Universe · entity

Intelligence Driven Advisers, LLC

Institutional manager (13F) · CIK 1819955
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $545M
#IssuerValueShares
1DIMENSIONAL ETF TRUST$91M1,280,186
2SPDR INDEX SHS FDS$57M612,979
3ISHARES TR$51M205,774
4ISHARES TR$45M971,550
5SCHWAB STRATEGIC TR$41M1,640,713
6BLACKROCK ETF TRUST$36M625,468
7INVESCO EXCH TRD SLF IDX FD$32M550,031
8VANGUARD SCOTTSDALE FDS$22M473,927
9APPLE INC$17M66,919
10PACER FDS TR$17M265,519
11SCHWAB STRATEGIC TR$14M563,390
12EA SERIES TRUST$13M230,078
13AMERICAN CENTY ETF TR$11M101,434
14ISHARES TR$11M57,085
15GLOBAL X FDS$7M156,427
16INVESCO EXCHANGE TRADED FD T$7M138,356
17ISHARES INC$6M82,163
18BLACKROCK ETF TRUST$5M140,289
19ISHARES TR$4M11,249
20PIMCO ETF TR$4M139,945
21DIMENSIONAL ETF TRUST$3M86,632
22J P MORGAN EXCHANGE TRADED F$3M51,550
23STATE STR SPDR S&P 500 ETF T$3M4,761
24ALPHABET INC$3M10,117
25BERKSHIRE HATHAWAY INC DEL$3M5,928
26PIMCO ETF TR$3M28,368
27ISHARES TR$3M5,989
28VANGUARD SCOTTSDALE FDS$2M39,035
29SCHWAB STRATEGIC TR$2M91,849
30VANGUARD INDEX FDS$2M11,393
31NVIDIA CORPORATION$2M12,719
32ISHARES TR$2M2,580
33ISHARES TR$2M23,461
34ISHARES TR$2M15,534
35ISHARES TR$2M16,190
36MASTERCARD INCORPORATED$2M3,046
37INVESCO EXCHANGE TRADED FD T$1M19,260
38MERCK & CO INC$1M11,955
39TAIWAN SEMICONDUCTOR MANUFAC$1M4,174
40AMAZON COM INC$1M6,581
41MICROSOFT CORP$1M3,601
42META PLATFORMS INC$1M2,248
43DIMENSIONAL ETF TRUST$1M18,064
44GE AEROSPACE$1M4,290
45INVESCO QQQ TR$1M2,058
46PGIM ETF TR$1M20,372
47VANGUARD TAX-MANAGED FDS$962k15,018
48WELLS FARGO & CO$944k11,858
49GE VERNOVA INC$910k1,043
50ISHARES TR$863k17,044
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.