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

About Drive Wealth Management, LLC

Investment Activity

Drive Wealth Management, LLC has $473.86 million in total holdings as of March 31, 2026.
Drive Wealth Management, LLC owns shares of 376 different stocks, but just 110 companies or ETFs make up 80% of its holdings.
Approximately 5.53% of the portfolio was purchased this quarter.
About 9.81% of the portfolio was sold this quarter.
This quarter, Drive Wealth Management, LLC has purchased 380 new stocks and bought additional shares in 177 stocks.
Drive Wealth Management, LLC sold shares of 156 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $26,635,005
iShares Core S&P 500 ETF: $26,123,666
JPMorgan BetaBuilders U.S. Equity ETF: $19,744,326
NVIDIA: $17,081,687
Apple: $14,960,240

Largest New Holdings this Quarter

80004C200 - SANDISK CORP: $432,349 Holding
G0593M107 - AstraZeneca: $360,524 Holding
G9108L173 - TSAKOS ENERGY NAVIGATION LTD: $334,058 Holding
219350105 - Corning: $306,619 Holding
55024U109 - Lumentum: $283,915 Holding

Largest Purchases this Quarter

JPMorgan BetaBuilders U.S. Equity ETF: 22,103 shares (about $2.59M)
MORGAN STANLEY ETF TRUST: 26,045 shares (about $1.33M)
Berkshire Hathaway: 1,641 shares (about $786.34K)
Vanguard FTSE Developed Markets ETF: 9,108 shares (about $583.64K)
iShares Core S&P Small-Cap ETF: 4,595 shares (about $571.21K)

Largest Sales this Quarter

APPLOVIN CORP: 22,532 shares (about $8.97M)
iShares AAA CLO Active ETF: 38,954 shares (about $2.02M)
J P MORGAN EXCHANGE TRADED F: 28,649 shares (about $1.50M)
PURECYCLE TECHNOLOGIES INC: 222,644 shares (about $1.16M)
Capital Group U.S. Multi-Sector Income ETF: 38,016 shares (about $1.04M)

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	$26,635,005	$583,641 â–²	2.2%	415,652	5.6%	ETF
IVV iShares Core S&P 500 ETF	$26,123,666	$581,353 â–¼	-2.2%	39,993	5.5%	ETF
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$19,744,326	$2,590,025 â–²	15.1%	168,496	4.2%	ETF
NVDA NVIDIA	$17,081,687	$474,918 â–²	2.9%	97,940	3.6%	Computer and Technology
AAPL Apple	$14,960,240	$51,012 â–¼	-0.3%	58,947	3.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$13,643,898	$251,387 â–²	1.9%	252,431	2.9%	ETF
MSFT Microsoft	$11,037,685	$418,675 â–²	3.9%	29,817	2.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$10,431,617	$365,871 â–²	3.6%	36,324	2.2%	ETF
CLOA iShares AAA CLO Active ETF	$9,307,082	$2,019,181 â–¼	-17.8%	179,552	2.0%	ETF
AMZN Amazon.com	$8,476,703	$103,509 â–²	1.2%	40,701	1.8%	Retail/Wholesale
CDX Simplify High Yield ETF	$8,461,532	$517,686 â–²	6.5%	396,511	1.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$7,857,278	$571,206 â–²	7.8%	63,207	1.7%	ETF
GOOGL Alphabet	$7,638,807	$49,459 â–¼	-0.6%	26,565	1.6%	Computer and Technology
J P MORGAN EXCHANGE TRADED F	$7,044,765	$1,495,192 â–¼	-17.5%	134,983	1.5%	JPMORGAM LTD DUR
BRK.B Berkshire Hathaway	$6,507,275	$786,336 â–²	13.7%	13,580	1.4%	Finance
META Meta Platforms	$5,753,864	$266,038 â–²	4.8%	10,057	1.2%	Computer and Technology
MORGAN STANLEY ETF TRUST	$5,676,216	$1,327,143 â–²	30.5%	111,395	1.2%	EATON VANCE TOTA
CGMS Capital Group U.S. Multi-Sector Income ETF	$5,308,160	$1,035,175 â–¼	-16.3%	194,938	1.1%	ETF
XOM ExxonMobil	$5,170,977	$225,142 â–¼	-4.2%	30,478	1.1%	Energy
EFV iShares MSCI EAFE Value ETF	$5,132,607	$967,369 â–¼	-15.9%	69,033	1.1%	ETF
AVGO Broadcom	$5,014,684	$246,989 â–¼	-4.7%	16,202	1.1%	Computer and Technology
GOOG Alphabet	$4,844,782	$619,044 â–¼	-11.3%	16,889	1.0%	Computer and Technology
TSLA Tesla	$4,740,809	$99,627 â–¼	-2.1%	12,753	1.0%	Auto/Tires/Trucks
GSIE Goldman Sachs ActiveBeta International Equity ETF	$4,284,793	$483,530 â–²	12.7%	99,346	0.9%	ETF
GSID Goldman Sachs MarketBeta International Equity ETF	$3,867,377	$443,524 â–²	13.0%	55,335	0.8%	ETF
CAT Caterpillar	$3,808,221	$394,638 â–¼	-9.4%	5,375	0.8%	Industrials
VTI Vanguard Total Stock Market ETF	$3,807,496	$46,515 â–²	1.2%	11,869	0.8%	ETF
WALMART INC	$3,632,409	$178,451 â–¼	-4.7%	29,169	0.8%	COM
TFLO iShares Treasury Floating Rate Bond ETF	$3,526,798	$787,541 â–¼	-18.3%	69,659	0.7%	ETF
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$3,151,802	$352,686 â–²	12.6%	74,388	0.7%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$3,064,388	$521,401 â–¼	-14.5%	126,419	0.6%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$2,994,028	$613,634 â–¼	-17.0%	119,857	0.6%	ETF
JPM JPMorgan Chase & Co.	$2,779,080	$109,128 â–¼	-3.8%	9,448	0.6%	Finance
LLY Eli Lilly and Company	$2,715,308	$172,926 â–²	6.8%	2,952	0.6%	Medical
PXF Invesco RAFI Developed Markets ex-U.S. ETF	$2,539,851	$249,686 â–²	10.9%	36,335	0.5%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$2,410,899	$523,508 â–¼	-17.8%	60,062	0.5%	ETF
BLACKROCK ETF TRUST	$2,394,896	$408,849 â–²	20.6%	77,731	0.5%	ISHARES US LARG
DIHP Dimensional International High Profitability ETF	$2,358,301	$272,806 â–²	13.1%	73,194	0.5%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,353,809	$371,704 â–²	18.8%	42,396	0.5%	ETF
V Visa	$2,318,628	$165,314 â–¼	-6.7%	7,672	0.5%	Business Services
VOO Vanguard S&P 500 ETF	$2,291,018	$451,152 â–¼	-16.5%	3,834	0.5%	ETF
COST Costco Wholesale	$2,268,754	$220,200 â–²	10.7%	2,277	0.5%	Retail/Wholesale
JPIE JPMorgan Income ETF	$2,245,531	$477,329 â–¼	-17.5%	48,742	0.5%	ETF
PXH Invesco RAFI Emerging Markets ETF	$2,224,324	$216,571 â–²	10.8%	82,658	0.5%	ETF
NUTEX HEALTH INC	$2,221,750	$1,236 â–²	0.1%	23,377	0.5%	COM
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$2,210,220	$221,752 â–²	11.2%	55,118	0.5%	Finance
CVX Chevron	$1,996,122	$216,205 â–¼	-9.8%	9,648	0.4%	Energy
DGRO iShares Core Dividend Growth ETF	$1,974,293	$120,498 â–²	6.5%	28,132	0.4%	ETF
FNDE Schwab Fundamental Emerging Markets Equity ETF	$1,953,683	$354,137 â–¼	-15.3%	51,063	0.4%	ETF
WFC Wells Fargo & Company	$1,808,547	$37,020 â–²	2.1%	22,717	0.4%	Finance
MU Micron Technology	$1,790,100	$80,108 â–²	4.7%	5,296	0.4%	Computer and Technology
CALF Pacer US Small Cap Cash Cows ETF	$1,664,564	$353,311 â–¼	-17.5%	37,097	0.4%	ETF
BLACKROCK INC	$1,598,271	$140,402 â–¼	-8.1%	1,662	0.3%	COM
DE Deere & Company	$1,593,097	$224,841 â–¼	-12.4%	2,820	0.3%	Industrials
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,538,826	$267,197 â–¼	-14.8%	63,483	0.3%	ETF
MCD McDonald's	$1,505,009	$130,546 â–¼	-8.0%	4,842	0.3%	Retail/Wholesale
NEM Newmont	$1,493,105	$9,634 â–²	0.6%	13,793	0.3%	Basic Materials
ABBV AbbVie	$1,486,954	$32,405 â–²	2.2%	6,837	0.3%	Medical
TSM Taiwan Semiconductor Manufacturing	$1,476,241	$217,234 â–¼	-12.8%	4,356	0.3%	Computer and Technology
AMD Advanced Micro Devices	$1,469,517	$268,720 â–²	22.4%	7,224	0.3%	Computer and Technology
NFLX Netflix	$1,435,325	$16,922 â–²	1.2%	14,928	0.3%	Consumer Discretionary
KO CocaCola	$1,430,888	$6,432 â–²	0.5%	18,686	0.3%	Consumer Staples
CSCO Cisco Systems	$1,397,087	$44,304 â–²	3.3%	18,006	0.3%	Computer and Technology
DFIV Dimensional International Value ETF	$1,389,073	$50,616 â–²	3.8%	26,318	0.3%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$1,381,232	$305,986 â–¼	-18.1%	60,276	0.3%	Manufacturing
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$1,334,650	$200,862 â–¼	-13.1%	60,971	0.3%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,326,976	$237,178 â–¼	-15.2%	63,401	0.3%	ETF
ABT Abbott Laboratories	$1,325,606	$232,553 â–¼	-14.9%	12,911	0.3%	Medical
UNP Union Pacific	$1,300,560	$175,882 â–¼	-11.9%	5,361	0.3%	Transportation
IAU iShares Gold Trust	$1,294,277	$125,628 â–²	10.7%	14,681	0.3%	Finance
BLUEROCK PVT REAL ESTATE FD	$1,293,725	$34,565 â–¼	-2.6%	77,889	0.3%	COM
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$1,280,207	$168,476 â–²	15.2%	26,588	0.3%	Finance
PALANTIR TECHNOLOGIES INC	$1,278,561	$51,634 â–²	4.2%	8,741	0.3%	CL A
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$1,273,126	$202,616 â–¼	-13.7%	54,735	0.3%	ETF
MA Mastercard	$1,272,616	$132,408 â–¼	-9.4%	2,547	0.3%	Business Services
JNJ Johnson & Johnson	$1,267,586	$261,290 â–²	26.0%	5,186	0.3%	Medical
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,249,076	$197,600 â–¼	-13.7%	49,312	0.3%	ETF
CRWD CrowdStrike	$1,176,754	$184,283 â–¼	-13.5%	3,014	0.2%	Computer and Technology
AMAT Applied Materials	$1,146,937	$44,428 â–²	4.0%	3,356	0.2%	Computer and Technology
PM Philip Morris International	$1,142,846	$99,741 â–²	9.6%	6,852	0.2%	Consumer Staples
TFPM Triple Flag Precious Metals	$1,115,761	$798 â–²	0.1%	32,145	0.2%	Basic Materials
GE GE Aerospace	$1,102,807	$16,769 â–²	1.5%	3,880	0.2%	Aerospace
FTGC First Trust Global Tactical Commodity Strategy Fund	$1,095,991	$229,591 â–²	26.5%	38,175	0.2%	Manufacturing
MRK Merck & Co., Inc.	$1,091,255	$131,139 â–²	13.7%	9,012	0.2%	Medical
ORCL Oracle	$1,086,609	$20,741 â–²	1.9%	7,387	0.2%	Computer and Technology
RTX RTX	$1,047,598	$24,883 â–¼	-2.3%	5,431	0.2%	Aerospace
TXT Textron	$1,000,094	$176,214 â–¼	-15.0%	11,419	0.2%	Aerospace
LAM RESEARCH CORP	$992,776	$51,767 â–²	5.5%	4,641	0.2%	COM NEW
HLN Haleon	$986,118	$3,844 â–¼	-0.4%	98,513	0.2%	Medical
PG Procter & Gamble	$936,599	$50,701 â–²	5.7%	6,484	0.2%	Consumer Staples
BAC Bank of America	$930,469	$218,736 â–¼	-19.0%	19,087	0.2%	Finance
TJX TJX Companies	$927,237	$3,993 â–²	0.4%	5,806	0.2%	Retail/Wholesale
NTSE WisdomTree Emerging Markets Efficient Core Fund	$926,355	$113,365 â–²	13.9%	23,305	0.2%	Finance
APH Amphenol	$924,866	$90,638 â–¼	-8.9%	7,306	0.2%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$923,092	$36,814 â–¼	-3.8%	9,428	0.2%	ETF
KVUE Kenvue	$914,549	$68,443 â–¼	-7.0%	53,048	0.2%	Consumer Staples
JQUA JPMorgan U.S. Quality Factor ETF	$908,655	$137,788 â–¼	-13.2%	14,818	0.2%	ETF
HD Home Depot	$905,714	$10,857 â–²	1.2%	2,753	0.2%	Retail/Wholesale
IDV iShares International Select Dividend ETF	$892,937	$94,439 â–²	11.8%	20,981	0.2%	ETF
KEYS Keysight Technologies	$889,607	$257,481 â–¼	-22.4%	3,151	0.2%	Computer and Technology

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

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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