Filed: 10/31/2025ACC: 0001754960-25-000737
📋 What this filing means
DRIVE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 358 equity positions with a total reported market value of $471.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
358
Positions
$471.72M
Total AUM (reported)
7.51M
Total Shares
Allocation by class
COM$170.76M36.2%
CORE S&P500 ETF$28.60M6.1%
VAN FTSE DEV MKT$22.26M4.7%
BETABUILDRS US$18.96M4.0%
CL A$15.35M3.3%
FTSE EMR MKT ETF$13.50M2.9%
MID CAP ETF$11.59M2.5%
Portfolio Concentration
Top 3$69.82M14.8%
4–10$88.22M18.7%
11–25$85.65M18.2%
Rest$228.03M48.3%
Top 3 weight
14.8%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 7.51M
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
7.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole323
Shared0
Other35
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings358
Rows:
ISHARES TR
SOLEShares42.73K
TypeSH
Market value$28.60M
6.06%
Sole
0.00
Shared
0.00
None
42.73K
VANGUARD TAX-MANAGED FDS
SOLEShares371.46K
TypeSH
Market value$22.26M
4.72%
Sole
0.00
Shared
0.00
None
371.46K
J P MORGAN EXCHANGE TRADED F
SOLEShares157.14K
TypeSH
Market value$18.96M
4.02%
Sole
0.00
Shared
0.00
None
157.14K
NVIDIA CORPORATION
SOLEShares94.23K
TypeSH
Market value$17.58M
3.73%
Sole
0.00
Shared
0.00
None
94.23K
APPLE INC
SOLEShares56.68K
TypeSH
Market value$14.43M
3.06%
Sole
0.00
Shared
0.00
None
56.68K
MICROSOFT CORP
SOLEShares27.77K
TypeSH
Market value$14.38M
3.05%
Sole
0.00
Shared
0.00
None
27.77K
VANGUARD INTL EQUITY INDEX F
SOLEShares249.17K
TypeSH
Market value$13.50M
2.86%
Sole
0.00
Shared
0.00
None
249.17K
VANGUARD INDEX FDS
SOLEShares39.33K
TypeSH
Market value$11.59M
2.46%
Sole
0.00
Shared
0.00
None
39.33K
ISHARES TR
SOLEShares362.31K
TypeSH
Market value$8.38M
1.78%
Sole
0.00
Shared
0.00
None
362.31K
AMAZON COM INC
SOLEShares38.03K
TypeSH
Market value$8.35M
1.77%
Sole
0.00
Shared
0.00
None
38.03K
BLACKROCK ETF TRUST II
SOLEShares158.42K
TypeSH
Market value$8.23M
1.75%
Sole
0.00
Shared
0.00
None
158.42K
SSGA ACTIVE ETF TR
SOLEShares173.20K
TypeSH
Market value$7.20M
1.53%
Sole
0.00
Shared
0.00
None
173.20K
META PLATFORMS INC
SOLEShares9.66K
TypeSH
Market value$7.09M
1.50%
Sole
0.00
Shared
0.00
None
9.66K
ISHARES TR
SOLEShares58.75K
TypeSH
Market value$6.98M
1.48%
Sole
0.00
Shared
0.00
None
58.75K
ALPHABET INC
SOLEShares26.42K
TypeSH
Market value$6.42M
1.36%
Sole
0.00
Shared
0.00
None
26.42K
ISHARES TR
SOLEShares89.44K
TypeSH
Market value$6.07M
1.29%
Sole
0.00
Shared
0.00
None
89.44K
J P MORGAN EXCHANGE TRADED F
SOLEShares113.55K
TypeSH
Market value$5.96M
1.26%
Sole
0.00
Shared
0.00
None
113.55K
TESLA INC
SOLEShares12.38K
TypeSH
Market value$5.51M
1.17%
Sole
0.00
Shared
0.00
None
12.38K
VANGUARD SCOTTSDALE FDS
SOLEShares61.20K
TypeSH
Market value$5.15M
1.09%
Sole
0.00
Shared
0.00
None
61.20K
ALPHABET INC
SOLEShares20.38K
TypeSH
Market value$4.96M
1.05%
Sole
0.00
Shared
0.00
None
20.38K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.65K
TypeSH
Market value$4.85M
1.03%
Sole
0.00
Shared
0.00
None
9.65K
BROADCOM INC
SOLEShares14.60K
TypeSH
Market value$4.82M
1.02%
Sole
0.00
Shared
0.00
None
14.60K
CAPITAL GRP FIXED INCM ETF T
SOLEShares159.83K
TypeSH
Market value$4.44M
0.94%
Sole
0.00
Shared
0.00
None
159.83K
VANGUARD INDEX FDS
SOLEShares12.23K
TypeSH
Market value$4.03M
0.85%
Sole
0.00
Shared
0.00
None
12.23K
ISHARES TR
SOLEShares156.86K
TypeSH
Market value$3.95M
0.84%
Sole
0.00
Shared
0.00
None
156.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 42.73K | SH | $28.60M 6.06% | 0.00 | 0.00 | 42.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 371.46K | SH | $22.26M 4.72% | 0.00 | 0.00 | 371.46K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 157.14K | SH | $18.96M 4.02% | 0.00 | 0.00 | 157.14K |
NVIDIA CORPORATIONSOLE | COM | 94.23K | SH | $17.58M 3.73% | 0.00 | 0.00 | 94.23K |
APPLE INCSOLE | COM | 56.68K | SH | $14.43M 3.06% | 0.00 | 0.00 | 56.68K |
MICROSOFT CORPSOLE | COM | 27.77K | SH | $14.38M 3.05% | 0.00 | 0.00 | 27.77K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 249.17K | SH | $13.50M 2.86% | 0.00 | 0.00 | 249.17K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 39.33K | SH | $11.59M 2.46% | 0.00 | 0.00 | 39.33K |
ISHARES TRSOLE | US TREAS BD ETF | 362.31K | SH | $8.38M 1.78% | 0.00 | 0.00 | 362.31K |
AMAZON COM INCSOLE | COM | 38.03K | SH | $8.35M 1.77% | 0.00 | 0.00 | 38.03K |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 158.42K | SH | $8.23M 1.75% | 0.00 | 0.00 | 158.42K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 173.20K | SH | $7.20M 1.53% | 0.00 | 0.00 | 173.20K |
META PLATFORMS INCSOLE | CL A | 9.66K | SH | $7.09M 1.50% | 0.00 | 0.00 | 9.66K |
ISHARES TRSOLE | CORE S&P SCP ETF | 58.75K | SH | $6.98M 1.48% | 0.00 | 0.00 | 58.75K |
ALPHABET INCSOLE | CAP STK CL A | 26.42K | SH | $6.42M 1.36% | 0.00 | 0.00 | 26.42K |
ISHARES TRSOLE | EAFE VALUE ETF | 89.44K | SH | $6.07M 1.29% | 0.00 | 0.00 | 89.44K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 113.55K | SH | $5.96M 1.26% | 0.00 | 0.00 | 113.55K |
TESLA INCSOLE | COM | 12.38K | SH | $5.51M 1.17% | 0.00 | 0.00 | 12.38K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 61.20K | SH | $5.15M 1.09% | 0.00 | 0.00 | 61.20K |
ALPHABET INCSOLE | CAP STK CL C | 20.38K | SH | $4.96M 1.05% | 0.00 | 0.00 | 20.38K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.65K | SH | $4.85M 1.03% | 0.00 | 0.00 | 9.65K |
BROADCOM INCSOLE | COM | 14.60K | SH | $4.82M 1.02% | 0.00 | 0.00 | 14.60K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 159.83K | SH | $4.44M 0.94% | 0.00 | 0.00 | 159.83K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.23K | SH | $4.03M 0.85% | 0.00 | 0.00 | 12.23K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 156.86K | SH | $3.95M 0.84% | 0.00 | 0.00 | 156.86K |
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