Intelligence Driven Advisers, LLC Portfolio Holdings

Intelligence Driven Advisers, LLC

  • $652 Million
  • Q2 2025

Intelligence Driven Advisers, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $652 Million distributed in 119 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 $103M, Ishares Tr Russell 200 Growth with a value of $66.8M, Spdr Index Shs Fds Msci Eafe S with a value of $55M, Ishares Core Total Usd Bond Ma with a value of $48.3M, and Schwab Intermediate Term Us Tr with a value of $44.2M.

Examining the 13F form we can see an increase of $137M in the current position value, from $515M to 652M.

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

Portfolio value $652 Million
ETFs: $602 Million
Technology: $24.8 Million
Financial Services: $8.05 Million
Communication Services: $5.9 Million
Consumer Cyclical: $4.1 Million
Industrials: $3.28 Million
Healthcare: $2.14 Million
Consumer Defensive: $1.62 Million
Other: $632,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $652 Million
  • Prior Value $515 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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