Intelligence Driven Advisers, LLC

13F filer · CIK 0001819955

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$616MU.S. long equity reported on 13F

Positions8219 new · 15 closed

Net flow last quarter+$5.52MBuys minus sells

Top 10 positions weight11.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 202682 positions
AAPLApple Inc.	$19.5M	3.16%	0.00%	+0.6%	Q4 2018
FRDMFreedom Environmental Services, Inc.	$15.8M	2.56%	Not reported	-5.8%	Q2 2023
AIQAlliance HealthCare Services, Inc	$9.87M	1.60%	1.39%	-3.8%	Q4 2025
EMXCEmax Holdings Corp	$8.23M	1.34%	Not reported	-2.1%	Q1 2024
NVDANvidia Corp	$3.72M	0.60%	0.00%	+46.0%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$3.51M	0.57%	Not reported	-1.4%	Q4 2019
GOOGAlphabet Inc.	$3.5M	0.57%	Not reported	-2.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$3.29M	0.53%	Not reported	+10.9%	Q4 2018
MUMicron Technology Inc	$2.73M	0.44%	0.00%	-1.5%	Q4 2025
MSFTMicrosoft Corp	$2.4M	0.39%	0.00%	+78.6%	Q4 2018
AMZNAmazon Com Inc	$2.19M	0.36%	0.00%	+39.5%	Q4 2018
GOOGLAlphabet Inc.	$1.92M	0.31%	0.00%	+125.6%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.75M	0.28%	0.00%	-12.0%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$1.52M	0.25%	Not reported	+0.6%	Q3 2020
METAMeta Platforms, Inc.	$1.37M	0.22%	Not reported	+8.4%	Q4 2018
GEGeneral Electric Co	$1.32M	0.21%	0.00%	-17.7%	Q2 2023
MAMastercard Inc	$1.25M	0.20%	0.00%	-19.8%	Q2 2023
GEVGE Vernova Inc.	$1.25M	0.20%	0.00%	+2.0%	Q2 2024
MRKMerck & Co., Inc.	$1.25M	0.20%	0.00%	-18.7%	Q2 2024
AVGOBroadcom Inc.	$1.03M	0.17%	0.00%	+195.5%	Q4 2023
PULSPulse Electronics Corp	$1.03M	0.17%	0.12%	+2.1%	Q1 2024
KLACKla Corp	$998K	0.16%	0.00%	+7.1%	Q4 2025
SNDKSandisk Corp	$982K	0.16%	0.00%	-24.9%	Q1 2026
JPMJPMorgan Chase & Co	$946K	0.15%	0.00%	+40.1%	Q4 2018
WFCWells Fargo & Company	$872K	0.14%	0.00%	-11.0%	Q4 2021
LRCXLam Research Corp	$869K	0.14%	0.00%	+11.8%	Q2 2024
LLYELI LILLY & Co	$793K	0.13%	0.00%	+38.9%	Q2 2022
BKNGBooking Holdings Inc.	$754K	0.12%	0.00%	-2.8%	Q2 2023
TSLATesla, Inc.	$752K	0.12%	0.00%	+189.8%	Q3 2020
XOMExxonMobil Holdings Corp	$745K	0.12%	0.00%	+18.7%	Q4 2018
STXSeagate Technology Holdings plc	$718K	0.12%	0.00%	-15.3%	Q3 2025
WMTWalmart Inc.	$716K	0.12%	0.00%	+1.9%	Q2 2024
CCitigroup Inc	$607K	0.10%	0.00%	+35.1%	Q4 2023
NFLXNetflix Inc	$587K	0.10%	0.00%	-3.7%	Q4 2019
CATCaterpillar Inc	$575K	0.09%	0.00%	+33.3%	Q1 2024
PLTRPalantir Technologies Inc.	$575K	0.09%	0.00%	-14.8%	Q3 2024
MOAltria Group, Inc.	$553K	0.09%	0.00%	+6.6%	Q4 2018
GMGeneral Motors Co	$547K	0.09%	0.00%	-0.1%	Q2 2024
JNJJohnson & Johnson	$513K	0.08%	0.00%	+81.8%	Q4 2018
LENLennar Corp	$463K	0.08%	Not reported	+14.3%	Q2 2023
VOTVan Kampen Municipal Opportunity Trust II	$451K	0.07%	Not reported	+0.1%	Q2 2024
QCOMQualcomm Inc	$448K	0.07%	0.00%	+13.3%	Q4 2018
HDHome Depot, Inc.	$437K	0.07%	0.00%	+8.8%	Q1 2019
VLOValero Energy Corp	$423K	0.07%	0.00%	+9.4%	Q4 2025
AMDAdvanced Micro Devices Inc	$417K	0.07%	0.00%	New	Q2 2026
GILDGilead Sciences, Inc.	$414K	0.07%	0.00%	-28.1%	Q2 2025
ADIAnalog Devices Inc	$389K	0.06%	0.00%	+17.9%	Q1 2026
APPAppLovin Corp	$346K	0.06%	0.00%	+32.1%	Q3 2025
IBMInternational Business Machines Corp	$344K	0.06%	0.00%	Not reported	Q4 2018
VVisa Inc.	$331K	0.05%	0.00%	Not reported	Q4 2024

Q1 2026Reported May 15, 202677 positions
AAPLApple Inc.	$17M	2.96%	0.00%	-5.8%	Q4 2018
FRDMFreedom Environmental Services, Inc.	$12.6M	2.19%	Not reported	-33.4%	Q2 2023
AIQAlliance HealthCare Services, Inc	$7.3M	1.27%	1.44%	+2.2%	Q4 2025
EMXCEmax Holdings Corp	$6.46M	1.13%	Not reported	-28.7%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$3.1M	0.54%	Not reported	-84.1%	Q4 2019
GOOGAlphabet Inc.	$2.9M	0.51%	Not reported	-3.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.84M	0.50%	Not reported	-1.5%	Q4 2018
NVDANvidia Corp	$2.22M	0.39%	0.00%	-17.8%	Q2 2023
MAMastercard Inc	$1.52M	0.27%	0.00%	-36.7%	Q2 2023
MRKMerck & Co., Inc.	$1.44M	0.25%	0.00%	+4.2%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.41M	0.25%	0.00%	+3.8%	Q1 2023
AMZNAmazon Com Inc	$1.37M	0.24%	0.00%	+20.3%	Q4 2018
MSFTMicrosoft Corp	$1.33M	0.23%	0.00%	-1.2%	Q4 2018
METAMeta Platforms, Inc.	$1.29M	0.22%	Not reported	-0.8%	Q4 2018
GEGeneral Electric Co	$1.22M	0.21%	0.00%	-2.6%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$1.19M	0.21%	Not reported	-23.2%	Q3 2020
PULSPulse Electronics Corp	$1.01M	0.18%	0.12%	+52.0%	Q1 2024
WFCWells Fargo & Company	$944K	0.16%	0.00%	-11.4%	Q4 2021
GEVGE Vernova Inc.	$910K	0.16%	0.00%	+1.6%	Q2 2024
PLTRPalantir Technologies Inc.	$846K	0.15%	0.00%	+0.3%	Q3 2024
NFLXNetflix Inc	$820K	0.14%	0.00%	-17.9%	Q4 2019
MUMicron Technology Inc	$810K	0.14%	0.00%	+85.0%	Q4 2025
XOMExxonMobil Holdings Corp	$778K	0.14%	0.00%	+136.9%	Q4 2018
WMTWalmart Inc.	$771K	0.13%	0.00%	+21.2%	Q2 2024
BKNGBooking Holdings Inc.	$733K	0.13%	0.00%	Not reported	Q2 2023
GOOGLAlphabet Inc.	$683K	0.12%	0.00%	-6.7%	Q1 2023
GILDGilead Sciences, Inc.	$636K	0.11%	0.00%	+57.5%	Q2 2025
JPMJPMorgan Chase & Co	$607K	0.11%	0.00%	-3.5%	Q4 2018
GMGeneral Motors Co	$529K	0.09%	0.00%	+3.8%	Q2 2024
MOAltria Group, Inc.	$476K	0.08%	0.00%	+18.9%	Q4 2018
BPREBluerock Private Real Estate Fund	$463K	0.08%	Not reported	-8.6%	Q4 2025
KLACKla Corp	$455K	0.08%	0.00%	+35.5%	Q4 2025
CMCSAComcast Corp	$447K	0.08%	0.00%	+84.5%	Q4 2025
LLYELI LILLY & Co	$438K	0.08%	0.00%	-2.1%	Q2 2022
FISVFiserv Inc	$428K	0.07%	0.00%	0.0%	Q4 2018
LENLennar Corp	$388K	0.07%	Not reported	+0.8%	Q2 2023
LRCXLam Research Corp	$384K	0.07%	0.00%	+6.5%	Q2 2024
VOTVan Kampen Municipal Opportunity Trust II	$378K	0.07%	Not reported	+0.2%	Q2 2024
HDHome Depot, Inc.	$374K	0.07%	0.00%	-1.0%	Q1 2019
VLOValero Energy Corp	$367K	0.06%	0.00%	+1.8%	Q4 2025
SNDKSandisk Corp	$365K	0.06%	0.00%	New	Q1 2026
UBERUber Technologies, Inc	$365K	0.06%	0.00%	-19.8%	Q2 2024
CCitigroup Inc	$364K	0.06%	0.00%	-42.1%	Q4 2023
LOWLowes Companies Inc	$347K	0.06%	0.00%	-3.3%	Q3 2023
STXSeagate Technology Holdings plc	$344K	0.06%	0.00%	-8.4%	Q3 2025
FVDFirst Trust Value Line Dividend Fund	$317K	0.06%	Not reported	Not reported	Q4 2025
BMYBristol Myers Squibb Co	$316K	0.06%	0.00%	+18.9%	Q4 2025
HCAHCA Healthcare, Inc.	$308K	0.05%	0.00%	+8.1%	Q3 2025
SUSuncor Energy Inc	$295K	0.05%	0.00%	-17.2%	Q1 2024
CATCaterpillar Inc	$287K	0.05%	0.00%	-1.0%	Q1 2024

Q4 2025Reported Jan 23, 202673 positions
SPYSPDR S&P 500 ETF Trust	$20.4M	2.92%	Not reported	-0.4%	Q4 2019
AAPLApple Inc.	$19.3M	2.76%	0.00%	-3.6%	Q4 2018
FRDMFreedom Environmental Services, Inc.	$17.7M	2.53%	Not reported	-14.9%	Q2 2023
EMXCEmax Holdings Corp	$8.37M	1.20%	Not reported	-0.6%	Q1 2024
AIQAlliance HealthCare Services, Inc	$7.78M	1.11%	1.41%	New	Q4 2025
GOOGAlphabet Inc.	$3.28M	0.47%	Not reported	+2.4%	Q4 2018
BRK.BBerkshire Hathaway Inc	$3.02M	0.43%	Not reported	-4.1%	Q4 2018
NVDANvidia Corp	$2.89M	0.41%	0.00%	-17.5%	Q2 2023
MAMastercard Inc	$2.75M	0.39%	0.00%	-0.1%	Q2 2023
BABoeing Co	$2.11M	0.30%	0.00%	+0.3%	Q1 2019
MSFTMicrosoft Corp	$1.76M	0.25%	0.00%	-11.1%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$1.65M	0.24%	Not reported	-1.3%	Q3 2020
METAMeta Platforms, Inc.	$1.5M	0.21%	Not reported	-0.2%	Q4 2018
GEGeneral Electric Co	$1.36M	0.19%	0.00%	-3.3%	Q2 2023
AMZNAmazon Com Inc	$1.26M	0.18%	0.00%	+0.6%	Q4 2018
WFCWells Fargo & Company	$1.25M	0.18%	0.00%	+5.5%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.22M	0.17%	0.00%	-1.3%	Q1 2023
MRKMerck & Co., Inc.	$1.21M	0.17%	0.00%	-0.7%	Q2 2024
PLTRPalantir Technologies Inc.	$1.02M	0.15%	0.00%	+3.0%	Q3 2024
NFLXNetflix Inc	$974K	0.14%	0.00%	-9.2%	Q4 2019
BKNGBooking Holdings Inc.	$932K	0.13%	0.00%	+2.4%	Q2 2023
GOOGLAlphabet Inc.	$797K	0.11%	0.00%	-5.1%	Q1 2023
AVGOBroadcom Inc.	$756K	0.11%	0.00%	+94.2%	Q4 2023
BTIBritish American Tobacco p.l.c.	$756K	0.11%	0.00%	-0.1%	Q2 2025
JPMJPMorgan Chase & Co	$689K	0.10%	0.00%	+4.5%	Q4 2018
APPAppLovin Corp	$681K	0.10%	0.00%	+91.8%	Q3 2025
GEVGE Vernova Inc.	$671K	0.10%	0.00%	+2.0%	Q2 2024
PULSPulse Electronics Corp	$665K	0.10%	0.08%	-26.1%	Q1 2024
CCitigroup Inc	$648K	0.09%	0.00%	-2.1%	Q4 2023
WMTWalmart Inc.	$570K	0.08%	0.00%	+6.6%	Q2 2024
POWRPowersecure International, Inc.	$565K	0.08%	Not reported	Not reported	Q2 2025
GMGeneral Motors Co	$556K	0.08%	0.00%	+5.8%	Q2 2024
ADBEAdobe Inc.	$547K	0.08%	0.00%	-6.6%	Q1 2023
LLYELI LILLY & Co	$522K	0.07%	0.00%	-3.0%	Q2 2022
UBERUber Technologies, Inc	$517K	0.07%	0.00%	+1.5%	Q2 2024
FISVFiserv Inc	$516K	0.07%	0.00%	0.0%	Q4 2018
QCOMQualcomm Inc	$477K	0.07%	0.00%	+21.4%	Q4 2018
BPREBluerock Private Real Estate Fund	$457K	0.07%	Not reported	New	Q4 2025
LENLennar Corp	$456K	0.07%	Not reported	Not reported	Q2 2023
VOTVan Kampen Municipal Opportunity Trust II	$409K	0.06%	Not reported	-2.9%	Q2 2024
HDHome Depot, Inc.	$395K	0.06%	0.00%	-13.5%	Q1 2019
MUMicron Technology Inc	$370K	0.05%	0.00%	New	Q4 2025
LOWLowes Companies Inc	$367K	0.05%	0.00%	+41.5%	Q3 2023
GILDGilead Sciences, Inc.	$356K	0.05%	0.00%	+19.7%	Q2 2025
MOAltria Group, Inc.	$349K	0.05%	0.00%	+16.7%	Q4 2018
FVDFirst Trust Value Line Dividend Fund	$310K	0.04%	Not reported	New	Q4 2025
LRCXLam Research Corp	$288K	0.04%	0.00%	-3.8%	Q2 2024
HCAHCA Healthcare, Inc.	$281K	0.04%	0.00%	+24.9%	Q3 2025
KLACKla Corp	$277K	0.04%	0.00%	New	Q4 2025
AIGAmerican International Group, Inc.	$274K	0.04%	0.00%	+6.9%	Q1 2024

Q3 2025Reported Nov 10, 202562 positions
SPYSPDR S&P 500 ETF Trust	$20M	2.78%	Not reported	+2.5%	Q4 2019
AAPLApple Inc.	$18.8M	2.60%	0.00%	-0.1%	Q4 2018
FRDMFreedom Environmental Services, Inc.	$18M	2.50%	Not reported	-3.9%	Q2 2023
EMXCEmax Holdings Corp	$7.82M	1.08%	Not reported	+9.7%	Q1 2024
NVDANvidia Corp	$3.5M	0.49%	0.00%	+16.5%	Q2 2023
BRK.BBerkshire Hathaway Inc	$3.15M	0.44%	Not reported	-0.1%	Q4 2018
MAMastercard Inc	$2.74M	0.38%	0.00%	-0.7%	Q2 2023
GOOGAlphabet Inc.	$2.48M	0.34%	Not reported	-2.0%	Q4 2018
MSFTMicrosoft Corp	$2.12M	0.29%	0.00%	+1.4%	Q4 2018
BABoeing Co	$2.09M	0.29%	0.00%	Not reported	Q1 2019
METAMeta Platforms, Inc.	$1.67M	0.23%	Not reported	-0.4%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$1.63M	0.23%	Not reported	+0.6%	Q3 2020
NFLXNetflix Inc	$1.37M	0.19%	0.00%	-4.6%	Q4 2019
GEGeneral Electric Co	$1.37M	0.19%	0.00%	-6.5%	Q2 2023
AMZNAmazon Com Inc	$1.19M	0.17%	0.00%	-5.1%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.14M	0.16%	0.00%	+1.0%	Q1 2023
WFCWells Fargo & Company	$1.06M	0.15%	0.00%	+7.5%	Q4 2021
PLTRPalantir Technologies Inc.	$1.02M	0.14%	0.00%	-6.0%	Q3 2024
FISVFiserv Inc	$990K	0.14%	0.00%	Not reported	Q4 2018
MRKMerck & Co., Inc.	$969K	0.13%	0.00%	+16.3%	Q2 2024
BKNGBooking Holdings Inc.	$918K	0.13%	0.00%	-0.6%	Q2 2023
PULSPulse Electronics Corp	$903K	0.13%	0.10%	+5.8%	Q1 2024
BTIBritish American Tobacco p.l.c.	$709K	0.10%	0.00%	Not reported	Q2 2025
GOOGLAlphabet Inc.	$652K	0.09%	0.00%	+1.0%	Q1 2023
JPMJPMorgan Chase & Co	$645K	0.09%	0.00%	+0.2%	Q4 2018
GEVGE Vernova Inc.	$619K	0.09%	0.00%	+62.4%	Q2 2024
UBERUber Technologies, Inc	$611K	0.08%	0.00%	-10.1%	Q2 2024
POWRPowersecure International, Inc.	$602K	0.08%	Not reported	Not reported	Q2 2025
ADBEAdobe Inc.	$591K	0.08%	0.00%	+26.4%	Q1 2023
CCitigroup Inc	$576K	0.08%	0.00%	0.0%	Q4 2023
LENLennar Corp	$559K	0.08%	Not reported	Not reported	Q2 2023
HDHome Depot, Inc.	$538K	0.07%	0.00%	-6.0%	Q1 2019
WMTWalmart Inc.	$495K	0.07%	0.00%	+16.2%	Q2 2024
VOTVan Kampen Municipal Opportunity Trust II	$443K	0.06%	Not reported	+0.2%	Q2 2024
GMGeneral Motors Co	$394K	0.05%	0.00%	+3.7%	Q2 2024
LLYELI LILLY & Co	$382K	0.05%	0.00%	-8.9%	Q2 2022
QCOMQualcomm Inc	$382K	0.05%	0.00%	-15.0%	Q4 2018
APPAppLovin Corp	$379K	0.05%	0.00%	New	Q3 2025
AVGOBroadcom Inc.	$371K	0.05%	0.00%	+23.6%	Q4 2023
MOAltria Group, Inc.	$343K	0.05%	0.00%	-7.3%	Q4 2018
DASHDoorDash, Inc.	$328K	0.05%	Not reported	-0.1%	Q1 2025
VSTVistra Corp.	$322K	0.04%	0.00%	+0.3%	Q2 2025
XOMExxonMobil Holdings Corp	$281K	0.04%	0.00%	-2.1%	Q4 2018
LOWLowes Companies Inc	$270K	0.04%	0.00%	-22.8%	Q3 2023
GILDGilead Sciences, Inc.	$269K	0.04%	0.00%	+8.3%	Q2 2025
ORLYO Reilly Automotive Inc	$251K	0.03%	0.00%	-11.3%	Q3 2024
KOCoca Cola Co	$244K	0.03%	0.00%	Not reported	Q4 2018
UNHUnitedhealth Group Inc	$244K	0.03%	0.00%	+8.5%	Q2 2023
AIGAmerican International Group, Inc.	$235K	0.03%	0.00%	-1.7%	Q1 2024
LRCXLam Research Corp	$234K	0.03%	0.00%	Not reported	Q2 2024

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