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CIK: 0001819955
Total reported value
$616.0M
$616.0M
119 檔
52.7%
During the Q2 2025 filing period, Intelligence Driven Advisers, LLC (CIK: 0001819955) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $616.0M across 119 reported positions.
In Q2 2025, Intelligence Driven Advisers, LLC displayed an active expansion posture, initiating 14 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, IWY, QEFA) accounted for 52.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
BA
市值: $2.0M
Top Position Liquidated / Trimmed
GSG
前期市值: $343.7K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 15.49% | +1.19% | +14.73% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.08% | +0.78% | +20.17% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 9.46% | -0.33% | +9.18% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.28% | -0.19% | +7.50% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 6.67% | -7.01% | +10.32% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.51% | +0.65% | +32.88% | |
| 7 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 4.30% | +0.41% | +42.59% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.83% | -0.30% | -9.57% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.74% | +0.14% | +71.50% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.59% | +0.09% | +14.32% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.52% | -0.11% | -0.96% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.73% | +0.03% | +603.48% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.61% | +0.09% | +2.41% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.58% | +0.37% | +25.95% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.20% | +5.12% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.01% | +0.21% | +13.83% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.98% | +0.04% | +2909.44% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.72% | +0.01% | -6.64% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.71% | +0.01% | -7.12% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.69% | +0.05% | +135.46% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.60% | +0.04% | -4.37% | |
| 22 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.58% | -0.04% | -8.96% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | +0.03% | +0.84% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.42% | +0.01% | +210.26% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.07% | +50.54% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | +0.01% | -1.81% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.21% | -7.52% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.35% | -0.02% | +248.95% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.33% | -0.01% | +3.81% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.31% | — | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.16% | +4.69% | |
| 32 | MBB | Ishares Mbs ETF | ETF-Other | 0.28% | -0.04% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.06% | +8.96% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | -0.04% | +6.41% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.02% | +13.61% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | — | -6.79% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.08% | -0.38% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.24% | -0.04% | -1.24% | |
| 39 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.23% | +0.01% | +34.79% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.04% | +26.87% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.21% | +0.03% | — | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.20% | -0.02% | -0.78% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.12% | -21.69% | |
| 44 | GE | General Electric | Stock-Industrials | 0.19% | — | -0.02% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.16% | — | -25.94% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.16% | — | — | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.15% | -0.01% | +1.79% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.14% | -0.02% | +48.60% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.14% | +0.03% | -6.23% | |
| 50 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.13% | -0.01% | -4.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.3% | +603.48% | Add |
| 2 | SCHB | Schwab US Broad Market ETF | +1.2% | +71.50% | Add |
| 3 | PRF | Invesco Rafi US 1000 ETF | +0.9% | +2909.44% | Add |
| 4 | IWY | Ishares Russell Top 200 Grow | +0.9% | +20.17% | Add |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.8% | +32.88% | Add |
| 6 | IUS | Invesco Rafi Strategic US Et | +0.6% | +42.59% | Add |
| 7 | SCHF | Schwab Intl Equity ETF | +0.4% | +135.46% | Add |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | +25.95% | Add |
| 9 | BA | Boeing Co/the | +0.3% | NEW | New buy |
| 10 | MBB | Ishares Mbs ETF | +0.3% | NEW | New buy |
| 11 | DFAS | Dimensional US Small Cap ETF | +0.3% | +210.26% | Add |
| 12 | PYLD | Pimco Multisector Bond Actv | +0.2% | +248.95% | Add |
| 13 | XLF | Ss Financial Select Sector | +0.2% | NEW | New buy |
| 14 | XLV | Ss Health Care Select Sector | +0.1% | NEW | New buy |
| 15 | BTI | British American Tob-sp Adr | +0.1% | NEW | New buy |
| 16 | POWR | Ishares US Power Infrastruct | +0.1% | NEW | New buy |
| 17 | XLB | Ss Materials Select Sector | +0.1% | NEW | New buy |
| 18 | MA | Mastercard Inc - A | +0.1% | +50.54% | Add |
| 19 | PJP | Invesco Pharmaceuticals ETF | +0.1% | NEW | New buy |
| 20 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 21 | IHI | Ishares U.s. Medical Devices | +0.1% | NEW | New buy |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 23 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 24 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 25 | LOW | Lowe's Cos Inc | +0.1% | NEW | New buy |
| 26 | LRGF | Ishares US Equity Factor ETF | 0% | +34.79% | Add |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +13.83% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +26.87% | Add |
| 29 | WFC | Wells Fargo & Co | 0% | +48.60% | Add |
| 30 | NVDA | Nvidia CORP | 0% | -7.52% | Trim |
| 31 | MSFT | Microsoft CORP | 0% | +4.69% | Add |
| 32 | NFLX | Netflix Inc | 0% | -1.24% | Trim |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | +13.61% | Add |
| 34 | GE | General Electric | — | -0.02% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +8.96% | Add |
| 36 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | +14.73% | Add |
| 37 | GSG | Ishares S&p Gsci Commodity I | -0.1% | EXIT | Sold out |
| 38 | LLY | Eli Lilly & Co | -0.1% | -50.09% | Trim |
| 39 | GOVT | Ishares US Treasury Bond ETF | -0.1% | -25.94% | Trim |
| 40 | FISV | Fiserv Inc | -0.1% | -0.78% | Trim |
| 41 | JPST | Jpmorgan Ultra-short Income | -0.2% | -79.02% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | -0.2% | -62.94% | Trim |
| 43 | BOND | Pimco Active Bond Exchange-t | -0.2% | -8.96% | Trim |
| 44 | AVUV | Avantis US Small Cap Value | -0.3% | +14.32% | Add |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.4% | +2.41% | Add |
| 46 | AAPL | Apple Inc | -0.7% | +5.12% | Add |
| 47 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | -0.8% | +9.18% | Add |
| 48 | SCHR | Schwab Intermediate-term US | -1% | +10.32% | Add |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -1.3% | +7.50% | Add |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | -1.5% | -9.57% | Trim |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $616.0M across 119 disclosed positions in Q2 2025.
During Q2 2025, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (15.5%)、IWY (10.1%)、QEFA (9.5%). The largest single position, DFUS, represented 15.5% of total portfolio value.
In Q2 2025, Intelligence Driven Advisers, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 1 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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