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DRIVE WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1952781 · latest 13F-HR filed 2026-07-22

Backtest portfolio

DRIVE WEALTH MANAGEMENT, LLC manages $561.0M in 13F-reported U.S. long-equity assets across 880 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (4.77%), VEA (4.43%), BBUS (3.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 109 new positions and exited 26; 201 existing positions rose in reported value and 82 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$561.0M

Long-equity book

Holdings
880

Distinct positions

Period
2026-06-30

Filed 2026-07-22

Q/Q Activity
+109 / −26 / ↑201 / ↓82

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VEA5.2% · -1%BBUS4.9% · +20%IVV4.9% · -9%NVDA3.7% · +6%AAPL3.2% · +6%VWO2.7% · -1%MSFT2.0% · +2%AMZN1.8% · +4%VO1.8% · +243%IJR1.7% · +1%GOOGL1.7% · -1%CLOA1.7% · +1%JPLD1.4% · +14%CDX1.4% · -5%BRK.B1.3% · +7%AVGO1.2% · +7%EVTR1.1% · +12%MU1.1% · +3%GOOG1.1% · +5%CGMS1.1% · +12%CAT1.1% · +4%TSLA1.0% · +8%META1.0% · -2%EFV0.9% · +0%GSIE0.8% · -1%XOM0.8% · +6%AMD0.8% · +2%GSID0.7% · -1%VTI0.7% · -6%TFLO0.7% · +13%LLY0.7% · +4%WMT0.6% · +9%DFSE0.6% · -2%JPM0.6% · +10%V0.5% · +10%VOO0.5% · +9%JEPQ0.5% · +6%BALI0.5% · +4%PXF0.5% · -2%XSOE0.5% · -4%AMAT0.4% · +3%DIHP0.4% · -2%CRWD0.4% · -1%PXH0.4% · -1%CSCO0.4% · +3%COST0.4% · +2%DGRO0.4% · +0%LRCX0.4% · +6%TSM0.4% · -1%INTC0.4% · +5%PM0.4% · +61%FNDE0.4% · -1%CALF0.3% · -1%SJNK0.3% · -38%WFC0.3% · -3%KLAC0.3% · +918%DE0.3% · +0%CVX0.3% · +7%ABBV0.3% · -0%BLK0.3% · +3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 31.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 2, 2026.

Assets Under Management
$1.50B
Discretionary
$1.46B
Employees
17
Accounts
4,196
Address
3333 N DIGITAL DRIVE
#700
LEHI, UT 84043
Phone
(801) 901-6150
Website
Name Title / Status Ownership Type
CRABB FINANCIAL, LLC ControlMANAGING MEMBER
since Jan 2015
75% or moreDomestic Entity
CRABB, LOWELL, CHARLES ControlPRESIDENT
since Jan 2015
Less than 5%Individual
PENDLETON, MATTHEW, JAMES ControlCHIEF COMPLIANCE OFFICER
since Mar 2025
Less than 5%Individual
Grinceri, Paul, AnthonyCHIEF FINANCIAL OFFICER
since Mar 2025
Less than 5%Individual
Harris, Ryken, WinstonCHIEF OPERATING OFFICER
since Mar 2025
Less than 5%Individual
Hawker, James, KirkCHIEF INVESTMENT OFFICER
since Feb 2025
Less than 5%Individual
CRABB, LOWELL, CHARLES Control
Indirect owner via CRABB FINANCIAL, LLC
MANAGING MEMBER
since Jan 2008
75% or moreIndividual
Ownership & leadership changes · 2 filings with changes since Apr 13, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 19, 2026 filing
  • AddedHawker, James, Kirk · CHIEF INVESTMENT OFFICER · Less than 5%
  • ChangedGrinceri, Paul, Anthony · no longer a control person
  • ChangedHarris, Ryken, Winston · no longer a control person
Mar 17, 2025 filing
  • AddedGrinceri, Paul, Anthony · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • AddedHarris, Ryken, Winston · CHIEF OPERATING OFFICER · Less than 5% · control person
  • AddedPENDLETON, MATTHEW, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedCRABB, LOWELL, CHARLES · title CHIEF COMPLIANCE OFFICER → PRESIDENT
Apr 13, 2018 filing (earliest on record)
  • ListedCRABB FINANCIAL, LLC · MANAGING MEMBER · 75% or more · control person
  • ListedCRABB, LOWELL, CHARLES · MANAGING MEMBER · 75% or more · indirect via CRABB FINANCIAL, LLC · control person
  • ListedCRABB, LOWELL, CHARLES · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 201 →

Top Trims

Show all 82 →

New Positions

Show all 109 →

Exited Positions

Show all 26 →

DRIVE WEALTH MANAGEMENT, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $26.8M 4.77% 35,754 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $24.8M 4.43% 348,689 SH
3 J P MORGAN EXCHANGE TRADED F BBUS 46641Q399 $19.3M 3.44% 143,332 SH
4 NVIDIA CORPORATION NVDA 67066G104 $17.3M 3.08% 86,425 SH
5 APPLE INC AAPL 037833100 $14.1M 2.52% 48,877 SH
6 BLACKROCK ETF TRUST II CLOA 092528504 $9.2M 1.63% 176,603 SH
7 VANGUARD INTL EQUITY INDEX F VWO 922042858 $9.0M 1.61% 151,312 SH
8 MICROSOFT CORP MSFT 594918104 $9.0M 1.60% 24,010 SH
9 VANGUARD INDEX FDS VO 922908629 $8.4M 1.50% 104,571 SH
10 AMAZON COM INC AMZN 023135106 $8.1M 1.44% 34,005 SH
11 ISHARES TR IJR 464287804 $8.0M 1.43% 53,982 SH
12 J P MORGAN EXCHANGE TRADED F BBUS 46641Q399 $8.0M 1.43% 59,407 SH
13 J P MORGAN EXCHANGE TRADED F JPLD 46654Q773 $7.8M 1.39% 149,136 SH
14 SIMPLIFY EXCHANGE TRADED FUN CDX 82889N830 $7.3M 1.29% 343,931 SH
15 ALPHABET INC GOOGL 02079K305 $6.8M 1.21% 18,946 SH
16 VANGUARD INTL EQUITY INDEX F VWO 922042858 $5.9M 1.05% 98,255 SH
17 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $5.8M 1.04% 212,792 SH
18 BROADCOM INC AVGO 11135F101 $5.7M 1.02% 15,188 SH
19 MICRON TECHNOLOGY INC MU 595112103 $5.6M 1.00% 4,867 SH
20 MORGAN STANLEY ETF TRUST EVTR 61774R841 $5.5M 0.98% 107,670 SH
21 ALPHABET INC GOOG 02079K107 $5.5M 0.97% 15,430 SH
22 ISHARES TR EFV 464288877 $5.3M 0.94% 69,100 SH
23 TESLA INC TSLA 88160R101 $4.6M 0.81% 10,866 SH
24 GOLDMAN SACHS ETF TR GSIE 381430107 $4.5M 0.80% 98,265 SH
25 VANGUARD TAX-MANAGED FDS VEA 921943858 $4.5M 0.80% 62,618 SH
26 GOLDMAN SACHS ETF TR GSID 381430180 $4.1M 0.73% 54,769 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.0M 0.71% 7,981 SH
28 APPLE INC AAPL 037833100 $4.0M 0.71% 13,782 SH
29 ISHARES TR TFLO 46434V860 $3.9M 0.69% 76,690 SH
30 ADVANCED MICRO DEVICES INC AMD 007903107 $3.8M 0.68% 6,567 SH
31 META PLATFORMS INC META 30303M102 $3.8M 0.68% 6,752 SH
32 DIMENSIONAL ETF TRUST DFSE 25434V682 $3.6M 0.63% 72,657 SH
33 VANGUARD INDEX FDS VTI 922908769 $3.5M 0.62% 9,355 SH
34 NVIDIA CORPORATION NVDA 67066G104 $3.4M 0.61% 17,014 SH
35 ELI LILLY & CO LLY 532457108 $3.3M 0.59% 2,749 SH
36 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.3M 0.58% 6,547 SH
37 JPMORGAN CHASE & CO JPM 46625H100 $3.1M 0.55% 9,373 SH
38 CATERPILLAR INC CAT 149123101 $3.0M 0.54% 2,843 SH
39 CATERPILLAR INC CAT 149123101 $2.9M 0.52% 2,736 SH
40 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $2.7M 0.48% 43,971 SH
41 INVESCO EXCH TRADED FD TR II PXF 46138E743 $2.7M 0.48% 35,536 SH
42 BLACKROCK ETF TRUST BALI 09290C863 $2.7M 0.48% 79,223 SH
43 ALPHABET INC GOOGL 02079K305 $2.6M 0.47% 7,375 SH
44 WISDOMTREE TR XSOE 97717X578 $2.6M 0.46% 52,934 SH
45 VANGUARD INDEX FDS VOO 922908363 $2.6M 0.46% 3,756 SH
46 DIMENSIONAL ETF TRUST DIHP 25434V765 $2.4M 0.43% 71,333 SH
47 MICROSOFT CORP MSFT 594918104 $2.4M 0.42% 6,370 SH
48 EXXON MOBIL CORP XOM 30231G102 $2.4M 0.42% 17,276 SH
49 APPLIED MATLS INC AMAT 038222105 $2.3M 0.41% 3,160 SH
50 ISHARES TR DGRO 46434V621 $2.1M 0.38% 27,776 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $561.0M 880 0001754960-26-000602
2026-03-31 2026-04-14 $473.9M 710 0001754960-26-000239
2025-12-31 2026-02-04 $512.4M 703 0001754960-26-000152
Filer Information
Address
3333 N DIGITAL DRIVE
#700
LEHI, UT 84043
Phone
(801) 901-6150
Filing Manager
DRIVE WEALTH MANAGEMENT, LLC
LEHI, UT
Signatory
Aryn Sands
Agent