Intelligence Driven Advisers, LLC
CIK: 0001819955SEC EDGAR →
Portfolio Value
$699K
Holdings
138
As of
Q4 2025
New Positions
9
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,454,009 | $108K | 15.42% |
| 2 | ISHARES TR | 248,596 | $69K | 9.84% |
| 3 | SPDR INDEX SHS FDS | 724,401 | $66K | 9.39% |
| 4 | ISHARES TR | 1,042,459 | $49K | 6.94% |
| 5 | BLACKROCK ETF TRUST | 747,352 | $45K | 6.50% |
| 6 | SCHWAB STRATEGIC TR | 1,768,966 | $44K | 6.34% |
| 7 | INVESCO EXCH TRD SLF IDX FD | 662,742 | $38K | 5.42% |
| 8 | SCHWAB STRATEGIC TR | 925,147 | $24K | 3.47% |
| 9 | VANGUARD SCOTTSDALE FDS | 499,573 | $24K | 3.36% |
| 10 | PACER FDS TR | 346,365 | $21K | 2.98% |
Quarterly Changes
New Positions (22)
$8K · 153K shares
$5K · 140K shares
$486 · 7K shares
$456 · 30K shares
$402 · 1K shares
$369 · 1K shares
$310 · 7K shares
$280 · 10K shares
$277 · 228 shares
$252 · 8K shares
$237 · 1K shares
$236 · 4K shares
$234 · 409 shares
$227 · 7K shares
$225 · 4K shares
$224 · 9K shares
$221 · 1K shares
$217 · 666 shares
$204 · 600 shares
$201 · 1K shares
$147 · 10K shares
$57 · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $639K | 91.3% |
| Technology | 19 | $32K | 4.5% |
| Unknown | 7 | $7K | 1.0% |
| Communication Services | 6 | $7K | 1.0% |
| Consumer Cyclical | 9 | $5K | 0.7% |
| Industrials | 5 | $4K | 0.6% |
| Healthcare | 8 | $3K | 0.5% |
| Utilities | 3 | $973 | 0.1% |
| Consumer Defensive | 2 | $919 | 0.1% |
| Energy | 4 | $910 | 0.1% |