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CIK: 0001819955
Total reported value
$616.0M
$616.0M
138 檔
54.6%
As reported in its official Q4 2025 Form 13F filing, Intelligence Driven Advisers, LLC's tracked investment portfolio stood at $616.0M with 138 total positions.
Intelligence Driven Advisers, LLC executed strategic sector rebalancing during Q4 2025, establishing 15 new positions while fully exiting 4 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 15.42% | +1.19% | -6.17% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 9.84% | +0.78% | -7.00% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 9.39% | -0.33% | -4.26% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.94% | -0.19% | -6.61% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.50% | +0.65% | -2.65% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 6.34% | -7.01% | -6.65% | |
| 7 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 5.42% | +0.41% | +0.76% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.47% | +0.14% | -9.05% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.36% | -0.11% | -7.43% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.98% | -0.30% | -11.44% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | +0.03% | -0.37% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.76% | +0.20% | -3.59% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.53% | +0.37% | -14.93% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.97% | +0.09% | -49.27% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.88% | +0.09% | -11.64% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.20% | +0.21% | -0.56% | |
| 17 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.11% | +0.33% | — | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.96% | +0.04% | -5.87% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.74% | +0.05% | -1.99% | |
| 20 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.67% | +0.31% | — | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.65% | +0.01% | -4.87% | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.50% | +0.01% | -15.98% | |
| 23 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.49% | +0.04% | -10.03% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | +2.38% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.44% | -0.04% | -6.30% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | +0.03% | -4.07% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.21% | -17.45% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.41% | -0.02% | -1.39% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.07% | -0.08% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | +0.01% | -20.40% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.30% | — | +0.31% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.26% | -0.01% | -18.14% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | -0.04% | -1.75% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.08% | -0.99% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | +0.16% | -11.05% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.02% | -9.49% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.24% | -0.04% | -10.38% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.04% | -1.33% | |
| 39 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.21% | +0.01% | -5.07% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | — | -0.18% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.21% | +0.03% | — | |
| 42 | GE | General Electric | Stock-Industrials | 0.19% | — | -3.29% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.19% | +0.01% | -55.97% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.12% | +0.57% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.18% | -0.02% | +5.48% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.17% | +0.03% | -1.32% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.17% | -0.05% | -0.67% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.16% | — | +0.75% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.15% | -0.06% | +3.02% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.14% | -0.04% | +808.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUS | Invesco Rafi Strategic US Et | +0.4% | +0.76% | Add |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.2% | -4.26% | Trim |
| 3 | AAPL | Apple Inc | +0.2% | -3.59% | Trim |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.37% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | +2.38% | Add |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -0.56% | Trim |
| 7 | AVGO | Broadcom Inc | +0.1% | +94.22% | Add |
| 8 | APP | Applovin Corp-class A | +0.1% | +91.84% | Add |
| 9 | MRK | Merck & Co. Inc. | 0% | -0.67% | Trim |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | 0% | -14.93% | Trim |
| 11 | XLB | Ss Materials Select Sector | 0% | — | Unchanged |
| 12 | PULS | Pgim Ultra Short Bond ETF | 0% | -26.05% | Trim |
| 13 | JQUA | Jpmorgan US Quality Factor | 0% | -10.03% | Trim |
| 14 | MSFT | Microsoft CORP | 0% | -11.05% | Trim |
| 15 | TFLO | Ishares Treasury Floating Ra | 0% | -32.59% | Trim |
| 16 | VGSH | Vanguard Short-term Treasury | -0.1% | -18.14% | Trim |
| 17 | NFLX | Netflix Inc | -0.1% | +808.30% | Add |
| 18 | VTV | Vanguard Value ETF | -0.1% | -20.40% | Trim |
| 19 | DUHP | Dimensional US High Profi Et | -0.1% | -15.98% | Trim |
| 20 | FISV | Fiserv Inc | -0.1% | -0.01% | Trim |
| 21 | NVDA | Nvidia CORP | -0.1% | -17.45% | Trim |
| 22 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -6.17% | Trim |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -11.44% | Trim |
| 24 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -11.64% | Trim |
| 25 | VMBS | Vanguard Mortgage-backed Sec | -0.2% | -7.43% | Trim |
| 26 | SCHB | Schwab US Broad Market ETF | -0.2% | -9.05% | Trim |
| 27 | DFAS | Dimensional US Small Cap ETF | -0.2% | -55.97% | Trim |
| 28 | SCHR | Schwab Intermediate-term US | -0.3% | -6.65% | Trim |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -6.61% | Trim |
| 30 | IWY | Ishares Russell Top 200 Grow | -0.3% | -7.00% | Trim |
| 31 | AVUV | Avantis US Small Cap Value | -1.7% | -49.27% | Trim |
| 32 | AIQ | Global X Art Intel & Tech | — | NEW | New buy |
| 33 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 34 | JHMM | John Hancock Multi Fact Mid | — | NEW | New buy |
| 35 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 36 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 37 | MU | Micron Technology Inc | — | NEW | New buy |
| 38 | FVD | First Trust Value Line Dvd | — | NEW | New buy |
| 39 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 40 | KLAC | Kla CORP | — | NEW | New buy |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | Sold out |
| 42 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | Sold out |
| 44 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 45 | VB | Vanguard Small-cap ETF | — | EXIT | Sold out |
| 46 | VLO | Valero Energy CORP | — | NEW | New buy |
| 47 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 48 | CAT | Caterpillar Inc | — | NEW | New buy |
| 49 | FNDA | Schwab Fndmntl US Sm Co ETF | — | NEW | New buy |
| 50 | CMF | Ishares California Muni Bond | — | NEW | New buy |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $616.0M across 138 disclosed positions in Q4 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, IWY, QEFA) accounted for 54.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
AIQ
市值: $7.8M
Top Position Liquidated / Trimmed
XLU
前期市值: $261.6K
During Q4 2025, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (15.4%)、IWY (9.8%)、QEFA (9.4%). The largest single position, DFUS, represented 15.4% of total portfolio value.
In Q4 2025, Intelligence Driven Advisers, LLC made 49 total portfolio adjustments, initiating 15 new buys, adding to 5 positions, trimming 25 holdings, and fully liquidating 4 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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