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CIK: 0001819955
Total reported value
$616.0M
$616.0M
124 檔
57.1%
According to the latest 13F quarterly dataset, Intelligence Driven Advisers, LLC managed an equity portfolio of $616.0M at the end of Q3 2025, spanning 124 distinct U.S. exchange-listed positions.
In Q3 2025, Intelligence Driven Advisers, LLC displayed an active expansion posture, initiating 11 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, IWY, QEFA) accounted for 57.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
BA
市值: $2.1M
Top Position Liquidated / Trimmed
COWZ
前期市值: $27.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 15.56% | +1.19% | +1.11% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.14% | +0.78% | -1.42% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 9.22% | -0.33% | +2.99% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.23% | -0.19% | +6.95% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 6.60% | -7.01% | +7.23% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.30% | +0.65% | +14.37% | |
| 7 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 5.03% | +0.41% | +18.81% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.68% | +0.09% | +2.07% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.63% | +0.14% | -2.23% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.51% | -0.11% | +7.23% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.12% | -0.30% | -15.07% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.78% | +0.03% | +2.53% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.20% | -0.12% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.50% | +0.37% | -3.87% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.02% | +0.09% | -20.77% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.08% | +0.21% | +9.74% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.95% | +0.04% | -0.69% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.71% | +0.05% | +5.82% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.65% | +0.01% | -7.00% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.57% | +0.01% | -18.09% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.53% | +0.04% | -8.41% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.21% | +16.53% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.46% | -0.04% | -15.15% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | +0.03% | -0.06% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.41% | +0.01% | -2.46% | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.40% | -0.02% | +23.75% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.07% | -0.66% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | +0.01% | -1.81% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.06% | -1.97% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.31% | -0.01% | +2.06% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | +0.16% | +1.36% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.29% | — | — | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.26% | -0.04% | -1.09% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.02% | -4.33% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | -0.04% | +1.61% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.08% | -0.38% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | — | -0.35% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.04% | +0.56% | |
| 39 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.22% | +0.01% | -2.51% | |
| 40 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.20% | +0.03% | — | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.19% | -0.04% | -4.59% | |
| 42 | GE | General Electric | Stock-Industrials | 0.19% | — | -6.51% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.12% | -5.10% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.16% | +0.03% | +0.97% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.15% | — | — | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | -0.02% | +7.53% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.14% | -0.06% | -6.01% | |
| 48 | FISV | Fiserv Inc | Stock-Other | 0.14% | -0.02% | — | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.13% | -0.05% | +16.25% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.13% | -0.01% | -0.58% |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $616.0M across 124 disclosed positions in Q3 2025.
During Q3 2025, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (15.6%)、IWY (10.1%)、QEFA (9.2%). The largest single position, DFUS, represented 15.6% of total portfolio value.
In Q3 2025, Intelligence Driven Advisers, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 27 positions, trimming 12 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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