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Portfolio (Quarterly) Guide ↗

Intelligence Driven Advisers, LLC

· CIK 0001819955
13F Portfolio $700M AUM 138 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 22 New 34 Added 61 Reduced 8 Exited
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 6,016.0 $3.0M 0.43% -255.0 -4.1% $502.68
22 NVDA NVIDIA CORPORATION Technology 15,480.0 $2.9M 0.41% -3K -17.4% $186.50 +15.5%
23 PYLD PIMCO ETF TR 107,189.0 $2.9M 0.41% -2K -1.4% $26.68 -1.3%
24 VTV VANGUARD INDEX FDS 11,646.0 $2.2M 0.32% -3K -20.4% $190.99 +10.4%
25 VGSH VANGUARD SCOTTSDALE FDS 31,350.0 $1.8M 0.26% -7K -18.1% $58.73 -0.9%
26 AGG ISHARES TR 17,841.0 $1.8M 0.26% -318.0 -1.8% $99.88 -1.4%
27 IVV ISHARES TR 2,599.0 $1.8M 0.25% -26.0 -1.0% $684.84 +9.4%
28 MSFT MICROSOFT CORP Technology 3,645.0 $1.8M 0.25% -453.0 -11.1% $483.57 -13.4%
29 IWF ISHARES TR 3,577.0 $1.7M 0.24% -375.0 -9.5% $473.27 -73.6%
30 MBB ISHARES TR 17,618.0 $1.7M 0.24% -2K -10.4% $95.22 -1.2%
31 QQQ INVESCO QQQ TR Financial Services 2,680.0 $1.6M 0.23% -36.0 -1.3% $614.29 +16.8%
32 LRGF ISHARES TR 21,638.0 $1.5M 0.21% -1K -5.1% $69.43 +8.1%
33 GE GE AEROSPACE Industrials 4,405.0 $1.4M 0.19% -150.0 -3.3% $308.01 -1.7%
34 DFAS DIMENSIONAL ETF TRUST 18,992.0 $1.3M 0.19% -24K -56.0% $69.67 +11.3%
35 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 4,022.0 $1.2M 0.17% -54.0 -1.3% $303.89 +33.1%
36 MRK MERCK & CO INC Healthcare 11,474.0 $1.2M 0.17% -77.0 -0.7% $105.26 +16.3%
37 GOOGL ALPHABET INC Communication Services 2,545.0 $797K 0.11% -138.0 -5.1% $313.00 +22.4%
38 GOVT ISHARES TR 33,006.0 $760K 0.11% -4K -11.7% $23.02 -1.6%
39 PULS PGIM ETF TR 13,407.0 $665K 0.10% -5K -26.1% $49.59 +0.2%
40 C CITIGROUP INC Financial Services 5,553.0 $648K 0.09% -120.0 -2.1% $116.69 +7.2%
Page 2 of 4  ·  61 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 38.1%
Financial Services 34.2%
Communication Services 8.6%
Consumer Cyclical 5.7%
Industrials 5.0%
Healthcare 4.0%
Consumer Defensive 2.1%
Utilities 1.2%
Energy 1.1%