MondegarAI
Intelligence Driven Advisers, LLC

Q2 2025 · 13F-HR

Intelligence Driven Advisers, LLCholdings as filed

Filed 2025-07-09 · accession 0001941040-25-000338

$663.0M
Reported value
119
Positions
2025-06-30
Period end
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The Brief · Intelligence Driven Advisers, LLC · Q2 2025

AI · grounded in 13F

Intelligence Driven Advisers, LLC established a new position in DFUS valued at $102.7M. The fund also initiated new stakes in IWY for $66.8M and QEFA for $62.7M. Additional new positions include IUSB at $48.3M and SCHR at $44.2M. The fund ended the period with 119 positions and total AUM of $663M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V401DFUSDIMENSIONAL ETF TRUST$102.7M15.5%1,532,653CommonNONE
464289438IWYISHARES TR$66.8M10.1%271,149CommonNONE
78463X434QEFASPDR INDEX SHS FDS$62.7M9.46%734,636CommonNONE
46434V613IUSBISHARES TR$48.3M7.28%1,043,740CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$44.2M6.67%1,767,135CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$36.6M5.51%671,231CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$28.5M4.30%553,625CommonNONE
69374H881COWZPACER FDS TR$25.4M3.83%460,543CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$24.8M3.74%1,040,325CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$23.8M3.59%261,449CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$23.3M3.52%503,251CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$18.1M2.73%29,307CommonNONE
46432F339QUALISHARES TR$17.3M2.61%94,641CommonNONE
02072L607FRDMEA SERIES TRUST$17.1M2.58%422,619CommonNONE
037833100AAPLAPPLE INC$15.1M2.28%73,767CommonNONE
46434G764EMXCISHARES INC$6.7M1.01%105,589CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$6.5M0.98%153,090CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$4.8M0.72%133,970CommonNONE
464287689IWVISHARES TR$4.7M0.71%13,366CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$4.6M0.69%208,384CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$4.0M0.60%66,151CommonNONE
72201R775BONDPIMCO ETF TR$3.8M0.58%41,634CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M0.46%6,275CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$2.8M0.42%44,225CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.41%4,849CommonNONE
922908744VTVVANGUARD INDEX FDS$2.6M0.40%14,899CommonNONE
67066G104NVDANVIDIA CORPORATION$2.5M0.38%16,092CommonNONE
72201R585PYLDPIMCO ETF TR$2.3M0.35%87,835CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2.2M0.33%37,522CommonNONE
097023105BABOEING CO$2.0M0.31%9,680CommonNONE
594918104MSFTMICROSOFT CORP$2.0M0.30%4,043CommonNONE
464288588MBBISHARES TR$1.9M0.28%19,875CommonNONE
02079K107GOOGALPHABET INC$1.8M0.28%10,401CommonNONE
464287226AGGISHARES TR$1.8M0.27%17,871CommonNONE
464287614IWFISHARES TR$1.8M0.26%4,131CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M0.25%2,277CommonNONE
464287200IVVISHARES TR$1.6M0.25%2,635CommonNONE
64110L106NFLXNETFLIX INC$1.6M0.24%1,199CommonNONE
46434V282LRGFISHARES TR$1.5M0.23%23,381CommonNONE
46090E103QQQINVESCO QQQ TR$1.5M0.22%2,701CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$1.4M0.21%19,260CommonNONE
337738108FISVFISERV INC$1.3M0.20%7,676CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.19%5,730CommonNONE
369604301GEGE AEROSPACE$1.3M0.19%4,872CommonNONE
46429B267GOVTISHARES TR$1.1M0.16%46,133CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.0M0.16%19,965CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$989,9600.15%171CommonNONE
949746101WMT2WELLS FARGO CO NEW$945,8350.14%11,805CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$914,3400.14%4,037CommonNONE
69344A107PULSPGIM ETF TR$852,7920.13%17,138CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$811,8220.12%5,955CommonNONE
58933Y105MRKMERCK & CO INC$786,5340.12%9,936CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$755,0400.11%13,244CommonNONE
46434V860TFLOISHARES TR$736,5020.11%14,541CommonNONE
922908363VOOVANGUARD INDEX FDS$647,5540.10%1,140CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$646,9920.10%4,800CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$646,9420.10%6,934CommonNONE
110448107BTIBRITISH AMERN TOB PLC$632,3980.10%13,361CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$591,9180.09%2,042CommonNONE
464286343POWRISHARES INC$569,1600.09%24,000CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$526,8600.08%6,000CommonNONE
437076102HDHOME DEPOT INC$517,9350.08%1,413CommonNONE
00724F101ADBEADOBE INC$512,6160.08%1,325CommonNONE
464287507IJHISHARES TR$511,0450.08%8,240CommonNONE
526057104LENLENNAR CORP$490,8870.07%4,438CommonNONE
172967424CCITIGROUP INC$482,7830.07%5,672CommonNONE
02079K305GOOGLALPHABET INC$468,1170.07%2,656CommonNONE
922908769VTIVANGUARD INDEX FDS$458,0230.07%1,507CommonNONE
46137V662PJPINVESCO EXCHANGE TRADED FD T$431,2980.07%5,400CommonNONE
747525103QCOMQUALCOMM INC$430,1610.06%2,701CommonNONE
532457108LLYELI LILLY & CO$428,7420.06%550CommonNONE
922908538VOTVANGUARD INDEX FDS$428,3900.06%1,506CommonNONE
46432F834IXUSISHARES TR$428,1430.06%5,538CommonNONE
464288810IHIISHARES TR$417,1820.06%6,660CommonNONE
931142103WMTWALMART INC$403,9750.06%4,131CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$378,1760.06%3,751CommonNONE
78464A854SPYMSPDR SERIES TRUST$348,9120.05%4,800CommonNONE
922908512VOEVANGUARD INDEX FDS$344,0530.05%2,092CommonNONE
464288877EFVISHARES TR$343,6810.05%5,414CommonNONE
78464A300SLYVSPDR SERIES TRUST$332,3600.05%4,167CommonNONE
02209S103MOALTRIA GROUP INC$328,5900.05%5,604CommonNONE
36828A101GEVGE VERNOVA INC$328,0730.05%620CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$323,5760.05%2,877CommonNONE
92840M102VSTVISTRA CORP$318,0420.05%1,641CommonNONE
548661107LOWLOWES COS INC$308,8430.05%1,392CommonNONE
37045V100GMGENERAL MTRS CO$306,8240.05%6,235CommonNONE
464287291IXNISHARES TR$301,6750.05%3,267CommonNONE
25809K105DASHDOORDASH INC$297,7840.04%1,208CommonNONE
78464A763SDYSPDR SERIES TRUST$294,4220.04%2,169CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$289,6950.04%1,144CommonNONE
46429B697USMVISHARES TR$286,1160.04%3,048CommonNONE
30231G102XOMEXXON MOBIL CORP$273,9400.04%2,541CommonNONE
026874784AIGAMERICAN INTL GROUP INC$260,9640.04%3,049CommonNONE
191216100KOCOCA COLA CO$260,6650.04%3,684CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$258,1930.04%2,379CommonNONE
697435105PANWPALO ALTO NETWORKS INC$252,9350.04%1,236CommonNONE
11135F101AVGOBROADCOM INC$250,7950.04%910CommonNONE
375558103GILDGILEAD SCIENCES INC$247,8240.04%2,235CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$247,5110.04%2,304CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$245,0190.04%3,082CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$244,9800.04%3,000CommonNONE
922908751VBVANGUARD INDEX FDS$244,3210.04%1,031CommonNONE
461202103INTUINTUIT$241,9250.04%307CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$236,8260.04%2,628CommonNONE
37954Y715BOTZGLOBAL X FDS$235,0800.04%7,200CommonNONE
46436E718SGOVISHARES TR$232,8700.04%2,313CommonNONE
922908611VBRVANGUARD INDEX FDS$231,8430.03%1,189CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$224,7110.03%14,535CommonNONE
46432F396MTUMISHARES TR$222,7770.03%927CommonNONE
464287648IWOISHARES TR$217,7960.03%762CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$215,3900.03%4,250CommonNONE
808524730FNDESCHWAB STRATEGIC TR$211,0000.03%6,392CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$205,2800.03%4,487CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$203,0920.03%651CommonNONE
464288885EFGISHARES TR$202,3840.03%1,807CommonNONE
97651M109WITWIPRO LTD$79,3440.01%26,273CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$53,2320.01%10,583CommonNONE
34380C201FLNTFLUENT INC$52,4620.01%26,231CommonNONE
29278D105ENICENEL CHILE S.A.$41,3930.01%11,403CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.