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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 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWV ISHARES TR 11,825.0 $4.6M 0.65% -605.0 -4.9% $386.85 +9.2%
22 DUHP DIMENSIONAL ETF TRUST 92,199.0 $3.5M 0.50% -18K -16.0% $38.03 +7.0%
23 J P MORGAN EXCHANGE TRADED F 54,509.0 $3.4M 0.49% -6K -10.0% $63.18
24 GOOG ALPHABET INC Communication Services 10,439.0 $3.3M 0.47% +243.0 +2.4% $313.80 +20.9%
25 BOND PIMCO ETF TR 33,101.0 $3.1M 0.44% -2K -6.3% $93.08 -1.8%
26 BERKSHIRE HATHAWAY INC DEL 6,016.0 $3.0M 0.43% -255.0 -4.1% $502.68
27 NVDA NVIDIA CORPORATION Technology 15,480.0 $2.9M 0.41% -3K -17.4% $186.50 +15.5%
28 PYLD PIMCO ETF TR 107,189.0 $2.9M 0.41% -2K -1.4% $26.68 -1.3%
29 MA MASTERCARD INCORPORATED Financial Services 4,813.0 $2.7M 0.39% $570.83 -12.7%
30 VTV VANGUARD INDEX FDS 11,646.0 $2.2M 0.32% -3K -20.4% $190.99 +10.4%
31 BA BOEING CO Industrials 9,710.0 $2.1M 0.30% $217.12 +0.9%
32 VGSH VANGUARD SCOTTSDALE FDS 31,350.0 $1.8M 0.26% -7K -18.1% $58.73 -0.9%
33 AGG ISHARES TR 17,841.0 $1.8M 0.26% -318.0 -1.8% $99.88 -1.4%
34 IVV ISHARES TR 2,599.0 $1.8M 0.25% -26.0 -1.0% $684.84 +9.4%
35 MSFT MICROSOFT CORP Technology 3,645.0 $1.8M 0.25% -453.0 -11.1% $483.57 -13.4%
36 IWF ISHARES TR 3,577.0 $1.7M 0.24% -375.0 -9.5% $473.27 -73.6%
37 MBB ISHARES TR 17,618.0 $1.7M 0.24% -2K -10.4% $95.22 -1.2%
38 QQQ INVESCO QQQ TR Financial Services 2,680.0 $1.6M 0.23% -36.0 -1.3% $614.29 +16.8%
39 LRGF ISHARES TR 21,638.0 $1.5M 0.21% -1K -5.1% $69.43 +8.1%
40 META META PLATFORMS INC Communication Services 2,265.0 $1.5M 0.21% $660.19 -7.6%
Page 2 of 7  ·  138 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%