Filed: 5/7/2025ACC: 0001754960-25-000281
📋 What this filing means
DRIVE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 324 equity positions with a total reported market value of $425.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
324
Positions
$425.70M
Total AUM (reported)
7.72M
Total Shares
Allocation by class
COM$143.58M33.7%
CL A$29.06M6.8%
CORE S&P500 ETF$26.64M6.3%
VAN FTSE DEV MKT$18.03M4.2%
FTSE EMR MKT ETF$12.53M2.9%
BETABUILDRS US$11.35M2.7%
MID CAP ETF$10.64M2.5%
Portfolio Concentration
Top 3$62.23M14.6%
4–10$78.77M18.5%
11–25$82.51M19.4%
Rest$202.19M47.5%
Top 3 weight
14.6%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 7.72M
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
7.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole311
Shared0
Other13
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings324
Rows:
ISHARES TR
SOLEShares47.40K
TypeSH
Market value$26.64M
6.26%
Sole
0.00
Shared
0.00
None
47.40K
VANGUARD TAX-MANAGED FDS
SOLEShares354.70K
TypeSH
Market value$18.03M
4.24%
Sole
0.00
Shared
0.00
None
354.70K
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.00
TypeSH
Market value$17.57M
4.13%
Sole
0.00
Shared
0.00
None
22.00
APPLE INC
SOLEShares67.84K
TypeSH
Market value$15.07M
3.54%
Sole
0.00
Shared
0.00
None
67.84K
VANGUARD INTL EQUITY INDEX F
SOLEShares276.76K
TypeSH
Market value$12.53M
2.94%
Sole
0.00
Shared
0.00
None
276.76K
J P MORGAN EXCHANGE TRADED F
SOLEShares112.55K
TypeSH
Market value$11.35M
2.67%
Sole
0.00
Shared
0.00
None
112.55K
VANGUARD INDEX FDS
SOLEShares41.16K
TypeSH
Market value$10.64M
2.50%
Sole
0.00
Shared
0.00
None
41.16K
NVIDIA CORPORATION
SOLEShares94.70K
TypeSH
Market value$10.26M
2.41%
Sole
0.00
Shared
0.00
None
94.70K
MICROSOFT CORP
SOLEShares26.35K
TypeSH
Market value$9.89M
2.32%
Sole
0.00
Shared
0.00
None
26.35K
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.93K
TypeSH
Market value$9.02M
2.12%
Sole
0.00
Shared
0.00
None
16.93K
SSGA ACTIVE ETF TR
SOLEShares212.29K
TypeSH
Market value$8.73M
2.05%
Sole
0.00
Shared
0.00
None
212.29K
ISHARES TR
SOLEShares77.28K
TypeSH
Market value$8.54M
2.01%
Sole
0.00
Shared
0.00
None
77.28K
INVESCO ACTIVELY MANAGED EXC
SOLEShares170.26K
TypeSH
Market value$8.53M
2.00%
Sole
0.00
Shared
0.00
None
170.26K
ISHARES TR
SOLEShares365.10K
TypeSH
Market value$8.39M
1.97%
Sole
0.00
Shared
0.00
None
365.10K
AMAZON COM INC
SOLEShares36.07K
TypeSH
Market value$6.86M
1.61%
Sole
0.00
Shared
0.00
None
36.07K
ISHARES TR
SOLEShares89.08K
TypeSH
Market value$5.25M
1.23%
Sole
0.00
Shared
0.00
None
89.08K
META PLATFORMS INC
SOLEShares8.79K
TypeSH
Market value$5.07M
1.19%
Sole
0.00
Shared
0.00
None
8.79K
ISHARES TR
SOLEShares39.96K
TypeSH
Market value$4.18M
0.98%
Sole
0.00
Shared
0.00
None
39.96K
ISHARES TR
SOLEShares160.69K
TypeSH
Market value$4.04M
0.95%
Sole
0.00
Shared
0.00
None
160.69K
ISHARES TR
SOLEShares166.09K
TypeSH
Market value$4.02M
0.94%
Sole
0.00
Shared
0.00
None
166.09K
ALPHABET INC
SOLEShares25.80K
TypeSH
Market value$3.99M
0.94%
Sole
0.00
Shared
0.00
None
25.80K
VANGUARD SCOTTSDALE FDS
SOLEShares48.46K
TypeSH
Market value$3.96M
0.93%
Sole
0.00
Shared
0.00
None
48.46K
EXXON MOBIL CORP
SOLEShares32.07K
TypeSH
Market value$3.81M
0.90%
Sole
0.00
Shared
0.00
None
32.07K
TESLA INC
SOLEShares13.87K
TypeSH
Market value$3.59M
0.84%
Sole
0.00
Shared
0.00
None
13.87K
VANECK ETF TRUST
SOLEShares316.60K
TypeSH
Market value$3.54M
0.83%
Sole
0.00
Shared
0.00
None
316.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 47.40K | SH | $26.64M 6.26% | 0.00 | 0.00 | 47.40K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 354.70K | SH | $18.03M 4.24% | 0.00 | 0.00 | 354.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 22.00 | SH | $17.57M 4.13% | 0.00 | 0.00 | 22.00 |
APPLE INCSOLE | COM | 67.84K | SH | $15.07M 3.54% | 0.00 | 0.00 | 67.84K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 276.76K | SH | $12.53M 2.94% | 0.00 | 0.00 | 276.76K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 112.55K | SH | $11.35M 2.67% | 0.00 | 0.00 | 112.55K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 41.16K | SH | $10.64M 2.50% | 0.00 | 0.00 | 41.16K |
NVIDIA CORPORATIONSOLE | COM | 94.70K | SH | $10.26M 2.41% | 0.00 | 0.00 | 94.70K |
MICROSOFT CORPSOLE | COM | 26.35K | SH | $9.89M 2.32% | 0.00 | 0.00 | 26.35K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.93K | SH | $9.02M 2.12% | 0.00 | 0.00 | 16.93K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 212.29K | SH | $8.73M 2.05% | 0.00 | 0.00 | 212.29K |
ISHARES TRSOLE | SHORT TREAS BD | 77.28K | SH | $8.54M 2.01% | 0.00 | 0.00 | 77.28K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 170.26K | SH | $8.53M 2.00% | 0.00 | 0.00 | 170.26K |
ISHARES TRSOLE | US TREAS BD ETF | 365.10K | SH | $8.39M 1.97% | 0.00 | 0.00 | 365.10K |
AMAZON COM INCSOLE | COM | 36.07K | SH | $6.86M 1.61% | 0.00 | 0.00 | 36.07K |
ISHARES TRSOLE | EAFE VALUE ETF | 89.08K | SH | $5.25M 1.23% | 0.00 | 0.00 | 89.08K |
META PLATFORMS INCSOLE | CL A | 8.79K | SH | $5.07M 1.19% | 0.00 | 0.00 | 8.79K |
ISHARES TRSOLE | CORE S&P SCP ETF | 39.96K | SH | $4.18M 0.98% | 0.00 | 0.00 | 39.96K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 160.69K | SH | $4.04M 0.95% | 0.00 | 0.00 | 160.69K |
ISHARES TRSOLE | IBONDS DEC2026 | 166.09K | SH | $4.02M 0.94% | 0.00 | 0.00 | 166.09K |
ALPHABET INCSOLE | CAP STK CL A | 25.80K | SH | $3.99M 0.94% | 0.00 | 0.00 | 25.80K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 48.46K | SH | $3.96M 0.93% | 0.00 | 0.00 | 48.46K |
EXXON MOBIL CORPSOLE | COM | 32.07K | SH | $3.81M 0.90% | 0.00 | 0.00 | 32.07K |
TESLA INCSOLE | COM | 13.87K | SH | $3.59M 0.84% | 0.00 | 0.00 | 13.87K |
VANECK ETF TRUSTSOLE | MORTGAGE REIT | 316.60K | SH | $3.54M 0.83% | 0.00 | 0.00 | 316.60K |
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