13F-HR filed by Intelligence Driven Advisers, LLC
Intelligence Driven Advisers, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-09, with 119 holding rows worth $663,029,837.
- Accession
- 0001941040-25-000338
- Filer
- CIK 1819955
- Filed
- 2025-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 119 entries on the cover page, a total value of $663,029,837 stated on the cover page (in dollars after the unit check, H1), rows summing to $663,029,837 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 | 1,532,653 | $102,718,392 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 271,149 | $66,840,822 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X434 | MSCI EAFE STRTGC | 734,636 | $62,693,861 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 1,043,740 | $48,252,081 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 1,767,135 | $44,231,385 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 671,231 | $36,555,256 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J742 | RAFI STRATGIC US | 553,625 | $28,511,675 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 460,543 | $25,375,910 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 1,040,325 | $24,790,936 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 261,449 | $23,817,972 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 503,251 | $23,320,630 | dollars as filed | |
| SPY | 78462F103 | SHS | 29,307 | $18,107,397 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 94,641 | $17,302,200 | dollars as filed | |
| EA SERIES TRUST | 02072L607 | FREEDOM 100 EM | 422,619 | $17,073,800 | dollars as filed | |
| Apple Inc | 037833100 | COM | 73,767 | $15,134,686 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 105,589 | $6,666,885 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 153,090 | $6,471,116 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 133,970 | $4,763,989 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 13,366 | $4,691,466 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 208,384 | $4,605,286 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 66,151 | $3,972,383 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 41,634 | $3,837,822 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,275 | $3,048,396 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 44,225 | $2,817,566 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 4,849 | $2,724,617 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 14,899 | $2,633,249 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,092 | $2,542,409 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 87,835 | $2,331,143 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 37,522 | $2,205,543 | dollars as filed | |
| Boeing Company | 097023105 | COM | 9,680 | $2,028,230 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,043 | $2,011,130 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 19,875 | $1,866,064 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 10,401 | $1,845,033 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 17,871 | $1,772,803 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 4,131 | $1,753,851 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,277 | $1,680,882 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,635 | $1,635,825 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,199 | $1,605,965 | dollars as filed | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 23,381 | $1,499,424 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,701 | $1,489,802 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 19,260 | $1,372,468 | dollars as filed | |
| FISERV INC | 337738108 | COM | 7,676 | $1,323,419 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,730 | $1,257,125 | dollars as filed | |
| General Electric Company | 369604301 | COM | 4,872 | $1,253,947 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 46,133 | $1,060,130 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 19,965 | $1,045,546 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 171 | $989,960 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 11,805 | $945,835 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 4,037 | $914,340 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 17,138 | $852,792 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 5,955 | $811,822 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 9,936 | $786,534 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 13,244 | $755,040 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 14,541 | $736,502 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,140 | $647,554 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 4,800 | $646,992 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 6,934 | $646,942 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 13,361 | $632,398 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,042 | $591,918 | dollars as filed | |
| ISHARES INC | 464286343 | US PWR INFRA ETF | 24,000 | $569,160 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 6,000 | $526,860 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,413 | $517,935 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,325 | $512,616 | dollars as filed | |
| IJH | 464287507 | COM | 8,240 | $511,045 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 4,438 | $490,887 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 5,672 | $482,783 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,656 | $468,117 | dollars as filed | |
| VTI | 922908769 | COM | 1,507 | $458,023 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V662 | PHARMACEUTICALS | 5,400 | $431,298 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,701 | $430,161 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 550 | $428,742 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 1,506 | $428,390 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 5,538 | $428,143 | dollars as filed | |
| iShares U.S. Medical Devices ETF | 464288810 | SHS | 6,660 | $417,182 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,131 | $403,975 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 3,751 | $378,176 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 4,800 | $348,912 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 2,092 | $344,053 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 5,414 | $343,681 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 4,167 | $332,360 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 5,604 | $328,590 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 620 | $328,073 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 2,877 | $323,576 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 1,641 | $318,042 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,392 | $308,843 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 6,235 | $306,824 | dollars as filed | |
| iShares Global Tech ETF | 464287291 | SHS | 3,267 | $301,675 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 1,208 | $297,784 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,169 | $294,422 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,144 | $289,695 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 3,048 | $286,116 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,541 | $273,940 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 3,049 | $260,964 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,684 | $260,665 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 2,379 | $258,193 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,236 | $252,935 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 910 | $250,795 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,235 | $247,824 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 2,304 | $247,511 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 3,082 | $245,019 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 3,000 | $244,980 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,031 | $244,321 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 307 | $241,925 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 2,628 | $236,826 | dollars as filed | |
| GLOBAL X FDS | 37954Y715 | RBTCS ARTFL INTE | 7,200 | $235,080 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 2,313 | $232,870 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,189 | $231,843 | dollars as filed | |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | 874060205 | ADR | 14,535 | $224,711 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 927 | $222,777 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 762 | $217,796 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 4,250 | $215,390 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 6,392 | $211,000 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 4,487 | $205,280 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 651 | $203,092 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 1,807 | $202,384 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 26,273 | $79,344 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 10,583 | $53,232 | dollars as filed | |
| FLUENT INC | 34380C201 | COM NEW | 26,231 | $52,462 | dollars as filed | |
| ENEL CHILE SA SPONSORED ADR | 29278D105 | ADR | 11,403 | $41,393 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001941040-25-000338 | this filing | 2025-07-09 | acceptance time not in the bulk data set |