DRIVE WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1952781 · latest 13F-HR filed 2026-04-14
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.
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AUM
$473.9M
Long-equity book
Holdings
710
Distinct positions
Period
2026-03-31
Filed 2026-04-14
Q/Q Activity
+38 / −42 / ↑148 / ↓128
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- J P MORGAN EXCHANGE TRADED F$1.7M +9.4%
- EXXON MOBIL CORP$1.3M +35.1%
- MORGAN STANLEY ETF TRUST$1.3M +29.1%
- ISHARES TR$813.3K +11.5%
- BERKSHIRE HATHAWAY INC DEL$506.2K +8.4%
Top Trims
- APPLOVIN CORP-$15.5M -97.3%
- MICROSOFT CORP-$2.8M -20.4%
- PURECYCLE TECHNOLOGIES INC-$2.0M -92.6%
- BLACKROCK ETF TRUST II-$2.0M -17.7%
- ISHARES TR-$1.9M -6.7%
New Positions
- SANDISK CORP$432.3K
- ASTRAZENECA PLC$360.5K
- TSAKOS ENERGY NAVIGATION LTD$334.1K
- CORNING INC$306.6K
- LUMENTUM HLDGS INC$283.9K
Exited Positions
- STRATEGY INC$3.9M
- CARVANA CO$1.2M
- DANAHER CORPORATION$397.5K
- TRAEGER INC$391.0K
- ASTRAZENECA PLC$370.8K
All Holdings
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 | $25.7M | 5.43% | 39,388 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $22.6M | 4.77% | 352,696 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.5M | 3.26% | 88,677 | SH |
| 4 | J P MORGAN EXCHANGE TRADED F | BBUS | 46641Q399 | $13.3M | 2.81% | 113,519 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $12.4M | 2.61% | 48,687 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $9.5M | 2.00% | 25,664 | SH |
| 7 | BLACKROCK ETF TRUST II | CLOA | 092528504 | $9.1M | 1.91% | 174,773 | SH |
| 8 | VANGUARD INDEX FDS | VO | 922908629 | $8.8M | 1.85% | 30,537 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $8.2M | 1.74% | 152,567 | SH |
| 10 | SIMPLIFY EXCHANGE TRADED FUN | CDX | 82889N830 | $7.9M | 1.66% | 369,394 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $7.4M | 1.55% | 35,292 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | JPLD | 46654Q773 | $6.8M | 1.43% | 130,257 | SH |
| 13 | ISHARES TR | IJR | 464287804 | $6.7M | 1.42% | 54,133 | SH |
| 14 | J P MORGAN EXCHANGE TRADED F | BBUS | 46641Q399 | $6.4M | 1.36% | 54,977 | SH |
| 15 | ALPHABET INC | GOOGL | 02079K305 | $5.9M | 1.25% | 20,627 | SH |
| 16 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $5.4M | 1.14% | 99,864 | SH |
| 17 | CAPITAL GRP FIXED INCM ETF T | CGMS | 14020Y300 | $5.1M | 1.08% | 188,121 | SH |
| 18 | ISHARES TR | EFV | 464288877 | $5.1M | 1.08% | 68,862 | SH |
| 19 | MORGAN STANLEY ETF TRUST | EVTR | 61774R841 | $4.9M | 1.03% | 96,041 | SH |
| 20 | BROADCOM INC | AVGO | 11135F101 | $4.7M | 1.00% | 15,322 | SH |
| 21 | META PLATFORMS INC | META | 30303M102 | $4.5M | 0.96% | 7,911 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $4.5M | 0.94% | 15,521 | SH |
| 23 | GOLDMAN SACHS ETF TR | GSIE | 381430107 | $4.3M | 0.90% | 99,346 | SH |
| 24 | TESLA INC | TSLA | 88160R101 | $4.2M | 0.88% | 11,213 | SH |
| 25 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.0M | 0.85% | 62,956 | SH |
| 26 | GOLDMAN SACHS ETF TR | GSID | 381430180 | $3.9M | 0.82% | 55,335 | SH |
| 27 | ISHARES TR | TFLO | 46434V860 | $3.4M | 0.72% | 67,226 | SH |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.4M | 0.71% | 7,054 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $3.2M | 0.67% | 74,388 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.1M | 0.66% | 6,526 | SH |
| 31 | ISHARES TR | IBDR | 46435GAA0 | $3.1M | 0.65% | 126,419 | SH |
| 32 | VANGUARD INDEX FDS | VTI | 922908769 | $3.0M | 0.63% | 9,354 | SH |
| 33 | SPDR SERIES TRUST | SJNK | 78468R408 | $3.0M | 0.63% | 119,857 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.7M | 0.57% | 9,194 | SH |
| 35 | EXXON MOBIL CORP | XOM | 30231G102 | $2.7M | 0.56% | 15,751 | SH |
| 36 | ELI LILLY & CO | LLY | 532457108 | $2.7M | 0.56% | 2,888 | SH |
| 37 | APPLE INC | AAPL | 037833100 | $2.6M | 0.55% | 10,260 | SH |
| 38 | INVESCO EXCH TRADED FD TR II | PXF | 46138E743 | $2.5M | 0.54% | 36,335 | SH |
| 39 | EXXON MOBIL CORP | XOM | 30231G102 | $2.5M | 0.53% | 14,727 | SH |
| 40 | WALMART INC | WMT | 931142103 | $2.4M | 0.51% | 19,376 | SH |
| 41 | SSGA ACTIVE ETF TR | SRLN | 78467V608 | $2.4M | 0.51% | 60,014 | SH |
| 42 | BLACKROCK ETF TRUST | BALI | 09290C863 | $2.4M | 0.50% | 77,644 | SH |
| 43 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $2.4M | 0.50% | 73,194 | SH |
| 44 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $2.4M | 0.50% | 42,347 | SH |
| 45 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $2.2M | 0.47% | 48,742 | SH |
| 46 | VANGUARD INDEX FDS | VOO | 922908363 | $2.2M | 0.47% | 3,756 | SH |
| 47 | NUTEX HEALTH INC | NUTX | 67079U306 | $2.2M | 0.47% | 23,365 | SH |
| 48 | WISDOMTREE TR | XSOE | 97717X578 | $2.2M | 0.47% | 55,020 | SH |
| 49 | INVESCO EXCH TRADED FD TR II | PXH | 46138E727 | $2.0M | 0.43% | 75,333 | SH |
| 50 | ISHARES TR | DGRO | 46434V621 | $2.0M | 0.42% | 28,109 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $473.9M | 710 | 0001754960-26-000239 |
| 2025-12-31 | 2026-02-04 | $512.4M | 703 | 0001754960-26-000152 |