Filed: 7/30/2025ACC: 0001754960-25-000500
📋 What this filing means
DRIVE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 346 equity positions with a total reported market value of $456.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
346
Positions
$456.32M
Total AUM (reported)
8.37M
Total Shares
Allocation by class
COM$162.22M35.5%
CORE S&P500 ETF$28.76M6.3%
VAN FTSE DEV MKT$20.79M4.6%
CL A$15.58M3.4%
BETABUILDRS US$14.88M3.3%
FTSE EMR MKT ETF$13.83M3.0%
MID CAP ETF$11.91M2.6%
Portfolio Concentration
Top 3$64.43M14.1%
4–10$85.10M18.6%
11–25$78.26M17.2%
Rest$228.53M50.1%
Top 3 weight
14.1%
Top 10 weight
32.8%
Voting Authority Distribution
Total shares with voting rights: 8.37M
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
8.37M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole344
Shared0
Other2
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings346
Rows:
ISHARES TR
SOLEShares46.32K
TypeSH
Market value$28.76M
6.30%
Sole
0.00
Shared
0.00
None
46.32K
VANGUARD TAX-MANAGED FDS
SOLEShares364.67K
TypeSH
Market value$20.79M
4.56%
Sole
0.00
Shared
0.00
None
364.67K
J P MORGAN EXCHANGE TRADED F
SOLEShares132.92K
TypeSH
Market value$14.88M
3.26%
Sole
0.00
Shared
0.00
None
132.92K
APPLE INC
SOLEShares67.58K
TypeSH
Market value$13.87M
3.04%
Sole
0.00
Shared
0.00
None
67.58K
VANGUARD INTL EQUITY INDEX F
SOLEShares279.52K
TypeSH
Market value$13.83M
3.03%
Sole
0.00
Shared
0.00
None
279.52K
NVIDIA CORPORATION
SOLEShares86.52K
TypeSH
Market value$13.67M
3.00%
Sole
0.00
Shared
0.00
None
86.52K
MICROSOFT CORP
SOLEShares26.92K
TypeSH
Market value$13.39M
2.93%
Sole
0.00
Shared
0.00
None
26.92K
VANGUARD INDEX FDS
SOLEShares42.41K
TypeSH
Market value$11.91M
2.61%
Sole
0.00
Shared
0.00
None
42.41K
SSGA ACTIVE ETF TR
SOLEShares233.96K
TypeSH
Market value$9.73M
2.13%
Sole
0.00
Shared
0.00
None
233.96K
ISHARES TR
SOLEShares378.76K
TypeSH
Market value$8.70M
1.91%
Sole
0.00
Shared
0.00
None
378.76K
AMAZON COM INC
SOLEShares37.74K
TypeSH
Market value$8.28M
1.81%
Sole
0.00
Shared
0.00
None
37.74K
ISHARES TR
SOLEShares72.19K
TypeSH
Market value$7.97M
1.75%
Sole
0.00
Shared
0.00
None
72.19K
INVESCO ACTIVELY MANAGED EXC
SOLEShares158.06K
TypeSH
Market value$7.92M
1.74%
Sole
0.00
Shared
0.00
None
158.06K
META PLATFORMS INC
SOLEShares9.38K
TypeSH
Market value$6.92M
1.52%
Sole
0.00
Shared
0.00
None
9.38K
ISHARES TR
SOLEShares90.77K
TypeSH
Market value$5.76M
1.26%
Sole
0.00
Shared
0.00
None
90.77K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.74K
TypeSH
Market value$4.73M
1.04%
Sole
0.00
Shared
0.00
None
9.74K
ISHARES TR
SOLEShares42.81K
TypeSH
Market value$4.68M
1.03%
Sole
0.00
Shared
0.00
None
42.81K
ALPHABET INC
SOLEShares26.48K
TypeSH
Market value$4.67M
1.02%
Sole
0.00
Shared
0.00
None
26.48K
VANGUARD SCOTTSDALE FDS
SOLEShares51.57K
TypeSH
Market value$4.28M
0.94%
Sole
0.00
Shared
0.00
None
51.57K
ISHARES TR
SOLEShares157.69K
TypeSH
Market value$3.97M
0.87%
Sole
0.00
Shared
0.00
None
157.69K
ISHARES TR
SOLEShares163.10K
TypeSH
Market value$3.96M
0.87%
Sole
0.00
Shared
0.00
None
163.10K
TESLA INC
SOLEShares12.20K
TypeSH
Market value$3.87M
0.85%
Sole
0.00
Shared
0.00
None
12.20K
BROADCOM INC
SOLEShares14.04K
TypeSH
Market value$3.87M
0.85%
Sole
0.00
Shared
0.00
None
14.04K
VANGUARD INDEX FDS
SOLEShares12.26K
TypeSH
Market value$3.74M
0.82%
Sole
0.00
Shared
0.00
None
12.26K
VANECK ETF TRUST
SOLEShares344.43K
TypeSH
Market value$3.64M
0.80%
Sole
0.00
Shared
0.00
None
344.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 46.32K | SH | $28.76M 6.30% | 0.00 | 0.00 | 46.32K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 364.67K | SH | $20.79M 4.56% | 0.00 | 0.00 | 364.67K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 132.92K | SH | $14.88M 3.26% | 0.00 | 0.00 | 132.92K |
APPLE INCSOLE | COM | 67.58K | SH | $13.87M 3.04% | 0.00 | 0.00 | 67.58K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 279.52K | SH | $13.83M 3.03% | 0.00 | 0.00 | 279.52K |
NVIDIA CORPORATIONSOLE | COM | 86.52K | SH | $13.67M 3.00% | 0.00 | 0.00 | 86.52K |
MICROSOFT CORPSOLE | COM | 26.92K | SH | $13.39M 2.93% | 0.00 | 0.00 | 26.92K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 42.41K | SH | $11.91M 2.61% | 0.00 | 0.00 | 42.41K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 233.96K | SH | $9.73M 2.13% | 0.00 | 0.00 | 233.96K |
ISHARES TRSOLE | US TREAS BD ETF | 378.76K | SH | $8.70M 1.91% | 0.00 | 0.00 | 378.76K |
AMAZON COM INCSOLE | COM | 37.74K | SH | $8.28M 1.81% | 0.00 | 0.00 | 37.74K |
ISHARES TRSOLE | SHORT TREAS BD | 72.19K | SH | $7.97M 1.75% | 0.00 | 0.00 | 72.19K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 158.06K | SH | $7.92M 1.74% | 0.00 | 0.00 | 158.06K |
META PLATFORMS INCSOLE | CL A | 9.38K | SH | $6.92M 1.52% | 0.00 | 0.00 | 9.38K |
ISHARES TRSOLE | EAFE VALUE ETF | 90.77K | SH | $5.76M 1.26% | 0.00 | 0.00 | 90.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.74K | SH | $4.73M 1.04% | 0.00 | 0.00 | 9.74K |
ISHARES TRSOLE | CORE S&P SCP ETF | 42.81K | SH | $4.68M 1.03% | 0.00 | 0.00 | 42.81K |
ALPHABET INCSOLE | CAP STK CL A | 26.48K | SH | $4.67M 1.02% | 0.00 | 0.00 | 26.48K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 51.57K | SH | $4.28M 0.94% | 0.00 | 0.00 | 51.57K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 157.69K | SH | $3.97M 0.87% | 0.00 | 0.00 | 157.69K |
ISHARES TRSOLE | IBONDS DEC2026 | 163.10K | SH | $3.96M 0.87% | 0.00 | 0.00 | 163.10K |
TESLA INCSOLE | COM | 12.20K | SH | $3.87M 0.85% | 0.00 | 0.00 | 12.20K |
BROADCOM INCSOLE | COM | 14.04K | SH | $3.87M 0.85% | 0.00 | 0.00 | 14.04K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.26K | SH | $3.74M 0.82% | 0.00 | 0.00 | 12.26K |
VANECK ETF TRUSTSOLE | MORTGAGE REIT | 344.43K | SH | $3.64M 0.80% | 0.00 | 0.00 | 344.43K |
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