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Intelligence Driven Advisers - Q1 2026 13F Filings

IN

Intelligence Driven Advisers, LLC

CIK: 0001819955
Address: California Carlsbad 2792 Gateway Road
$573.6 M
Portfolio Value
130
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/15/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IWF Ishares Russell 1000 Growth Etf
+$1.03 M
2. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$858,210.48
3. VGSH Vanguard Short-Term Treasury Etf
+$449,879.92
4. XOM Exxon Mobil Corporation
+$449,807.33
5. MU Micron Technology
+$371,961.62

Top Sells

Q1 2026
1. SPY Spdr S&P 500 Etf Trust
−$16.37 M
2. DFUS Dimensional Us Equity Market Etf
−$12.33 M
3. IWY Ishares Russell Top 200 Growth Etf
−$10.66 M
4. QEFA Spdr Msci Eafe Strategicfactors Etf
−$10.39 M
5. SCHB Schwab Us Broad Market Etf
−$9.08 M

Asset Allocation

Stocks/ETFs
-18.00%
$573.6 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Intelligence Driven Advisers Q1 2026 Filing Summary

Intelligence Driven Advisers, LLC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 573.6 M reflecting a -18.00% change from the prior quarter, spanning 130 assets. The top 10 holdings comprised 71.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 22 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Intelligence Driven Advisers’s Q1 2026 Filing

Intelligence Driven Advisers submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Intelligence Driven Advisers reported a managed portfolio value of 573.6 M, consisting of 130 individual positions.

This page displays the raw filing documents. To see which stocks Intelligence Driven Advisers bought or sold during Q1 2026, please visit Intelligence Driven Advisers's Portfolio Analysis page.