Universe · entity
Intelligence Driven Advisers, LLC
Institutional manager (13F) · CIK 1819955
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $545M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $91M | 1,280,186 |
| 2 | SPDR INDEX SHS FDS | $57M | 612,979 |
| 3 | ISHARES TR | $51M | 205,774 |
| 4 | ISHARES TR | $45M | 971,550 |
| 5 | SCHWAB STRATEGIC TR | $41M | 1,640,713 |
| 6 | BLACKROCK ETF TRUST | $36M | 625,468 |
| 7 | INVESCO EXCH TRD SLF IDX FD | $32M | 550,031 |
| 8 | VANGUARD SCOTTSDALE FDS | $22M | 473,927 |
| 9 | APPLE INC | $17M | 66,919 |
| 10 | PACER FDS TR | $17M | 265,519 |
| 11 | SCHWAB STRATEGIC TR | $14M | 563,390 |
| 12 | EA SERIES TRUST | $13M | 230,078 |
| 13 | AMERICAN CENTY ETF TR | $11M | 101,434 |
| 14 | ISHARES TR | $11M | 57,085 |
| 15 | GLOBAL X FDS | $7M | 156,427 |
| 16 | INVESCO EXCHANGE TRADED FD T | $7M | 138,356 |
| 17 | ISHARES INC | $6M | 82,163 |
| 18 | BLACKROCK ETF TRUST | $5M | 140,289 |
| 19 | ISHARES TR | $4M | 11,249 |
| 20 | PIMCO ETF TR | $4M | 139,945 |
| 21 | DIMENSIONAL ETF TRUST | $3M | 86,632 |
| 22 | J P MORGAN EXCHANGE TRADED F | $3M | 51,550 |
| 23 | STATE STR SPDR S&P 500 ETF T | $3M | 4,761 |
| 24 | ALPHABET INC | $3M | 10,117 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $3M | 5,928 |
| 26 | PIMCO ETF TR | $3M | 28,368 |
| 27 | ISHARES TR | $3M | 5,989 |
| 28 | VANGUARD SCOTTSDALE FDS | $2M | 39,035 |
| 29 | SCHWAB STRATEGIC TR | $2M | 91,849 |
| 30 | VANGUARD INDEX FDS | $2M | 11,393 |
| 31 | NVIDIA CORPORATION | $2M | 12,719 |
| 32 | ISHARES TR | $2M | 2,580 |
| 33 | ISHARES TR | $2M | 23,461 |
| 34 | ISHARES TR | $2M | 15,534 |
| 35 | ISHARES TR | $2M | 16,190 |
| 36 | MASTERCARD INCORPORATED | $2M | 3,046 |
| 37 | INVESCO EXCHANGE TRADED FD T | $1M | 19,260 |
| 38 | MERCK & CO INC | $1M | 11,955 |
| 39 | TAIWAN SEMICONDUCTOR MANUFAC | $1M | 4,174 |
| 40 | AMAZON COM INC | $1M | 6,581 |
| 41 | MICROSOFT CORP | $1M | 3,601 |
| 42 | META PLATFORMS INC | $1M | 2,248 |
| 43 | DIMENSIONAL ETF TRUST | $1M | 18,064 |
| 44 | GE AEROSPACE | $1M | 4,290 |
| 45 | INVESCO QQQ TR | $1M | 2,058 |
| 46 | PGIM ETF TR | $1M | 20,372 |
| 47 | VANGUARD TAX-MANAGED FDS | $962k | 15,018 |
| 48 | WELLS FARGO & CO | $944k | 11,858 |
| 49 | GE VERNOVA INC | $910k | 1,043 |
| 50 | ISHARES TR | $863k | 17,044 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.