Intelligence Driven Advisers, LLC

13F filer, CIK 1819955, CARLSBAD, CA

Intelligence Driven Advisers, LLC reported $531,680,772 across 106 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-30. Its ten largest share positions make up 73.31% of the portfolio.

Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001941040-25-000041

Period: 2024-12-31
Reported value: $532M
Holdings: 106
Top 10 weight: 73.31%
New: 11
Sold out: 16

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHRadded	+644,494	$15.7M
SCHBadded	+339,894	$7.72M
SCHFadded	+45,816	$848K
AMZNadded	+3,401	$746K
XETYXnew	+22,899	$342K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
DFUSreduced	-443,555	-$28.3M
IWYreduced	-100,094	-$23.5M
QEFAreduced	-211,493	-$15.3M
COWZreduced	-230,779	-$13M
IUSBreduced	-219,553	-$9.92M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001941040-25-000041, largest first. % of portfolio is the value over $531,680,642, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFUSDIMENSIONAL ETF TRUST	1,321,902	$84.3M	15.85%	-443,555	Timeline
IWYISHARES TR	227,736	$53.6M	10.08%	-100,094	Timeline
QEFASPDR INDEX SHS FDS	674,282	$48.9M	9.2%	-211,493	Timeline
IUSBISHARES TR	988,985	$44.7M	8.41%	-219,553	Timeline
SCHRSCHWAB STRATEGIC TR	1,627,063	$39.5M	7.43%	+644,494	Timeline
COWZPACER FDS TR	525,479	$29.7M	5.58%	-230,779	Timeline
DYNFBLACKROCK ETF TRUST	484,905	$24.9M	4.67%	-146,183	Timeline
VMBSVANGUARD SCOTTSDALE FDS	532,233	$24.1M	4.54%	-93,796	Timeline
AVUVAMERICAN CENTY ETF TR	228,355	$22M	4.15%	-88,537	Timeline
AAPLAPPLE INC	72,367	$18.1M	3.41%	-180	Timeline
QUALISHARES TR	97,525	$17.4M	3.27%	-54,065	Timeline
IUSINVESCO EXCH TRD SLF IDX FD	346,504	$17.2M	3.24%	-86,294	Timeline
SCHBSCHWAB STRATEGIC TR	531,432	$12.1M	2.27%	+339,894	Timeline
FRDMEA SERIES TRUST	338,784	$11.1M	2.08%	-140,472	Timeline
DUHPDIMENSIONAL ETF TRUST	155,374	$5.25M	0.99%	-50,978	Timeline
IWVISHARES TR	14,900	$4.98M	0.94%	-10,293	Timeline
EMXCISHARES INC	84,853	$4.71M	0.88%	-14,827	Timeline
BONDPIMCO ETF TR	50,084	$4.53M	0.85%	-29,689	Timeline
JQUAJ P MORGAN EXCHANGE TRADED F	71,618	$4.1M	0.77%	-35,314	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	6,315	$2.86M	0.54%	+164	Timeline
VTVVANGUARD INDEX FDS	15,846	$2.68M	0.5%	-7,516	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	4,140	$2.43M	0.46%	-870	Timeline
AMZNAMAZON COM INC	10,540	$2.31M	0.43%	+3,401	Timeline
NVDANVIDIA CORPORATION	16,561	$2.22M	0.42%	+1,397	Timeline
VGSHVANGUARD SCOTTSDALE FDS	36,314	$2.11M	0.4%	-12,740	Timeline
GOOGALPHABET INC	10,291	$1.96M	0.37%	+252	Timeline
GOVTISHARES TR	75,325	$1.73M	0.33%	-24,145	Timeline
SCHFSCHWAB STRATEGIC TR	91,966	$1.7M	0.32%	+45,816	Timeline
MSFTMICROSOFT CORP	3,958	$1.67M	0.31%	+244	Timeline
AGGISHARES TR	17,023	$1.65M	0.31%	-204	Timeline
FISVFISERV INC	7,773	$1.6M	0.3%	-20	Timeline
MAMASTERCARD INCORPORATED	3,021	$1.59M	0.3%	-20	Timeline
IVVISHARES TR	2,541	$1.5M	0.28%	-5,161	Timeline
METAMETA PLATFORMS INC	2,506	$1.47M	0.28%	-31	Timeline
LLYELI LILLY & CO	1,771	$1.37M	0.26%	-22	Timeline
MRKMERCK & CO INC	13,058	$1.3M	0.24%	+1,343	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	19,260	$1.29M	0.24%	-7,644	Timeline
NFLXNETFLIX INC.	1,171	$1.04M	0.2%	-20	Timeline
QQQINVESCO QQQ TR	1,963	$1M	0.19%	-57	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	18,828	$948K	0.18%	0	Timeline
PULSPGIM ETF TR	18,506	$917K	0.17%	-3,208	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	4,407	$870K	0.16%	-62	Timeline
AVGOBROADCOM INC	3,510	$814K	0.15%	-1,142	Timeline
BKNGBOOKING HOLDINGS INC	163	$810K	0.15%	-1	Timeline
TFLOISHARES TR	15,177	$766K	0.14%	-3,210	Timeline
JPMJPMORGAN CHASE & CO	2,896	$694K	0.13%	+63	Timeline
HDHOME DEPOT INC	1,631	$635K	0.12%	-8	Timeline
GEGE AEROSPACE	3,689	$615K	0.12%	-68	Timeline
LENLENNAR CORP	4,460	$608K	0.11%	-1	Timeline
PYLDPIMCO ETF TR	23,146	$600K	0.11%	-3,590	Timeline
WFCWELLS FARGO & CO	8,285	$582K	0.11%	+106	Timeline
VEAVANGUARD TAX-MANAGED FDS	11,855	$567K	0.11%	-9,444	Timeline
VOOVANGUARD INDEX FDS	1,003	$540K	0.1%	-123	Timeline
PLTRPALANTIR TECHNOLOGIES INC	6,871	$520K	0.1%	-654	Timeline
IJHISHARES TR	8,240	$513K	0.1%	-3,450	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	10,078	$511K	0.1%	-2,130	Timeline
ADBEADOBE INC	1,098	$488K	0.09%	-540	Timeline
IXUSISHARES TR	7,355	$486K	0.09%	-73	Timeline
GOOGLALPHABET INC	2,312	$438K	0.08%	+268	Timeline
IWFISHARES TR	1,006	$404K	0.08%	-67	Timeline
VOTVANGUARD INDEX FDS	1,504	$382K	0.07%	+3	Timeline
VTIVANGUARD INDEX FDS	1,295	$375K	0.07%	-72	Timeline
XOMEXXON MOBIL CORP	3,441	$370K	0.07%	+71	Timeline
AVUSAMERICAN CENTY ETF TR	3,752	$364K	0.07%	-3,219	Timeline
SLYVSPDR SERIES TRUST	4,167	$364K	0.07%	+89	Timeline
VOEVANGUARD INDEX FDS	2,136	$346K	0.07%	+180	Timeline
XETYXEATON VANCE TAX-MANAGED DIVE	22,899	$342K	0.06%	new	Timeline
PGPROCTER & GAMBLE CO	2,019	$338K	0.06%	-58	Timeline
CCITIGROUP INC	4,780	$336K	0.06%	-775	Timeline
GSGISHARES S&P GSCI COMMODITY-	15,094	$329K	0.06%	0	Timeline
UBERUBER TECHNOLOGIES INC	5,438	$328K	0.06%	-914	Timeline
WMTWALMART INC	3,418	$309K	0.06%	+42	Timeline
IXNISHARES TR	3,528	$299K	0.06%	-6,014	Timeline
KOCOCA COLA CO	4,719	$294K	0.06%	-36	Timeline
ELVELEVANCE HEALTH INC FORMERLY	792	$292K	0.05%	-387	Timeline
SDYSPDR SERIES TRUST	2,194	$290K	0.05%	+69	Timeline
EFVISHARES TR	5,414	$284K	0.05%	0	Timeline
MOALTRIA GROUP INC	5,261	$275K	0.05%	-130	Timeline
SPMOINVESCO EXCH TRADED FD TR II	2,877	$273K	0.05%	0	Timeline
LOWLOWES COS INC	1,100	$271K	0.05%	-36	Timeline
USMVISHARES TR	3,048	$271K	0.05%	-3,565	Timeline
FBNDFIDELITY MERRIMACK STR TR	5,987	$269K	0.05%	-1,923	Timeline
XLKSELECT SECTOR SPDR TR	1,152	$268K	0.05%	-14	Timeline
DXCMDEXCOM INC	3,342	$260K	0.05%	+7	Timeline
UNHUNITEDHEALTH GROUP INC	496	$251K	0.05%	+44	Timeline
FDXFEDEX CORP	887	$250K	0.05%	-42	Timeline
AMGNAMGEN INC	957	$249K	0.05%	-7	Timeline
CSCOCISCO SYS INC	4,169	$247K	0.05%	new	Timeline
VBVANGUARD INDEX FDS	1,012	$243K	0.05%	-4,506	Timeline
VCSHVANGUARD SCOTTSDALE FDS	3,089	$241K	0.05%	-11,293	Timeline
GMGENERAL MTRS CO	4,515	$241K	0.05%	new	Timeline
VBRVANGUARD INDEX FDS	1,181	$234K	0.04%	+6	Timeline
GWWWW GRAINGER INC	211	$222K	0.04%	0	Timeline
IWOISHARES TR	760	$219K	0.04%	+3	Timeline
JNJJOHNSON & JOHNSON	1,504	$218K	0.04%	+3	Timeline
ORLYOREILLY AUTOMOTIVE INC	183	$217K	0.04%	0	Timeline
GEVGE VERNOVA INC	658	$216K	0.04%	new	Timeline
COSTCOSTCO WHOLESALE CORPORATION	234	$214K	0.04%	new	Timeline
VVISA INC	675	$213K	0.04%	new	Timeline
PGRPROGRESSIVE CORP	887	$213K	0.04%	-75	Timeline
BACBANK OF AMER CORP	4,813	$212K	0.04%	new	Timeline
SNPSSYNOPSYS INC	429	$208K	0.04%	-1	Timeline
FLNTFLUENT INC	26,231	$66.1K	0.01%	new	Timeline
WITWIPRO LTD	17,848	$63.2K	0.01%	new	Timeline
ENICENEL CHILE SA	10,745	$30.9K	0.01%	new	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
DXCMDEXCOM INC Stock	put	2,600	$130	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
GLDSPDR GOLD TR	3,974	$966K	shares
IVLUISHARES TR	19,742	$583K	shares
IWMISHARES TR	2,601	$575K	shares
VOVANGUARD INDEX FDS	1,464	$386K	shares
DBCINVESCO DB COMMDY INDX TRCK	16,230	$361K	shares
SYKSTRYKER CORPORATION	681	$246K	shares
DFUVDIMENSIONAL ETF TRUST	5,574	$232K	shares
CATCATERPILLAR INC	593	$232K	shares
SPLVINVESCO EXCH TRADED FD TR II	3,131	$225K	shares
JJSFJ & J SNACK FOODS CORP	1,272	$219K	shares
CDNSCADENCE DESIGN SYSTEM INC	803	$218K	shares
OMFLINVESCO EXCH TRD SLF IDX FD	4,083	$216K	shares
ISCFISHARES TR	5,725	$202K	shares
MTUMISHARES TR	994	$202K	shares
FNDESCHWAB STRATEGIC TR	6,203	$200K	shares
TELFYTELEFONICA SA ADS(RP 1 SH CAPI	14,003	$68.1K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001941040-25-000041	base		2025-01-30	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC