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CIK: 0001819955
Total reported value
$616.0M
$616.0M
101 檔
43.2%
As reported in its official Q1 2025 Form 13F filing, Intelligence Driven Advisers, LLC's tracked investment portfolio stood at $616.0M with 101 total positions.
In Q1 2025, Intelligence Driven Advisers, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 15.56% | +1.19% | +1.05% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 10.23% | -0.33% | -0.21% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 9.17% | +0.78% | -0.93% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.62% | -0.19% | -1.83% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.67% | -7.01% | -1.55% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.37% | -0.30% | -3.08% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.74% | +0.65% | +4.17% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.53% | -0.11% | -4.53% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.84% | +0.09% | +0.15% | |
| 10 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 3.69% | +0.41% | +12.05% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.04% | +0.09% | -5.24% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.20% | -3.03% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.52% | +0.14% | +14.15% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.27% | +0.37% | -0.96% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.98% | +0.21% | +9.32% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.92% | +0.01% | -7.64% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.88% | +0.01% | -3.42% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.81% | -0.04% | -8.69% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.75% | +0.04% | -3.41% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | +0.03% | -1.46% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | +0.01% | -4.25% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.03% | +0.63% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.41% | -0.01% | -0.46% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.21% | +5.07% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.07% | +6.62% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.34% | +0.05% | -3.77% | |
| 27 | FISV | Fiserv Inc | Stock-Other | 0.33% | -0.02% | -0.48% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | -0.04% | -1.35% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | +206.68% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.06% | -7.24% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.08% | +4.09% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.16% | -2.43% | |
| 33 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.28% | — | -17.30% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | — | -2.51% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.12% | -30.58% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.02% | +261.43% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.25% | +0.03% | — | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.22% | -0.04% | +3.67% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.20% | -0.05% | -11.12% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.20% | — | +7.60% | |
| 41 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.19% | +0.01% | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.04% | +8.46% | |
| 43 | GE | General Electric | Stock-Industrials | 0.19% | — | +32.10% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.05% | -37.78% | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.17% | -0.01% | -3.51% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.16% | +0.01% | — | |
| 47 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.15% | -0.01% | +0.95% | |
| 48 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.15% | -0.01% | +3.07% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.14% | +0.03% | -2.31% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.13% | -0.02% | +8.75% |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $616.0M across 101 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, QEFA, IWY) accounted for 43.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFUS
市值: $80.8M
During Q1 2025, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (15.6%)、QEFA (10.2%)、IWY (9.2%). The largest single position, DFUS, represented 15.6% of total portfolio value.
In Q1 2025, Intelligence Driven Advisers, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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