Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Intelligence Driven Advisers, LLC (CIK 1819955) reported $616.0M across 140 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUS ($104.8M, 17.02%), IWY ($59.8M, 9.71%), QEFA ($59.4M, 9.64%), IUSB ($47.0M, 7.63%), DYNF ($43.1M, 6.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $104.8M | 17.02% | 1.3M | Trimmed |
| 2 | IWY | ISHARES TR | $59.8M | 9.71% | 205,851 | Added |
| 3 | QEFA | SPDR INDEX SHS FDS | $59.4M | 9.64% | 618,501 | Added |
| 4 | IUSB | ISHARES TR | $47.0M | 7.63% | 1.0M | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $43.1M | 6.99% | 633,034 | Added |
| 6 | IUS | INVESCO EXCH TRD SLF IDX FD | $36.7M | 5.96% | 559,703 | Added |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $23.2M | 3.77% | 495,921 | Added |
| 8 | AAPL | APPLE INC | $19.5M | 3.16% | 67,333 | Added |
| 9 | SCHB | SCHWAB STRATEGIC TR | $16.1M | 2.61% | 554,469 | Trimmed |
| 10 | COWZ | PACER FDS TR | $16.0M | 2.60% | 257,792 | Trimmed |
| 11 | FRDM | EA SERIES TRUST | $15.8M | 2.56% | 216,704 | Trimmed |
| 12 | AVUV | AMERICAN CENTY ETF TR | $12.6M | 2.04% | 100,750 | Trimmed |
| 13 | QUAL | ISHARES TR | $12.3M | 2.00% | 56,015 | Trimmed |
| 14 | AIQ | GLOBAL X FDS | $9.9M | 1.60% | 150,483 | Trimmed |
| 15 | EMXC | ISHARES INC | $8.2M | 1.34% | 80,432 | Trimmed |
| 16 | PRF | INVESCO EXCHANGE TRADED FD T | $7.3M | 1.19% | 135,580 | Trimmed |
| 17 | BAI | BLACKROCK ETF TRUST | $6.9M | 1.12% | 130,866 | Trimmed |
| 18 | JEPQ | J P MORGAN EXCHANGE TRADED F | $5.2M | 0.84% | 84,000 | New |
| 19 | IWV | ISHARES TR | $4.6M | 0.74% | 10,691 | Trimmed |
| 20 | PYLD | PIMCO ETF TR | $3.8M | 0.62% | 143,209 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $3.7M | 0.60% | 18,575 | Added |
| 22 | JQUA | J P MORGAN EXCHANGE TRADED F | $3.6M | 0.59% | 50,115 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 0.57% | 4,694 | Trimmed |
| 24 | GOOG | ALPHABET INC | $3.5M | 0.57% | 9,904 | Trimmed |
| 25 | DUHP | DIMENSIONAL ETF TRUST | $3.5M | 0.57% | 83,441 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30