Drive Wealth Management, LLC Top Holdings and 13F Report (2026)

About Drive Wealth Management, LLC

Investment Activity

Drive Wealth Management, LLC has $561.02 million in total holdings as of June 30, 2026.
Drive Wealth Management, LLC owns shares of 459 different stocks, but just 133 companies or ETFs make up 80% of its holdings.
Approximately 12.30% of the portfolio was purchased this quarter.
About 4.62% of the portfolio was sold this quarter.
This quarter, Drive Wealth Management, LLC has purchased 376 new stocks and bought additional shares in 209 stocks.
Drive Wealth Management, LLC sold shares of 128 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $29,305,598
JPMorgan BetaBuilders U.S. Equity ETF: $27,312,927
iShares Core S&P 500 ETF: $27,228,783
NVIDIA: $20,697,258
Apple: $18,131,027

Largest New Holdings this Quarter

749607107 - RLI: $1,028,232 Holding
946784105 - WAYSTAR HLDG CORP: $852,129 Holding
00191U102 - EVERFORTH INC: $835,012 Holding
071813109 - Baxter International: $762,533 Holding
07831C103 - BellRing Brands: $714,780 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 88,263 shares (about $7.11M)
JPMorgan BetaBuilders U.S. Equity ETF: 34,243 shares (about $4.61M)
KLA: 5,390 shares (about $1.63M)
NVIDIA: 5,499 shares (about $1.10M)
Progressive: 4,970 shares (about $1.09M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 3,634 shares (about $2.72M)
SPDR Bloomberg Short Term High Yield Bond ETF: 45,871 shares (about $1.15M)
JPMorgan Income ETF: 18,559 shares (about $854.64K)
SPDR Blackstone Senior Loan ETF: 21,112 shares (about $850.60K)
Haleon: 73,541 shares (about $686.14K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$29,305,598	$309,581 â–¼	-1.0%	411,307	5.2%	ETF
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$27,312,927	$4,613,205 â–²	20.3%	202,739	4.9%	ETF
IVV iShares Core S&P 500 ETF	$27,228,783	$2,721,455 â–¼	-9.1%	36,359	4.9%	ETF
NVDA NVIDIA	$20,697,258	$1,100,303 â–²	5.6%	103,439	3.7%	Computer and Technology
AAPL Apple	$18,131,027	$1,074,105 â–²	6.3%	62,659	3.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$14,896,613	$170,952 â–¼	-1.1%	249,567	2.7%	ETF
MSFT Microsoft	$11,332,532	$210,014 â–²	1.9%	30,380	2.0%	Computer and Technology
AMZN Amazon.com	$10,120,671	$419,957 â–²	4.3%	42,463	1.8%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$10,038,037	$7,111,394 â–²	243.0%	124,587	1.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$9,450,548	$76,379 â–²	0.8%	63,722	1.7%	ETF
GOOGL Alphabet	$9,406,502	$87,200 â–¼	-0.9%	26,321	1.7%	Computer and Technology
CLOA iShares AAA CLO Active ETF	$9,391,498	$70,961 â–²	0.8%	180,919	1.7%	ETF
J P MORGAN EXCHANGE TRADED F	$8,009,383	$964,627 â–²	13.7%	153,466	1.4%	JPMORGAM LTD DUR
CDX Simplify High Yield ETF	$7,918,394	$455,917 â–¼	-5.4%	374,924	1.4%	ETF
BRK.B Berkshire Hathaway	$7,269,519	$474,360 â–²	7.0%	14,528	1.3%	Finance
AVGO Broadcom	$6,548,590	$428,010 â–²	7.0%	17,335	1.2%	Computer and Technology
MORGAN STANLEY ETF TRUST	$6,351,560	$680,552 â–²	12.0%	124,763	1.1%	EATO VANC BD ETF
MU Micron Technology	$6,314,579	$201,983 â–²	3.3%	5,471	1.1%	Computer and Technology
GOOG Alphabet	$6,259,249	$291,851 â–²	4.9%	17,715	1.1%	Computer and Technology
CGMS Capital Group U.S. Multi-Sector Income ETF	$5,983,892	$656,247 â–²	12.3%	218,950	1.1%	ETF
CAT Caterpillar	$5,940,577	$217,221 â–²	3.8%	5,579	1.1%	Industrials
TSLA Tesla	$5,789,425	$425,637 â–²	7.9%	13,765	1.0%	Auto/Tires/Trucks
META Meta Platforms	$5,558,791	$105,892 â–¼	-1.9%	9,869	1.0%	Computer and Technology
EFV iShares MSCI EAFE Value ETF	$5,302,673	$18,219 â–²	0.3%	69,271	0.9%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$4,490,705	$49,402 â–¼	-1.1%	98,265	0.8%	ETF
XOM ExxonMobil	$4,424,227	$257,176 â–²	6.2%	32,359	0.8%	Energy
AMD Advanced Micro Devices	$4,286,359	$90,037 â–²	2.1%	7,379	0.8%	Computer and Technology
GSID Goldman Sachs MarketBeta International Equity ETF	$4,115,315	$42,529 â–¼	-1.0%	54,769	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$4,111,582	$280,495 â–¼	-6.4%	11,111	0.7%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$3,995,275	$468,430 â–²	13.3%	78,911	0.7%	ETF
LLY Eli Lilly and Company	$3,694,834	$153,552 â–²	4.3%	3,080	0.7%	Medical
WALMART INC	$3,614,130	$310,446 â–²	9.4%	31,910	0.6%	COM
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$3,551,436	$84,610 â–¼	-2.3%	72,657	0.6%	ETF
JPM JPMorgan Chase & Co.	$3,396,725	$304,092 â–²	9.8%	10,377	0.6%	Finance
V Visa	$2,891,886	$259,717 â–²	9.9%	8,429	0.5%	Business Services
VOO Vanguard S&P 500 ETF	$2,881,954	$248,634 â–²	9.4%	4,196	0.5%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,753,692	$148,056 â–²	5.7%	44,805	0.5%	ETF
BLACKROCK ETF TRUST	$2,730,547	$100,915 â–²	3.8%	80,714	0.5%	ISHARES US LARG
PXF Invesco RAFI Developed Markets ex-U.S. ETF	$2,687,953	$60,437 â–¼	-2.2%	35,536	0.5%	ETF
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$2,608,107	$102,589 â–¼	-3.8%	53,032	0.5%	Finance
AMAT Applied Materials	$2,495,586	$69,402 â–²	2.9%	3,452	0.4%	Computer and Technology
DIHP Dimensional International High Profitability ETF	$2,434,222	$63,506 â–¼	-2.5%	71,333	0.4%	ETF
CRWD CrowdStrike	$2,287,473	$12,975 â–¼	-0.6%	2,997	0.4%	Computer and Technology
PXH Invesco RAFI Emerging Markets ETF	$2,274,305	$30,194 â–¼	-1.3%	81,575	0.4%	ETF
CSCO Cisco Systems	$2,187,813	$72,825 â–²	3.4%	18,626	0.4%	Computer and Technology
COST Costco Wholesale	$2,183,749	$53,331 â–²	2.5%	2,334	0.4%	Retail/Wholesale
DGRO iShares Core Dividend Growth ETF	$2,135,278	$3,183 â–²	0.1%	28,174	0.4%	ETF
LAM RESEARCH CORP	$2,127,837	$115,756 â–²	5.8%	4,908	0.4%	COM NEW
TSM Taiwan Semiconductor Manufacturing	$2,070,793	$13,397 â–¼	-0.6%	4,328	0.4%	Computer and Technology
INTC Intel	$2,037,665	$93,694 â–²	4.8%	14,593	0.4%	Computer and Technology
PM Philip Morris International	$2,015,200	$765,594 â–²	61.3%	11,050	0.4%	Consumer Staples
FNDE Schwab Fundamental Emerging Markets Equity ETF	$2,014,251	$11,944 â–¼	-0.6%	50,762	0.4%	ETF
CALF Pacer US Small Cap Cash Cows ETF	$1,853,705	$23,787 â–¼	-1.3%	36,627	0.3%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$1,851,860	$1,148,145 â–¼	-38.3%	73,986	0.3%	ETF
WFC Wells Fargo & Company	$1,828,699	$48,676 â–¼	-2.6%	22,128	0.3%	Finance
KLAC KLA	$1,803,417	$1,626,304 â–²	918.2%	5,977	0.3%	Computer and Technology
DE Deere & Company	$1,794,623	$1,272 â–²	0.1%	2,822	0.3%	Industrials
CVX Chevron	$1,716,780	$117,524 â–²	7.3%	10,357	0.3%	Energy
ABBV AbbVie	$1,712,244	$8,305 â–¼	-0.5%	6,804	0.3%	Medical
BLACKROCK INC	$1,652,232	$53,856 â–²	3.4%	1,718	0.3%	COM
PGR Progressive	$1,633,108	$1,085,680 â–²	198.3%	7,476	0.3%	Finance
KO CocaCola	$1,578,345	$49,817 â–²	3.3%	19,295	0.3%	Consumer Staples
SRLN SPDR Blackstone Senior Loan ETF	$1,569,287	$850,598 â–¼	-35.2%	38,950	0.3%	ETF
UNP Union Pacific	$1,519,863	$61,741 â–²	4.2%	5,588	0.3%	Transportation
MA Mastercard	$1,441,544	$133,058 â–²	10.2%	2,806	0.3%	Business Services
MRK Merck & Co., Inc.	$1,410,350	$244,716 â–²	21.0%	10,904	0.3%	Medical
DFIV Dimensional International Value ETF	$1,396,806	$24,903 â–¼	-1.8%	25,857	0.2%	ETF
SANDISK CORP	$1,392,659	$154,487 â–¼	-10.0%	613	0.2%	COM
JPIE JPMorgan Income ETF	$1,389,927	$854,642 â–¼	-38.1%	30,183	0.2%	ETF
NEM Newmont	$1,386,212	$97,974 â–²	7.6%	14,842	0.2%	Basic Materials
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$1,377,144	$2,564 â–¼	-0.2%	60,164	0.2%	Manufacturing
GE VERNOVA INC	$1,352,460	$193,880 â–²	16.7%	1,151	0.2%	COM
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$1,317,274	$11,903 â–¼	-0.9%	60,425	0.2%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,316,441	$4,835 â–¼	-0.4%	63,169	0.2%	ETF
APH Amphenol	$1,268,690	$21,366 â–¼	-1.7%	7,185	0.2%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$1,263,352	$4,308 â–¼	-0.3%	54,549	0.2%	ETF
MRVL Marvell Technology	$1,248,640	$29,786 â–¼	-2.3%	4,192	0.2%	Computer and Technology
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,242,631	$2,500 â–¼	-0.2%	49,213	0.2%	ETF
GE GE Aerospace	$1,221,435	$228,295 â–¼	-15.7%	3,269	0.2%	Aerospace
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,220,361	$98,524 â–²	8.8%	10,256	0.2%	ETF
JNJ Johnson & Johnson	$1,214,314	$102,589 â–¼	-7.8%	4,782	0.2%	Medical
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$1,211,853	$180,814 â–¼	-13.0%	23,136	0.2%	Finance
WDC Western Digital	$1,197,191	$110,520 â–²	10.2%	1,874	0.2%	Computer and Technology
ARISTA NETWORKS INC	$1,196,772	$18,347 â–¼	-1.5%	7,045	0.2%	COM SHS
BAC Bank of America	$1,168,260	$80,684 â–²	7.4%	20,503	0.2%	Finance
IAU iShares Gold Trust	$1,147,676	$39,114 â–²	3.5%	15,199	0.2%	Finance
ORCL Oracle	$1,122,949	$40,446 â–²	3.7%	7,663	0.2%	Computer and Technology
TXT Textron	$1,115,418	$67,712 â–²	6.5%	12,157	0.2%	Aerospace
KEYS Keysight Technologies	$1,093,444	$9,450 â–¼	-0.9%	3,124	0.2%	Computer and Technology
NTSE WisdomTree Emerging Markets Efficient Core Fund	$1,093,364	$39,471 â–¼	-3.5%	22,493	0.2%	Finance
MCD McDonald's	$1,088,797	$220,030 â–¼	-16.8%	4,028	0.2%	Retail/Wholesale
FIX Comfort Systems USA	$1,082,156	$374,592 â–²	52.9%	546	0.2%	Construction
CB Chubb	$1,075,510	$247,354 â–²	29.9%	3,148	0.2%	Finance
FTGC First Trust Global Tactical Commodity Strategy Fund	$1,060,145	$27,510 â–²	2.7%	39,192	0.2%	Manufacturing
RTX RTX	$1,050,142	$19,732 â–²	1.9%	5,535	0.2%	Aerospace
KVUE Kenvue	$1,049,094	$35,353 â–²	3.5%	54,898	0.2%	Consumer Staples
RLI RLI	$1,028,232	$1,028,232 â–²	New Holding	17,407	0.2%	Finance
JQUA JPMorgan U.S. Quality Factor ETF	$1,012,050	$58,980 â–¼	-5.5%	14,002	0.2%	ETF
GS The Goldman Sachs Group	$1,010,063	$71,786 â–²	7.7%	999	0.2%	Finance
DFUV Dimensional US Marketwide Value ETF	$984,332	$165 â–²	0.0%	17,894	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Drive Wealth Management, LLC Top Holdings and 13F Report (2026)

About Drive Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Drive Wealth Management, LLC Top Holdings and 13F Report (2026)

About Drive Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDrive Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools