Latest Intelligence Driven Advisers, LLC Stock Portfolio
Intelligence Driven Advisers, LLC Performance:
2025 Q3: 1.28%YTD: 18.9%2024: 1.51%
Performance for 2025 Q3 is 1.28%, and YTD is 18.9%, and 2024 is 1.51%.
About Intelligence Driven Advisers, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Intelligence Driven Advisers, LLC reported an equity portfolio of $721.3 Millions as of 30 Sep, 2025.
The top stock holdings of Intelligence Driven Advisers, LLC are DFAC, AOA, CWI. The fund has invested 15.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10.1% of portfolio in ISHARES TR.
The fund managers got completely rid off PALO ALTO NETWORKS INC (PANW), ISHARES TR (DMXF) and FIDELITY MERRIMACK STR TR (FBND) stocks. They significantly reduced their stock positions in LOWES COS INC (LOW), ISHARES TR (IBCE) and ISHARES TR (AMPS). Intelligence Driven Advisers, LLC opened new stock positions in APPLOVIN CORP (APP), SPDR SERIES TRUST (BIL) and LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), GE VERNOVA INC and ADOBE INC (ADBE).
The top stock holdings of Intelligence Driven Advisers, LLC are DFAC, AOA, CWI. The fund has invested 15.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10.1% of portfolio in ISHARES TR.
The fund managers got completely rid off PALO ALTO NETWORKS INC (PANW), ISHARES TR (DMXF) and FIDELITY MERRIMACK STR TR (FBND) stocks. They significantly reduced their stock positions in LOWES COS INC (LOW), ISHARES TR (IBCE) and ISHARES TR (AMPS). Intelligence Driven Advisers, LLC opened new stock positions in APPLOVIN CORP (APP), SPDR SERIES TRUST (BIL) and LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), GE VERNOVA INC and ADOBE INC (ADBE).
Intelligence Driven Advisers, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Intelligence Driven Advisers, LLC made a return of 1.28% in the last quarter. In trailing 12 months, it's portfolio return was 19.29%.
New Buys
| Ticker | $ Bought |
|---|---|
| applovin corp | 378,671 |
| spdr series trust | 289,211 |
| lam research corp | 234,459 |
| suncor energy inc new | 228,241 |
| seagate technology hldngs pl | 223,077 |
| tesla inc | 206,719 |
| hca healthcare inc | 205,428 |
| general dynamics corp | 204,600 |
New stocks bought by Intelligence Driven Advisers, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 77.24 |
| ge vernova inc | 62.42 |
| adobe inc | 26.42 |
| pimco etf tr | 23.75 |
| broadcom inc | 23.63 |
| invesco exch trd slf idx fd | 18.81 |
| nvidia corporation | 16.53 |
| merck & co inc | 16.25 |
Additions to existing portfolio by Intelligence Driven Advisers, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| lowes cos inc | -22.84 |
| ishares tr | -20.77 |
| ishares tr | -19.00 |
| dimensional etf trust | -18.09 |
| pimco etf tr | -15.15 |
| pacer fds tr | -15.07 |
| qualcomm inc | -15.03 |
| oreilly automotive inc | -11.34 |
Intelligence Driven Advisers, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| fluent inc | -52,462 |
| fidelity merrimack str tr | -205,280 |
| ishares tr | -232,870 |
| palo alto networks inc | -252,935 |
Intelligence Driven Advisers, LLC got rid off the above stocks
Sector Distribution
Intelligence Driven Advisers, LLC has about 92.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 92.6 |
| Technology | 3.9 |
Market Cap. Distribution
Intelligence Driven Advisers, LLC has about 7.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 92.6 |
| MEGA-CAP | 5.5 |
| LARGE-CAP | 1.8 |
Stocks belong to which Index?
About 6.9% of the stocks held by Intelligence Driven Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93 |
| S&P 500 | 6.9 |
Intelligence Driven Advisers, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Intelligence Driven Advisers, LLC
Intelligence Driven Advisers, LLC has 124 stocks in it's portfolio. About 70.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Intelligence Driven Advisers, LLC last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.60 | 73,680 | 18,761,200 | reduced | -0.12 | ||
| AAXJ | ishares tr | 0.26 | 19,658 | 1,870,460 | reduced | -1.09 | ||
| AAXJ | ishares tr | 0.06 | 6,660 | 400,133 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.05 | 5,414 | 367,232 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.03 | 1,807 | 205,781 | unchanged | 0.00 | ||
| ACWF | ishares tr | 7.23 | 1,116,280 | 52,141,400 | added | 6.95 | ||
| ACWF | ishares tr | 0.22 | 22,794 | 1,574,610 | reduced | -2.51 | ||
| ACWF | ishares tr | 0.10 | 14,982 | 757,939 | added | 3.03 | ||
| ACWV | ishares inc | 0.08 | 24,000 | 602,038 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.08 | 1,675 | 590,856 | added | 26.42 | ||
| AEMB | american centy etf tr | 3.68 | 266,861 | 26,560,700 | added | 2.07 | ||
| AEMB | american centy etf tr | 0.06 | 3,751 | 407,734 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 3.12 | 391,119 | 22,477,600 | reduced | -15.07 | ||
| AGNG | global x fds | 0.04 | 7,200 | 255,096 | unchanged | 0.00 | ||
| AIG | american intl group inc | 0.03 | 2,997 | 235,384 | reduced | -1.71 | ||
| AMPS | ishares tr | 0.12 | 37,366 | 863,895 | reduced | -19.00 | ||
| AMPS | ishares tr | 0.04 | 3,048 | 289,987 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.17 | 5,438 | 1,194,040 | reduced | -5.1 | ||
| AOA | ishares tr | 10.14 | 267,295 | 73,145,200 | reduced | -1.42 | ||
| APP | applovin corp | 0.05 | 527 | 378,671 | new | |||