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Latest Intelligence Driven Advisers, LLC Stock Portfolio

$579Million | No. of Holdings #134

Intelligence Driven Advisers, LLC Performance

2026 Q3+0.78%
YTD+9.01%
2025+13.54%

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

On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Intelligence Driven Advisers, LLC reported an equity portfolio of $579.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Intelligence Driven Advisers, LLC are DFAC, CWI, AOA. The fund has invested 18.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10.6% of portfolio in SPDR INDEX SHS FDS. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IJR) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES TR (AMPS) and VANGUARD SCOTTSDALE FDS (BNDW). Intelligence Driven Advisers, LLC opened new stock positions in DFA INVT DIMENSIONS GROUP IN, NEOS ETF TRUST (KOCG) and SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TR (QQQ), ISHARES TR (ACWF) and ISHARES TR (AAXJ).
Intelligence Driven Advisers, LLC Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$579Million
  as of Oct 09, 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 0.78% in the last quarter. In trailing 12 months, it's portfolio return was 11.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dfa invt dimensions group in3,419,700
neos etf trust2,047,190
exxonmobil holdings corp933,974
salesforce inc345,843
palo alto networks inc287,255
philip morris intl inc237,380
hanover ins group inc212,193
New stocks bought by Intelligence Driven Advisers, LLC

Additions

Ticker% Inc.
invesco qqq tr170
ishares tr147
ishares tr77.81
pgim etf tr62.2
cisco sys inc51.51
intel corp51.26
pimco etf tr41.31
goldman sachs group inc38.89
Additions to existing portfolio by Intelligence Driven Advisers, LLC

Reductions

Ticker% Reduced
ishares tr-99.08
ishares tr-44.48
vanguard scottsdale fds-33.85
qualcomm inc-24.07
altria group inc-23.48
seagate technology hldngs pl-23.12
ishares tr-21.6
costco wholesale corporation-20.57
Intelligence Driven Advisers, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-3,482,020
schwab strategic tr-714,465
ishares tr-1,445,700
barclays plc-215,847
exxon mobil corp-744,557
kroger co-209,881
evergy inc-219,446
oreilly automotive inc-221,808
Intelligence Driven Advisers, LLC got rid off the above stocks

Sector Distribution

Intelligence Driven Advisers, LLC has about 88.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others88.2
Technology6.7
Communication Services1.4

Market Cap. Distribution

Intelligence Driven Advisers, LLC has about 11.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED88.2
MEGA-CAP10.4
LARGE-CAP1.3

Stocks belong to which Index?

About 11.5% of the stocks held by Intelligence Driven Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88.5
S&P 50011.5
Top 5 Winners (%)%
PLTR
palantir technologies inc
59.3 %
VLO
valero energy corp
47.2 %
MSFT
microsoft corp
34.3 %
META
meta platforms inc
27.9 %
CVX
chevron corporation
21.8 %
Top 5 Winners ($)$
AAPL
apple inc
2.9 M
DFAC
dimensional etf trust
1.4 M
BSAE
invesco exch trd slf idx fd
1.3 M
AFTY
pacer fds tr
1.2 M
MSFT
microsoft corp
1.0 M
Top 5 Losers (%)%
KLAC
kla corp
-34.3 %
WIT
wipro ltd
-24.2 %
LRCX
lam research corp
-23.5 %
sandisk corp
-23.5 %
CAT
caterpillar inc
-23.4 %
Top 5 Losers ($)$
BNDW
vanguard scottsdale fds
-1.2 M
ACWF
ishares tr
-1.1 M
BECO
blackrock etf trust
-0.7 M
AEMB
american centy etf tr
-0.7 M
BOB
ea series trust
-0.6 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 134 stocks in it's portfolio. About 69.3% of the portfolio is in top 10 stocks. BNDW proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Intelligence Driven Advisers, LLC last quarter.

$579.25MTotal Value
147Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Intelligence Driven Advisers, LLC, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.41%26,218
$2.35M
0.41%
increased 77.81 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.07%5,414
$428.5K
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
$216.5K
0.04%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.38%43,297
$2.19M
0.38%
increased 147.99 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.31%22,828
$1.78M
0.31%
increased 0.64 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Intelligence Driven Advisers, LLC's holding in Ishares Tr over time
0.07%9,420
$415.3K
0.07%
decreased 99.08 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Intelligence Driven Advisers, LLC's holding in American Centy Etf Tr over time
2.06%101,145
$11.91M
2.06%
increased 0.39 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Intelligence Driven Advisers, LLC's holding in American Centy Etf Tr over time
0.09%3,954
$506.5K
0.09%
increased 5.41 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Intelligence Driven Advisers, LLC's holding in American Centy Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Intelligence Driven Advisers, LLC's holding in Pacer Fds Tr over time
2.92%253,437
$16.92M
2.92%
decreased 1.69 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Intelligence Driven Advisers, LLC's holding in Global X Fds over time
1.69%150,475
$9.80M
1.69%
decreased 0.01 percentreduced