Intelligence Driven Advisers, LLC

CIK 0001819955 · CARLSBAD, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Intelligence Driven Advisers, LLC reported 140 positions worth $616.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: DFUS (17.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$616.0M
2026 Q2
Positions
140
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.1%
Est. Net Flow (Q)
2026 Q2
10 / 140 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFUSDIMENSIONAL ETF TRUSTSH$104.8M17.02%1,279,127
2IWYISHARES TRSH$59.8M9.71%205,851
3QEFASPDR INDEX SHS FDSSH$59.4M9.64%618,501
4IUSBISHARES TRSH$47.0M7.63%1,019,072
5DYNFBLACKROCK ETF TRUSTSH$43.1M6.99%633,034
6IUSINVESCO EXCH TRD SLF IDX FDSH$36.7M5.96%559,703
7VMBSVANGUARD SCOTTSDALE FDSSH$23.2M3.77%495,921
8AAPLAPPLE INCSH$19.5M3.16%67,333
9SCHBSCHWAB STRATEGIC TRSH$16.1M2.61%554,469
10COWZPACER FDS TRSH$16.0M2.60%257,792

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Intelligence Driven Advisers, LLC hold as of Q2 2026?

Intelligence Driven Advisers, LLC reported 140 positions worth $616.0M in its Q2 2026 13F filing. Largest positions: DFUS (17.0%), IWY (9.7%), QEFA (9.6%), IUSB (7.6%) and DYNF (7.0%).

What did Intelligence Driven Advisers, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Intelligence Driven Advisers, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.