StockDriftsStockDriftsTop 50 Intelligence Driven Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 17.02% | 1.28M | $104.8M | -0.08%(-1.06K) | $51.03(+66.33%) | 2026-06-30 | |
| IWY | ISHARES TR | 9.71% | 205.9K | $59.8M | +0.04%(+77) | $170.87(+71.52%) | 2026-06-30 | |
| QEFA | SPDR INDEX SHS FDS | 9.64% | 618.5K | $59.4M | +0.90%(+5.52K) | $65.78(+54.07%) | 2026-06-30 | |
| IUSB | ISHARES TR | 7.63% | 1.02M | $47.0M | +4.89%(+47.52K) | $45.93(-1.03%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.99% | 633.0K | $43.1M | +1.21%(+7.57K) | $46.88(+49.66%) | 2026-06-30 | |
| IUS | INVESCO EXCH TRD SLF IDX FD | 5.96% | 559.7K | $36.7M | +1.76%(+9.67K) | $48.57(+44.13%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.77% | 495.9K | $23.2M | +4.64%(+21.99K) | $46.42(-0.67%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.16% | 67.3K | $19.5M | +0.62%(+414) | $98.46(+210.15%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.61% | 554.5K | $16.1M | -1.58%(-8.92K) | $17.32(+73.26%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 2.6% | 257.8K | $16.0M | -2.91%(-7.73K) | $46.58(+50.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.54% | +6.09% | +34.42% |
| Top 20 Holdings Unweighted | +16.78% | +59.26% | +8.31% | +49.08% |
Intelligence Driven Advisers, LLC reports $615.99M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (17.0%), IWY (9.7%) and QEFA (9.6%). The top 20 holdings account for 83.14% of reported assets. Its disclosed equity book has returned +47.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Intelligence Driven Advisers, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1819955). View Intelligence Driven Advisers, LLC’s 13F filings on SEC