Intelligence Driven Advisers, LLC 13F Holdings · Q3 2026
Intelligence Driven Advisers, LLC reported 134 securities worth $579.25M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: DFUS (18.54%), QEFA (10.55%), IWY (10.18%). Among its top 25 positions this quarter: 1 new, 10 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $107.4M | 18.54% | 1.3M | Added |
| 2 | QEFA | SPDR INDEX SHS FDS | $61.1M | 10.55% | 626,581 | Added |
| 3 | IWY | ISHARES TR | $59.0M | 10.18% | 200,044 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $44.7M | 7.72% | 645,914 | Added |
| 5 | IUS | INVESCO EXCH TRD SLF IDX FD | $38.4M | 6.62% | 565,669 | Added |
| 6 | AAPL | APPLE INC | $21.8M | 3.76% | 65,345 | Trimmed |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $21.2M | 3.67% | 478,271 | Trimmed |
| 8 | COWZ | PACER FDS TR | $16.9M | 2.92% | 253,437 | Trimmed |
| 9 | SCHB | SCHWAB STRATEGIC TR | $16.2M | 2.80% | 553,376 | Trimmed |
| 10 | FRDM | EA SERIES TRUST | $14.8M | 2.55% | 211,409 | Trimmed |
| 11 | QUAL | ISHARES TR | $12.0M | 2.07% | 54,073 | Trimmed |
| 12 | AVUV | AMERICAN CENTY ETF TR | $11.9M | 2.06% | 101,145 | Added |
| 13 | AIQ | GLOBAL X FDS | $9.8M | 1.69% | 150,475 | Trimmed |
| 14 | EMXC | ISHARES INC | $8.1M | 1.41% | 82,221 | Added |
| 15 | PRF | INVESCO EXCHANGE TRADED FD T | $7.2M | 1.24% | 131,550 | Trimmed |
| 16 | BAI | BLACKROCK ETF TRUST | $6.0M | 1.04% | 127,348 | Trimmed |
| 17 | JEPQ | J P MORGAN EXCHANGE TRADED F | $5.1M | 0.89% | 84,000 | Hold |
| 18 | PYLD | PIMCO ETF TR | $5.1M | 0.89% | 202,370 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $4.6M | 0.79% | 19,978 | Added |
| 20 | IWV | ISHARES TR | $4.5M | 0.77% | 10,346 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $4.1M | 0.72% | 5,602 | Added |
| 22 | MSFT | MICROSOFT CORP | $3.8M | 0.65% | 7,356 | Added |
| 23 | JQUA | J P MORGAN EXCHANGE TRADED F | $3.6M | 0.62% | 48,640 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 0.60% | 4,532 | Trimmed |
| 25 | DWUSX | DFA INVT DIMENSIONS GROUP IN | $3.4M | 0.59% | 81,597 | New |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR