DRIVE WEALTH MANAGEMENT, LLC
CIK: 0001952781Latest portfolio: $512.4M · Q4 2025
Holdings
380
Total Value
$512.4M
New Positions
378
Closed Positions
0
Top Holdings
View All 380 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 40,883 | $28.0M | 5.47% | NEW | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 406,544 | $25.4M | 4.96% | NEW | |
| 3 | BBUSJ P MORGAN EXCHANGE TRADED F | 146,393 | $18.1M | 3.52% | NEW | |
| 4 | NVDANVIDIA CORPORATION | 95,217 | $17.8M | 3.47% | NEW | |
| 5 | AAPLAPPLE INC | 59,148 | $16.1M | 3.14% | NEW | |
| 6 | APPAPPLOVIN CORP | 23,603 | $15.9M | 3.10% | NEW | |
| 7 | MSFTMICROSOFT CORP | 28,686 | $13.9M | 2.71% | NEW | |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 247,780 | $13.3M | 2.60% | NEW | |
| 9 | CLOABLACKROCK ETF TRUST II | 218,506 | $11.3M | 2.21% | NEW | |
| 10 | VOVANGUARD INDEX FDS | 35,050 | $10.2M | 1.99% | NEW | |
| 11 | AMZNAMAZON COM INC | 40,204 | $9.3M | 1.81% | NEW | |
| 12 | JPLDJ P MORGAN EXCHANGE TRADED F | 163,632 | $8.6M | 1.68% | NEW | |
| 13 | GOOGLALPHABET INC | 26,737 | $8.4M | 1.63% | NEW | |
| 14 | CDXSIMPLIFY EXCHANGE TRADED FUN | 372,252 | $8.3M | 1.62% | NEW | |
| 15 | IJRISHARES TR | 58,612 | $7.0M | 1.37% | NEW | |
| 16 | CGMSCAPITAL GRP FIXED INCM ETF T | 232,954 | $6.4M | 1.26% | NEW | |
| 17 | METAMETA PLATFORMS INC | 9,592 | $6.3M | 1.24% | NEW | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,939 | $6.0M | 1.17% | NEW | |
| 19 | GOOGALPHABET INC | 19,047 | $6.0M | 1.17% | NEW | |
| 20 | AVGOBROADCOM INC | 17,000 | $5.9M | 1.15% | NEW | |
| 21 | EFVISHARES TR | 82,044 | $5.9M | 1.14% | NEW | |
| 22 | TSLATESLA INC | 13,021 | $5.9M | 1.14% | NEW | |
| 23 | EVTRMORGAN STANLEY ETF TRUST | 85,350 | $4.4M | 0.86% | NEW | |
| 24 | TFLOISHARES TR | 85,214 | $4.3M | 0.84% | NEW | |
| 25 | VTIVANGUARD INDEX FDS | 11,724 | $3.9M | 0.77% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.7757160791590312e+194T)
Industrials0.0% ($3.397217915031407e+102T)
Healthcare0.0% ($3.846297019001528e+97T)
Consumer Cyclical0.0% ($9.279585416081218e+66T)
Unknown0.0% ($6.0003875107510135e+60T)
Energy0.0% ($3.8261629892685554e+37T)
Consumer Defensive0.0% ($3.4161772129998398e+37T)
Utilities0.0% ($5.754594494464004e+34T)
Communication Services0.0% ($8.368633159761382e+30T)
Basic Materials0.0% ($1.367106674650748e+28T)
Real Estate0.0% ($405.3B)
Filing History
Fund Information
DRIVE WEALTH MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $512.4M across 380 holdings. The largest position is ISHARES TR (IVV), representing 5.5% of the portfolio. Compared to the previous quarter, the fund opened 380 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.