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The Analysis of Intelligence Driven Advisers, LLC's Holdings & P&L

Currently, Intelligence Driven Advisers, LLC holds 130 types of securities in its portfolio with a total value $573.6M. In the most recent quarter, they have increased their positions in IWF (+2.4K shares, valued at $1.0M), PYLD (+32.8K shares, valued at $858.2K), VGSH (+7.7K shares, valued at $449.9K); decreased their positions in SPY (-25.2K shares, valued at $16.4M), DFUS (-173.8K shares, valued at $12.3M), IWY (-42.8K shares, valued at $10.7M); initiated new positions in SNDK (+575 shares, valued at $365.3K), KEYS (+1.0K shares, valued at $282.4K), JNJ (+1.1K shares, valued at $271.3K).

1M P&L

+23.1M+3.23%

3M P&L

+31.5M+4.46%

HY P&L

+63.7M+9.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A627.9M

92.6%

2Consumer Electronics19.4M

2.9%

3Semiconductors5.0M

0.7%

Top Industries by Stock Count

1N/A72 stocks

58.1%

2Software - Application4 stocks

3.2%

3Drug Manufacturers - General4 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST1.3M shares-11.95%2026-03-312026-05-15

QEFA SPDR INDEX SHS FDS613.0K shares-15.38%2026-03-312026-05-15

IWY ISHARES TR205.8K shares-17.23%2026-03-312026-05-15

IUSB ISHARES TR971.5K shares-6.80%2026-03-312026-05-15

SCHR SCHWAB STRATEGIC TR1.6M shares-7.25%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST625.5K shares-16.31%2026-03-312026-05-15

IUS INVESCO EXCH TRD SLF IDX FD550.0K shares-17.01%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS473.9K shares-5.13%2026-03-312026-05-15

Sponsored

AAPL APPLE INC66.9K shares-5.79%2026-03-312026-05-15

COWZ PACER FDS TR265.5K shares-23.34%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR563.4K shares-39.10%2026-03-312026-05-15

FRDM EA SERIES TRUST230.1K shares-33.43%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR101.4K shares-25.08%2026-03-312026-05-15

QUAL ISHARES TR57.1K shares-13.84%2026-03-312026-05-15

AIQ GLOBAL X FDS156.4K shares2.21%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T138.4K shares-3.32%2026-03-312026-05-15

Sponsored

EMXC ISHARES INC82.2K shares-28.69%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST140.3K shares0.05%2026-03-312026-05-15

IWV ISHARES TR11.2K shares-4.87%2026-03-312026-05-15

PYLD PIMCO ETF TR139.9K shares30.56%2026-03-312026-05-15

DUHP DIMENSIONAL ETF TRUST86.6K shares-6.04%2026-03-312026-05-15

JQUA J P MORGAN EXCHANGE TRADED F51.5K shares-5.43%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T4.8K shares-84.10%2026-03-312026-05-15

ALPHABET INC ALPHABET INC10.1K shares-3.08%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.9K shares-1.46%2026-03-312026-05-15

BOND PIMCO ETF TR28.4K shares-14.30%2026-03-312026-05-15

IWF ISHARES TR6.0K shares67.43%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS39.0K shares24.51%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR91.8K shares-57.50%2026-03-312026-05-15

VTV VANGUARD INDEX FDS11.4K shares-2.17%2026-03-312026-05-15

NVDA NVIDIA CORPORATION12.7K shares-17.84%2026-03-312026-05-15

IVV ISHARES TR2.6K shares-0.73%2026-03-312026-05-15

Sponsored

LRGF ISHARES TR23.5K shares8.42%2026-03-312026-05-15

AGG ISHARES TR15.5K shares-12.93%2026-03-312026-05-15

MBB ISHARES TR16.2K shares-8.11%2026-03-312026-05-15

MA MASTERCARD INCORPORATED3.0K shares-36.71%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T19.3K shares0.00%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC12.0K shares4.19%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC4.2K shares3.78%2026-03-312026-05-15

AMZN AMAZON COM INC6.6K shares20.33%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP3.6K shares-1.21%2026-03-312026-05-15

META META PLATFORMS INC2.2K shares-0.75%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST18.1K shares-4.89%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE4.3K shares-2.61%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR2.1K shares-23.21%2026-03-312026-05-15

PULS PGIM ETF TR20.4K shares51.95%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS15.0K shares8.72%2026-03-312026-05-15

WFC WELLS FARGO & CO11.9K shares-11.44%2026-03-312026-05-15

Sponsored

GEV GE VERNOVA INC1.0K shares1.56%2026-03-312026-05-15

TFLO ISHARES TR17.0K shares68.75%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC5.8K shares0.28%2026-03-312026-05-15

VTI VANGUARD INDEX FDS2.6K shares-1.13%2026-03-312026-05-15

NFLX NETFLIX INC.8.5K shares-17.91%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC2.4K shares84.95%2026-03-312026-05-15

XOM EXXON MOBIL CORP4.6K shares136.86%2026-03-312026-05-15

WMT WALMART INC6.2K shares21.22%2026-03-312026-05-15

Sponsored

BKNG BOOKING HOLDINGS INC174 shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.4K shares-6.68%2026-03-312026-05-15

GILD GILEAD SCIENCES INC4.6K shares57.47%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares-20.40%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.1K shares-3.46%2026-03-312026-05-15

GOVT ISHARES TR25.5K shares-22.77%2026-03-312026-05-15

IJH ISHARES TR8.1K shares0.00%2026-03-312026-05-15

GM GENERAL MTRS CO7.1K shares3.83%2026-03-312026-05-15

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED7.4K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC7.2K shares18.93%2026-03-312026-05-15

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD27.8K shares-8.56%2026-03-312026-05-15

KLAC KLA CORP309 shares35.53%2026-03-312026-05-15

CMCSA COMCAST CORP NEW15.6K shares84.50%2026-03-312026-05-15

LLY ELI LILLY & CO476 shares-2.06%2026-03-312026-05-15

FI FISERV INC7.7K shares-0.01%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR3.8K shares0.00%2026-03-312026-05-15

Sponsored

EFV ISHARES TR5.4K shares0.00%2026-03-312026-05-15

VO VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-15

IXUS ISHARES TR4.5K shares-1.12%2026-03-312026-05-15

LEN LENNAR CORP4.5K shares0.77%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares6.53%2026-03-312026-05-15

VOT VANGUARD INDEX FDS1.5K shares0.20%2026-03-312026-05-15

HD HOME DEPOT INC1.1K shares-0.96%2026-03-312026-05-15

VLO VALERO ENERGY CORP1.5K shares1.78%2026-03-312026-05-15

Sponsored

SNDK SANDISK CORP575 sharesnew addition2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC5.1K shares-19.83%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC3.2K shares-42.14%2026-03-312026-05-15

VOE VANGUARD INDEX FDS1.9K shares0.52%2026-03-312026-05-15

IXN ISHARES TR3.5K shares-2.49%2026-03-312026-05-15

LOW LOWES COS INC1.5K shares-3.29%2026-03-312026-05-15

SLYV SPDR SERIES TRUST3.7K shares-2.40%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL878 shares-8.35%2026-03-312026-05-15

Sponsored

SDY SPDR SERIES TRUST2.3K shares0.57%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR2.5K shares0.00%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II2.9K shares0.00%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD6.7K shares0.00%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO5.2K shares18.94%2026-03-312026-05-15

HCA HCA HEALTHCARE INC651 shares8.14%2026-03-312026-05-15

SU SUNCOR ENERGY INC NEW4.5K shares-17.22%2026-03-312026-05-15

CAT CATERPILLAR INC405 shares-0.98%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC924 shares-57.71%2026-03-312026-05-15

TAK TAKEDA PHARMACEUTICAL CO LTD15.4K shares0.12%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-05-15

SPTM SPDR SERIES TRUST3.5K shares0.00%2026-03-312026-05-15

QCOM QUALCOMM INC2.1K shares-23.12%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.1K sharesnew addition2026-03-312026-05-15

ADI ANALOG DEVICES INC831 sharesnew addition2026-03-312026-05-15

VBR VANGUARD INDEX FDS1.2K shares0.58%2026-03-312026-05-15

Sponsored

AIG AMERICAN INTL GROUP INC3.4K shares5.84%2026-03-312026-05-15

FDX FEDEX CORP698 sharesnew addition2026-03-312026-05-15

ADBE ADOBE INC993 shares-36.51%2026-03-312026-05-15

IWO ISHARES TR765 shares0.13%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.1K shares-13.94%2026-03-312026-05-15

AMGN AMGEN INC668 shares0.30%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION234 sharesnew addition2026-03-312026-05-15

TSLA TESLA INC617 shares5.29%2026-03-312026-05-15

Sponsored

FNDE SCHWAB STRATEGIC TR5.9K shares-4.34%2026-03-312026-05-15

MTUM ISHARES TR927 shares0.00%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR2.0K shares12.32%2026-03-312026-05-15

KR KROGER CO3.0K sharesnew addition2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC1.6K sharesnew addition2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY709 sharesnew addition2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC242 sharesnew addition2026-03-312026-05-15

BWXT BWX TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-05-15

Sponsored

WPC WP CAREY INC3.0K sharesnew addition2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC2.2K shares-1.95%2026-03-312026-05-15

APP APPLOVIN CORP508 shares-49.75%2026-03-312026-05-15

EFG ISHARES TR1.8K shares0.00%2026-03-312026-05-15

TJX TJX COS INC NEW1.3K shares-12.95%2026-03-312026-05-15

VTRS VIATRIS INC10.3K sharesnew addition2026-03-312026-05-15

MASS 908 DEVICES INC10.0K sharesnew addition2026-03-312026-05-15

WIT WIPRO LTD25.9K shares24.54%2026-03-312026-05-15

Sponsored

ENIC ENEL CHILE SA11.9K shares2.27%2026-03-312026-05-15

GRAB GRAB HOLDINGS LIMITED11.1K shares-4.23%2026-03-312026-05-15

DFUS

DIMENSIONAL ETF TRUST

-11.95%

Shares1.3M

Event2026-03-31

Filed2026-05-15

QEFA

SPDR INDEX SHS FDS

-15.38%

Shares613.0K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES TR

-17.23%

Shares205.8K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

-6.80%

Shares971.5K

Event2026-03-31

Filed2026-05-15

SCHR

SCHWAB STRATEGIC TR

-7.25%

Shares1.6M

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

-16.31%

Shares625.5K

Event2026-03-31

Filed2026-05-15

IUS

INVESCO EXCH TRD SLF IDX FD

-17.01%

Shares550.0K

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD SCOTTSDALE FDS

-5.13%

Shares473.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-5.79%

Shares66.9K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

-23.34%

Shares265.5K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

-39.10%

Shares563.4K

Event2026-03-31

Filed2026-05-15

FRDM

EA SERIES TRUST

-33.43%

Shares230.1K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

-25.08%

Shares101.4K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-13.84%

Shares57.1K

Event2026-03-31

Filed2026-05-15

AIQ

GLOBAL X FDS

2.21%

Shares156.4K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-3.32%

Shares138.4K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

-28.69%

Shares82.2K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

0.05%

Shares140.3K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

-4.87%

Shares11.2K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

30.56%

Shares139.9K

Event2026-03-31

Filed2026-05-15

DUHP

DIMENSIONAL ETF TRUST

-6.04%

Shares86.6K

Event2026-03-31

Filed2026-05-15

JQUA

J P MORGAN EXCHANGE TRADED F

-5.43%

Shares51.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-84.10%

Shares4.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-3.08%

Shares10.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.46%

Shares5.9K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

-14.30%

Shares28.4K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

67.43%

Shares6.0K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

24.51%

Shares39.0K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

-57.50%

Shares91.8K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-2.17%

Shares11.4K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-17.84%

Shares12.7K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-0.73%

Shares2.6K

Event2026-03-31

Filed2026-05-15

LRGF

ISHARES TR

8.42%

Shares23.5K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-12.93%

Shares15.5K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

-8.11%

Shares16.2K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-36.71%

Shares3.0K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares19.3K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

4.19%

Shares12.0K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.78%

Shares4.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

20.33%

Shares6.6K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-1.21%

Shares3.6K

Event2026-03-31

Filed2026-05-15