Filed: 2/4/2026ACC: 0001754960-26-000152
📋 What this filing means
DRIVE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 380 equity positions with a total reported market value of $512.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
380
Positions
$512.38M
Total AUM (reported)
7.24M
Total Shares
Allocation by class
COM$190.21M37.1%
CORE S&P500 ETF$28.00M5.5%
VAN FTSE DEV MKT$25.40M5.0%
COM CL A$19.33M3.8%
BETABUILDRS US$18.05M3.5%
CL A$16.64M3.2%
FTSE EMR MKT ETF$13.32M2.6%
Portfolio Concentration
Top 3$71.45M13.9%
4–10$98.41M19.2%
11–25$96.55M18.8%
Rest$245.96M48.0%
Top 3 weight
13.9%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 7.24M
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
7.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole349
Shared0
Other31
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings380
Rows:
ISHARES TR
SOLEShares40.88K
TypeSH
Market value$28.00M
5.47%
Sole
0.00
Shared
0.00
None
40.88K
VANGUARD TAX-MANAGED FDS
SOLEShares406.54K
TypeSH
Market value$25.40M
4.96%
Sole
0.00
Shared
0.00
None
406.54K
J P MORGAN EXCHANGE TRADED F
SOLEShares146.39K
TypeSH
Market value$18.05M
3.52%
Sole
0.00
Shared
0.00
None
146.39K
NVIDIA CORPORATION
SOLEShares95.22K
TypeSH
Market value$17.76M
3.47%
Sole
0.00
Shared
0.00
None
95.22K
APPLE INC
SOLEShares59.15K
TypeSH
Market value$16.08M
3.14%
Sole
0.00
Shared
0.00
None
59.15K
APPLOVIN CORP
SOLEShares23.60K
TypeSH
Market value$15.90M
3.10%
Sole
0.00
Shared
0.00
None
23.60K
MICROSOFT CORP
SOLEShares28.69K
TypeSH
Market value$13.87M
2.71%
Sole
0.00
Shared
0.00
None
28.69K
VANGUARD INTL EQUITY INDEX F
SOLEShares247.78K
TypeSH
Market value$13.32M
2.60%
Sole
0.00
Shared
0.00
None
247.78K
BLACKROCK ETF TRUST II
SOLEShares218.51K
TypeSH
Market value$11.31M
2.21%
Sole
0.00
Shared
0.00
None
218.51K
VANGUARD INDEX FDS
SOLEShares35.05K
TypeSH
Market value$10.17M
1.99%
Sole
0.00
Shared
0.00
None
35.05K
AMAZON COM INC
SOLEShares40.20K
TypeSH
Market value$9.28M
1.81%
Sole
0.00
Shared
0.00
None
40.20K
J P MORGAN EXCHANGE TRADED F
SOLEShares163.63K
TypeSH
Market value$8.60M
1.68%
Sole
0.00
Shared
0.00
None
163.63K
ALPHABET INC
SOLEShares26.74K
TypeSH
Market value$8.37M
1.63%
Sole
0.00
Shared
0.00
None
26.74K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares372.25K
TypeSH
Market value$8.29M
1.62%
Sole
0.00
Shared
0.00
None
372.25K
ISHARES TR
SOLEShares58.61K
TypeSH
Market value$7.04M
1.37%
Sole
0.00
Shared
0.00
None
58.61K
CAPITAL GRP FIXED INCM ETF T
SOLEShares232.95K
TypeSH
Market value$6.43M
1.26%
Sole
0.00
Shared
0.00
None
232.95K
META PLATFORMS INC
SOLEShares9.59K
TypeSH
Market value$6.33M
1.24%
Sole
0.00
Shared
0.00
None
9.59K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.94K
TypeSH
Market value$6.00M
1.17%
Sole
0.00
Shared
0.00
None
11.94K
ALPHABET INC
SOLEShares19.05K
TypeSH
Market value$5.98M
1.17%
Sole
0.00
Shared
0.00
None
19.05K
BROADCOM INC
SOLEShares17K
TypeSH
Market value$5.88M
1.15%
Sole
0.00
Shared
0.00
None
17K
ISHARES TR
SOLEShares82.04K
TypeSH
Market value$5.86M
1.14%
Sole
0.00
Shared
0.00
None
82.04K
TESLA INC
SOLEShares13.02K
TypeSH
Market value$5.86M
1.14%
Sole
0.00
Shared
0.00
None
13.02K
MORGAN STANLEY ETF TRUST
SOLEShares85.35K
TypeSH
Market value$4.40M
0.86%
Sole
0.00
Shared
0.00
None
85.35K
ISHARES TR
SOLEShares85.21K
TypeSH
Market value$4.30M
0.84%
Sole
0.00
Shared
0.00
None
85.21K
VANGUARD INDEX FDS
SOLEShares11.72K
TypeSH
Market value$3.93M
0.77%
Sole
0.00
Shared
0.00
None
11.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 40.88K | SH | $28.00M 5.47% | 0.00 | 0.00 | 40.88K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 406.54K | SH | $25.40M 4.96% | 0.00 | 0.00 | 406.54K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 146.39K | SH | $18.05M 3.52% | 0.00 | 0.00 | 146.39K |
NVIDIA CORPORATIONSOLE | COM | 95.22K | SH | $17.76M 3.47% | 0.00 | 0.00 | 95.22K |
APPLE INCSOLE | COM | 59.15K | SH | $16.08M 3.14% | 0.00 | 0.00 | 59.15K |
APPLOVIN CORPSOLE | COM CL A | 23.60K | SH | $15.90M 3.10% | 0.00 | 0.00 | 23.60K |
MICROSOFT CORPSOLE | COM | 28.69K | SH | $13.87M 2.71% | 0.00 | 0.00 | 28.69K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 247.78K | SH | $13.32M 2.60% | 0.00 | 0.00 | 247.78K |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 218.51K | SH | $11.31M 2.21% | 0.00 | 0.00 | 218.51K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 35.05K | SH | $10.17M 1.99% | 0.00 | 0.00 | 35.05K |
AMAZON COM INCSOLE | COM | 40.20K | SH | $9.28M 1.81% | 0.00 | 0.00 | 40.20K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 163.63K | SH | $8.60M 1.68% | 0.00 | 0.00 | 163.63K |
ALPHABET INCSOLE | CAP STK CL A | 26.74K | SH | $8.37M 1.63% | 0.00 | 0.00 | 26.74K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | HIGH YIELD ETF | 372.25K | SH | $8.29M 1.62% | 0.00 | 0.00 | 372.25K |
ISHARES TRSOLE | CORE S&P SCP ETF | 58.61K | SH | $7.04M 1.37% | 0.00 | 0.00 | 58.61K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 232.95K | SH | $6.43M 1.26% | 0.00 | 0.00 | 232.95K |
META PLATFORMS INCSOLE | CL A | 9.59K | SH | $6.33M 1.24% | 0.00 | 0.00 | 9.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.94K | SH | $6.00M 1.17% | 0.00 | 0.00 | 11.94K |
ALPHABET INCSOLE | CAP STK CL C | 19.05K | SH | $5.98M 1.17% | 0.00 | 0.00 | 19.05K |
BROADCOM INCSOLE | COM | 17K | SH | $5.88M 1.15% | 0.00 | 0.00 | 17K |
ISHARES TRSOLE | EAFE VALUE ETF | 82.04K | SH | $5.86M 1.14% | 0.00 | 0.00 | 82.04K |
TESLA INCSOLE | COM | 13.02K | SH | $5.86M 1.14% | 0.00 | 0.00 | 13.02K |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 85.35K | SH | $4.40M 0.86% | 0.00 | 0.00 | 85.35K |
ISHARES TRSOLE | TRS FLT RT BD | 85.21K | SH | $4.30M 0.84% | 0.00 | 0.00 | 85.21K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.72K | SH | $3.93M 0.77% | 0.00 | 0.00 | 11.72K |
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