Drive Wealth Management, LLC 13F holdings
Drive Wealth Management, LLC reported 413 positions with a total reported value of $561.0M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-22. Top holdings by reported value: ISHARES TR (10.3%), J P MORGAN EXCHANGE TRADED F (7.3%), VANGUARD TAX-MANAGED FDS (5.2%), NVDA NVIDIA CORPORATION (3.7%), AAPL APPLE INC (3.2%). Against 2026-03-31 it opened 104 new positions and exited 23. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 413 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 612,697 | $57.9M | 10.3% |
| J P MORGAN EXCHANGE TRADED F | 456,590 | $41.1M | 7.3% |
| VANGUARD TAX-MANAGED FDS | 411,307 | $29.3M | 5.2% |
| NVDA NVIDIA CORPORATION | 103,439 | $20.7M | 3.7% |
| AAPL APPLE INC | 62,659 | $18.1M | 3.2% |
| VANGUARD INDEX FDS | 139,894 | $17.0M | 3.0% |
| GOOGL ALPHABET INC | 44,036 | $15.7M | 2.8% |
| VANGUARD INTL EQUITY INDEX F | 249,567 | $14.9M | 2.7% |
| BLK BLACKROCK ETF TRUST | 263,351 | $13.8M | 2.5% |
| MSFT MICROSOFT CORP | 30,380 | $11.3M | 2.0% |
| AMZN AMAZON COM INC | 42,463 | $10.1M | 1.8% |
| GS GOLDMAN SACHS ETF TR | 154,033 | $9.6M | 1.7% |
| DIMENSIONAL ETF TRUST | 208,412 | $9.5M | 1.7% |
| SIMPLIFY EXCHANGE TRADED FUN | 374,924 | $7.9M | 1.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 14,528 | $7.3M | 1.3% |
| AVGO BROADCOM INC | 17,335 | $6.5M | 1.2% |
| MORGAN STANLEY ETF TRUST | 124,763 | $6.4M | 1.1% |
| MU MICRON TECHNOLOGY INC | 5,471 | $6.3M | 1.1% |
| CAPITAL GRP FIXED INCM ETF T | 218,950 | $6.0M | 1.1% |
| CAT CATERPILLAR INC | 5,579 | $5.9M | 1.1% |
| TSLA TESLA INC | 13,765 | $5.8M | 1.0% |
| META META PLATFORMS INC | 9,869 | $5.6M | 1.0% |
| WT WISDOMTREE TR | 95,688 | $4.7M | 0.8% |
| XOM EXXON MOBIL CORP | 32,359 | $4.4M | 0.8% |
| AMD ADVANCED MICRO DEVICES INC | 7,379 | $4.3M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 104 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RLI RLI CORP | 17,407 | $1.0M | 0.2% |
| SELECT SECTOR SPDR TR | 20,302 | $907.0K | 0.2% |
| WAY WAYSTAR HLDG CORP | 41,507 | $852.1K | 0.2% |
| EVERFORTH INC | 46,727 | $835.0K | 0.1% |
| BAXTER INTL INC | 35,750 | $762.5K | 0.1% |
| BRBR BELLRING BRANDS INC | 55,238 | $714.8K | 0.1% |
| BOW BOWHEAD SPECIALTY HLDGS INC | 22,510 | $673.7K | 0.1% |
| VRRM VERRA MOBILITY CORP | 156,640 | $665.7K | 0.1% |
| SMPL SIMPLY GOOD FOODS CO | 48,731 | $647.1K | 0.1% |
| OPCH OPTION CARE HEALTH INC | 27,771 | $582.3K | 0.1% |
| KMB KIMBERLY-CLARK CORP | 5,053 | $561.1K | 0.1% |
| INTA INTAPP INC | 21,256 | $535.9K | <0.1% |
| MXL MAXLINEAR INC | 4,030 | $516.0K | <0.1% |
| PTRN PATTERN GROUP INC | 20,408 | $514.1K | <0.1% |
| TSCO TRACTOR SUPPLY CO | 14,362 | $454.0K | <0.1% |
| MOH MOLINA HEALTHCARE INC | 1,883 | $430.6K | <0.1% |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | 1,448 | $393.6K | <0.1% |
| RBRK RUBRIK INC. | 4,895 | $392.9K | <0.1% |
| ARM ARM HOLDINGS PLC | 1,048 | $371.4K | <0.1% |
| ELV ELEVANCE HEALTH INC FORMERLY | 953 | $368.6K | <0.1% |
| CIEN CIENA CORP | 749 | $367.2K | <0.1% |
| BRO BROWN & BROWN INC | 5,718 | $366.8K | <0.1% |
| HUNT J B TRANS SVCS INC | 1,222 | $353.8K | <0.1% |
| ES EVERSOURCE ENERGY | 4,604 | $332.7K | <0.1% |
| UPS UNITED PARCEL SVCS INC | 3,038 | $326.5K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 23 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| NUTX NUTEX HEALTH INC | 23,377 | $2.2M | 0.5% |
| REGN REGENERON PHARMACEUTICALS | 420 | $324.6K | <0.1% |
| ICE INTERCONTINENTAL EXCHANGE IN | 1,829 | $287.7K | <0.1% |
| SCHW SCHWAB CHARLES CORP | 2,983 | $280.3K | <0.1% |
| CEG CONSTELLATION ENERGY CORP | 878 | $245.1K | <0.1% |
| SLVM SYLVAMO CORP | 5,629 | $237.8K | <0.1% |
| AEM AGNICO EAGLE MINES LTD | 1,114 | $226.1K | <0.1% |
| RBLX ROBLOX CORP | 3,948 | $223.3K | <0.1% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 3,929 | $221.9K | <0.1% |
| FISV FISERV INC | 3,964 | $221.2K | <0.1% |
| ADP AUTOMATIC DATA PROCESSING IN | 1,073 | $219.8K | <0.1% |
| CMS CMS ENERGY CORP | 2,805 | $217.6K | <0.1% |
| ACN ACCENTURE PLC IRELAND | 1,096 | $217.3K | <0.1% |
| SNOW SNOWFLAKE INC | 1,424 | $214.7K | <0.1% |
| ALNY ALNYLAM PHARMACEUTICALS INC | 639 | $211.3K | <0.1% |
| LPL FINL HLDGS INC | 671 | $201.9K | <0.1% |
| HAWAIIAN ELEC INDS INC MTN B | 11,386 | $169.0K | <0.1% |
| PCT PURECYCLE TECHNOLOGIES INC | 31,108 | $161.5K | <0.1% |
| CENTRAIS ELET BRAS SA | 11,194 | $126.3K | <0.1% |
| DJT TRUMP MEDIA & TECHNOLOGY GRO | 10,292 | $95.5K | <0.1% |
| AQST AQUESTIVE THERAPEUTICS INC | 20,537 | $85.2K | <0.1% |
| FIP FTAI INFRASTRUCTURE INC | 12,057 | $59.9K | <0.1% |
| CSANY COSAN S A | 10,429 | $43.0K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 52,027 | 139,894 | +168.9% | $17.0M |
| J P MORGAN EXCHANGE TRADED F | 421,424 | 456,590 | +8.3% | $41.1M |
| KLAC KLA CORP | 587 | 5,977 | +918.2% | $1.8M |
| NVDA NVIDIA CORPORATION | 97,940 | 103,439 | +5.6% | $20.7M |
| PGR PROGRESSIVE CORP | 2,506 | 7,476 | +198.3% | $1.6M |
| AAPL APPLE INC | 58,947 | 62,659 | +6.3% | $18.1M |
| PM PHILIP MORRIS INTL INC | 6,852 | 11,050 | +61.3% | $2.0M |
| MORGAN STANLEY ETF TRUST | 111,395 | 124,763 | +12.0% | $6.4M |
| CAPITAL GRP FIXED INCM ETF T | 194,938 | 218,950 | +12.3% | $6.0M |
| BKNG BOOKING HOLDINGS INC | 159 | 3,140 | +1,874.8% | $559.6K |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 13,580 | 14,528 | +7.0% | $7.3M |
| AVGO BROADCOM INC | 16,202 | 17,335 | +7.0% | $6.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR | 793,148 | 612,697 | -22.8% | $57.9M |
| SPDR SERIES TRUST | 139,563 | 97,775 | -29.9% | $4.0M |
| SSGA ACTIVE ETF TR | 60,062 | 38,950 | -35.2% | $1.6M |
| HLN HALEON PLC | 98,513 | 24,972 | -74.7% | $233.0K |
| SIMPLIFY EXCHANGE TRADED FUN | 396,511 | 374,924 | -5.4% | $7.9M |
| ABT ABBOTT LABORATORIES | 12,911 | 8,880 | -31.2% | $805.8K |
| IBM INTERNATIONAL BUSINESS MACHS | 2,386 | 1,196 | -49.9% | $336.2K |
| PLTR PALANTIR TECHNOLOGIES INC | 8,741 | 5,932 | -32.1% | $692.1K |
| VANGUARD TAX-MANAGED FDS | 415,652 | 411,307 | -1.0% | $29.3M |
| WT WISDOMTREE TR | 101,854 | 95,688 | -6.1% | $4.7M |
| HONEYWELL INTL INC | 2,413 | 1,082 | -55.2% | $242.3K |
| HD HOME DEPOT INC | 2,753 | 1,922 | -30.2% | $677.9K |
CIK 1952781 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
