Investor
Intelligence Driven Advisers, LLC
CIK 0001819955 · filed 2026-01-23 · SEC filing
13F book
$699.5M
Positions
138
Largest name
15.4%
Dimensional Etf Trust
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 1.45M | $107.8M | 15.4% | — | Held |
| Ishares Tr | — | 248.6K | $68.8M | 9.8% | — | Held |
| Spdr Index Shs Fds | — | 724.4K | $65.7M | 9.4% | — | Held |
| Ishares Tr | — | 1.04M | $48.5M | 6.9% | — | Held |
| Blackrock Etf Trust | — | 747.4K | $45.4M | 6.5% | — | Held |
| Schwab Strategic Tr | — | 1.77M | $44.4M | 6.3% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 662.7K | $37.9M | 5.4% | — | Held |
| Schwab Strategic Tr | — | 925.1K | $24.3M | 3.5% | — | Held |
| Vanguard Scottsdale Fds | — | 499.6K | $23.5M | 3.4% | — | Held |
| Pacer Fds Tr | — | 346.4K | $20.8M | 3.0% | — | Held |
| Spdr S&P 500 Etf Tr | — | 29.9K | $20.4M | 2.9% | — | Held |
| Apple Inc. | AAPL | 71K | $19.3M | 2.8% | — | Held |
| Ea Series Trust | — | 345.6K | $17.7M | 2.5% | — | Held |
| American Centy Etf Tr | — | 135.4K | $13.8M | 2.0% | — | Held |
| Ishares Tr | — | 66.3K | $13.2M | 1.9% | — | Held |
| Ishares Inc | — | 115.2K | $8.37M | 1.2% | — | Held |
| Global X Fds | — | 153K | $7.78M | 1.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 143.1K | $6.71M | 1.0% | — | Held |
| Schwab Strategic Tr | — | 216.1K | $5.2M | 0.7% | — | Held |
| Blackrock Etf Trust | — | 140.2K | $4.67M | 0.7% | — | Held |
| Ishares Tr | — | 11.8K | $4.57M | 0.7% | — | Held |
| Dimensional Etf Trust | — | 92.2K | $3.51M | 0.5% | — | Held |
| J P Morgan Exchange Traded F | — | 54.5K | $3.44M | 0.5% | — | Held |
| Alphabet Inc | — | 10.4K | $3.28M | 0.5% | — | Held |
| Pimco Etf Tr | — | 33.1K | $3.08M | 0.4% | — | Held |
| Berkshire Hathaway Inc Del | — | 6.02K | $3.02M | 0.4% | — | Held |
| Nvidia Corp | NVDA | 15.5K | $2.89M | 0.4% | — | Held |
| Pimco Etf Tr | — | 107.2K | $2.86M | 0.4% | — | Held |
| Mastercard Inc | MA | 4.81K | $2.75M | 0.4% | — | Held |
| Vanguard Index Fds | — | 11.6K | $2.22M | 0.3% | — | Held |
| Boeing Co | — | 9.71K | $2.11M | 0.3% | — | Held |
| Vanguard Scottsdale Fds | — | 31.4K | $1.84M | 0.3% | — | Held |
| Ishares Tr | — | 17.8K | $1.78M | 0.3% | — | Held |
| Ishares Tr | — | 2.6K | $1.78M | 0.3% | — | Held |
| Microsoft Corp | MSFT | 3.65K | $1.76M | 0.3% | — | Held |
| Ishares Tr | — | 3.58K | $1.69M | 0.2% | — | Held |
| Ishares Tr | — | 17.6K | $1.68M | 0.2% | — | Held |
| Invesco Qqq Tr | — | 2.68K | $1.65M | 0.2% | — | Held |
| Ishares Tr | — | 21.6K | $1.5M | 0.2% | — | Held |
| Meta Platforms, Inc. | META | 2.27K | $1.5M | 0.2% | — | Held |
| Invesco Exchange Traded Fd T | — | 19.3K | $1.45M | 0.2% | — | Held |
| Ge Aerospace | — | 4.41K | $1.36M | 0.2% | — | Held |
| Dimensional Etf Trust | — | 19K | $1.32M | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 5.47K | $1.26M | 0.2% | — | Held |
| Wells Fargo Co New | — | 13.4K | $1.25M | 0.2% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 4.02K | $1.22M | 0.2% | — | Held |
| Merck & Co., Inc. | MRK | 11.5K | $1.21M | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 20.1K | $1.1M | 0.2% | — | Held |
| Palantir Technologies Inc. | PLTR | 5.77K | $1.02M | 0.1% | — | Held |
| Netflix Inc | NFLX | 10.4K | $974.2K | 0.1% | — | Held |
| Booking Holdings Inc. | BKNG | 174 | $931.8K | 0.1% | — | Held |
| Vanguard Index Fds | — | 2.66K | $892.2K | 0.1% | — | Held |
| Vanguard Tax-Managed Fds | — | 13.8K | $862.9K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.31K | $820.9K | 0.1% | — | Held |
| Alphabet Inc | — | 2.54K | $796.6K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 4.95K | $766.6K | 0.1% | — | Held |
| Ishares Tr | — | 33K | $760K | 0.1% | — | Held |
| Broadcom Inc. | AVGO | 2.19K | $756.2K | 0.1% | — | Held |
| British Amern Tob Plc | — | 13.4K | $756K | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 2.14K | $688.7K | 0.1% | — | Held |
| Applovin Corp | APP | 1.01K | $681.2K | 0.1% | — | Held |
| GE Vernova Inc. | GEV | 1.03K | $671.2K | 0.1% | — | Held |
| Pgim Etf Tr | — | 13.4K | $664.9K | 0.1% | — | Held |
| Citigroup Inc | — | 5.55K | $648K | 0.1% | — | Held |
| Walmart Inc. | WMT | 5.12K | $570.1K | 0.1% | — | Held |
| Ishares Inc | — | 24K | $564.7K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 5.4K | $564.5K | 0.1% | — | Held |
| General Mtrs Co | — | 6.84K | $555.9K | 0.1% | — | Held |
| Adobe Inc. | ADBE | 1.56K | $547.4K | 0.1% | — | Held |
| Ishares Tr | — | 8.13K | $536.3K | 0.1% | — | Held |
| Eli Lilly & Co | LLY | 486 | $522.3K | 0.1% | — | Held |
| Uber Technologies, Inc | UBER | 6.33K | $517.1K | 0.1% | — | Held |
| Fiserv Inc | FISV | 7.67K | $515.5K | 0.1% | — | Held |
| Ishares Tr | — | 10.1K | $509.6K | 0.1% | — | Held |
| John Hancock Exchange Traded | — | 7.42K | $486.2K | 0.1% | — | Held |
| Qualcomm Inc | — | 2.79K | $476.5K | 0.1% | — | Held |
| Bluerock Pvt Real Estate Fd | — | 30.5K | $456.8K | 0.1% | — | Held |
| Lennar Corp | — | 4.44K | $456.2K | 0.1% | — | Held |
| American Centy Etf Tr | — | 3.75K | $419.3K | 0.1% | — | Held |
| Ishares Tr | — | 6.66K | $413.9K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.47K | $409.3K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.39K | $402.8K | 0.1% | — | Held |
| Home Depot, Inc. | HD | 1.15K | $395.3K | 0.1% | — | Held |
| Ishares Tr | — | 5.41K | $386.6K | 0.1% | — | Held |
| Spdr Series Trust | — | 4.8K | $385.1K | 0.1% | — | Held |
| Ishares Tr | — | 4.54K | $384.4K | 0.1% | — | Held |
| Ishares Tr | — | 3.62K | $379.8K | 0.1% | — | Held |
| Micron Technology Inc | MU | 1.3K | $369.9K | 0.1% | — | Held |
| Lowes Cos Inc | — | 1.52K | $366.6K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 2.52K | $362.8K | 0.1% | — | Held |
| Gilead Sciences, Inc. | GILD | 2.9K | $355.6K | 0.1% | — | Held |
| Altria Group, Inc. | MO | 6.06K | $349.4K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.94K | $343.9K | 0.0% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.88K | $343.3K | 0.0% | — | Held |
| Spdr Series Trust | — | 3.75K | $341K | 0.0% | — | Held |
| Spdr Series Trust | — | 2.28K | $317.8K | 0.0% | — | Held |
| First Tr Exchange-Traded Fd | — | 6.73K | $310.2K | 0.0% | — | Held |
| Spdr Series Trust | — | 3.54K | $292.1K | 0.0% | — | Held |
| Lam Research Corp | LRCX | 1.69K | $288.4K | 0.0% | — | Held |
| Ishares Tr | — | 3.02K | $284.5K | 0.0% | — | Held |
| HCA Healthcare, Inc. | HCA | 602 | $281.1K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 10.4K | $280.4K | 0.0% | — | Held |
| Kla Corp | KLAC | 228 | $277K | 0.0% | — | Held |
| American Intl Group Inc | — | 3.2K | $274.1K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 6K | $272.1K | 0.0% | — | Held |
| Seagate Technology Hldngs Pl | — | 958 | $263.8K | 0.0% | — | Held |
| Tesla, Inc. | TSLA | 586 | $263.5K | 0.0% | — | Held |
| Global X Fds | — | 7.2K | $260.9K | 0.0% | — | Held |
| Vistra Corp. | VST | 1.59K | $256.8K | 0.0% | — | Held |
| Vanguard Index Fds | — | 1.21K | $255.3K | 0.0% | — | Held |
| Comcast Corp New | — | 8.44K | $252.2K | 0.0% | — | Held |
| Ishares Tr | — | 764 | $246.9K | 0.0% | — | Held |
| Takeda Pharmaceutical Co Ltd | — | 15.4K | $240.4K | 0.0% | — | Held |
| Suncor Energy Inc New | — | 5.4K | $239.4K | 0.0% | — | Held |
| Valero Energy Corp | — | 1.46K | $237.7K | 0.0% | — | Held |
| Bristol-Myers Squibb Co | — | 4.38K | $236K | 0.0% | — | Held |
| Caterpillar Inc | CAT | 409 | $234.4K | 0.0% | — | Held |
| Exxon Mobil Corp | — | 1.94K | $233K | 0.0% | — | Held |
| Ishares Tr | — | 927 | $232K | 0.0% | — | Held |
| DoorDash, Inc. | DASH | 1.01K | $229.4K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 7.21K | $227.2K | 0.0% | — | Held |
| Ishares Tr | — | 3.92K | $225.1K | 0.0% | — | Held |
| Barclays Plc | — | 8.8K | $224.1K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 6.2K | $223.5K | 0.0% | — | Held |
| Tjx Cos Inc New | — | 1.44K | $221.7K | 0.0% | — | Held |
| Amgen Inc | AMGN | 666 | $217.8K | 0.0% | — | Held |
| Unitedhealth Group Inc | UNH | 659 | $217.5K | 0.0% | — | Held |
| General Dynamics Corp | GD | 627 | $211.1K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 1.77K | $208.4K | 0.0% | — | Held |
| Ishares Tr | — | 1.81K | $205.9K | 0.0% | — | Held |
| Oreilly Automotive Inc | — | 2.25K | $205.3K | 0.0% | — | Held |
| Huntington Ingalls Inds Inc | — | 600 | $204K | 0.0% | — | Held |
| Chevron Corp New | CVX | 1.32K | $201.2K | 0.0% | — | Held |
| Tidal Trust Ii | — | 10.1K | $147.5K | 0.0% | — | Held |
| Wipro Ltd | WIT | 20.8K | $59K | 0.0% | — | Held |
| LG Display Co., Ltd. | LPL | 13.7K | $57.9K | 0.0% | — | Held |
| Grab Holdings Limited | — | 11.5K | $57.6K | 0.0% | — | Held |
| Enel Chile S.A. | ENIC | 11.6K | $46.7K | 0.0% | — | Held |
Positions as of Q4 2025. 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.