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Portfolio (Quarterly) Guide ↗

Intelligence Driven Advisers, LLC

· CIK 0001819955
13F Portfolio $721M AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 124 New
Page 2 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 J P MORGAN EXCHANGE TRADED F 60,587.0 $3.8M 0.53% NEW $62.91
22 NVDA NVIDIA CORPORATION Technology 18,752.0 $3.5M 0.48% NEW $186.58 +17.6%
23 BOND PIMCO ETF TR 35,327.0 $3.3M 0.46% NEW $93.35 -2.1%
24 BERKSHIRE HATHAWAY INC DEL 6,271.0 $3.2M 0.44% NEW $502.77
25 DFAS DIMENSIONAL ETF TRUST 43,139.0 $3.0M 0.41% NEW $68.46 +12.3%
26 PYLD PIMCO ETF TR 108,698.0 $2.9M 0.40% NEW $26.84 -2.1%
27 MA MASTERCARD INCORPORATED Financial Services 4,817.0 $2.7M 0.38% NEW $568.76 -12.2%
28 VTV VANGUARD INDEX FDS 14,630.0 $2.7M 0.38% NEW $186.49 +12.1%
29 GOOG ALPHABET INC Communication Services 10,196.0 $2.5M 0.34% NEW $243.55 +57.5%
30 VGSH VANGUARD SCOTTSDALE FDS 38,296.0 $2.3M 0.31% NEW $58.85 -1.1%
31 MSFT MICROSOFT CORP Technology 4,098.0 $2.1M 0.29% NEW $518.00 -19.1%
32 BA BOEING CO Industrials 9,680.0 $2.1M 0.29% NEW $215.83 +1.8%
33 MBB ISHARES TR 19,658.0 $1.9M 0.26% NEW $95.15 -1.3%
34 IWF ISHARES TR 3,952.0 $1.9M 0.26% NEW $468.39 -73.4%
35 AGG ISHARES TR 18,159.0 $1.8M 0.25% NEW $100.25 -1.9%
36 IVV ISHARES TR 2,625.0 $1.8M 0.24% NEW $669.20 +11.5%
37 META META PLATFORMS INC Communication Services 2,269.0 $1.7M 0.23% NEW $734.49 -17.3%
38 QQQ INVESCO QQQ TR Financial Services 2,716.0 $1.6M 0.23% NEW $600.32 +19.0%
39 LRGF ISHARES TR 22,794.0 $1.6M 0.22% NEW $69.08 +8.0%
40 SPHQ INVESCO EXCHANGE TRADED FD T 19,260.0 $1.4M 0.20% NEW $73.29 +14.2%
Page 2 of 7  ·  124 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.3%
Financial Services 34.5%
Communication Services 8.3%
Consumer Cyclical 5.6%
Industrials 4.7%
Healthcare 3.2%
Consumer Defensive 2.3%
Utilities 1.3%
Energy 0.7%
Real Estate 0.3%