StreetAlpha
13F holdings · Q3 2026

Intelligence Driven Advisers

Carlsbad, CA · files as Intelligence Driven Advisers, LLC
Holdings as of Sep 30, 2026Filed Oct 9, 2026Next filing due Feb 15, 2027CIK 1819955

Intelligence Driven Advisers reported 134 stocks worth $579M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are DFUS (18.5%), QEFA (10.6%) and IWY (10.2%). Compared with Q2 2026, the fund opened new positions in DUHP, SPYI and XOM, added to DFUS, QEFA and DYNF, trimmed IWY, AAPL and VMBS and sold out of AGG, XOM and SCHR.

Reported value$579M−6.0% vs last quarter
Stocks held1347 new · 13 sold out
Top 5 weight53.6%fairly concentrated
Turnover14%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
DFUS
Dimensional US Equity Market ETF
$107M18.5%1.3M+15K (+1%)8 of 8
2
QEFA
Spdr Index
$61.1M10.6%627K+8,080 (+1%)8 of 8
3
IWY
Ishares TR
$59M10.2%200K−5,807 (−3%)8 of 8
4
DYNF
Blackrock ETF Trust
$44.7M7.7%646K+13K (+2%)8 of 8
5
IUS
Invesco Rafi Strategic US ETF
$38.4M6.6%566K+5,966 (+1%)8 of 8
6
AAPL
Apple Inc
$21.8M3.8%65K−1,988 (−3%)8 of 8
7
VMBS
Vanguard Scottsdale Fds
$21.2M3.7%478K−18K (−4%)8 of 8
8
COWZ
Pacer Fds TR
$16.9M2.9%253K−4,355 (−2%)8 of 8
9
SCHB
Schwab US Broad Market ETF
$16.2M2.8%553K−1,093 (−0%)8 of 8
10
FRDM
Freedom 100 Emerging Markets ETF
$14.8M2.5%211K−5,295 (−2%)8 of 8
🔒 124 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
DIMENSIONAL ETF TRUST
$3.5M83K
AGG
Ishares TR
$1.4M15K
XOM
Exxon Mobil Corp
$745K5,446
SCHR
Schwab Strategic TR
$714K29K
APP
Applovin Corp
$346K671

🔒 Free account: see all 13.

Reported value

last 8 quarters
$532MQ4 '24
$519MQ1 '25
$663MQ2 '25
$721MQ3 '25
$700MQ4 '25
$574MQ1 '26
$616MQ2 '26
$579MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 9, 202613F-HRQ3 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Intelligence Driven Advisers 13F FAQ

What does Intelligence Driven Advisers own?

Intelligence Driven Advisers reported 134 stocks worth $579M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are DFUS (18.5%), QEFA (10.6%) and IWY (10.2%). The table above lists every position in the filing (the top 10 without an account).

What did Intelligence Driven Advisers buy and sell in Q3 2026?

Compared with Q2 2026: 7 new positions, 58 added to, 49 trimmed and 13 sold out. New positions include DUHP, SPYI and XOM. It sold all of AGG, XOM and SCHR.

When will Intelligence Driven Advisers file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Intelligence Driven Advisers's portfolio worth?

The Q3 2026 filing reports $579M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.