13F Filings History of Intelligence Driven Advisers, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Intelligence Driven Advisers, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Intelligence Driven Advisers, LLC reported 130 equity holdings with a total reported market value of $573,598,777 for Q1 2026. Top reported holdings included DFUS, QEFA, IWY, IUSB, and SCHR.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Jordie Czapinski - CCO | COO
Manager location
Carlsbad, CA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q1 2026
Latest value
$573,598,777
Quarter delta
-$125,946,876
Accepted
15 May 2026, 17:28
Rows shown
1-25 of 31
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q1 2026 130 $573,598,777 +$8,648,163 -$119,305,824 -$110,657,661 DFUS, QEFA, IWY, IUSB, SCHR 13F-HR 15 May 2026, 17:28
Q4 2025 138 $699,545,653 +$20,759,434 -$58,368,202 -$37,608,768 DFUS, IWY, QEFA, IUSB, DYNF 13F-HR 23 Jan 2026, 15:20
Q3 2025 124 $721,256,667 +$29,581,113 -$14,509,769 +$15,071,344 DFUS, IWY, QEFA, IUSB, SCHR 13F-HR 10 Nov 2025, 13:18
Q2 2025 119 $663,029,837 +$117,263,815 -$9,881,770 +$107,382,045 DFUS, IWY, QEFA, IUSB, SCHR 13F-HR 09 Jul 2025, 14:31
Q1 2025 101 $519,112,089 +$13,102,765 -$14,283,807 -$1,181,042 DFUS, QEFA, IWY, IUSB, SCHR 13F-HR 25 Apr 2025, 13:32
Q4 2024 105 $531,680,642 +$27,512,463 -$156,925,329 -$129,412,866 DFUS, IWY, QEFA, IUSB, SCHR 13F-HR 29 Jan 2025, 20:34
Q3 2024 111 $699,587,022 +$45,200,173 -$85,245,020 -$40,044,847 DFUS, IWY, QEFA, IUSB, SCHR 13F-HR 06 Nov 2024, 11:27
Q2 2024 105 $705,855,043 +$34,364,117 -$15,440,842 +$18,923,275 DFUS, IWY, QEFA, VCSH, IUSB 13F-HR 05 Aug 2024, 16:26
Q1 2024 104 $676,758,261 +$150,126,184 -$126,170,825 +$23,955,359 DFUS, QEFA, IWY, VCSH, IUSB 13F-HR 01 May 2024, 17:03
Q4 2023 90 $618,574,688 +$150,969,261 -$152,591,829 -$1,622,568 DFUS, VCSH, QEFA, VGSH, COWZ 13F-HR 06 Feb 2024, 12:59
Q3 2023 86 $563,271,136 +$39,038,244 -$31,057,788 +$7,980,456 QEFA, VCSH, VGSH, IWY, QUAL 13F-HR 07 Nov 2023, 12:49
Q2 2023 95 $570,598,207 +$199,024,477 -$193,386,623 +$5,637,854 QEFA, VCSH, QUAL, IWY, VGSH 13F-HR 18 Jul 2023, 17:10
Q1 2023 92 $556,139,753 +$18,519,104 -$18,640,636 -$121,532 VCSH, SHY, QEFA, QUAL, USMV 13F-HR 11 May 2023, 08:52
Q4 2022 99 $545,228,991 +$274,103,713 -$254,595,640 +$19,508,073 VCSH, SHY, QEFA, QUAL, USMV Restatement 14 Feb 2023, 16:37
Q3 2022 107 $496,355,000 +$72,199,224 -$67,300,166 +$4,899,058 IUSB, USMV, QUAL, MTUM, IVV 13F-HR 21 Oct 2022, 11:31
Q2 2022 96 $509,456,000 +$77,347,717 -$52,159,622 +$25,188,095 USMV, QUAL, IUSB, EFV, MTUM 13F-HR 22 Jul 2022, 13:06
Q1 2022 89 $547,366,000 +$111,882,058 -$99,106,066 +$12,775,992 USMV, QUAL, IUSB, IVV, EFG 13F-HR 25 Apr 2022, 15:13
Q4 2021 86 $536,462,000 +$128,768,930 -$26,399,118 +$102,369,812 EFG, VTV, QUAL, IUSB, USMV Restatement 02 Feb 2022, 09:47
Q3 2021 77 $445,664,000 +$56,771,385 -$111,996,439 -$55,225,054 EFG, QUAL, EFV, IUSB, USMV 13F-HR 14 Oct 2021, 13:31
Q2 2021 92 $514,387,000 +$177,441,367 -$132,266,192 +$45,175,175 EFG, QUAL, USMV, GOVT, MTUM 13F-HR 28 Jul 2021, 20:03
Q1 2021 72 $445,653,000 +$22,302,644 -$27,815,570 -$5,512,926 EFG, USMV, IVV, LQD, QUAL 13F-HR 13 Apr 2021, 15:51
Q4 2020 91 $446,085,000 +$80,427,157 -$97,577,845 -$17,150,688 EFG, LQD, USMV, IVV, QUAL Restatement 17 Feb 2021, 13:32
Q3 2020 79 $426,400,000 +$309,009,374 -$167,488,662 +$141,520,712 LQD, JPST, EFG, USMV, IVV 13F-HR 09 Oct 2020, 14:00
Q2 2020 85 $282,670,000 $0 $0 $0 JAGG, SCHB, SMMV, IVV, USMV New Holdings 09 Sep 2020, 19:39
Q2 2020 85 $282,670,000 +$45,031,719 -$9,756,936 +$35,274,783 JAGG, SCHB, SMMV, IVV, USMV 13F-HR 14 Aug 2020, 17:05
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