Intelligence Driven Advisers, LLC

All 13F Filings

Location
Carlsbad, CA
Most recent 13F
Q2 2026
Holdings value ($000)
615,988
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/6/2026 140 615,988 13F-HR Intelligence Driven Advisers, LLC
Q1 2026 5/15/2026 130 573,599 13F-HR Intelligence Driven Advisers, LLC
Q4 2025 1/23/2026 138 699,546 13F-HR Intelligence Driven Advisers, LLC
Q3 2025 11/10/2025 124 721,257 13F-HR Intelligence Driven Advisers, LLC
Q2 2025 7/9/2025 119 663,030 13F-HR Intelligence Driven Advisers, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 105.2 K 17.1% 19.32 K 0 19.32 K
ETFs 509.9 K 82.9% 23.06 K 0 23.06 K
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
615,988
Holdings
140
QoQ value change ($000)
42,389 (7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.