LLC

CIK

1819955

Location

CARLSBAD, CA

Portfolio Value

Small $471,225,716

Diversification

Diversified

Filing Date

Global Rank

#3,278 / 8,811 ▼ 14 · as of Jun 2026

Top Industry

Consumer Electronics 28.9%

Period ended 21 days ago

Filed Oct 9, 2026 · 12d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 77.2% of the book (60%+)

Turnover

Low turnover

10.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.8 quarters (12+), a floor since 9.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 83.0%; sector active share 78.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

134 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.8%

+6.0 pts

Top 5

60.6%

+2.6 pts

Top 10

78.7%

+1.5 pts

HHI

1,027

Diversified+190

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.0%	$395,942,939	64
Technology	8.7%	$41,161,271	21
Financial Services	1.8%	$8,601,530	12
Communication Services	1.7%	$7,962,780	5
Consumer Cyclical	1.2%	$5,444,663	7
Healthcare	1.0%	$4,721,645	9
Industrials	0.6%	$2,708,777	4
Energy	0.5%	$2,200,648	4
Consumer Defensive	0.4%	$1,819,325	5
Real Estate	0.1%	$457,380	2
Utilities	0.0%	$204,758	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYLD		+59,161	202,370	$5,138,174
TFLO	iShares Treasury Floating Rate Bond ETF	+25,838	43,297	$0
DFUS	Dimensional U.S. Equity Market ETF	+14,628	1,293,755	$107,420,477
PULS	PGIM Ultra Short Bond ETF	+12,941	33,748	$1,669,176
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+12,880	645,914	$44,736,003
MBB	iShares MBS ETF	+11,473	26,218	$0
QEFA	State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF	+8,080	626,581	$61,110,444
IUS	Invesco RAFI Strategic US ETF	+5,966	565,669	$38,359,768
QQQ	Invesco Qqq Trust, Series 1	+3,532	5,602	$4,144,191
EMXC	iShares MSCI Emerging Markets ex China ETF	+1,789	82,221	$8,146,456
NVDA	Nvidia Corp	+1,403	19,978	$4,562,575
AMZN	Amazon Com Inc	+965	10,148	$2,528,374
VZ	Verizon Communications Inc	+960	6,289	$288,476
MSFT	Microsoft Corp	+924	7,356	$3,772,892
CSCO	Cisco Systems, Inc.	+904	2,659	$286,188
INTC	Intel Corp	+876	2,585	$310,794
IWF	iShares Russell 1000 Growth ETF	+539	24,000	$0
KO	Coca Cola Co	+397	3,465	$298,267
AVUV	Avantis U.S. Small Cap Value ETF	+395	101,145	$11,911,846
NFLX	Netflix Inc	+390	8,609	$599,014
TSLA	Tesla, Inc.	+317	2,105	$746,875
XOM	ExxonMobil Holdings Corp	+293	5,739	$934,022
ABBV	AbbVie Inc.	+278	1,477	$386,368
EOG	Eog Resources Inc	+275	1,854	$255,407
VOO	VANGUARD 500 INDEX FUND	+266	1,081	$757,629
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IUSB	iShares Core Universal USD Bond ETF	−1,009,652	9,420	$0
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−17,650	478,271	$21,240,015
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−14,087	27,535	$1,584,914
GOVT	iShares U.S. Treasury Bond ETF	−12,058	15,052	$0
—		−5,807	200,044	$0
FRDM	Freedom 100 Emerging Markets ETF	−5,295	211,409	$14,790,173
COWZ	Pacer US Cash Cows 100 ETF	−4,355	253,437	$16,919,454
PRF	Victory Portfolios II	−4,030	131,550	$0
BAI	BlackRock ETF Trust	−3,518	127,348	$6,009,552
WIT	Wipro Ltd	−2,768	12,229	$20,177
AAPL	Apple Inc.	−1,988	65,345	$21,761,191
QUAL	iShares MSCI USA Quality Factor ETF	−1,942	54,073	$0
IJH	iShares Core S&P Mid-Cap ETF	−1,895	6,880	$0
DUHP	Dimensional US High Profitability ETF	−1,844	81,597	$3,419,730
MO	Altria Group, Inc.	−1,803	5,877	$395,757
JQUA	JPMorgan U.S. Quality Factor ETF	−1,475	48,640	$3,589,632
SCHB	Schwab U.S. Broad Market ETF	−1,093	553,376	$16,219,450
IXUS	iShares Core MSCI Total International Stock ETF	−906	3,578	$0
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−742	2,931	$1,337,092
DFAS	Dimensional U.S. Small Cap ETF	−598	16,952	$1,312,423
QCOM	Qualcomm Inc/De	−584	1,842	$339,001
LEN	Lennar Corp /New/	−575	4,538	$370,255
GILD	Gilead Sciences, Inc.	−389	2,891	$430,903
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−351	2,315	$866,365
IWV	iShares Russell 3000 ETF	−345	10,346	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SPYI	NEOS S&P 500(R) High Income ETF	38,503	$2,047,204
CRM	Salesforce, Inc.	1,506	$345,732
PANW	Palo Alto Networks Inc	723	$287,255
PM	Philip Morris International Inc.	1,244	$237,380
THG	Hanover Insurance Group, Inc.	991	$212,192
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	14,606	$1,445,701
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	28,973	$714,474
APP	AppLovin Corp	671	$345,719
CRS	Carpenter Technology Corp	437	$269,559
ORLY	O Reilly Automotive Inc	2,409	$221,844
EVRG	Evergy, Inc.	2,539	$219,445
BCS	Barclays PLC	8,036	$215,846
URI	United Rentals, Inc.	187	$211,850
KR	Kroger Co	3,780	$209,903
HIG	Hartford Insurance Group, Inc.	1,543	$204,478
AVEM	Avantis Emerging Markets Equity ETF	2,105	$203,111
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

134 tracked positions · $471,225,716 total · filing declares 134 positions · $579,249,017 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 134 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFUS	Dimensional U.S. Equity Market ETF	Added	1,293,755	+14,628	$107,420,477	+2.5%	22.80%
QEFA	State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF	Added	626,581	+8,080	$61,110,444	+2.9%	12.97%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	645,914	+12,880	$44,736,003	+3.9%	9.49%
IUS	Invesco RAFI Strategic US ETF	Added	565,669	+5,966	$38,359,768	+4.5%	8.14%
AAPL	Apple Inc. Technology	Reduced	65,345	-1,988	$21,761,191	+11.7%	4.62%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Reduced	478,271	-17,650	$21,240,015	−8.5%	4.51%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	253,437	-4,355	$16,919,454	+5.5%	3.59%
SCHB	Schwab U.S. Broad Market ETF	Reduced	553,376	-1,093	$16,219,450	+1.0%	3.44%
FRDM	Freedom 100 Emerging Markets ETF	Reduced	211,409	-5,295	$14,790,173	−6.4%	3.14%
AVUV	Avantis U.S. Small Cap Value ETF	Added	101,145	+395	$11,911,846	−5.2%	2.53%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	82,221	+1,789	$8,146,456	−1.0%	1.73%
BAI	BlackRock ETF Trust	Reduced	127,348	-3,518	$6,009,552	−12.9%	1.28%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Held	84,000	0	$5,145,840	−0.3%	1.09%
PYLD		Added	202,370	+59,161	$5,138,174	+35.3%	1.09%
NVDA	Nvidia Corp Technology	Added	19,978	+1,403	$4,562,575	+22.8%	0.97%
QQQ	Invesco Qqq Trust, Series 1	Added	5,602	+3,532	$4,144,191	+171.9%	0.88%
MSFT	Microsoft Corp Technology	Added	7,356	+924	$3,772,892	+57.3%	0.80%
JQUA	JPMorgan U.S. Quality Factor ETF	Reduced	48,640	-1,475	$3,589,632	−0.9%	0.76%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,532	-162	$3,456,239	−1.4%	0.73%
DUHP	Dimensional US High Profitability ETF	Reduced	81,597	-1,844	$3,419,730	−1.8%	0.73%
GOOG	Alphabet Inc. Communication Services	Reduced	9,644	-260	$3,286,096	−6.1%	0.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,345	-226	$3,159,492	−3.9%	0.67%
SCHF	Schwab International Equity ETF	Reduced	99,318	-8	$2,728,265	−0.8%	0.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,148	+965	$2,528,374	+15.5%	0.54%
BOND	PIMCO Active Bond Exchange-Traded Fund	Reduced	28,133	-17	$2,447,289	−5.7%	0.52%
VTV	VANGUARD VALUE INDEX FUND	Reduced	11,133	-135	$2,405,618	−2.0%	0.51%
MU	Micron Technology Inc Technology	Reduced	2,102	-259	$2,238,861	−17.8%	0.48%
SPYI	NEOS S&P 500(R) High Income ETF	NEW	38,503	NEW	$2,047,204	NEW	0.43%
GOOGL	Alphabet Inc. Communication Services	Added	5,615	+256	$1,932,009	+0.9%	0.41%
META	Meta Platforms, Inc. Communication Services	Added	2,561	+125	$1,857,185	+35.3%	0.39%
PULS	PGIM Ultra Short Bond ETF	Added	33,748	+12,941	$1,669,176	+61.9%	0.35%
SPHQ	Invesco S&P 500 Quality ETF	Held	19,260	0	$1,619,380	−6.7%	0.34%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	27,535	-14,087	$1,584,914	−34.6%	0.34%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,377	-343	$1,362,571	+9.1%	0.29%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,931	-742	$1,337,092	−23.8%	0.28%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	16,952	-598	$1,312,423	−9.2%	0.28%
MA	Mastercard Inc Financial Services	Reduced	2,172	-271	$1,197,792	−4.5%	0.25%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	14,951	-39	$1,055,690	−1.2%	0.22%
AVGO	Broadcom Inc. Technology	Added	2,996	+266	$1,052,165	+2.0%	0.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,145	+255	$1,040,460	+10.0%	0.22%
GE	General Electric Co Industrials	Reduced	3,292	-237	$1,028,058	−22.1%	0.22%
GEV	GE Vernova Inc. Industrials	Reduced	1,033	-31	$981,856	−21.5%	0.21%
XOM	ExxonMobil Holdings Corp Energy	Added	5,739	+293	$934,022	+25.4%	0.20%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,761	-163	$890,545	+55.0%	0.19%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	2,315	-351	$866,365	−12.2%	0.18%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	10,530	-22	$842,926	−3.3%	0.18%
LLY	ELI LILLY & Co Healthcare	Added	725	+64	$838,883	+5.8%	0.18%
VOO	VANGUARD 500 INDEX FUND	Added	1,081	+266	$757,629	+35.4%	0.16%
SNDK	Sandisk Corp Technology	Held	432	0	$751,632	−23.5%	0.16%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,105	+317	$746,875	−0.7%	0.16%

Showing the top 50 of 134 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.