13F-HR filed by Intelligence Driven Advisers, LLC
Intelligence Driven Advisers, LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-09 14:53:53 UTC, with 134 holding rows worth $579,249,017.
- Accession
- 0001172661-26-004465
- Filer
- CIK 1819955
- Filed
- 2026-10-09
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 134 entries on the cover page, a total value of $579,249,017 stated on the cover page (in dollars after the unit check, H1), rows summing to $579,249,017 with VALUE read as dollars as filed, 13F file number 028-20336. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 1,293,755 | $107,420,526 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X434 | MSCI EAFE STRTGC | 626,581 | $61,110,446 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 200,044 | $58,994,940 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 645,914 | $44,735,999 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J742 | RAFI STRATGIC US | 565,669 | $38,359,762 | dollars as filed | |
| Apple Inc | 037833100 | COM | 65,345 | $21,761,220 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 478,271 | $21,240,034 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 253,437 | $16,919,430 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 553,376 | $16,219,443 | dollars as filed | |
| EA SERIES TRUST | 02072L607 | FREEDOM 100 EM | 211,409 | $14,790,207 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 54,073 | $12,017,218 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 101,145 | $11,911,819 | dollars as filed | |
| GLOBAL X FDS | 37954Y632 | ARTIFICIAL ETF | 150,475 | $9,804,929 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 82,221 | $8,146,407 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 131,550 | $7,160,269 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 127,348 | $6,009,568 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 84,000 | $5,145,840 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 202,370 | $5,138,178 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 19,978 | $4,562,551 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 10,346 | $4,465,954 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,602 | $4,144,498 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,356 | $3,773,011 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 48,640 | $3,589,651 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,532 | $3,456,258 | dollars as filed | |
| DFA INVT DIMENSIONS GROUP IN | 25239Y196 | U.S. HIGH RELATI | 81,597 | $3,419,701 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,644 | $3,286,214 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,345 | $3,159,687 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 24,000 | $3,006,214 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 99,318 | $2,728,265 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 10,148 | $2,528,374 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 28,133 | $2,447,290 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 11,133 | $2,405,619 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 26,218 | $2,349,622 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 3,058 | $2,341,665 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 2,102 | $2,238,902 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 43,297 | $2,193,859 | dollars as filed | |
| NEOS ETF TRUST | 78433H303 | NEOS S&P 500 HI | 38,503 | $2,047,191 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,615 | $1,932,080 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,561 | $1,857,063 | dollars as filed | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 22,828 | $1,777,160 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 33,748 | $1,669,159 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 19,260 | $1,619,381 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 27,535 | $1,584,915 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 9,377 | $1,362,530 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,931 | $1,337,054 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 16,952 | $1,312,449 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,172 | $1,197,831 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 14,951 | $1,055,690 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,996 | $1,052,106 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,145 | $1,040,317 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,292 | $1,028,203 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,033 | $981,890 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 5,739 | $933,974 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,761 | $890,596 | dollars as filed | |
| VTI | 922908769 | COM | 2,315 | $866,285 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 10,530 | $842,934 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 725 | $838,883 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,081 | $757,642 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 432 | $751,632 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,105 | $746,815 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 4,177 | $680,481 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 1,699 | $658,424 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,109 | $634,896 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,898 | $623,605 | dollars as filed | |
| KLA CORP | 482480100 | COM | 3,094 | $603,113 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 8,609 | $598,986 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,210 | $585,075 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 4,514 | $584,456 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 7,236 | $557,165 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J206 | MULTIFACTOR MI | 7,425 | $530,888 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 572 | $527,578 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 3,954 | $506,490 | dollars as filed | |
| IJH | 464287507 | COM | 6,880 | $495,016 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 809 | $494,914 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,520 | $493,290 | dollars as filed | |
| iShares Global Tech ETF | 464287291 | SHS | 3,177 | $470,895 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 568 | $460,640 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 2,877 | $436,096 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,891 | $430,834 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 1,473 | $430,277 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 5,414 | $428,464 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 5,344 | $419,076 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 9,420 | $415,335 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,001 | $397,107 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 5,877 | $395,784 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,100 | $395,388 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 926 | $390,332 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,477 | $386,368 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 1,969 | $384,911 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 425 | $382,950 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 3,659 | $373,767 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 4,538 | $370,292 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,727 | $352,671 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,506 | $345,843 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,198 | $340,826 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,325 | $340,538 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 3,578 | $339,874 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,842 | $339,002 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 11,001 | $330,030 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 15,052 | $329,181 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 3,540 | $325,857 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 6,732 | $315,798 | dollars as filed | |
| Intel Corp | 458140100 | COM | 2,585 | $310,795 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,465 | $298,294 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,347 | $296,219 | dollars as filed | |
| FISERV INC | 337738108 | COM | 6,553 | $296,065 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 927 | $294,174 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 6,289 | $288,471 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 723 | $287,255 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,659 | $286,217 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,223 | $282,655 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 1,256 | $278,656 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 766 | $273,549 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 3,592 | $267,338 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,018 | $262,705 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 665 | $258,582 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 4,127 | $257,504 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 1,854 | $255,469 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 1,104 | $254,164 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 278 | $253,484 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,415 | $240,308 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 5,739 | $240,292 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 836 | $238,335 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,244 | $237,380 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,668 | $220,728 | dollars as filed | |
| SPDW | 78463X889 | COM | 4,342 | $218,007 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 1,807 | $216,533 | dollars as filed | |
| HANOVER INS GROUP INC COM | 410867105 | Stock | 991 | $212,193 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 576 | $211,552 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 1,547 | $210,467 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 1,480 | $204,758 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 1,835 | $203,630 | dollars as filed | |
| WP CAREY INC COM | 92936U109 | REIT | 3,144 | $203,197 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 12,229 | $20,178 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-004465 | this filing | 2026-10-09 |