Intelligence Driven Advisers, LLC
CIK 1819955
13F filing for Q2 2026・No. 3,453
- Holdings
- US$615.99M
- Quarter change
- +US$42.39M
- Entries
- 140
- Net bought (estimate)
- −US$25.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 14
- Cut 49
- Added 56
- Corporate actions 0
- Unchanged 11
Largest holdings
140 stocks worth US$615.99M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Cut | 1,279,127 | US$104.81M | 17.02% |
| ISHARES TRRUS TP200 GR ETF | Added | 205,851 | US$59.82M | 9.71% |
| SPDR INDEX SHS FDSST STR MSCI EAFE | Added | 618,501 | US$59.39M | 9.64% |
| ISHARES TRCORE UNIVRSL USD | Added | 1,019,072 | US$47.03M | 7.63% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 633,034 | US$43.05M | 6.99% |
| INVESCO EXCH TRD SLF IDX FDRAFI STRATGIC US | Added | 559,703 | US$36.71M | 5.96% |
| VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | Added | 495,921 | US$23.21M | 3.77% |
| AAPLAppleCOM | Added | 67,333 | US$19.48M | 3.16% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Cut | 554,469 | US$16.06M | 2.61% |
| PACER FDS TRUS CASH COWS 100 | Cut | 257,792 | US$16.03M | 2.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.