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CIK: 0001819955
Total reported value
$616.0M
$616.0M
130 檔
46.3%
According to the latest 13F quarterly dataset, Intelligence Driven Advisers, LLC managed an equity portfolio of $616.0M at the end of Q1 2026, spanning 130 distinct U.S. exchange-listed positions.
In Q1 2026, Intelligence Driven Advisers, LLC adopted a defensive or profit-taking posture, trimming 64 positions and completely liquidating 22 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 15.83% | +1.19% | -11.95% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 9.97% | -0.33% | -15.38% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 8.93% | +0.78% | -17.23% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.82% | -0.19% | -6.80% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.13% | -7.01% | -7.25% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.34% | +0.65% | -16.31% | |
| 7 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 5.55% | +0.41% | -17.01% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.88% | -0.11% | -5.13% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.96% | +0.20% | -5.79% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.90% | -0.30% | -23.34% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.47% | +0.14% | -39.10% | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.19% | +0.37% | -33.43% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.95% | +0.09% | -25.08% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.91% | +0.09% | -13.84% | |
| 15 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.27% | +0.33% | +2.21% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.15% | +0.04% | -3.32% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.13% | +0.21% | -28.69% | |
| 18 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.81% | +0.31% | +0.05% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.73% | +0.01% | -4.87% | |
| 20 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.64% | -0.02% | +30.56% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.56% | +0.01% | -6.04% | |
| 22 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.55% | +0.04% | -5.43% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.03% | -84.10% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.06% | -3.08% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.03% | -1.46% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.46% | -0.04% | -14.30% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | +0.02% | +67.43% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.40% | -0.01% | +24.51% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.40% | +0.05% | -57.50% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | +0.01% | -2.17% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.21% | -17.84% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.08% | -0.73% | |
| 33 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.27% | +0.01% | +8.43% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | -0.04% | -12.93% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.27% | -0.04% | -8.11% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | -0.07% | -36.71% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.25% | +0.03% | — | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.05% | +4.19% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.25% | +0.03% | +3.78% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.12% | +20.33% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.16% | -1.21% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | — | -0.75% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.22% | +0.01% | -4.89% | |
| 44 | GE | General Electric | Stock-Industrials | 0.21% | — | -2.61% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | +0.04% | -23.21% | |
| 46 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.18% | -0.01% | +51.95% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.17% | — | +8.72% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.16% | -0.02% | -11.44% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.16% | +0.04% | +1.56% | |
| 50 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.15% | -0.01% | +68.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.9% | -6.80% | Trim |
| 2 | SCHR | Schwab Intermediate-term US | +0.8% | -7.25% | Trim |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.6% | -15.38% | Trim |
| 4 | VMBS | Vanguard Mortgage-backed Sec | +0.5% | -5.13% | Trim |
| 5 | DFUS | Dimensional US Eq Mkt ETF | +0.4% | -11.95% | Trim |
| 6 | PYLD | Pimco Multisector Bond Actv | +0.2% | +30.56% | Add |
| 7 | IWF | Ishares Russell 1000 Growth | +0.2% | +67.43% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -5.79% | Trim |
| 9 | PRF | Invesco Rafi US 1000 ETF | +0.2% | -3.32% | Trim |
| 10 | AIQ | Global X Art Intel & Tech | +0.2% | +2.21% | Add |
| 11 | VGSH | Vanguard Short-term Treasury | +0.1% | +24.51% | Add |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +0.05% | Add |
| 13 | IUS | Invesco Rafi Strategic US Et | +0.1% | -17.01% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +136.86% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | +84.95% | Add |
| 16 | IWV | Ishares Russell 3000 ETF | +0.1% | -4.87% | Trim |
| 17 | TFLO | Ishares Treasury Floating Ra | +0.1% | +68.75% | Add |
| 18 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +51.95% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +4.19% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.78% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.46% | Trim |
| 22 | VTV | Vanguard Value ETF | +0.1% | -2.17% | Trim |
| 23 | DUHP | Dimensional US High Profi Et | +0.1% | -6.04% | Trim |
| 24 | JQUA | Jpmorgan US Quality Factor | +0.1% | -5.43% | Trim |
| 25 | GILD | Gilead Sciences Inc | +0.1% | +57.47% | Add |
| 26 | GEV | GE Vernova Inc | +0.1% | +1.56% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +20.33% | Add |
| 28 | LRGF | Ishares US Equity Factor ETF | +0.1% | +8.43% | Add |
| 29 | WMT | Walmart Inc | +0.1% | +21.22% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.72% | Add |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -3.08% | Trim |
| 32 | CMCSA | Comcast Corp-class A | 0% | +84.50% | Add |
| 33 | KLAC | Kla CORP | 0% | +35.53% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | -0.73% | Trim |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | 0% | — | Unchanged |
| 36 | QUAL | Ishares Msci USA Quality Fac | 0% | -13.84% | Trim |
| 37 | MBB | Ishares Mbs ETF | 0% | -8.11% | Trim |
| 38 | VLO | Valero Energy CORP | 0% | +1.78% | Add |
| 39 | MO | Altria Group Inc | 0% | +18.93% | Add |
| 40 | LRCX | Lam Research CORP | 0% | +6.53% | Add |
| 41 | BMY | Bristol-myers Squibb Co | 0% | +18.94% | Add |
| 42 | DFAS | Dimensional US Small Cap ETF | 0% | -4.89% | Trim |
| 43 | BOND | Pimco Active Bond Exchange-t | 0% | -14.30% | Trim |
| 44 | AGG | Ishares Core U.s. Aggregate | 0% | -12.93% | Trim |
| 45 | GE | General Electric | 0% | -2.61% | Trim |
| 46 | STX | Seagate Technology Holdings plc | 0% | -8.35% | Trim |
| 47 | SU | Suncor Energy Inc | 0% | -17.22% | Trim |
| 48 | CAT | Caterpillar Inc | 0% | -0.98% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.13% | Trim |
| 50 | TAK | Takeda Pharmaceutic-sp Adr | 0% | +0.12% | Add |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $616.0M across 130 disclosed positions in Q1 2026.
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 46.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SNDK
市值: $365.3K
Top Position Liquidated / Trimmed
BA
前期市值: $2.1M
During Q1 2026, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (15.8%)、QEFA (10.0%)、IWY (8.9%). The largest single position, DFUS, represented 15.8% of total portfolio value.
In Q1 2026, Intelligence Driven Advisers, LLC made 139 total portfolio adjustments, initiating 14 new buys, adding to 39 positions, trimming 64 holdings, and fully liquidating 22 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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