DOSSIER · 13F-HR · Q1 2026

Intelligence Driven Advisers, LLC

Intelligence Driven Advisers's holding co. based in Greenwich, CT — $574M in tracked AUM across 130 positions as of Q1 2026.

ID

Intelligence Driven Advisers·Greenwich, CT·Holding Co.

CIK 0001819955 · last filed Mar 31, 2026

Total AUM

$574M

▲ 18.5%

vs prior

Holdings

130

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

Top sector

Tech

6% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Intelligence Driven Advisers, LLC 13F Filing

Portfolio Overview

Intelligence Driven Advisers, LLC manages a portfolio valued at approximately $699.55 million as of December 31, 2025. This represents a significant asset growth of 45.4% compared to the previous quarter's value of $481.09 million. The portfolio consists of 138 holdings, indicating a well-diversified strategy. The management approach appears to be highly quantitative and rules-based, relying heavily o...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

DIMENSIONAL ETF TRUST

$91M1.3M15.8%

02

SPDR INDEX SHS FDS

$57M613K10.0%

03

ISHARES TR

$51M206K8.9%

04

ISHARES TR

$45M972K7.8%

05

SCHWAB STRATEGIC TR

$41M1.6M7.1%

06

BLACKROCK ETF TRUST

$36M625K6.3%

07

INVESCO EXCH TRD SLF IDX FD

$32M550K5.6%

08

VANGUARD SCOTTSDALE FDS

$22M474K3.9%

09

APPLE INC

$17M67K3.0%

10

PACER FDS TR

$17M266K2.9%

Filing history

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