Intelligence Driven Advisers, LLC holds a focused book of 130 stocks worth $573.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp and trimmed Dimensional US Eq MKT ETF. Their largest long position is Dimensional US Eq MKT ETF at 16% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1819955/holdings"
Use Arkolith to show Intelligence Driven Advisers, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US EQUITY MARKET | $90.8M | 1.28M | 15.8% | ▼−12% Reduced · −174K sh | |
| 2 | SPDR Index SHS FDS STATE STREET SPD | $57.2M | 613.0K | 10.0% | ▼−15% Reduced · −111K sh | |
| 3 | Ishares TR RUS TP200 GR ETF | $51.2M | 205.8K | 8.9% | ▼−17% Reduced · −43K sh | |
| 4 | Ishares TR CORE UNIVRSL USD | $44.9M | 971.5K | 7.8% | ▼−6.8% Reduced · −71K sh | |
| 5 | Schwab Strategic TR INT-TRM U.S TRES | $40.9M | 1.64M | 7.1% | ▼−7.3% Reduced · −128K sh | |
| 6 | BlackRock ETF Trust ISHARES US EQUIT | $36.4M | 625.5K | 6.3% | ▼−16% Reduced · −122K sh | |
| 7 | Invesco Exch TRD SLF Idx FD RAFI STRATGIC US | $31.9M | 550.0K | 5.6% | ▼−17% Reduced · −113K sh | |
| 8 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $22.3M | 473.9K | 3.9% | ▼−5.1% Reduced · −26K sh | |
| 9 | Apple Inc COM | $17.0M | 66.9K | 3.0% | ▼−5.8% Reduced · −4K sh | |
| 10 | Pacer FDS TR US CASH COWS 100 | $16.6M | 265.5K | 2.9% | ▼−23% Reduced · −81K sh | |
| 11 | Schwab Strategic TR US BRD MKT ETF | $14.1M | 563.4K | 2.5% | ▼−39% Reduced · −362K sh | |
| 12 | Ea Series Trust FREEDOM 100 EM | $12.6M | 230.1K | 2.2% | ▼−33% Reduced · −116K sh | |
| 13 | American Centy ETF TR US SML CP VALU | $11.2M | 101.4K | 2.0% | ▼−25% Reduced · −34K sh | |
| 14 | Ishares TR MSCI USA QLT FCT | $10.9M | 57.1K | 1.9% | ▼−14% Reduced · −9K sh | |
| 15 | Global X FDS ARTIFICIAL ETF | $7.3M | 156.4K | 1.3% | ▲+2.2% Added · +3K sh | |
| 16 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $6.6M | 138.4K | 1.1% | ▼−3.3% Reduced · −5K sh | |
| 17 | Ishares Inc MSCI EMRG CHN | $6.5M | 82.2K | 1.1% | ▼−29% Reduced · −33K sh | |
| 18 | BlackRock ETF Trust ISHARES A I INNO | $4.6M | 140.3K | 0.8% | ▲+0.1% Added · +71 sh | |
| 19 | Ishares TR RUSSELL 3000 ETF | $4.2M | 11.2K | 0.7% | ▼−4.9% Reduced · −576 sh | |
| 20 | Pimco ETF TR MULTISECTOR BD | $3.7M | 139.9K | 0.6% | ▲+31% Added · +33K sh | |
| 21 | Dimensional ETF Trust US HIGH PROFITAB | $3.2M | 86.6K | 0.6% | ▼−6.0% Reduced · −6K sh | |
| 22 | J P Morgan Exchange Traded F US QUALTY FCTR | $3.2M | 51.5K | 0.6% | ▼−5.4% Reduced · −3K sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $3.1M | 4.8K | 0.5% | ▼−84% Reduced · −25K sh | |
| 24 | Alphabet Inc CAP STK CL C | $2.9M | 10.1K | 0.5% | ▼−3.1% Reduced · −322 sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.9K | 0.5% | ▼−1.5% Reduced · −88 sh | |
| 26 | Pimco ETF TR ACTIVE BD ETF | $2.6M | 28.4K | 0.5% | ▼−14% Reduced · −5K sh | |
| 27 | Ishares TR RUS 1000 GRW ETF | $2.6M | 6.0K | 0.4% | ▲+67% Added · +2K sh | |
| 28 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.3M | 39.0K | 0.4% | ▲+25% Added · +8K sh | |
| 29 | Schwab Strategic TR INTL EQTY ETF | $2.3M | 91.8K | 0.4% | ▼−58% Reduced · −124K sh | |
| 30 | Vanguard Index FDS VALUE ETF | $2.2M | 11.4K | 0.4% | ▼−2.2% Reduced · −253 sh | |
| 31 | Nvidia Corporation COM | $2.2M | 12.7K | 0.4% | ▼−18% Reduced · −3K sh | |
| 32 | Ishares TR CORE S&P500 ETF | $1.7M | 2.6K | 0.3% | ▼−0.7% Reduced · −19 sh | |
| 33 | Ishares TR U S EQUITY FACTR | $1.5M | 23.5K | 0.3% | ▲+8.4% Added · +2K sh | |
| 34 | Ishares TR CORE US AGGBD ET | $1.5M | 15.5K | 0.3% | ▼−13% Reduced · −2K sh | |
| 35 | Ishares TR MBS ETF | $1.5M | 16.2K | 0.3% | ▼−8.1% Reduced · −1K sh | |
| 36 | Mastercard Incorporated CL A | $1.5M | 3.0K | 0.3% | ▼−37% Reduced · −2K sh | |
| 37 | Invesco Exchange Traded FD T S&P500 QUALITY | $1.4M | 19.3K | 0.3% | —Held | |
| 38 | Merck & Co Inc COM | $1.4M | 12.0K | 0.3% | ▲+4.2% Added · +481 sh | |
| 39 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.4M | 4.2K | 0.2% | ▲+3.8% Added · +152 sh | |
| 40 | Amazon Com Inc COM | $1.4M | 6.6K | 0.2% | ▲+20% Added · +1K sh | |
| 41 | Microsoft Corp COM | $1.3M | 3.6K | 0.2% | ▼−1.2% Reduced · −44 sh | |
| 42 | Meta Platforms Inc CL A | $1.3M | 2.2K | 0.2% | ▼−0.8% Reduced · −17 sh | |
| 43 | Dimensional ETF Trust US SMALL CAP ETF | $1.3M | 18.1K | 0.2% | ▼−4.9% Reduced · −928 sh | |
| 44 | Ge Aerospace COM NEW | $1.2M | 4.3K | 0.2% | ▼−2.6% Reduced · −115 sh | |
| 45 | Invesco QQQ TR UNIT SER 1 | $1.2M | 2.1K | 0.2% | ▼−23% Reduced · −622 sh | |
| 46 | Pgim ETF TR PGIM ULTRA SH BD | $1.0M | 20.4K | 0.2% | ▲+52% Added · +7K sh | |
| 47 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $962K | 15.0K | 0.2% | ▲+8.7% Added · +1K sh | |
| 48 | Wells Fargo & Co COM | $944K | 11.9K | 0.2% | ▼−11% Reduced · −2K sh | |
| 49 | Ge Vernova Inc COM | $910K | 1.0K | 0.2% | ▲+1.6% Added · +16 sh | |
| 50 | Ishares TR TRS FLT RT BD | $863K | 17.0K | 0.2% | ▲+69% Added · +7K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.