Institutional Fund
Intelligence Driven Advisers, LLC
Carlsbad, CACIK 18199555 filings on record
Portfolio Value
$573.60M
Q1 2026
Holdings
130
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-18.0%
from $699.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust15.8%
- Spdr Index Shs Fds10.0%
- Ishares Tr8.9%
- Ishares Tr7.8%
- Schwab Strategic Tr7.1%
- Blackrock ETF Trust6.3%
- Other44.0%
Portfolio Holdings
130 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.28M | $90.78M | 15.8% | −173.8K | Reduced |
| 2 | Spdr Index Shs Fds | 613.0K | $57.17M | 10.0% | −111.4K | Reduced |
| 3 | Ishares Tr | 205.8K | $51.20M | 8.9% | −42.8K | Reduced |
| 4 | Ishares Tr | 971.5K | $44.88M | 7.8% | −70.9K | Reduced |
| 5 | Schwab Strategic Tr | 1.64M | $40.87M | 7.1% | −128.3K | Reduced |
| 6 | Blackrock ETF Trust | 625.5K | $36.39M | 6.3% | −121.9K | Reduced |
| 7 | Invesco Exch Trd Slf Idx Fd | 550.0K | $31.85M | 5.6% | −112.7K | Reduced |
| 8 | Vanguard Scottsdale Fds | 473.9K | $22.25M | 3.9% | −25.6K | Reduced |
| 9 | Apple Inc | 66.9K | $16.98M | 3.0% | −4.1K | Reduced |
| 10 | Pacer Fds Tr | 265.5K | $16.61M | 2.9% | −80.8K | Reduced |
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