Filed: 4/14/2026ACC: 0001754960-26-000239
📋 What this filing means
DRIVE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 376 equity positions with a total reported market value of $473.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
376
Positions
$473.86M
Total AUM (reported)
6.47M
Total Shares
Allocation by class
COM$182.94M38.6%
VAN FTSE DEV MKT$26.64M5.6%
CORE S&P500 ETF$26.12M5.5%
BETABUILDRS US$19.74M4.2%
FTSE EMR MKT ETF$13.64M2.9%
CL A$12.30M2.6%
MID CAP ETF$10.43M2.2%
Portfolio Concentration
Top 3$72.50M15.3%
4–10$84.94M17.9%
11–25$87.30M18.4%
Rest$229.11M48.4%
Top 3 weight
15.3%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 6.47M
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
6.47M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole361
Shared0
Other15
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings376
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares415.65K
TypeSH
Market value$26.64M
5.62%
Sole
0.00
Shared
0.00
None
415.65K
ISHARES TR
SOLEShares39.99K
TypeSH
Market value$26.12M
5.51%
Sole
0.00
Shared
0.00
None
39.99K
J P MORGAN EXCHANGE TRADED F
SOLEShares168.50K
TypeSH
Market value$19.74M
4.17%
Sole
0.00
Shared
0.00
None
168.50K
NVIDIA CORPORATION
SOLEShares97.94K
TypeSH
Market value$17.08M
3.60%
Sole
0.00
Shared
0.00
None
97.94K
APPLE INC
SOLEShares58.95K
TypeSH
Market value$14.96M
3.16%
Sole
0.00
Shared
0.00
None
58.95K
VANGUARD INTL EQUITY INDEX F
SOLEShares252.43K
TypeSH
Market value$13.64M
2.88%
Sole
0.00
Shared
0.00
None
252.43K
MICROSOFT CORP
SOLEShares29.82K
TypeSH
Market value$11.04M
2.33%
Sole
0.00
Shared
0.00
None
29.82K
VANGUARD INDEX FDS
SOLEShares36.32K
TypeSH
Market value$10.43M
2.20%
Sole
0.00
Shared
0.00
None
36.32K
BLACKROCK ETF TRUST II
SOLEShares179.55K
TypeSH
Market value$9.31M
1.96%
Sole
0.00
Shared
0.00
None
179.55K
AMAZON COM INC
SOLEShares40.70K
TypeSH
Market value$8.48M
1.79%
Sole
0.00
Shared
0.00
None
40.70K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares396.51K
TypeSH
Market value$8.46M
1.79%
Sole
0.00
Shared
0.00
None
396.51K
ISHARES TR
SOLEShares63.21K
TypeSH
Market value$7.86M
1.66%
Sole
0.00
Shared
0.00
None
63.21K
ALPHABET INC
SOLEShares26.57K
TypeSH
Market value$7.64M
1.61%
Sole
0.00
Shared
0.00
None
26.57K
J P MORGAN EXCHANGE TRADED F
SOLEShares134.98K
TypeSH
Market value$7.04M
1.49%
Sole
0.00
Shared
0.00
None
134.98K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.58K
TypeSH
Market value$6.51M
1.37%
Sole
0.00
Shared
0.00
None
13.58K
META PLATFORMS INC
SOLEShares10.06K
TypeSH
Market value$5.75M
1.21%
Sole
0.00
Shared
0.00
None
10.06K
MORGAN STANLEY ETF TRUST
SOLEShares111.39K
TypeSH
Market value$5.68M
1.20%
Sole
0.00
Shared
0.00
None
111.39K
CAPITAL GRP FIXED INCM ETF T
SOLEShares194.94K
TypeSH
Market value$5.31M
1.12%
Sole
0.00
Shared
0.00
None
194.94K
EXXON MOBIL CORP
SOLEShares30.48K
TypeSH
Market value$5.17M
1.09%
Sole
0.00
Shared
0.00
None
30.48K
ISHARES TR
SOLEShares69.03K
TypeSH
Market value$5.13M
1.08%
Sole
0.00
Shared
0.00
None
69.03K
BROADCOM INC
SOLEShares16.20K
TypeSH
Market value$5.01M
1.06%
Sole
0.00
Shared
0.00
None
16.20K
ALPHABET INC
SOLEShares16.89K
TypeSH
Market value$4.84M
1.02%
Sole
0.00
Shared
0.00
None
16.89K
TESLA INC
SOLEShares12.75K
TypeSH
Market value$4.74M
1.00%
Sole
0.00
Shared
0.00
None
12.75K
GOLDMAN SACHS ETF TR
OTRShares99.35K
TypeSH
Market value$4.28M
0.90%
Sole
0.00
Shared
0.00
None
99.35K
GOLDMAN SACHS ETF TR
OTRShares55.34K
TypeSH
Market value$3.87M
0.82%
Sole
0.00
Shared
0.00
None
55.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 415.65K | SH | $26.64M 5.62% | 0.00 | 0.00 | 415.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 39.99K | SH | $26.12M 5.51% | 0.00 | 0.00 | 39.99K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 168.50K | SH | $19.74M 4.17% | 0.00 | 0.00 | 168.50K |
NVIDIA CORPORATIONSOLE | COM | 97.94K | SH | $17.08M 3.60% | 0.00 | 0.00 | 97.94K |
APPLE INCSOLE | COM | 58.95K | SH | $14.96M 3.16% | 0.00 | 0.00 | 58.95K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 252.43K | SH | $13.64M 2.88% | 0.00 | 0.00 | 252.43K |
MICROSOFT CORPSOLE | COM | 29.82K | SH | $11.04M 2.33% | 0.00 | 0.00 | 29.82K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 36.32K | SH | $10.43M 2.20% | 0.00 | 0.00 | 36.32K |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 179.55K | SH | $9.31M 1.96% | 0.00 | 0.00 | 179.55K |
AMAZON COM INCSOLE | COM | 40.70K | SH | $8.48M 1.79% | 0.00 | 0.00 | 40.70K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | HIGH YIELD ETF | 396.51K | SH | $8.46M 1.79% | 0.00 | 0.00 | 396.51K |
ISHARES TRSOLE | CORE S&P SCP ETF | 63.21K | SH | $7.86M 1.66% | 0.00 | 0.00 | 63.21K |
ALPHABET INCSOLE | CAP STK CL A | 26.57K | SH | $7.64M 1.61% | 0.00 | 0.00 | 26.57K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 134.98K | SH | $7.04M 1.49% | 0.00 | 0.00 | 134.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.58K | SH | $6.51M 1.37% | 0.00 | 0.00 | 13.58K |
META PLATFORMS INCSOLE | CL A | 10.06K | SH | $5.75M 1.21% | 0.00 | 0.00 | 10.06K |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 111.39K | SH | $5.68M 1.20% | 0.00 | 0.00 | 111.39K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 194.94K | SH | $5.31M 1.12% | 0.00 | 0.00 | 194.94K |
EXXON MOBIL CORPSOLE | COM | 30.48K | SH | $5.17M 1.09% | 0.00 | 0.00 | 30.48K |
ISHARES TRSOLE | EAFE VALUE ETF | 69.03K | SH | $5.13M 1.08% | 0.00 | 0.00 | 69.03K |
BROADCOM INCSOLE | COM | 16.20K | SH | $5.01M 1.06% | 0.00 | 0.00 | 16.20K |
ALPHABET INCSOLE | CAP STK CL C | 16.89K | SH | $4.84M 1.02% | 0.00 | 0.00 | 16.89K |
TESLA INCSOLE | COM | 12.75K | SH | $4.74M 1.00% | 0.00 | 0.00 | 12.75K |
GOLDMAN SACHS ETF TROTR | ACTIVEBETA INT | 99.35K | SH | $4.28M 0.90% | 0.00 | 0.00 | 99.35K |
GOLDMAN SACHS ETF TROTR | MARKETBETA INTL | 55.34K | SH | $3.87M 0.82% | 0.00 | 0.00 | 55.34K |
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