Intelligence Driven Advisers, LLC: 13F holdings
CIK 18199552026Q2
| Positions | 140 |
|---|
| Reported value | $616.0m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 140 (+10 vs prior quarter) |
|---|
| Reported value | $616.0m (+7.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFUS DIMENSIONAL ETF TRUST | 1,279,127 | $104.8m | 17.0% |
| IWY ISHARES TR | 205,851 | $59.8m | 9.7% |
| QEFA SPDR INDEX SHS FDS | 618,501 | $59.4m | 9.6% |
| IUSB ISHARES TR | 1,019,072 | $47.0m | 7.6% |
| DYNF BLACKROCK ETF TRUST | 633,034 | $43.1m | 7.0% |
| IUS INVESCO EXCH TRD SLF IDX FD | 559,703 | $36.7m | 6.0% |
| VMBS VANGUARD SCOTTSDALE FDS | 495,921 | $23.2m | 3.8% |
| AAPL APPLE INC | 67,333 | $19.5m | 3.2% |
| SCHB SCHWAB STRATEGIC TR | 554,469 | $16.1m | 2.6% |
| COWZ PACER FDS TR | 257,792 | $16.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1819955")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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