Intelligence Driven Advisers, LLC Portfolio Holdings

Intelligence Driven Advisers, LLC

  • $707 Million
  • Q3 2025

Intelligence Driven Advisers, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $707 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $112M, Ishares Tr Russell 200 Growth with a value of $73.1M, Spdr Index Shs Fds Msci Eafe S with a value of $56.6M, Ishares Core Total Usd Bond Ma with a value of $52.1M, and Schwab Intermediate Term Us Tr with a value of $47.6M.

Examining the 13F form we can see an increase of $55.3M in the current position value, from $652M to 707M.

Below you can find more details about Intelligence Driven Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $707 Million
ETFs: $649 Million
Technology: $30.4 Million
Financial Services: $8.41 Million
Communication Services: $6.5 Million
Consumer Cyclical: $4.33 Million
Industrials: $3.66 Million
Healthcare: $2.48 Million
Consumer Defensive: $1.79 Million
Other: $1.07 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$112 Million 15.87% of portfolio
1,549,607
Q3 2025 Added 1.11%
$0
$73.1 Million 10.34% of portfolio
267,295
Q3 2025 Reduced 1.42%
$0
$56.6 Million 8.0% of portfolio
756,635
Q3 2025 Added 2.99%
$0
$52.1 Million 7.37% of portfolio
1,116,279
Q3 2025 Added 6.95%
$0
$47.6 Million 6.73% of portfolio
1,894,934
Q3 2025 Added 7.23%
$0
$45.4 Million 6.42% of portfolio
767,716
Q3 2025 Added 14.37%
$0
$36.3 Million 5.13% of portfolio
657,759
Q3 2025 Added 18.81%
$0
$26.6 Million 3.75% of portfolio
266,861
Q3 2025 Added 2.07%
$0
$26.2 Million 3.7% of portfolio
1,017,155
Q3 2025 Reduced 2.23%
$0
$25.3 Million 3.58% of portfolio
539,655
Q3 2025 Added 7.23%
$0
$22.5 Million 3.18% of portfolio
391,119
Q3 2025 Reduced 15.07%
$0
$20 Million 2.83% of portfolio
30,048
Q3 2025 Added 2.53%
$0
$18 Million 2.54% of portfolio
406,284
Q3 2025 Reduced 3.87%
$0
$14.6 Million 2.06% of portfolio
74,980
Q3 2025 Reduced 20.77%
$0
$7.82 Million 1.11% of portfolio
115,870
Q3 2025 Added 9.74%
$0
$6.87 Million 0.97% of portfolio
152,032
Q3 2025 Reduced 0.69%
$0
$4.71 Million 0.67% of portfolio
12,430
Q3 2025 Reduced 7.0%
$0
$4.14 Million 0.59% of portfolio
109,730
Q3 2025 Reduced 18.09%
$0
$3.81 Million 0.54% of portfolio
60,587
Q3 2025 Reduced 8.41%
$0
$3.3 Million 0.47% of portfolio
35,327
Q3 2025 Reduced 15.15%
$0
$2.95 Million 0.42% of portfolio
43,139
Q3 2025 Reduced 2.46%
$0
$2.73 Million 0.39% of portfolio
14,630
Q3 2025 Reduced 1.81%
$0
$2.25 Million 0.32% of portfolio
38,296
Q3 2025 Added 2.06%
$0
$1.87 Million 0.26% of portfolio
19,658
Q3 2025 Reduced 1.09%
$0
$1.85 Million 0.26% of portfolio
3,952
Q3 2025 Reduced 4.33%
$0
$1.82 Million 0.26% of portfolio
18,159
Q3 2025 Added 1.61%
$0
$1.76 Million 0.25% of portfolio
2,625
Q3 2025 Reduced 0.38%
$0
$1.63 Million 0.23% of portfolio
2,716
Q3 2025 Added 0.56%
$0
$1.57 Million 0.22% of portfolio
22,794
Q3 2025 Reduced 2.51%
$0
$1.41 Million 0.2% of portfolio
19,260
Q4 2024 Reduced 28.41%
$0
$1.08 Million 0.15% of portfolio
19,965
Q2 2025 New
$0
$903,000 0.13% of portfolio
18,129
Q3 2025 Added 5.78%
$0
$863,000 0.12% of portfolio
37,366
Q3 2025 Reduced 19.0%
$0
$876,000 0.12% of portfolio
2,671
Q3 2025 Added 77.24%
$0
$791,000 0.11% of portfolio
13,204
Q3 2025 Reduced 0.3%
$0
$757,000 0.11% of portfolio
14,982
Q3 2025 Added 3.03%
$0
$686,000 0.1% of portfolio
1,121
Q3 2025 Reduced 1.67%
$0
$668,000 0.09% of portfolio
4,800
Q2 2025 New
$0
$537,000 0.08% of portfolio
6,000
Q2 2025 New
$0
$537,000 0.08% of portfolio
8,240
Q4 2024 Reduced 29.51%
$0
$601,000 0.08% of portfolio
24,000
Q2 2025 New
$0
$499,000 0.07% of portfolio
5,400
Q2 2025 New
$0
$443,000 0.06% of portfolio
1,509
Q3 2025 Added 0.2%
$0
$407,000 0.06% of portfolio
3,751
Q2 2025 Reduced 0.03%
$0
$400,000 0.06% of portfolio
6,660
Q2 2025 New
$0
$448,000 0.06% of portfolio
5,435
Q3 2025 Reduced 1.86%
$0
$376,000 0.05% of portfolio
4,800
Q2 2025 New
$0
$367,000 0.05% of portfolio
5,414
Q1 2024 Reduced 3.48%
$0
$355,000 0.05% of portfolio
1,260
Q3 2025 Added 10.14%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $707 Million
  • Prior Value $652 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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