Filed: 1/22/2025ACC: 0001754960-25-000055
📋 What this filing means
DRIVE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 342 equity positions with a total reported market value of $407.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
342
Positions
$407.99M
Total AUM (reported)
6.72M
Total Shares
Allocation by class
COM$141.91M34.8%
CL A$33.35M8.2%
CORE S&P500 ETF$29.89M7.3%
VAN FTSE DEV MKT$16.55M4.1%
FTSE EMR MKT ETF$11.97M2.9%
MID CAP ETF$10.57M2.6%
BETABUILDRS US$8.51M2.1%
Portfolio Concentration
Top 3$68.96M16.9%
4–10$77.40M19.0%
11–25$79.47M19.5%
Rest$182.17M44.6%
Top 3 weight
16.9%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 6.72M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole342
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings342
Rows:
ISHARES TR
SOLEShares50.78K
TypeSH
Market value$29.89M
7.33%
Sole
0.00
Shared
0.00
None
50.78K
BERKSHIRE HATHAWAY INC DEL
SOLEShares33.00
TypeSH
Market value$22.47M
5.51%
Sole
0.00
Shared
0.00
None
33.00
APPLE INC
SOLEShares66.26K
TypeSH
Market value$16.59M
4.07%
Sole
0.00
Shared
0.00
None
66.26K
VANGUARD TAX-MANAGED FDS
SOLEShares346.12K
TypeSH
Market value$16.55M
4.06%
Sole
0.00
Shared
0.00
None
346.12K
VANGUARD INTL EQUITY INDEX F
SOLEShares271.77K
TypeSH
Market value$11.97M
2.93%
Sole
0.00
Shared
0.00
None
271.77K
NVIDIA CORPORATION
SOLEShares81.39K
TypeSH
Market value$10.93M
2.68%
Sole
0.00
Shared
0.00
None
81.39K
MICROSOFT CORP
SOLEShares25.23K
TypeSH
Market value$10.64M
2.61%
Sole
0.00
Shared
0.00
None
25.23K
VANGUARD INDEX FDS
SOLEShares40.02K
TypeSH
Market value$10.57M
2.59%
Sole
0.00
Shared
0.00
None
40.02K
J P MORGAN EXCHANGE TRADED F
SOLEShares80.36K
TypeSH
Market value$8.51M
2.09%
Sole
0.00
Shared
0.00
None
80.36K
SSGA ACTIVE ETF TR
SOLEShares197.27K
TypeSH
Market value$8.23M
2.02%
Sole
0.00
Shared
0.00
None
197.27K
ISHARES TR
SOLEShares71.33K
TypeSH
Market value$7.85M
1.93%
Sole
0.00
Shared
0.00
None
71.33K
ISHARES TR
SOLEShares340.09K
TypeSH
Market value$7.82M
1.92%
Sole
0.00
Shared
0.00
None
340.09K
INVESCO ACTIVELY MANAGED EXC
SOLEShares153.04K
TypeSH
Market value$7.67M
1.88%
Sole
0.00
Shared
0.00
None
153.04K
GRANITESHARES ETF TR
SOLEShares215.75K
TypeSH
Market value$7.61M
1.87%
Sole
0.00
Shared
0.00
None
215.75K
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.30K
TypeSH
Market value$7.39M
1.81%
Sole
0.00
Shared
0.00
None
16.30K
AMAZON COM INC
SOLEShares30.86K
TypeSH
Market value$6.77M
1.66%
Sole
0.00
Shared
0.00
None
30.86K
ALPHABET INC
SOLEShares23.73K
TypeSH
Market value$4.49M
1.10%
Sole
0.00
Shared
0.00
None
23.73K
META PLATFORMS INC
SOLEShares7.61K
TypeSH
Market value$4.45M
1.09%
Sole
0.00
Shared
0.00
None
7.61K
ISHARES TR
SOLEShares37.87K
TypeSH
Market value$4.36M
1.07%
Sole
0.00
Shared
0.00
None
37.87K
VANGUARD SCOTTSDALE FDS
SOLEShares51.07K
TypeSH
Market value$4.10M
1.00%
Sole
0.00
Shared
0.00
None
51.07K
TESLA INC
SOLEShares9.23K
TypeSH
Market value$3.73M
0.91%
Sole
0.00
Shared
0.00
None
9.23K
ALPHABET INC
SOLEShares18K
TypeSH
Market value$3.43M
0.84%
Sole
0.00
Shared
0.00
None
18K
VANGUARD INDEX FDS
SOLEShares11.80K
TypeSH
Market value$3.42M
0.84%
Sole
0.00
Shared
0.00
None
11.80K
BROADCOM INC
SOLEShares13.88K
TypeSH
Market value$3.22M
0.79%
Sole
0.00
Shared
0.00
None
13.88K
PURECYCLE TECHNOLOGIES INC
SOLEShares308.03K
TypeSH
Market value$3.16M
0.77%
Sole
0.00
Shared
0.00
None
308.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 50.78K | SH | $29.89M 7.33% | 0.00 | 0.00 | 50.78K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 33.00 | SH | $22.47M 5.51% | 0.00 | 0.00 | 33.00 |
APPLE INCSOLE | COM | 66.26K | SH | $16.59M 4.07% | 0.00 | 0.00 | 66.26K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 346.12K | SH | $16.55M 4.06% | 0.00 | 0.00 | 346.12K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 271.77K | SH | $11.97M 2.93% | 0.00 | 0.00 | 271.77K |
NVIDIA CORPORATIONSOLE | COM | 81.39K | SH | $10.93M 2.68% | 0.00 | 0.00 | 81.39K |
MICROSOFT CORPSOLE | COM | 25.23K | SH | $10.64M 2.61% | 0.00 | 0.00 | 25.23K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 40.02K | SH | $10.57M 2.59% | 0.00 | 0.00 | 40.02K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 80.36K | SH | $8.51M 2.09% | 0.00 | 0.00 | 80.36K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 197.27K | SH | $8.23M 2.02% | 0.00 | 0.00 | 197.27K |
ISHARES TRSOLE | SHORT TREAS BD | 71.33K | SH | $7.85M 1.93% | 0.00 | 0.00 | 71.33K |
ISHARES TRSOLE | US TREAS BD ETF | 340.09K | SH | $7.82M 1.92% | 0.00 | 0.00 | 340.09K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 153.04K | SH | $7.67M 1.88% | 0.00 | 0.00 | 153.04K |
GRANITESHARES ETF TRSOLE | 2X LONG COIN DAI | 215.75K | SH | $7.61M 1.87% | 0.00 | 0.00 | 215.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.30K | SH | $7.39M 1.81% | 0.00 | 0.00 | 16.30K |
AMAZON COM INCSOLE | COM | 30.86K | SH | $6.77M 1.66% | 0.00 | 0.00 | 30.86K |
ALPHABET INCSOLE | CAP STK CL A | 23.73K | SH | $4.49M 1.10% | 0.00 | 0.00 | 23.73K |
META PLATFORMS INCSOLE | CL A | 7.61K | SH | $4.45M 1.09% | 0.00 | 0.00 | 7.61K |
ISHARES TRSOLE | CORE S&P SCP ETF | 37.87K | SH | $4.36M 1.07% | 0.00 | 0.00 | 37.87K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 51.07K | SH | $4.10M 1.00% | 0.00 | 0.00 | 51.07K |
TESLA INCSOLE | COM | 9.23K | SH | $3.73M 0.91% | 0.00 | 0.00 | 9.23K |
ALPHABET INCSOLE | CAP STK CL C | 18K | SH | $3.43M 0.84% | 0.00 | 0.00 | 18K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.80K | SH | $3.42M 0.84% | 0.00 | 0.00 | 11.80K |
BROADCOM INCSOLE | COM | 13.88K | SH | $3.22M 0.79% | 0.00 | 0.00 | 13.88K |
PURECYCLE TECHNOLOGIES INCSOLE | COM | 308.03K | SH | $3.16M 0.77% | 0.00 | 0.00 | 308.03K |
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