Intelligence Driven Advisers, LLC

RIA/Wealth

Intelligence Driven Advisers, LLC is a RIA/Wealth based in Carlsbad, CA led by Jason Richard Labrum, reporting $828.2M in AUM as of Q3 2025 with 92% ETF concentration, 71% concentrated in top 10 holdings, 16% allocation to DFUS, and minimal technology exposure.

CEOJason Richard Labrum

Portfolio Value: $721.3M
Positions: 124
Top Holding: DFUS at 15.56%
Last Reported: Q3 2025

Address2792 Gateway Road, Carlsbad, CA, 92009, United States

Top Holdings

Largest long holdings in Intelligence Driven Advisers, LLC's portfolio (70.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Equity DFUS	ETF ETF	$112.3M	15.56%	+$1.2M Bought	— 1.5M shares	Q2 2021 Held for 4y 5m
2 iShares Russell Top 200 Growth IWY	ETF ETF	$73.1M	10.14%	-$1.1M Sold	— 267.3K shares	Q2 2023 Held for 2y 5m
3 SPDR MSCI EAFE StrategicFactors ETF QEFA	ETF ETF	$66.5M	9.22%	+$1.9M Bought	— 756.6K shares	Q4 2022 Held for 2y 11m
4 iShares Core Total USD Bond Market IUSB	ETF ETF	$52.1M	7.23%	+$3.4M Bought	— 1.1M shares	Q1 2024 Held for 1y 8m
5 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$47.6M	6.60%	+$3.2M Bought	— 1.9M shares	Q2 2023 Held for 2y 5m
6 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$45.4M	6.30%	+$5.7M Bought	— 767.7K shares	Q1 2024 Held for 1y 8m
7 Invesco RAFI Strategic US IUS	ETF ETF	$36.3M	5.03%	+$5.7M Bought	— 657.8K shares	Q1 2024 Held for 1y 8m
8 Avantis U.S. Small Cap Value AVUV	ETF ETF	$26.6M	3.68%	+$538.7K Bought	— 266.9K shares	Q4 2022 Held for 2y 11m
9 Schwab U.S. Broad Market SCHB	ETF ETF	$26.2M	3.63%	-$595.7K Sold	— 1.0M shares	Q4 2018 Held for 6y 11m
10 Vanguard Mortgage-Backed Securities VMBS	ETF ETF	$25.3M	3.51%	+$1.7M Bought	— 539.7K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Intelligence Driven Advisers, LLC's latest filing

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Market Value

$721.3M

Prior: $663.0M

Q/Q Change

+8.78%

+$58.2M

Net Flows % of MV

+1.97%

Turnover Ratio

3.14%

New Purchases

6 stocks

$1.9M

Added To

43 stocks

+$27.4M

Sold Out Of

5 stocks

$1.3M

Reduced Holdings

46 stocks

-$13.8M

Increased Positions

Position	Shares Δ	Change
1 POWR PowerSecure International, Inc. POWR	New	0 → 24.0K +$602.0K
2 Applovin Corporation APP	New	0 → 527.0 +$378.7K
3 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	New	0 → 3.6K +$289.2K
4 Seagate Technology Holdings PLC STX	New	0 → 945.0 +$223.1K
5 HCA Healthcare HCA	New	0 → 482.0 +$205.4K

Decreased Positions

Position	Shares Δ	Change
1 iShares MSCI Global Energy Producers FILL	Sold	24.0K → 0 −$569.2K
2 Palo Alto Networks, Inc. PANW	Sold	1.2K → 0 −$252.9K
3 iShares 0-3 Month Treasury Bond SGOV	Sold	2.3K → 0 −$232.9K
4 Fidelity Total Bond FBND	Sold	4.5K → 0 −$205.3K
5 Fluent, Inc. FLNT	Sold	26.2K → 0 −$52.5K