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Latest Intelligence Driven Advisers, LLC Stock Portfolio

$615Million | No. of Holdings #140

Intelligence Driven Advisers, LLC Performance

2026 Q2+10.38%
YTD+8.16%
2025+13.54%

About Intelligence Driven Advisers, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Intelligence Driven Advisers, LLC reported an equity portfolio of $616 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Intelligence Driven Advisers, LLC are DFAC, AOA, CWI. The fund has invested 17% of it's portfolio in DIMENSIONAL ETF TRUST and 9.7% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off BLUEROCK PVT REAL ESTATE FD, COMCAST CORP NEW (CMCSA) and UBER TECHNOLOGIES INC (UBER) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), WIPRO LTD (WIT) and GILEAD SCIENCES INC (GILD). Intelligence Driven Advisers, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, ADVANCED MICRO DEVICES INC (AMD) and INTERNATIONAL BUSINESS MACHS (IBM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and BROADCOM INC (AVGO).
Intelligence Driven Advisers, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$615Million
  as of Aug 06, 2026

Intelligence Driven Advisers, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Intelligence Driven Advisers, LLC made a return of 10.38% in the last quarter. In trailing 12 months, it's portfolio return was 17.79%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
j p morgan exchange traded f5,162,640
advanced micro devices inc416,512
international business machs343,886
visa inc331,092
schwab strategic tr323,759
abbvie inc301,716
allstate corp300,042
carpenter technology corp269,559
New stocks bought by Intelligence Driven Advisers, LLC

Additions

Ticker% Inc.
ishares tr291
vanguard index fds285
broadcom inc195
tesla inc189
alphabet inc125
johnson & johnson81.8
microsoft corp78.62
costco wholesale corporation49.57
Additions to existing portfolio by Intelligence Driven Advisers, LLC

Reductions

Ticker% Reduced
schwab strategic tr-98.23
wipro ltd-42.08
gilead sciences inc-28.1
sandisk corp-24.87
bristol-myers squibb co-24.3
vanguard index fds-21.79
mastercard incorporated-19.8
merck & co inc-18.7
Intelligence Driven Advisers, LLC reduced stake in above stock

Sold off

Ticker$ Sold
bluerock pvt real estate fd-462,512
comcast corp new-446,846
takeda pharmaceutical co ltd-285,893
enel chile sa-46,780
grab holdings limited-40,480
viatris inc-139,788
908 devices inc-61,200
uber technologies inc-364,901
Intelligence Driven Advisers, LLC got rid off the above stocks

Sector Distribution

Intelligence Driven Advisers, LLC has about 89.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others89.3
Technology5.7
Communication Services1.2

Market Cap. Distribution

Intelligence Driven Advisers, LLC has about 10.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.3
MEGA-CAP9.2
LARGE-CAP1.5

Stocks belong to which Index?

About 10.3% of the stocks held by Intelligence Driven Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89.6
S&P 50010.3
Top 5 Winners (%)%
MU
micron technology inc
239.8 %
sandisk corp
225.8 %
STX
seagate technology hldngs pl
135.2 %
KLAC
kla corp
98.1 %
LRCX
lam research corp
92.4 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
14.1 M
AOA
ishares tr
8.6 M
BECO
blackrock etf trust
6.2 M
BSAE
invesco exch trd slf idx fd
4.3 M
BOB
ea series trust
4.1 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.8 %
IJR
ishares tr
-60.4 %
NFLX
netflix inc.
-25.3 %
KR
kroger co
-21.4 %
PLTR
palantir technologies inc
-18.7 %
Top 5 Losers ($)$
IJR
ishares tr
-4.5 M
VB
vanguard index fds
-0.7 M
FNDA
schwab strategic tr
-0.2 M
NFLX
netflix inc.
-0.2 M
XOM
exxon mobil corp
-0.2 M

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 140 stocks in it's portfolio. About 69.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Intelligence Driven Advisers, LLC last quarter.

$615.99MTotal Value
154Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Intelligence Driven Advisers, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.23%14,745
$1.39M
0.23%
decreased 8.93 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.07%5,414
$414.4K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.04%1,807
$224.8K
0.04%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
7.64%1,019,070
$47.03M
7.64%
increased 4.89 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.28%22,682
$1.72M
0.28%
decreased 3.32 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.14%17,459
$883.9K
0.14%
increased 2.43 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Intelligence Driven Advisers, LLC's holding in American Centy Etf Tr over time
2.04%100,750
$12.57M
2.04%
decreased 0.67 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Intelligence Driven Advisers, LLC's holding in American Centy Etf Tr over time
0.08%3,751
$480.4K
0.08%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Intelligence Driven Advisers, LLC's holding in American Centy Etf Tr over time
0.03%2,105
$203.1K
0.03%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Intelligence Driven Advisers, LLC's holding in Pacer Fds Tr over time
2.6%257,792
$16.03M
2.6%
decreased 2.91 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Intelligence Driven Advisers, LLC's holding in Global X Fds over time
1.6%150,483
$9.87M
1.6%
decreased 3.8 percentreduced