Holders — by stockHoldings — by fund
Intelligence Driven Advisers, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001819955
$616.0M
disclosed book value
140
positions
17%
largest position share
Positions, as of 2026-06-30
top 100 of 140 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 1.3M | $104.8M | 17% |
| 2 | IWYISHARES TR | 205,851 | $59.8M | 9.7% |
| 3 | QEFASPDR INDEX SHS FDS | 618,501 | $59.4M | 9.6% |
| 4 | IUSBISHARES TR | 1.0M | $47.0M | 7.6% |
| 5 | DYNFBLACKROCK ETF TRUST | 633,034 | $43.1M | 7% |
| 6 | IUSINVESCO EXCH TRD SLF IDX FD | 559,703 | $36.7M | 6% |
| 7 | VMBSVANGUARD SCOTTSDALE FDS | 495,921 | $23.2M | 3.8% |
| 8 | AAPLAPPLE INC | 67,333 | $19.5M | 3.2% |
| 9 | SCHBSCHWAB STRATEGIC TR | 554,469 | $16.1M | 2.6% |
| 10 | COWZPACER FDS TR | 257,792 | $16.0M | 2.6% |
| 11 | FRDMEA SERIES TRUST | 216,704 | $15.8M | 2.6% |
| 12 | AVUVAMERICAN CENTY ETF TR | 100,750 | $12.6M | 2% |
| 13 | QUALISHARES TR | 56,015 | $12.3M | 2% |
| 14 | AIQGLOBAL X FDS | 150,483 | $9.9M | 1.6% |
| 15 | EMXCISHARES INC | 80,432 | $8.2M | 1.3% |
| 16 | PRFINVESCO EXCHANGE TRADED FD T | 135,580 | $7.3M | 1.2% |
| 17 | BAIBLACKROCK ETF TRUST | 130,866 | $6.9M | 1.1% |
| 18 | JEPQJ P MORGAN EXCHANGE TRADED F | 84,000 | $5.2M | 0.8% |
| 19 | IWVISHARES TR | 10,691 | $4.6M | 0.7% |
| 20 | PYLDPIMCO ETF TR | 143,209 | $3.8M | 0.6% |
| 21 | NVDANVIDIA CORPORATION | 18,575 | $3.7M | 0.6% |
| 22 | JQUAJ P MORGAN EXCHANGE TRADED F | 50,115 | $3.6M | 0.6% |
| 23 | SPYSTATE STR SPDR S&P 500 ETF T | 4,694 | $3.5M | 0.6% |
| 24 | GOOGALPHABET INC | 9,904 | $3.5M | 0.6% |
| 25 | DUHPDIMENSIONAL ETF TRUST | 83,441 | $3.5M | 0.6% |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,571 | $3.3M | 0.5% |
| 27 | IWFISHARES TR | 23,461 | $2.9M | 0.5% |
| 28 | SCHFSCHWAB STRATEGIC TR | 99,326 | $2.8M | 0.4% |
| 29 | MUMICRON TECHNOLOGY INC | 2,361 | $2.7M | 0.4% |
| 30 | BONDPIMCO ETF TR | 28,150 | $2.6M | 0.4% |
| 31 | VTVVANGUARD INDEX FDS | 11,268 | $2.5M | 0.4% |
| 32 | VGSHVANGUARD SCOTTSDALE FDS | 41,622 | $2.4M | 0.4% |
| 33 | MSFTMICROSOFT CORP | 6,432 | $2.4M | 0.4% |
| 34 | IVVISHARES TR | 3,069 | $2.3M | 0.4% |
| 35 | AMZNAMAZON COM INC | 9,183 | $2.2M | 0.4% |
| 36 | GOOGLALPHABET INC | 5,359 | $1.9M | 0.3% |
| 37 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,673 | $1.8M | 0.3% |
| 38 | SPHQINVESCO EXCHANGE TRADED FD T | 19,260 | $1.7M | 0.3% |
| 39 | LRGFISHARES TR | 22,682 | $1.7M | 0.3% |
| 40 | QQQINVESCO QQQ TR | 2,070 | $1.5M | 0.2% |
| 41 | AGGISHARES TR | 14,606 | $1.4M | 0.2% |
| 42 | DFASDIMENSIONAL ETF TRUST | 17,550 | $1.4M | 0.2% |
| 43 | MBBISHARES TR | 14,745 | $1.4M | 0.2% |
| 44 | METAMETA PLATFORMS INC | 2,436 | $1.4M | 0.2% |
| 45 | GEGE AEROSPACE | 3,529 | $1.3M | 0.2% |
| 46 | MAMASTERCARD INCORPORATED | 2,443 | $1.3M | 0.2% |
| 47 | GEVGE VERNOVA INC | 1,064 | $1.3M | 0.2% |
| 48 | MRKMERCK & CO INC | 9,720 | $1.2M | 0.2% |
| 49 | VEAVANGUARD TAX-MANAGED FDS | 14,990 | $1.1M | 0.2% |
| 50 | AVGOBROADCOM INC | 2,730 | $1.0M | 0.2% |
| 51 | PULSPGIM ETF TR | 20,807 | $1.0M | 0.2% |
| 52 | KLACKLA CORP | 3,308 | $998,057 | 0.2% |
| 53 | VTIVANGUARD INDEX FDS | 2,666 | $986,382 | 0.2% |
| 54 | SNDKSANDISK CORP | 432 | $982,251 | 0.2% |
| 55 | JPMJPMORGAN CHASE & CO | 2,890 | $946,066 | 0.2% |
| 56 | TFLOISHARES TR | 17,459 | $883,949 | 0.1% |
| 57 | WFCWELLS FARGO & CO | 10,552 | $872,018 | 0.1% |
| 58 | LRCXLAM RESEARCH CORP | 2,006 | $869,260 | 0.1% |
| 59 | LLYELI LILLY & CO | 661 | $792,823 | 0.1% |
| 60 | BKNGBOOKING HOLDINGS INC | 4,229 | $753,777 | 0.1% |
| 61 | TSLATESLA INC | 1,788 | $751,961 | 0.1% |
| 62 | EXMOCEXXON MOBIL CORP | 5,446 | $744,557 | 0.1% |
| 63 | SEAGATE TECHNOLOGY HLDNGS PL | 744 | $717,960 | 0.1% |
| 64 | WMTWALMART INC | 6,320 | $715,856 | 0.1% |
| 65 | SCHRSCHWAB STRATEGIC TR | 28,973 | $714,465 | 0.1% |
| 66 | IJHISHARES TR | 8,775 | $676,640 | 0.1% |
| 67 | GOVTISHARES TR | 27,110 | $617,559 | 0.1% |
| 68 | CCITIGROUP INC | 4,339 | $607,286 | 0.1% |
| 69 | NFLXNETFLIX INC. | 8,219 | $586,808 | 0.1% |
| 70 | CATCATERPILLAR INC | 540 | $574,806 | 0.1% |
| 71 | PLTRPALANTIR TECHNOLOGIES INC | 4,924 | $574,515 | 0.1% |
| 72 | VOOVANGUARD INDEX FDS | 815 | $559,760 | 0.1% |
| 73 | JHMMJOHN HANCOCK EXCHANGE TRADED | 7,425 | $556,578 | 0.1% |
| 74 | MOALTRIA GROUP INC | 7,680 | $552,610 | 0.1% |
| 75 | GMGENERAL MTRS CO | 7,093 | $546,728 | 0.1% |
| 76 | JNJJOHNSON & JOHNSON | 2,018 | $512,511 | 0.1% |
| 77 | XLKSELECT SECTOR SPDR TR | 2,570 | $489,636 | 0.1% |
| 78 | AVUSAMERICAN CENTY ETF TR | 3,751 | $480,428 | 0.1% |
| 79 | SPMOINVESCO EXCH TRADED FD TR II | 2,877 | $464,751 | 0.1% |
| 80 | LENLENNAR CORP | 5,113 | $462,675 | 0.1% |
| 81 | IXNISHARES TR | 3,177 | $459,013 | 0.1% |
| 82 | VOTVANGUARD INDEX FDS | 1,471 | $450,598 | 0.1% |
| 83 | QCOMQUALCOMM INC | 2,426 | $448,301 | 0.1% |
| 84 | HDHOME DEPOT INC | 1,238 | $436,718 | 0.1% |
| 85 | VOVANGUARD INDEX FDS | 5,344 | $430,566 | 0.1% |
| 86 | IXUSISHARES TR | 4,484 | $427,953 | 0.1% |
| 87 | VLOVALERO ENERGY CORP | 1,625 | $423,215 | 0.1% |
| 88 | AMDADVANCED MICRO DEVICES INC | 717 | $416,512 | 0.1% |
| 89 | EFVISHARES TR | 5,414 | $414,442 | 0.1% |
| 90 | GILDGILEAD SCIENCES INC | 3,280 | $414,343 | 0.1% |
| 91 | SLYVSPDR SERIES TRUST | 3,659 | $399,233 | 0.1% |
| 92 | ADIANALOG DEVICES INC | 980 | $389,227 | 0.1% |
| 93 | VOEVANGUARD INDEX FDS | 1,958 | $386,953 | 0.1% |
| 94 | SDYSPDR SERIES TRUST | 2,311 | $351,720 | 0.1% |
| 95 | APPAPPLOVIN CORP | 671 | $345,719 | 0.1% |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 1,223 | $343,886 | 0.1% |
| 97 | VVISA INC | 965 | $331,092 | 0.1% |
| 98 | COSTCOSTCO WHOLESALE CORPORATION | 350 | $327,835 | 0.1% |
| 99 | FVDFIRST TR EXCHANGE-TRADED FD | 6,732 | $324,348 | 0.1% |
| 100 | SCHXSCHWAB STRATEGIC TR | 11,001 | $323,759 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.