Q2 2026 13F · SEC CIK 1952781

Drive Wealth Management, LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $561.0M
Reported positions: 459
Top holdings a year, 3 yrs: +16.6%
Assets under management: $1.5B

Drive Wealth Management, LLC is a wealth manager that reported 459 positions worth $561.0M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Vanguard Ftse Developed Markets Index Fu (VEA, 5.2%), J P Morgan Exchange Traded F (BBUS, 4.9%), Ishares Tr (IVV, 4.9%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Drive Wealth Management, LLC holdings largest 50 of 459 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Drive Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEAVanguard Ftse Developed Markets Index Fu	5.2%	5.6%	411,307	-1.0%	$29.3M
BBUSJ P Morgan Exchange Traded F	4.9%	4.2%	202,739	+20.3%	$27.3M
IVVIshares Tr	4.9%	5.5%	36,359	-9.1%	$27.2M
NVDANvidia Corporation	3.7%	3.6%	103,439	+5.6%	$20.7M
AAPLApple Inc	3.2%	3.2%	62,659	+6.3%	$18.1M
VWOVanguard Intl Equity Index F	2.7%	2.9%	249,567	-1.1%	$14.9M
MSFTMicrosoft Corp	2.0%	2.3%	30,380	+1.9%	$11.3M
AMZNAmazon Com Inc	1.8%	1.8%	42,463	+4.3%	$10.1M
VOVanguard Index Fds	1.8%	2.2%	124,587	+243.0%	$10.0M
IJRIshares Tr	1.7%	1.7%	63,722	+0.8%	$9.5M
GOOGLAlphabet Inc	1.7%	1.6%	26,321	-0.9%	$9.4M
CLOABlackrock ETF Trust II	1.7%	2.0%	180,919	+0.8%	$9.4M
JPLDJ P Morgan Exchange Traded F	1.4%	1.5%	153,466	+13.7%	$8.0M
CDXSimplify Exchange Traded Fun	1.4%	1.8%	374,924	-5.4%	$7.9M
BRK-BBerkshire Hathaway Inc Del	1.3%	1.4%	14,528	+7.0%	$7.3M
AVGOBroadcom Inc	1.2%	1.1%	17,335	+7.0%	$6.5M
EVTRMorgan Stanley ETF Trust	1.1%	1.2%	124,763	+12.0%	$6.4M
MUMicron Technology Inc	1.1%	—	5,471	—	$6.3M
GOOGAlphabet Inc	1.1%	1.0%	17,715	+4.9%	$6.3M
CGMSCapital Grp Fixed Incm ETF T	1.1%	1.1%	218,950	+12.3%	$6.0M
CATCaterpillar Inc	1.1%	0.8%	5,579	+3.8%	$5.9M
TSLATesla Inc	1.0%	1.0%	13,765	+7.9%	$5.8M
METAMeta Platforms Inc	1.0%	1.2%	9,869	-1.9%	$5.6M
EFVIshares Tr	0.9%	1.1%	69,271	+0.3%	$5.3M
GSIEGoldman Sachs ETF Tr	0.8%	0.9%	98,265	-1.1%	$4.5M
XOMExxon Mobil Corp	0.8%	1.1%	32,359	+6.2%	$4.4M
AMDAdvanced Micro Devices Inc	0.8%	—	7,379	—	$4.3M
GSIDGoldman Sachs ETF Tr	0.7%	0.8%	54,769	-1.0%	$4.1M
VTIVanguard Index Fds	0.7%	0.8%	11,111	-6.4%	$4.1M
TFLOIshares Tr	0.7%	0.7%	78,911	+13.3%	$4.0M
LLYEli Lilly & Co	0.7%	0.6%	3,080	+4.3%	$3.7M
WMTWalmart Inc	0.6%	0.8%	31,910	+9.4%	$3.6M
DFSEDimensional ETF Trust	0.6%	0.7%	72,657	-2.3%	$3.6M
JPMJpmorgan Chase & Co	0.6%	0.6%	10,377	+9.8%	$3.4M
VVisa Inc	0.5%	0.5%	8,429	+9.9%	$2.9M
VOOVanguard Index Fds	0.5%	0.5%	4,196	+9.4%	$2.9M
JEPQJ P Morgan Exchange Traded F	0.5%	0.5%	44,805	+5.7%	$2.8M
BALIBlackrock ETF Trust	0.5%	0.5%	80,714	+3.8%	$2.7M
PXFInvesco Exch Traded Fd Tr II	0.5%	0.5%	35,536	-2.2%	$2.7M
XSOEWisdomtree Tr	0.5%	0.5%	53,032	-3.8%	$2.6M
AMATApplied Matls Inc	0.4%	—	3,452	—	$2.5M
DIHPDimensional International High Profitabi	0.4%	0.5%	71,333	-2.5%	$2.4M
CRWDCrowdstrike Hldgs Inc	0.4%	—	2,997	—	$2.3M
PXHInvesco Exch Traded Fd Tr II	0.4%	0.5%	81,575	-1.3%	$2.3M
CSCOCisco Sys Inc	0.4%	—	18,626	—	$2.2M
COSTCostco Wholesale Corporation	0.4%	0.5%	2,334	+2.5%	$2.2M
DGROIshares Tr	0.4%	0.4%	28,174	+0.1%	$2.1M
LRCXLam Research Corp	0.4%	—	4,908	—	$2.1M
TSMTaiwan Semiconductor Manufac	0.4%	—	4,328	—	$2.1M
INTCIntel Corp	0.4%	—	14,593	—	$2.0M

What Drive Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.7% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$561.0M	459
Q1 2026	$473.9M	376
Q4 2025	$512.4M	380
Q3 2025	$471.7M	358
Q2 2025	$456.3M	346
Q1 2025	$425.7M	324
Q4 2024	$408.0M	342
Q3 2024	$384.1M	321
Q2 2024	$370.7M	320
Q1 2024	$356.9M	317
Q4 2023	$310.0M	306
Q3 2023	$273.9M	278

Questions about Drive Wealth Management, LLC's portfolio

What stocks does Drive Wealth Management, LLC own?

Drive Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 459 positions worth $561.0M. The largest are Vanguard Ftse Developed Markets Index Fu (VEA) at 5.2%, J P Morgan Exchange Traded F (BBUS) at 4.9%, Ishares Tr (IVV) at 4.9%, Nvidia Corporation (NVDA) at 3.7% and Apple Inc (AAPL) at 3.2%.

What did Drive Wealth Management, LLC buy last quarter?

In Q2 2026, Drive Wealth Management, LLC added Vanguard Index Fds (VO) (+243.0% shares), J P Morgan Exchange Traded F (BBUS) (+20.3% shares) and J P Morgan Exchange Traded F (JPLD) (+13.7% shares), compared with its Q1 2026 filing.

What did Drive Wealth Management, LLC sell last quarter?

In Q2 2026, Drive Wealth Management, LLC cut from its top 50 Ishares Tr (IBDR), cut from its top 50 State Street SPDR Bloomberg Short Term H (SJNK), cut from its top 50 Ssga Active ETF Tr (SRLN), cut from its top 50 Jpmorgan Income ETF (JPIE), cut from its top 50 Nutex Health Inc, Ishares Tr (IVV) (-9.1% shares), Vanguard Index Fds (VTI) (-6.4% shares) and Simplify Exchange Traded Fun (CDX) (-5.4% shares), compared with its Q1 2026 filing.

How has Drive Wealth Management, LLC's portfolio performed?

A portfolio copying Drive Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.7% against +20.1%.

When is Drive Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Drive Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Drive Wealth Management, LLC manage?

Drive Wealth Management, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $561.0M.