Institutional Manager · CIK 0001952781
DRIVE WEALTH MANAGEMENT, LLC
LEHI, UT · File #028-22701
Latest AUM
$512.4M
Positions
703
Top-10 Concentration
47.6%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025703 pos · $512.4M
- 13F COMBINATION REPORTQ/E Sep 2025358 pos · $471.7M
- 13F COMBINATION REPORTQ/E Jun 2025346 pos · $456.3M
- 13F COMBINATION REPORTQ/E Mar 2025586 pos · $425.7M
- 13F COMBINATION REPORTQ/E Dec 2024342 pos · $408.0M
- 13F HOLDINGS REPORTQ/E Sep 2024571 pos · $384.1M
- 13F COMBINATION REPORT (Amended)Q/E Sep 2024571 pos · $384.1M
- 13F HOLDINGS REPORTQ/E Jun 2024320 pos · $370.7M
- 13F HOLDINGS REPORTQ/E Mar 2024317 pos · $356.9M
- 13F HOLDINGS REPORTQ/E Dec 2023278 pos · $273.9M
- 13F HOLDINGS REPORTQ/E Sep 2023282 pos · $269.7M
- 13F HOLDINGS REPORTQ/E Jun 2023290 pos · $238.9M
- 13F HOLDINGS REPORTQ/E Mar 2023252 pos · $200.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 40,278 | $27.6M | 9.03% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 344,026 | $21.5M | 7.03% |
| 3 | NVIDIA CORPORATION | NVDA | 84,686 | $15.8M | 5.17% |
| 4 | APPLOVIN CORP | APP | 22,599 | $15.2M | 4.98% |
| 5 | APPLE INC | AAPL | 48,751 | $13.3M | 4.34% |
| 6 | MICROSOFT CORP | MSFT | 25,930 | $12.5M | 4.10% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 94,069 | $11.6M | 3.79% |
| 8 | BLACKROCK ETF TRUST II | BLK | 213,120 | $11.0M | 3.61% |
| 9 | VANGUARD INDEX FDS | 922908629 | 29,432 | $8.5M | 2.79% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46654Q773 | 158,316 | $8.3M | 2.72% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042858 | 150,730 | $8.1M | 2.65% |
| 12 | AMAZON COM INC | AMZN | 34,539 | $8.0M | 2.61% |
| 13 | SIMPLIFY EXCHANGE TRADED FUN | 82889N830 | 346,362 | $7.7M | 2.52% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 52,324 | $6.5M | 2.11% |
| 15 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 225,407 | $6.2M | 2.04% |
| 16 | ISHARES TR | 464287804 | 50,274 | $6.0M | 1.98% |
| 17 | ISHARES TR | 464288877 | 81,873 | $5.8M | 1.91% |
| 18 | ALPHABET INC | GOOG | 18,323 | $5.7M | 1.88% |
| 19 | BROADCOM INC | AVGO | 15,777 | $5.5M | 1.79% |
| 20 | META PLATFORMS INC | META | 7,939 | $5.2M | 1.71% |