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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, exited 26, added to 201, and trimmed 82.

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.

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
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • J P MORGAN EXCHANGE TRADED F$7.6M +38.3%
  • MICRON TECHNOLOGY INC$4.5M +252.8%
  • NVIDIA CORPORATION$3.6M +21.2%
  • APPLE INC$3.2M +21.2%
  • ADVANCED MICRO DEVICES INC$2.8M +191.7%
Show all 201 →

Top Trims

  • SPDR SERIES TRUST-$1.1M -38.1%
  • J P MORGAN EXCHANGE TRADED F-$855.6K -38.1%
  • SSGA ACTIVE ETF TR-$841.6K -34.9%
  • HALEON PLC-$753.1K -76.4%
  • EXXON MOBIL CORP-$746.8K -14.4%
Show all 82 →

New Positions

  • RLI CORP$1.0M
  • WAYSTAR HLDG CORP$852.1K
  • EVERFORTH INC$835.0K
  • BAXTER INTL INC$762.5K
  • BELLRING BRANDS INC$714.8K
Show all 109 →

Exited Positions

  • ISHARES TR$3.1M
  • NUTEX HEALTH INC$2.2M
  • ISHARES TR$1.5M
  • HONEYWELL INTL INC$545.4K
  • REGENERON PHARMACEUTICALS$324.6K
Show all 26 →
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 $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