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Latest Intelligence Driven Advisers, LLC Stock Portfolio

$573Million– No. of Holdings #130

Intelligence Driven Advisers, LLC Performance:
2026 Q1: -2.01%YTD: -2.01%2025: 13.54%
Performance for 2026 Q1 is -2.01%, and YTD is -2.01%, and 2025 is 13.54%.

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Intelligence Driven Advisers, LLC reported an equity portfolio of $573.6 Millions as of 31 Mar, 2026.

The top stock holdings of Intelligence Driven Advisers, LLC are DFAC, CWI, AOA. The fund has invested 15.8% of it's portfolio in DIMENSIONAL ETF TRUST and 10% of portfolio in SPDR INDEX SHS FDS.

The fund managers got completely rid off BOEING CO (BA), SELECT SECTOR SPDR TR (XLB) and BRITISH AMERN TOB PLC (BTI) stocks. They significantly reduced their stock positions in STATE STR SPDR S&P 500 ETF T (SPY), BROADCOM INC (AVGO) and SCHWAB STRATEGIC TR (FNDA). Intelligence Driven Advisers, LLC opened new stock positions in SANDISK CORP, KEYSIGHT TECHNOLOGIES INC (KEYS) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), MICRON TECHNOLOGY INC (MU) and COMCAST CORP NEW (CMCSA).
Intelligence Driven Advisers, LLC Equity Portfolio Value
Last Reported on: 15 May, 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 -2.01% in the last quarter. In trailing 12 months, it's portfolio return was 13.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sandisk corp365,321
keysight technologies inc282,370
johnson & johnson271,328
analog devices inc264,374
fedex corp248,614
costco wholesale corporation232,670
kroger co219,294
hartford insurance group inc211,364
New stocks bought by Intelligence Driven Advisers, LLC

Additions

Ticker% Inc.
exxon mobil corp136
micron technology inc84.95
comcast corp new84.5
ishares tr68.75
ishares tr67.43
gilead sciences inc57.47
pgim etf tr51.95
kla corp35.53
Additions to existing portfolio by Intelligence Driven Advisers, LLC

Reductions

Ticker% Reduced
state str spdr s&p 500 etf t-84.1
broadcom inc-57.71
schwab strategic tr-57.5
applovin corp-49.75
citigroup inc-42.14
schwab strategic tr-39.1
mastercard incorporated-36.71
adobe inc-36.51
Intelligence Driven Advisers, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares inc-564,720
select sector spdr tr-1,101,680
lg display co ltd-57,862
british amern tob plc-756,016
schwab strategic tr-280,402
tidal trust ii-147,473
boeing co-2,108,210
barclays plc-224,087
Intelligence Driven Advisers, LLC got rid off the above stocks

Sector Distribution

Intelligence Driven Advisers, LLC has about 91.4% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others91.4
Technology4.4

Market Cap. Distribution

Intelligence Driven Advisers, LLC has about 8.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED91.4
MEGA-CAP6.9
LARGE-CAP1.5

Stocks belong to which Index?

About 8.2% of the stocks held by Intelligence Driven Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others91.7
S&P 5008.2
Top 5 Winners (%)%
VLO
valero energy corp
51.1 %
SU
suncor energy inc new
44.8 %
STX
seagate technology hldngs pl
40.5 %
CVX
chevron corporation
33.3 %
ge vernova inc
33.2 %
Top 5 Winners ($)$
CWI
spdr index shs fds
1.7 M
AEMB
american centy etf tr
1.0 M
BOB
ea series trust
1.0 M
AFTY
pacer fds tr
0.7 M
EMGF
ishares inc
0.6 M
Top 5 Losers (%)%
APP
applovin corp
-30.8 %
GRAB
grab holdings limited
-26.1 %
ADBE
adobe inc
-25.0 %
WIT
wipro ltd
-23.4 %
MSFT
microsoft corp
-23.3 %
Top 5 Losers ($)$
AOA
ishares tr
-6.4 M
DFAC
dimensional etf trust
-4.5 M
BECO
blackrock etf trust
-1.8 M
AAPL
apple inc
-1.2 M
FNDA
schwab strategic tr
-0.8 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 130 stocks in it's portfolio. About 71.3% of the portfolio is in top 10 stocks. AOA proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for Intelligence Driven Advisers, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions