Intelligence Driven Advisers, LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$573.6M
Holdings
128
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFUS
DIMENSIONAL ETF TRUST
Q1 2026: New position (1.28M shares)
15.8%
02
$QEFA
SPDR INDEX SHS FDS
Q1 2026: New position (613.0k shares)
10.0%
03
$IWY
ISHARES TR
Q1 2026: New position (205.8k shares)
8.9%
04
$IUSB
ISHARES TR
Q1 2026: New position (971.6k shares)
7.8%
05
$SCHR
SCHWAB STRATEGIC TR
Q1 2026: New position (1.64M shares)
7.1%
06
$DYNF
BLACKROCK ETF TRUST
Q1 2026: New position (625.5k shares)
6.3%
07
$IUS
INVESCO EXCH TRD SLF IDX FD
Q1 2026: New position (550.0k shares)
5.6%
08
$VMBS
VANGUARD SCOTTSDALE FDS
Q1 2026: New position (473.9k shares)
3.9%
09
$AAPL
APPLE INC
Q1 2026: New position (66.9k shares)
3.0%
10
$COWZ
PACER FDS TR
Q1 2026: New position (265.5k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:03 UTC.