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CIK: 0001819955
Total reported value
$579.2M
$579.2M
140 檔
54.2%
At the close of Q2 2026, Intelligence Driven Advisers, LLC disclosed equity holdings valued at approximately $579.2M, spread across 140 reported holdings.
In Q2 2026, Intelligence Driven Advisers, LLC displayed an active expansion posture, initiating 24 new positions and adding to 59 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 | 17.02% | +1.52% | -0.08% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 9.71% | +0.47% | +0.04% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 9.64% | +0.91% | +0.90% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.63% | -7.56% | +4.89% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.99% | +0.73% | +1.21% | |
| 6 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 5.96% | +0.66% | +1.76% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.77% | -0.10% | +4.64% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.16% | +0.60% | +0.62% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.61% | +0.19% | -1.58% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.60% | +0.32% | -2.91% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.56% | -0.01% | -5.81% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.04% | +0.02% | -0.67% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.00% | +0.07% | -1.87% | |
| 14 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.60% | +0.09% | -3.80% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.34% | +0.07% | -2.11% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.19% | +0.05% | -2.01% | |
| 17 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.12% | -0.08% | -6.72% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.84% | +0.05% | — | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.74% | +0.03% | -4.96% | |
| 20 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.62% | +0.27% | +2.33% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.19% | +46.04% | |
| 22 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.59% | +0.03% | -2.78% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.03% | -1.41% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | — | -2.11% | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.57% | -0.57% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | +0.02% | +10.85% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | +0.05% | +291.73% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | +0.02% | +8.14% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.44% | -0.05% | -1.50% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.42% | — | -0.77% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | +0.02% | -1.10% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.39% | -0.12% | +6.63% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | +0.26% | +78.62% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.03% | +18.95% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.08% | +39.54% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.02% | +125.64% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.28% | -0.05% | -12.00% | |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.28% | — | — | |
| 39 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.28% | +0.03% | -3.32% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.47% | +0.58% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.23% | EXIT | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.23% | — | -2.85% | |
| 43 | MBB | Ishares Mbs ETF | ETF-Other | 0.23% | +0.18% | -8.93% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | +0.10% | +8.36% | |
| 45 | GE | General Electric | Stock-Industrials | 0.21% | -0.03% | -17.74% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | +0.01% | -19.80% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.20% | -0.03% | +2.01% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.20% | +0.04% | -18.70% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.17% | +0.01% | -0.19% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.01% | +195.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | +1.2% | -0.08% | Trim |
| 2 | JEPQ | JPM Nasdaq Equity Premium | +0.8% | NEW | New buy |
| 3 | IWY | Ishares Russell Top 200 Grow | +0.8% | +0.04% | Add |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.7% | +1.21% | Add |
| 5 | IUS | Invesco Rafi Strategic US Et | +0.4% | +1.76% | Add |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.4% | -5.81% | Trim |
| 7 | AIQ | Global X Art Intel & Tech | +0.3% | -3.80% | Trim |
| 8 | BAI | Ishrs Ai In And Tech Act ETF | +0.3% | -6.72% | Trim |
| 9 | MU | Micron Technology Inc | +0.3% | -1.50% | Trim |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | -2.11% | Trim |
| 11 | NVDA | Nvidia CORP | +0.2% | +46.04% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +0.62% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +125.64% | Add |
| 14 | MSFT | Microsoft CORP | +0.2% | +78.62% | Add |
| 15 | SCHB | Schwab US Broad Market ETF | +0.1% | -1.58% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.1% | +39.54% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +195.45% | Add |
| 18 | SNDK | Sandisk CORP | +0.1% | -24.87% | Trim |
| 19 | AVUV | Avantis US Small Cap Value | +0.1% | -0.67% | Trim |
| 20 | QUAL | Ishares Msci USA Quality Fac | +0.1% | -1.87% | Trim |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +18.95% | Add |
| 22 | KLAC | Kla CORP | +0.1% | +970.55% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | +189.79% | Add |
| 24 | LRCX | Lam Research CORP | +0.1% | +11.75% | Add |
| 25 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -2.11% | Trim |
| 27 | STX | Seagate Technology Holdings plc | +0.1% | -15.26% | Trim |
| 28 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 29 | SCHF | Schwab Intl Equity ETF | +0.1% | +8.14% | Add |
| 30 | LLY | Eli Lilly & Co | +0.1% | +38.87% | Add |
| 31 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 32 | SCHX | Schwab US Large-cap ETF | +0.1% | NEW | New buy |
| 33 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 34 | ALL | Allstate CORP | +0.1% | NEW | New buy |
| 35 | PRF | Invesco Rafi US 1000 ETF | 0% | -2.01% | Trim |
| 36 | JQUA | Jpmorgan US Quality Factor | 0% | -2.78% | Trim |
| 37 | GEV | GE Vernova Inc | 0% | +2.01% | Add |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +40.09% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.58% | Add |
| 40 | CAT | Caterpillar Inc | 0% | +33.33% | Add |
| 41 | CRS | Carpenter Technology | 0% | NEW | New buy |
| 42 | UNH | Unitedhealth Group Inc | 0% | NEW | New buy |
| 43 | KO | Coca-cola Co/the | 0% | NEW | New buy |
| 44 | C | Citigroup Inc | 0% | +35.05% | Add |
| 45 | IJR | Ishares Core S&p Small-cap E | 0% | NEW | New buy |
| 46 | WELL | Welltower Inc | 0% | NEW | New buy |
| 47 | INTC | Intel CORP | 0% | NEW | New buy |
| 48 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 49 | VZ | Verizon Communications Inc | 0% | NEW | New buy |
| 50 | VST | Vistra CORP | 0% | NEW | New buy |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $579.2M across 140 disclosed positions in Q2 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, IWY, QEFA) accounted for 54.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
JEPQ
市值: $5.2M
Top Position Liquidated / Trimmed
BPRE
前期市值: $462.5K
During Q2 2026, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (17.0%)、IWY (9.7%)、QEFA (9.6%). The largest single position, DFUS, represented 17.0% of total portfolio value.
In Q2 2026, Intelligence Driven Advisers, LLC made 143 total portfolio adjustments, initiating 24 new buys, adding to 59 positions, trimming 46 holdings, and fully liquidating 14 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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