What does DRIVE WEALTH MANAGEMENT, LLC hold?

DRIVE WEALTH MANAGEMENT, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1952781.

What is DRIVE WEALTH MANAGEMENT, LLC's AUM?

DRIVE WEALTH MANAGEMENT, LLC reported approximately $561.0M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.5B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source DRIVE WEALTH MANAGEMENT, LLC's holdings?

All DRIVE WEALTH MANAGEMENT, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1952781. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is DRIVE WEALTH MANAGEMENT, LLC's 13F data updated on 13F Pro?

DRIVE WEALTH MANAGEMENT, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

DRIVE WEALTH MANAGEMENT, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1952781

Institutional-grade research for retail investors

Sector Allocation

Other40.0%$224.7M
Technology24.6%$138.0M
Financials12.1%$67.9M
Industrials5.2%$29.1M
Consumer Discretionary4.9%$27.5M
Healthcare4.1%$22.9M
Consumer Staples3.2%$18.1M
Energy2.2%$12.4M
Materials1.4%$7.7M
Utilities1.2%$6.9M

AUM History

13fpro.ai/research/fund/drive-wealth-management-llc-1952781

Conviction and streaks

Diversifying · top 10 = 31.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold5.2% weight · held 10 quarters

$Conviction hold4.9% weight · held 8 quarters

$Conviction hold4.8% weight · held 10 quarters

$NVDAConviction hold3.7% weight · held 10 quarters

$AAPLConviction hold3.2% weight · held 10 quarters

$MSFTAccumulating+20% shares · 6 quarters running

$AMZNAccumulating+38% shares · 6 quarters running

$KLACAccumulating+1011% shares · 6 quarters running

$HSBCAccumulating+35% shares · 6 quarters running

$BAAccumulating+132% shares · 6 quarters running

$Trimming-69% shares · 7 quarters running

$PHTrimming-58% shares · 7 quarters running

$CRWDTrimming-18% shares · 5 quarters running

$Trimming-25% shares · 5 quarters running

$Trimming-23% shares · 5 quarters running

Largest positions — Q2 2026

VANGUARD
$29.3M
J
$27.3M
ISHARES
$27.2M
NVDA
$20.7M
AAPL
$18.1M
VANGUARD
$14.9M
MSFT
$11.3M
AMZN
$10.1M
VANGUARD
$10.0M
ISHARES
$9.5M
GOOGL
$9.4M
BLACKROCK
$9.4M
J
$8.0M
SIMPLIFY
$7.9M
BRK.B
$7.3M
AVGO
$6.5M
MORGAN
$6.4M
MU
$6.3M
GOOG
$6.3M
CAPITAL
$6.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/drive-wealth-management-llc-1952781

DRIVE WEALTH MANAGEMENT, LLC 13F holdings — Q2 2026

$561.0M portfolio (+18.4% QoQ) · 459 holdings · Q2 2026 13F · top 10 are 32% of the stock portfolio

1
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$29.3M
5.2% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
J P MORGAN EXCHANGE TRADED F - BETABUILDRS US
$27.3M
4.9% of stocks
+20%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR - CORE S&P500 ETF
$27.2M
4.8% of stocks
-9%This quarter—Since filed—Held
AIQuality—Est. buy—
4
NVIDIA CORP
$NVDA
$20.7M
3.7% of stocks
+6%This quarter+1.9%Since filed7+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
5
Apple Inc.
$AAPL
$18.1M
3.2% of stocks
+6%This quarter+5.5%Since filed7+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
6
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$14.9M
2.7% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
7
MICROSOFT CORP
$MSFT
$11.3M
2.0% of stocks
+2%This quarter+36.5%Since filed7+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
8
AMAZON COM INC
$AMZN
$10.1M
1.8% of stocks
+4%This quarter+1.7%Since filed7+ qtrsHeld
AIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
9
VANGUARD INDEX FDS - MID CAP ETF
$10.0M
1.8% of stocks
+243%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES TR - CORE S&P SCP ETF
$9.5M
1.7% of stocks
+0.8%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$29.3M	5.2%	-1%	—	—	—	—
2	J P MORGAN EXCHANGE TRADED F - BETABUILDRS US	$27.3M	4.9%	+20%	—	—	—	—
3	ISHARES TR - CORE S&P500 ETF	$27.2M	4.8%	-9%	—	—	—	—
4	NVIDIA CORP$NVDA	$20.7M	3.7%	+6%	+1.9%	7+ qtrsAdded 4 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial
5	Apple Inc.$AAPL	$18.1M	3.2%	+6%	+5.5%	7+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
6	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$14.9M	2.7%	-1%	—	—	—	—
7	MICROSOFT CORP$MSFT	$11.3M	2.0%	+2%	+36.5%	7+ qtrsAdded 6 qtrs in a row	79.8#30	Estimated buy price is Pro: unlock with a free trial
8	AMAZON COM INC$AMZN	$10.1M	1.8%	+4%	+1.7%	7+ qtrsAdded 3 qtrs in a row	67.5#361	Estimated buy price is Pro: unlock with a free trial
9	VANGUARD INDEX FDS - MID CAP ETF	$10.0M	1.8%	+243%	—	—	—	—
10	ISHARES TR - CORE S&P SCP ETF	$9.5M	1.7%	+0.8%	—	—	—	—

All holdings — DRIVE WEALTH MANAGEMENT, LLC (Q2 2026)

Sort

459 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$GOOGL	Alphabet Inc.	Technology	$9.4M	1.7%	26K	-0.9%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
12	—	BLACKROCK ETF TRUST II - ISHARES AAA CLOetf/fund	—	$9.4M	1.7%	181K	+0.8%	—	—	13F
13	—	J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR	—	$8.0M	1.4%	153K	+14%	—	—	13F
14	—	SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETFetf/fund	—	$7.9M	1.4%	375K	-5%	—	—	13F
15	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$7.3M	1.3%	15K	+7%	7+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
16	$AVGO	Broadcom Inc.	Technology	$6.5M	1.2%	17K	+7%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	—	MORGAN STANLEY ETF TRUST - EATO VANC BD ETFetf/fund	—	$6.4M	1.1%	125K	+12%	—	—	13F
18	$MU	MICRON TECHNOLOGY INC	Technology	$6.3M	1.1%	5,471	+3%	7+ qtrsAdded 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	$GOOG	Alphabet Inc.	Technology	$6.3M	1.1%	18K	+5%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	—	CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTORetf/fund	—	$6.0M	1.1%	219K	+12%	—	—	13F
21	$CAT	CATERPILLAR INC	Industrials	$5.9M	1.1%	5,579	+4%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$TSLA	Tesla, Inc.	Consumer Discretionary	$5.8M	1.0%	14K	+8%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$META	Meta Platforms, Inc.	Technology	$5.6M	1.0%	9,869	-2%	7+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	—	ISHARES TR - EAFE VALUE ETFetf/fund	—	$5.3M	0.9%	69K	+0.3%	—	—	13F
25	$GS	GOLDMAN SACHS GROUP INCetf/fund	Financials	$4.5M	0.8%	98K	-1%	7+ qtrs	73.2	13F
26	$XOM.R34088	EXXON MOBIL CORP	Energy	$4.4M	0.8%	32K	+6%
27	$AMD	ADVANCED MICRO DEVICES INC	Technology	$4.3M	0.8%	7,379	+2%
28	$GS	GOLDMAN SACHS GROUP INC	Financials	$4.1M	0.7%	55K	-1%
29	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$4.1M	0.7%	11K	-6%
30	—	ISHARES TR - TRS FLT RT BD	—	$4.0M	0.7%	79K	+13%
31	$LLY	ELI LILLY & Co	Healthcare	$3.7M	0.7%	3,080	+4%
32	$WMT	Walmart Inc.	Consumer Staples	$3.6M	0.6%	32K	+9%
33	—	DIMENSIONAL ETF TRUST - EMER MARK SU ETF	—	$3.6M	0.6%	73K	-2%
34	$JPM	JPMORGAN CHASE & CO	Financials	$3.4M	0.6%	10K	+10%
35	$V	VISA INC.	Financials	$2.9M	0.5%	8,429	+10%
36	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$2.9M	0.5%	4,196	+9%
37	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$2.8M	0.5%	45K	+6%
38	—	BLACKROCK ETF TRUST - ISHARES US LARG	—	$2.7M	0.5%	81K	+4%
39	$IVZ	Invesco Ltd.	Financials	$2.7M	0.5%	36K	-2%
40	—	WISDOMTREE TR - EM EX ST-OWNED	—	$2.6M	0.5%	53K	-4%
41	$AMAT	APPLIED MATERIALS INC /DE	Technology	$2.5M	0.4%	3,452	+3%
42	—	DIMENSIONAL ETF TRUST - INTL HIGH PROFIT	—	$2.4M	0.4%	71K	-3%
43	$CRWD	CrowdStrike Holdings, Inc.	Technology	$2.3M	0.4%	2,997	-0.6%
44	—	INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT	—	$2.3M	0.4%	82K	-1%
45	$CSCO	CISCO SYSTEMS, INC.	Technology	$2.2M	0.4%	19K	+3%
46	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$2.2M	0.4%	2,334	+3%
47	—	ISHARES TR - CORE DIV GRWTH	—	$2.1M	0.4%	28K	+0.1%
48	$LRCX	LAM RESEARCH CORP	Technology	$2.1M	0.4%	4,908	+6%
49	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$2.1M	0.4%	4,328	-0.6%
50	$INTC	INTEL CORP	Technology	$2.0M	0.4%	15K	+5%
51	$PM	Philip Morris International Inc.	Consumer Staples	$2.0M	0.4%	11K	+61%
52	—	SCHWAB STRATEGIC TR - FUND EM EQUI ETF	—	$2.0M	0.4%	51K	-0.6%
53	—	PACER FDS TR - US SM CAP CA ETF	—	$1.9M	0.3%	37K	-1%
54	—	SPDR SERIES TRUST - ST TERM HIGH ETF	—	$1.9M	0.3%	74K	-38%
55	$WFC	WELLS FARGO & COMPANY/MN	Financials	$1.8M	0.3%	22K	-3%
56	$KLAC	KLA CORP	Technology	$1.8M	0.3%	5,977	+918%
57	$DE	DEERE & CO	Industrials	$1.8M	0.3%	2,822	+0.1%
58	$CVX	CHEVRON CORP	Energy	$1.7M	0.3%	10K	+7%
59	$ABBV	AbbVie Inc.	Healthcare	$1.7M	0.3%	6,804	-0.5%
60	$BLK	BlackRock, Inc.	Financials	$1.7M	0.3%	1,718	+3%
61	$PGR	PROGRESSIVE CORP/OH/	Financials	$1.6M	0.3%	7,476	+198%
62	$KO	COCA COLA CO	Consumer Staples	$1.6M	0.3%	19K	+3%
63	—	SSGA ACTIVE ETF TR - ST STR BL LN ETF	—	$1.6M	0.3%	39K	-35%
64	$UNP	UNION PACIFIC CORP	Industrials	$1.5M	0.3%	5,588	+4%
65	$MA	Mastercard Inc	Financials	$1.4M	0.3%	2,806	+10%
66	$MRK	Merck & Co., Inc.	Healthcare	$1.4M	0.3%	11K	+21%
67	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	—	$1.4M	0.3%	26K	-2%
68	$SNDK	Sandisk Corp	Technology	$1.4M	0.3%	613	-10%
69	—	J P MORGAN EXCHANGE TRADED F - INCOME ETF	—	$1.4M	0.3%	30K	-38%
70	$NEM	NEWMONT Corp /DE/	Materials	$1.4M	0.3%	15K	+8%
71	—	ISHARES TR - IBONDS 26 TRM TS	—	$1.4M	0.3%	60K	-0.2%
72	$GEV	GE Vernova Inc.	Industrials	$1.4M	0.2%	1,151	+17%
73	—	ISHARES TR - IBONDS DEC 2030	—	$1.3M	0.2%	60K	-0.9%
74	—	ISHARES TR - IBONDS DEC 2031	—	$1.3M	0.2%	63K	-0.4%
75	$APH	AMPHENOL CORP /DE/	Technology	$1.3M	0.2%	7,185	-2%
76	—	ISHARES TR - IBONDS DEC 29	—	$1.3M	0.2%	55K	-0.3%
77	$MRVL	Marvell Technology, Inc.	Technology	$1.2M	0.2%	4,192	-2%
78	—	ISHARES TR - IBDS DEC28 ETF	—	$1.2M	0.2%	49K	-0.2%
79	$GE	GENERAL ELECTRIC CO	Industrials	$1.2M	0.2%	3,269	-16%
80	—	SPDR SERIES TRUST - ST STR P500GRW	—	$1.2M	0.2%	10K	+9%
81	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.2M	0.2%	4,782	-8%
82	$WT	WisdomTree, Inc.	Financials	$1.2M	0.2%	23K	-13%
83	$WDC	WESTERN DIGITAL CORP	Technology	$1.2M	0.2%	1,874	+10%
84	$ANET	Arista Networks, Inc.	Technology	$1.2M	0.2%	7,045	-2%
85	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.2M	0.2%	21K	+7%
86	$IAU	ISHARES GOLD TRUST	Financials	$1.1M	0.2%	15K	+4%
87	$ORCL	ORACLE CORP	Technology	$1.1M	0.2%	7,663	+4%
88	$TXT	TEXTRON INC	Industrials	$1.1M	0.2%	12K	+6%
89	$KEYS	Keysight Technologies, Inc.	Technology	$1.1M	0.2%	3,124	-0.9%
90	$WT	WisdomTree, Inc.	Financials	$1.1M	0.2%	22K	-3%
91	$MCD	MCDONALDS CORP	Consumer Discretionary	$1.1M	0.2%	4,028	-17%
92	$FIX	COMFORT SYSTEMS USA INC	Industrials	$1.1M	0.2%	546	+53%
93	$CB	Chubb Ltd	Financials	$1.1M	0.2%	3,148	+30%
94	—	FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD	—	$1.1M	0.2%	39K	+3%
95	$RTX	RTX Corp	Industrials	$1.1M	0.2%	5,535	+2%
96	$KVUE	Kenvue Inc.	Consumer Staples	$1.0M	0.2%	55K	+3%
97	$RLI	RLI CORP	Financials	$1.0M	0.2%	17K	New
98	—	J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR	—	$1.0M	0.2%	14K	-6%
99	$GS	GOLDMAN SACHS GROUP INC	Financials	$1.0M	0.2%	999	+8%
100	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	—	$984K	0.2%	18K	+0.0%
101	$TFPM	Triple Flag Precious Metals Corp.	Financials	$981K	0.2%	33K	+2%
102	$SYY	SYSCO CORP	Consumer Discretionary	$975K	0.2%	12K	+5%
103	$AU	AngloGold Ashanti PLC	Materials	$967K	0.2%	12K	+39%
104	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$953K	0.2%	1,919	+13%
105	$NFLX	NETFLIX INC	Communication Services	$951K	0.2%	13K	-11%
106	$BPRE	Bluerock Private Real Estate Fund	Other	$945K	0.2%	73K	-7%
107	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$943K	0.2%	2,268	+33%
108	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$929K	0.2%	6,130	+6%
109	$RUN	Sunrun Inc.	Technology	$919K	0.2%	69K	+24%
110	$HSBC	HSBC HOLDINGS PLC	Financials	$906K	0.2%	9,525	+2%
111	$MAR	MARRIOTT INTERNATIONAL INC /MD/	Consumer Discretionary	$904K	0.2%	2,439	+2%
112	—	WISDOMTREE TR - GLOB EX US QU FD	—	$901K	0.2%	20K	-3%
113	—	ISHARES TR - INTL SEL DIV ETF	—	$893K	0.2%	22K	+3%
114	$WAY	Waystar Holding Corp.	Technology	$852K	0.1%	42K	New
115	$IVZ	Invesco Ltd.	Financials	$849K	0.1%	38K	-2%
116	$PANW	Palo Alto Networks Inc	Technology	$843K	0.1%	2,474	+10%
117	$PG	PROCTER & GAMBLE Co	Consumer Staples	$842K	0.1%	5,742	-11%
118	$WM	WASTE MANAGEMENT INC	Utilities	$840K	0.1%	3,768	+2%
119	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	—	$837K	0.1%	8,121	+4%
120	$EFOR	Everforth Inc	Industrials	$835K	0.1%	47K	New
121	$DELL	Dell Technologies Inc.	Technology	$833K	0.1%	1,931	+6%
122	$CI	Cigna Group	Healthcare	$820K	0.1%	2,974	+57%
123	$PSX	Phillips 66	Energy	$818K	0.1%	4,836	+21%
124	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$812K	0.1%	3,298	+40%
125	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$811K	0.1%	14K	+28%
126	—	FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH	—	$809K	0.1%	19K	-6%
127	$ABT	ABBOTT LABORATORIES	Healthcare	$806K	0.1%	8,880	-31%
128	$ASML	ASML HOLDING NV	Technology	$771K	0.1%	388	-4%
129	$BAX	BAXTER INTERNATIONAL INC	Healthcare	$763K	0.1%	36K	New
130	$RY	ROYAL BANK OF CANADA	Financials	$755K	0.1%	3,647	+0.6%
131	$EQIX	EQUINIX INC	Real Estate	$740K	0.1%	710	+15%
132	$BRBR	BELLRING BRANDS, INC.	Consumer Staples	$715K	0.1%	55K	New
133	$C	CITIGROUP INC	Financials	$712K	0.1%	5,088	+24%
134	—	SPDR SERIES TRUST - ST STR P500VAL	—	$711K	0.1%	12K	+14%
135	$TRV	TRAVELERS COMPANIES, INC.	Financials	$699K	0.1%	2,117	+5%
136	$PLTR	Palantir Technologies Inc.	Technology	$692K	0.1%	5,932	-32%
137	—	ISHARES TR - MSCI INTL VLU FT	—	$690K	0.1%	16K	—
138	$ETN	Eaton Corp plc	Industrials	$682K	0.1%	1,600	+3%
139	$HD	HOME DEPOT, INC.	Consumer Discretionary	$678K	0.1%	1,922	-30%
140	$BOW	Bowhead Specialty Holdings Inc.	Financials	$674K	0.1%	23K	New
141	$VRRM	VERRA MOBILITY Corp	Industrials	$666K	0.1%	157K	New
142	$FCX	FREEPORT-MCMORAN INC	Materials	$665K	0.1%	11K	+22%
143	$GLW	CORNING INC /NY	Materials	$663K	0.1%	2,597	+15%
144	$BNY	Bank of New York Mellon Corp	Financials	$650K	0.1%	4,498	+6%
145	$SMPL	Simply Good Foods Co	Consumer Staples	$647K	0.1%	49K	New
146	$GD	GENERAL DYNAMICS CORP	Industrials	$640K	0.1%	1,807	-15%
147	$VRT	Vertiv Holdings Co	Technology	$623K	0.1%	1,861	+19%
148	$ED	CONSOLIDATED EDISON INC	Utilities	$610K	0.1%	5,510	+33%
149	$ASX	ASE Technology Holding Co., Ltd.	Technology	$606K	0.1%	13K	+3%
150	$EIX	EDISON INTERNATIONAL	Utilities	$603K	0.1%	8,099	+58%

What changed in Q2 2026

Against the previous quarter's 13F: 105 new, 209 added to, 129 trimmed, 25 sold out. Share-count changes; largest moves by dollar size first.

New positions (105)

$RLIRLI CORP$1.0M
first bought this quarter
$WAYWaystar Holding Corp.$852K
first bought this quarter
$EFOREverforth Inc$835K
first bought this quarter
$BAXBAXTER INTERNATIONAL INC$763K
first bought this quarter
$BRBRBELLRING BRANDS, INC.$715K
first bought this quarter
$BOWBowhead Specialty Holdings Inc.$674K
first bought this quarter

+99 more in the Excel export

Added to (209)

VANGUARD INDEX FDS - MID CAP ETF+243%
now $10.0M
J P MORGAN EXCHANGE TRADED F - BETABUILDRS US+20%
now $27.3M
$KLACKLA CORP+918%
now $1.8M · held 7+ qtrs
$NVDANVIDIA CORP+6%
now $20.7M · held 7+ qtrs, 4 adds in a row
$PGRPROGRESSIVE CORP/OH/+198%
now $1.6M · held 7+ qtrs
$AAPLApple Inc.+6%
now $18.1M · held 7+ qtrs

+203 more in the Excel export

Trimmed (129)

ISHARES TR - CORE S&P500 ETF-9%
now $27.2M
SPDR SERIES TRUST - ST TERM HIGH ETF-38%
now $1.9M
J P MORGAN EXCHANGE TRADED F - INCOME ETF-38%
now $1.4M
SSGA ACTIVE ETF TR - ST STR BL LN ETF-35%
now $1.6M
$HLNHaleon plc-75%
now $233K
SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF-5%
now $7.9M

+123 more in the Excel export

Sold out (25)

ISHARES TRwas $3.1M
$NUTXNutex Health Inc.was $2.2M
held 6+ qtrs
ISHARES TRwas $1.5M
$REGNREGENERON PHARMACEUTICALS, INC.was $325K
held 2 qtrs
$ICEIntercontinental Exchange, Inc.was $288K
$SCHWSCHWAB CHARLES CORPwas $280K

+19 more in the Excel export

Firm AUM (Form ADV): $1.5B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F DRIVE WEALTH MANAGEMENT, LLC has filed, 18 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow DRIVE WEALTH MANAGEMENT?

Q2 2026 13F filed with the SEC on Jul 22, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of DRIVE WEALTH MANAGEMENT's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+1.2%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 34% over the last 4

Top 10 weight

32%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

83%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

DRIVE WEALTH MANAGEMENT, LLC disclosed 459 positions worth $561.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 105 new positions and exited 25 — including a new stake in $RLI. The portfolio is most concentrated in Other (40.0% of disclosed assets). All figures are sourced directly from DRIVE WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1952781.

Funds like this

managers whose biggest positions overlap DRIVE WEALTH MANAGEMENT's

Capital Research Global Investors$716.87B 13F book · 5 shared top holdingsPMWFCBLKPGR FACTORY MUTUAL INSURANCE CO$10.64B 13F book · 5 shared top holdingsCRWDPMKLACDE BRIDGES INVESTMENT MANAGEMENT INC$8.22B 13F book · 5 shared top holdingsWFCKLACBLKPGR GLOBALT Investments LLC / GA$2.97B 13F book · 4 shared top holdingsPMWFCKLACUNP HOWE & RUSLING INC$1.72B 13F book · 4 shared top holdingsCRWDPMKLACUNP Blue Chip Partners, LLC$1.58B 13F book · 4 shared top holdingsCRWDPMKLACBLK

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: DRIVE WEALTH MANAGEMENT, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For DRIVE WEALTH MANAGEMENT, LLC (SEC CIK: 1952781), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in DRIVE WEALTH MANAGEMENT, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.