Drive Wealth Management, LLC Top Holdings and 13F Report (2026) About Drive Wealth Management, LLCInvestment ActivityDrive Wealth Management, LLC has $582.57 million in total holdings as of September 30, 2026.Drive Wealth Management, LLC owns shares of 423 different stocks, but just 112 companies or ETFs make up 80% of its holdings.Approximately 14.95% of the portfolio was purchased this quarter.About 12.12% of the portfolio was sold this quarter.This quarter, Drive Wealth Management, LLC has purchased 459 new stocks and bought additional shares in 87 stocks.Drive Wealth Management, LLC sold shares of 257 stocks and completely divested from 110 stocks this quarter.Largest Holdings JPMorgan BetaBuilders U.S. Equity ETF $39,189,706Vanguard FTSE Developed Markets ETF $31,099,999iShares Core S&P 500 ETF $29,470,608NVIDIA $24,350,335Apple $22,577,302 Largest New Holdings this Quarter 25434V203 - Dimensional International Core Equity Market ETF $6,674,234 Holding46434V878 - iShares Ultra Short-Term Bond Active ETF $6,387,312 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $5,453,525 Holding46435GAA0 - iShares iBonds Dec 2026 Term Corporate ETF $2,962,085 Holding464288679 - ISHARES TR $2,819,608 Holding Largest Purchases this Quarter JPMorgan BetaBuilders U.S. Equity ETF 82,112 shares (about $11.30M)Dimensional International Core Equity Market ETF 161,097 shares (about $6.67M)iShares Ultra Short-Term Bond Active ETF 126,732 shares (about $6.39M)EXXONMOBIL HOLDINGS CORP 33,508 shares (about $5.45M)iShares iBonds Dec 2026 Term Corporate ETF 122,198 shares (about $2.96M) Largest Sales this Quarter Vanguard Mid-Cap ETF 117,752 shares (about $9.23M)Simplify High Yield ETF 239,575 shares (about $4.83M)EVERFORTH INC 30,417 shares (about $1.00M)Philip Morris International 2,795 shares (about $533.37K)Cigna Group 1,709 shares (about $464.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDrive Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBBUSJPMorgan BetaBuilders U.S. Equity ETF$39,189,706$11,296,942 ▲40.5%284,8516.7%ETFVEAVanguard FTSE Developed Markets ETF$31,099,999$2,057,644 ▲7.1%440,4485.3%ETFIVViShares Core S&P 500 ETF$29,470,608$1,625,130 ▲5.8%38,4815.1%ETFNVDANVIDIA$24,350,335$701,426 ▲3.0%106,5074.2%TechnologyAAPLApple$22,577,302$1,710,407 ▲8.2%67,7953.9%TechnologyMSFTMicrosoft$16,705,827$1,123,775 ▲7.2%32,5712.9%TechnologyVWOVanguard FTSE Emerging Markets ETF$15,923,682$1,121,850 ▲7.6%268,4822.7%ETFAMZNAmazon.com$11,042,767$463,167 ▲4.4%44,3221.9%Consumer DiscretionaryCLOAiShares AAA CLO Active ETF$10,301,179$914,685 ▲9.7%198,5491.8%ETFGOOGLAlphabet$9,528,317$471,736 ▲5.2%27,6921.6%Communication ServicesIJRiShares Core S&P Small-Cap ETF$8,892,850$224,059 ▲2.6%65,3691.5%ETFJ P MORGAN EXCHANGE TRADED F$8,472,670$582,989 ▲7.4%164,8061.5%JPMORGAM LTD DURMETAMeta Platforms$7,713,661$556,933 ▲7.8%10,6371.3%Communication ServicesBRK.BBerkshire Hathaway$7,067,255$166,810 ▼-2.3%14,1931.2%FinanceDFAIDimensional International Core Equity Market ETF$6,674,234$6,674,234 ▲New Holding161,0971.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$6,387,312$6,387,312 ▲New Holding126,7321.1%ETFAVGOBroadcom$6,311,031$223,011 ▲3.7%17,9701.1%TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$6,235,846$492,783 ▲8.6%237,7371.1%ETFMORGAN STANLEY ETF TRUST$6,121,328$81,380 ▲1.3%126,4441.1%EATO VANC BD ETFMUMicron Technology$5,971,147$143,793 ▲2.5%5,6061.0%TechnologyGOOGAlphabet$5,828,216$207,846 ▼-3.4%17,1051.0%Communication ServicesEXXONMOBIL HOLDINGS CORP$5,453,525$5,453,525 ▲New Holding33,5080.9%COM SHS *A*EFViShares MSCI EAFE Value ETF$5,376,065$106,048 ▼-1.9%67,9310.9%ETFAMDAdvanced Micro Devices$4,823,231$308,946 ▲6.8%7,8840.8%TechnologyTSLATesla$4,530,817$353,410 ▼-7.2%12,7690.8%Consumer DiscretionaryCATCaterpillar$4,462,163$60,803 ▼-1.3%5,5040.8%IndustrialsGSIEGoldman Sachs ActiveBeta International Equity ETF$4,278,088$226,357 ▼-5.0%93,3270.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$4,245,440$247,016 ▲6.2%83,7860.7%ETFVTIVanguard Total Stock Market ETF$4,235,008$76,721 ▲1.8%11,3160.7%ETFGSIDGoldman Sachs MarketBeta International Equity ETF$3,897,391$204,775 ▼-5.0%52,0350.7%ETFJPMJPMorgan Chase & Co.$3,857,087$424,117 ▲12.4%11,6590.7%FinanceLLYEli Lilly and Company$3,504,995$59,014 ▼-1.7%3,0290.6%HealthcareVOOVanguard S&P 500 ETF$3,442,370$501,779 ▲17.1%4,9120.6%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$3,346,782$166,179 ▼-4.7%69,2200.6%ETFCRWDCrowdStrike$3,043,449$2,249,955 ▲283.6%11,4950.5%TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,962,085$2,962,085 ▲New Holding122,1980.5%ETFVVisa$2,926,526$102,414 ▼-3.4%8,1440.5%FinanceWALMART INC$2,889,293$426,800 ▼-12.9%27,8030.5%COMISHARES TR$2,819,608$2,819,608 ▲New Holding25,5580.5%TRUST ISHARE 0-1JEPQJPMorgan Nasdaq Equity Premium Income ETF$2,740,386$4,349 ▼-0.2%44,7340.5%ETFCDXSimplify High Yield ETF$2,729,999$4,832,245 ▼-63.9%135,3490.5%ETFBLACKROCK ETF TRUST$2,719,558$61,856 ▼-2.2%78,9190.5%ISHARES US LARGPXFInvesco RAFI Developed Markets ex-U.S. ETF$2,567,932$140,948 ▼-5.2%33,6870.4%ETFSCHXSchwab US Large-Cap ETF$2,563,170$2,563,170 ▲New Holding85,4390.4%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$2,355,755$128,790 ▼-5.2%50,2830.4%ETFPXHInvesco RAFI Emerging Markets ETF$2,329,771$41,599 ▼-1.8%80,1440.4%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$2,326,079$531,923 ▲29.6%95,9210.4%ETFDIHPDimensional International High Profitability ETF$2,284,463$118,758 ▼-4.9%67,8080.4%ETFINTCIntel$2,250,439$495,849 ▲28.3%18,7170.4%TechnologyCSCOCisco Systems$2,193,523$188,785 ▲9.4%20,3800.4%TechnologyDGROiShares Core Dividend Growth ETF$2,136,502$12,439 ▲0.6%28,3390.4%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$2,091,327$34,082 ▼-1.6%49,9480.4%ETFCOSTCostco Wholesale$2,074,791$50,072 ▼-2.4%2,2790.4%Consumer StaplesHROWHarrow$2,056,608$2,056,608 ▲New Holding66,7730.4%HealthcareCVXChevron$2,050,925$64,123 ▼-3.0%10,0430.4%EnergyTSMTaiwan Semiconductor Manufacturing$1,916,665$62,654 ▼-3.2%4,1910.3%TechnologySRLNSPDR Blackstone Senior Loan ETF$1,900,817$327,641 ▲20.8%47,0620.3%ETFCALFPacer US Small Cap Cash Cows ETF$1,894,544$56,957 ▼-2.9%35,5580.3%ETFDEDeere & Company$1,874,352$25,584 ▼-1.3%2,7840.3%IndustrialsJPIEJPMorgan Income ETF$1,756,528$401,627 ▲29.6%39,1300.3%ETFWFCWells Fargo & Company$1,727,713$43,627 ▼-2.5%21,5830.3%FinanceABBVAbbVie$1,701,611$78,214 ▼-4.4%6,5050.3%HealthcareMAMastercard$1,663,146$115,803 ▲7.5%3,0160.3%FinanceKOCoca-Cola$1,643,607$27,542 ▼-1.6%18,9770.3%Consumer StaplesBLACKROCK INC$1,607,841$210,639 ▼-11.6%1,5190.3%COMAMATApplied Materials$1,595,947$169,259 ▼-9.6%3,1210.3%TechnologyPMPhilip Morris International$1,575,301$533,370 ▼-25.3%8,2550.3%Consumer StaplesMRKMerck & Co., Inc.$1,514,871$78,776 ▼-4.9%10,3650.3%HealthcarePSXPhillips 66$1,513,696$279,047 ▲22.6%5,9290.3%EnergyIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,508,736$1,508,736 ▲New Holding62,5510.3%ETFUNPUnion Pacific$1,503,633$17,145 ▼-1.1%5,5250.3%IndustrialsPGRProgressive$1,474,256$75,672 ▼-4.9%7,1110.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$1,413,157$1,413,157 ▲New Holding41,5390.2%ETFDFIVDimensional International Value ETF$1,411,250$33,125 ▼-2.3%25,2640.2%ETFWAYSTAR HLDG CORP$1,404,064$352,277 ▲33.5%55,4090.2%COMNEMNewmont$1,388,894$322,945 ▼-18.9%12,0420.2%MaterialsLAM RESEARCH CORP$1,375,697$238,051 ▼-14.8%4,1840.2%COM NEWIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,346,749$29,813 ▼-2.2%58,8610.2%ETFARISTA NETWORKS INC$1,294,791$139,455 ▼-9.7%6,3600.2%COM SHSIBDViShares iBonds Dec 2030 Term Corporate ETF$1,262,594$14,798 ▼-1.2%59,7250.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,254,042$8,246 ▼-0.7%10,1890.2%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,240,805$26,359 ▼-2.1%61,8550.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,214,527$23,189 ▼-1.9%53,5270.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,201,544$26,807 ▼-2.2%48,1390.2%ETFSCHASchwab US Small-Cap ETF$1,199,283$1,199,283 ▲New Holding36,7540.2%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$1,188,470$10,400 ▼-0.9%38,8520.2%ETFAPHAmphenol$1,178,515$571,908 ▲94.3%13,9590.2%TechnologyIAUiShares Gold Trust$1,165,252$21,790 ▼-1.8%14,9200.2%ETFJNJJohnson & Johnson$1,153,439$112,511 ▼-8.9%4,3570.2%HealthcarePALANTIR TECHNOLOGIES INC$1,132,588$23,007 ▲2.1%6,0550.2%CL AIHDGWisdomTree International Hedged Quality Dividend Growth Fund$1,122,134$78,629 ▼-6.5%21,6210.2%ETFORCLOracle$1,116,742$64,665 ▲6.1%8,1340.2%TechnologyKLACKLA$1,111,827$53,213 ▼-4.6%5,7040.2%TechnologyMRVLMarvell Technology$1,092,008$15,589 ▼-1.4%4,1330.2%TechnologyDELLDell Technologies$1,075,652$37,110 ▲3.6%2,0000.2%TechnologyBMYBristol Myers Squibb$1,072,302$193,568 ▲22.0%17,1840.2%HealthcareGSThe Goldman Sachs Group$1,050,238$150,420 ▲16.7%1,1660.2%FinanceBACBank of America$1,045,236$70,760 ▼-6.3%19,2030.2%FinanceCBChubb$1,029,918$2,936 ▲0.3%3,1570.2%FinanceJQUAJPMorgan U.S. Quality Factor ETF$1,015,223$18,155 ▼-1.8%13,7560.2%ETFShowing largest 100 holdings. 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