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Jordie Czapinski

Intelligence Driven Advisers, Llc

Assets Managed
$573.599M
Holdings
130
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-18%(2Q avg: -10.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Intelligence Driven Advisers, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Intelligence Driven Advisers, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 573.599M in assets, with a quarterly growth rate of -18% and a 2-quarter average growth rate of -10.5%. The portfolio is managed by Jordie Czapinski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -11.95%
15.83%
$90.778M
1.28M shares@ $70.91 avg price
QEFA
Spdr Msci Eafe Strategicfact
Recent Activity
Decreased -15.38%
9.97%
$57.173M
612,979 shares@ $93.28 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -17.22%
8.93%
$51.205M
205,774 shares@ $248.85 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -6.8%
7.83%
$44.876M
971,550 shares@ $46.2 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Decreased -7.25%
7.13%
$40.87M
1.641M shares@ $24.92 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -16.3%
6.35%
$36.39M
625,468 shares@ $58.19 avg price
IUS
Invesco Rafi Strategic Us Et
Recent Activity
Decreased -17%
5.56%
$31.854M
550,031 shares@ $57.92 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Decreased -5.13%
3.88%
$22.251M
473,927 shares@ $46.95 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.79%
2.97%
$16.983M
66,919 shares@ $253.79 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -23.34%
2.9%
$16.611M
265,519 shares@ $62.57 avg price

1-10 of 130