Investor
Intelligence Driven Advisers, LLC
CIK 0001819955 · filed 2026-05-15 · SEC filing
13F book
$573.6M
Positions
130
14 new · 22 sold
Largest name
15.8%
Dimensional Etf Trust
Est. mark
−$12.8M
Price effect on 116 names still held. Flow −$113.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 1.28M | $90.8M | 15.8% | −$4.17M | Cut−$17.1M |
| Spdr Index Shs Fds | — | 613K | $57.2M | 10.0% | $1.59M | Cut−$8.51M |
| Ishares Tr | — | 205.8K | $51.2M | 8.9% | −$5.78M | Cut−$17.6M |
| Ishares Tr | — | 971.5K | $44.9M | 7.8% | −$340K | Cut−$3.64M |
| Schwab Strategic Tr | — | 1.64M | $40.9M | 7.1% | −$278.9K | Cut−$3.5M |
| Blackrock Etf Trust | — | 625.5K | $36.4M | 6.3% | −$1.64M | Cut−$9.06M |
| Invesco Exch Trd Slf Idx Fd | — | 550K | $31.9M | 5.6% | $414.5K | Cut−$6.03M |
| Vanguard Scottsdale Fds | — | 473.9K | $22.3M | 3.9% | −$61.6K | Cut−$1.27M |
| Apple Inc. | AAPL | 66.9K | $17M | 3.0% | −$1.21M | Cut−$2.33M |
| Pacer Fds Tr | — | 265.5K | $16.6M | 2.9% | $634.6K | Cut−$4.23M |
| Schwab Strategic Tr | — | 563.4K | $14.1M | 2.5% | −$636.6K | Cut−$10.1M |
| Ea Series Trust | — | 230.1K | $12.6M | 2.2% | $777.6K | Cut−$5.15M |
| American Centy Etf Tr | — | 101.4K | $11.2M | 2.0% | $861.2K | Cut−$2.6M |
| Ishares Tr | — | 57.1K | $10.9M | 1.9% | −$388.6K | Cut−$2.21M |
| Global X Fds | — | 156.4K | $7.3M | 1.3% | −$641.3K | Added−$483.5K |
| Invesco Exchange Traded Fd T | — | 138.4K | $6.58M | 1.1% | $84.4K | Cut−$138.5K |
| Ishares Inc | — | 82.2K | $6.46M | 1.1% | $491.3K | Cut−$1.91M |
| Blackrock Etf Trust | — | 140.3K | $4.62M | 0.8% | −$49.1K | Added−$46.7K |
| Ishares Tr | — | 11.2K | $4.17M | 0.7% | −$181.9K | Cut−$404.7K |
| Pimco Etf Tr | — | 139.9K | $3.67M | 0.6% | −$51.4K | Added$806.8K |
| Dimensional Etf Trust | — | 86.6K | $3.18M | 0.6% | −$110K | Cut−$321.7K |
| J P Morgan Exchange Traded F | — | 51.5K | $3.16M | 0.6% | −$95.9K | Cut−$282.8K |
| Spdr S&P 500 Etf Tr | — | 4.76K | $3.1M | 0.5% | −$150.1K | Cut−$17.3M |
| Alphabet Inc | — | 10.1K | $2.9M | 0.5% | −$272.6K | Cut−$373.6K |
| Berkshire Hathaway Inc Del | — | 5.93K | $2.84M | 0.5% | −$139K | Cut−$183.3K |
| Pimco Etf Tr | — | 28.4K | $2.62M | 0.5% | −$22.7K | Cut−$463.2K |
| Ishares Tr | — | 5.99K | $2.55M | 0.4% | −$167.7K | Added$860.7K |
| Vanguard Scottsdale Fds | — | 39K | $2.29M | 0.4% | −$5.96K | Added$443.9K |
| Schwab Strategic Tr | — | 91.8K | $2.27M | 0.4% | $65.2K | Cut−$2.92M |
| Vanguard Index Fds | — | 11.4K | $2.24M | 0.4% | $59.4K | Cut$11K |
| Nvidia Corp | NVDA | 12.7K | $2.22M | 0.4% | −$153.9K | Cut−$668.8K |
| Ishares Tr | — | 2.58K | $1.69M | 0.3% | −$81.9K | Cut−$94.9K |
| Ishares Tr | — | 23.5K | $1.55M | 0.3% | −$74.2K | Added$46.1K |
| Ishares Tr | — | 15.5K | $1.54M | 0.3% | −$9.48K | Cut−$239.9K |
| Ishares Tr | — | 16.2K | $1.54M | 0.3% | −$4.37K | Cut−$140.3K |
| Mastercard Inc | MA | 3.05K | $1.52M | 0.3% | −$217K | Cut−$1.23M |
| Invesco Exchange Traded Fd T | — | 19.3K | $1.45M | 0.3% | $2.7K | Held |
| Merck & Co., Inc. | MRK | 12K | $1.44M | 0.3% | $172.5K | Added$230.3K |
| Taiwan Semiconductor Mfg Ltd | — | 4.17K | $1.41M | 0.2% | $137K | Added$188.4K |
| Amazon Com Inc | AMZN | 6.58K | $1.37M | 0.2% | −$123.3K | Added$108.3K |
| Microsoft Corp | MSFT | 3.6K | $1.33M | 0.2% | −$408.4K | Cut−$429.7K |
| Meta Platforms, Inc. | META | 2.25K | $1.29M | 0.2% | −$197.8K | Cut−$209K |
| Dimensional Etf Trust | — | 18.1K | $1.28M | 0.2% | $26.4K | Cut−$38.3K |
| Ge Aerospace | — | 4.29K | $1.22M | 0.2% | −$104.1K | Cut−$139.5K |
| Invesco Qqq Tr | — | 2.06K | $1.19M | 0.2% | −$76.4K | Cut−$458.5K |
| Pgim Etf Tr | — | 20.4K | $1.01M | 0.2% | −$1.19K | Added$343.6K |
| Vanguard Tax-Managed Fds | — | 15K | $962.4K | 0.2% | $22.2K | Added$99.5K |
| Wells Fargo Co New | — | 11.9K | $944K | 0.2% | −$161.2K | Cut−$303.9K |
| GE Vernova Inc. | GEV | 1.04K | $910.4K | 0.2% | $225.3K | Added$239.2K |
| Ishares Tr | — | 17K | $862.9K | 0.1% | $1.72K | Added$353.3K |
| Palantir Technologies Inc. | PLTR | 5.78K | $845.8K | 0.1% | −$181.5K | Added−$179.1K |
| Vanguard Index Fds | — | 2.63K | $844K | 0.1% | −$38.1K | Cut−$48.2K |
| Netflix Inc | NFLX | 8.53K | $820.1K | 0.1% | $20.4K | Cut−$154.1K |
| Micron Technology Inc | MU | 2.4K | $809.8K | 0.1% | $67.9K | Added$439.9K |
| Exxon Mobil Corp | — | 4.59K | $778.5K | 0.1% | $95.6K | Added$545.4K |
| Walmart Inc. | WMT | 6.2K | $771K | 0.1% | $65.9K | Added$200.8K |
| Booking Holdings Inc. | BKNG | 174 | $732.6K | 0.1% | −$199.2K | Held |
| Alphabet Inc | — | 2.38K | $683K | 0.1% | −$60.4K | Cut−$113.6K |
| Gilead Sciences, Inc. | GILD | 4.56K | $635.8K | 0.1% | $48.2K | Added$280.2K |
| Vanguard Index Fds | — | 1.04K | $622.7K | 0.1% | −$30.8K | Cut−$198.3K |
| Jpmorgan Chase & Co. | — | 2.06K | $606.8K | 0.1% | −$58.1K | Cut−$81.9K |
| Ishares Tr | — | 25.5K | $583.9K | 0.1% | −$2.93K | Cut−$176K |
| Ishares Tr | — | 8.13K | $548.7K | 0.1% | $12.4K | Held |
| General Mtrs Co | — | 7.1K | $528.8K | 0.1% | −$46.6K | Added−$27.1K |
| John Hancock Exchange Traded | — | 7.42K | $498.4K | 0.1% | $12.2K | Held |
| Altria Group, Inc. | MO | 7.21K | $475.6K | 0.1% | $50.4K | Added$126.1K |
| Bluerock Pvt Real Estate Fd | — | 27.8K | $462.5K | 0.1% | $44.8K | Cut$5.73K |
| Kla Corp | KLAC | 309 | $455K | 0.1% | $58.7K | Added$177.9K |
| Comcast Corp New | — | 15.6K | $446.8K | 0.1% | −$9.96K | Added$194.7K |
| Eli Lilly & Co | LLY | 476 | $437.8K | 0.1% | −$73.7K | Cut−$84.5K |
| Fiserv Inc | FISV | 7.67K | $428.2K | 0.1% | −$87.3K | Cut−$87.3K |
| American Centy Etf Tr | — | 3.75K | $417K | 0.1% | −$2.25K | Held |
| Ishares Tr | — | 5.41K | $402.5K | 0.1% | $15.9K | Held |
| Vanguard Index Fds | — | 1.39K | $398.6K | 0.1% | −$4.22K | Held |
| Ishares Tr | — | 4.49K | $389K | 0.1% | $8.98K | Cut$4.66K |
| Lennar Corp | — | 4.47K | $388.3K | 0.1% | −$70.8K | Added−$67.9K |
| Lam Research Corp | LRCX | 1.79K | $383.5K | 0.1% | $71.6K | Added$95.1K |
| Vanguard Index Fds | — | 1.47K | $378.1K | 0.1% | −$32K | Added−$31.2K |
| Home Depot, Inc. | HD | 1.14K | $374.3K | 0.1% | −$17.2K | Cut−$21K |
| Valero Energy Corp | — | 1.49K | $367.2K | 0.1% | $123.1K | Added$129.5K |
| Sandisk Corp | SNDK | 575 | $365.3K | 0.1% | — | New |
| Uber Technologies, Inc | UBER | 5.07K | $364.9K | 0.1% | −$49.6K | Cut−$152.2K |
| Citigroup Inc | — | 3.21K | $364.4K | 0.1% | −$10.5K | Cut−$283.6K |
| Vanguard Index Fds | — | 1.95K | $359.2K | 0.1% | $13.5K | Added$15.4K |
| Ishares Tr | — | 3.53K | $352.6K | 0.1% | −$17.7K | Cut−$27.2K |
| Lowes Cos Inc | — | 1.47K | $347.3K | 0.1% | −$7.17K | Cut−$19.2K |
| Spdr Series Trust | — | 3.66K | $346.1K | 0.1% | $13.2K | Cut$5.02K |
| Seagate Technology Hldngs Pl | — | 878 | $344K | 0.1% | $102.2K | Cut$80.1K |
| Spdr Series Trust | — | 2.3K | $335.2K | 0.1% | $15.5K | Added$17.4K |
| Select Sector Spdr Tr | — | 2.52K | $334.9K | 0.1% | −$27.9K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.88K | $322.5K | 0.1% | −$20.7K | Held |
| First Tr Exchange-Traded Fd | — | 6.73K | $316.6K | 0.1% | $6.39K | Held |
| Bristol-Myers Squibb Co | — | 5.21K | $315.7K | 0.1% | $29.4K | Added$79.6K |
| HCA Healthcare, Inc. | HCA | 651 | $308.1K | 0.1% | $3.84K | Added$27K |
| Suncor Energy Inc New | — | 4.47K | $295.3K | 0.1% | $97.2K | Cut$55.9K |
| Caterpillar Inc | CAT | 405 | $287.2K | 0.1% | $55.2K | Cut$52.9K |
| Broadcom Inc. | AVGO | 924 | $285.9K | 0.1% | −$33.8K | Cut−$470.2K |
| Takeda Pharmaceutical Co Ltd | — | 15.4K | $285.9K | 0.1% | $45.2K | Added$45.5K |
| Keysight Technologies, Inc. | KEYS | 1K | $282.4K | 0.0% | — | New |
| Spdr Series Trust | — | 3.54K | $279.9K | 0.0% | −$12.2K | Held |
| Qualcomm Inc | — | 2.14K | $275.8K | 0.0% | −$90.5K | Cut−$200.7K |
| Johnson & Johnson | JNJ | 1.11K | $271.3K | 0.0% | — | New |
| Analog Devices Inc | ADI | 831 | $264.4K | 0.0% | — | New |
| Vanguard Index Fds | — | 1.21K | $263.4K | 0.0% | $6.59K | Added$8.11K |
| American Intl Group Inc | — | 3.39K | $255.2K | 0.0% | −$33K | Added−$18.9K |
| Fedex Corp | FDX | 698 | $248.6K | 0.0% | — | New |
| Adobe Inc. | ADBE | 993 | $241.4K | 0.0% | −$106.2K | Cut−$306K |
| Ishares Tr | — | 765 | $240K | 0.0% | −$7.27K | Added−$6.96K |
| Chevron Corp New | CVX | 1.14K | $235K | 0.0% | $61.9K | Cut$33.8K |
| Amgen Inc | AMGN | 668 | $234.9K | 0.0% | $16.3K | Added$17K |
| Costco Whsl Corp New | — | 234 | $232.7K | 0.0% | — | New |
| Tesla, Inc. | TSLA | 617 | $229.3K | 0.0% | −$45.7K | Added−$34.2K |
| Schwab Strategic Tr | — | 5.93K | $226.8K | 0.0% | $13K | Cut$3.34K |
| Ishares Tr | — | 927 | $222.5K | 0.0% | −$9.57K | Held |
| Select Sector Spdr Tr | — | 1.99K | $220.4K | 0.0% | −$12.1K | Added$12K |
| Kroger Co | KR | 3.03K | $219.3K | 0.0% | — | New |
| Hartford Insurance Group Inc | — | 1.56K | $211.4K | 0.0% | — | New |
| Elevance Health Inc Formerly | — | 709 | $207.6K | 0.0% | — | New |
| Goldman Sachs Group Inc | — | 242 | $205K | 0.0% | — | New |
| BWX Technologies, Inc. | BWXT | 1K | $204.5K | 0.0% | — | New |
| Wp Carey Inc | — | 3K | $203.9K | 0.0% | — | New |
| Oreilly Automotive Inc | — | 2.21K | $203.7K | 0.0% | $2.43K | Cut−$1.59K |
| Applovin Corp | APP | 508 | $202.2K | 0.0% | −$140.1K | Cut−$479K |
| Ishares Tr | — | 1.81K | $201.2K | 0.0% | −$4.61K | Held |
| Tjx Cos Inc New | — | 1.26K | $200.7K | 0.0% | $7.64K | Cut−$21.1K |
| Viatris Inc | VTRS | 10.3K | $139.8K | 0.0% | — | New |
| 908 Devices Inc. | MASS | 10K | $61.2K | 0.0% | — | New |
| Wipro Ltd | WIT | 25.9K | $54.9K | 0.0% | −$15K | Added−$4.15K |
| Enel Chile S.A. | ENIC | 11.9K | $46.8K | 0.0% | −$928 | Added$108 |
| Grab Holdings Limited | — | 11.1K | $40.5K | 0.0% | −$14.7K | Cut−$17.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.