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 $573.6M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($90.8M, 15.83%), QEFA ($57.2M, 9.97%), IWY ($51.2M, 8.93%), IUSB ($44.9M, 7.82%), SCHR ($40.9M, 7.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $90.8M | 15.83% | 1.3M | Trimmed |
| 2 | QEFA | SPDR INDEX SHS FDS | $57.2M | 9.97% | 612,979 | Trimmed |
| 3 | IWY | ISHARES TR | $51.2M | 8.93% | 205,774 | Trimmed |
| 4 | IUSB | ISHARES TR | $44.9M | 7.82% | 971,550 | Trimmed |
| 5 | SCHR | SCHWAB STRATEGIC TR | $40.9M | 7.13% | 1.6M | Trimmed |
| 6 | DYNF | BLACKROCK ETF TRUST | $36.4M | 6.34% | 625,468 | Trimmed |
| 7 | IUS | INVESCO EXCH TRD SLF IDX FD | $31.9M | 5.55% | 550,031 | Trimmed |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | $22.3M | 3.88% | 473,927 | Trimmed |
| 9 | AAPL | APPLE INC | $17.0M | 2.96% | 66,919 | Trimmed |
| 10 | COWZ | PACER FDS TR | $16.6M | 2.90% | 265,519 | Trimmed |
| 11 | SCHB | SCHWAB STRATEGIC TR | $14.1M | 2.47% | 563,390 | Trimmed |
| 12 | FRDM | EA SERIES TRUST | $12.6M | 2.19% | 230,078 | Trimmed |
| 13 | AVUV | AMERICAN CENTY ETF TR | $11.2M | 1.95% | 101,434 | Trimmed |
| 14 | QUAL | ISHARES TR | $10.9M | 1.91% | 57,085 | Trimmed |
| 15 | AIQ | GLOBAL X FDS | $7.3M | 1.27% | 156,427 | Added |
| 16 | PRF | INVESCO EXCHANGE TRADED FD T | $6.6M | 1.15% | 138,356 | Trimmed |
| 17 | EMXC | ISHARES INC | $6.5M | 1.13% | 82,163 | Trimmed |
| 18 | BAI | BLACKROCK ETF TRUST | $4.6M | 0.81% | 140,289 | Added |
| 19 | IWV | ISHARES TR | $4.2M | 0.73% | 11,249 | Trimmed |
| 20 | PYLD | PIMCO ETF TR | $3.7M | 0.64% | 139,945 | Added |
| 21 | DUHP | DIMENSIONAL ETF TRUST | $3.2M | 0.56% | 86,632 | Trimmed |
| 22 | JQUA | J P MORGAN EXCHANGE TRADED F | $3.2M | 0.55% | 51,550 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 0.54% | 4,761 | Trimmed |
| 24 | GOOG | ALPHABET INC | $2.9M | 0.51% | 10,117 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.8M | 0.50% | 5,928 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31