Filed: 7/22/2026ACC: 0001754960-26-000602
📋 What this filing means
DRIVE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 459 equity positions with a total reported market value of $561.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
459
Positions
$561.02M
Total AUM (reported)
7.17M
Total Shares
Allocation by class
COM$232.32M41.4%
VAN FTSE DEV MKT$29.31M5.2%
BETABUILDRS US$27.31M4.9%
CORE S&P500 ETF$27.23M4.9%
FTSE EMR MKT ETF$14.90M2.7%
CL A$14.65M2.6%
COM NEW$10.93M1.9%
Portfolio Concentration
Top 3$83.85M14.9%
4–10$94.67M16.9%
11–25$100.54M17.9%
Rest$281.97M50.3%
Top 3 weight
14.9%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 7.17M
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
7.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole449
Shared0
Other10
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings459
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares411.31K
TypeSH
Market value$29.31M
5.22%
Sole
0.00
Shared
0.00
None
411.31K
J P MORGAN EXCHANGE TRADED F
SOLEShares202.74K
TypeSH
Market value$27.31M
4.87%
Sole
0.00
Shared
0.00
None
202.74K
ISHARES TR
SOLEShares36.36K
TypeSH
Market value$27.23M
4.85%
Sole
0.00
Shared
0.00
None
36.36K
NVIDIA CORPORATION
SOLEShares103.44K
TypeSH
Market value$20.70M
3.69%
Sole
0.00
Shared
0.00
None
103.44K
APPLE INC
SOLEShares62.66K
TypeSH
Market value$18.13M
3.23%
Sole
0.00
Shared
0.00
None
62.66K
VANGUARD INTL EQUITY INDEX F
SOLEShares249.57K
TypeSH
Market value$14.90M
2.66%
Sole
0.00
Shared
0.00
None
249.57K
MICROSOFT CORP
SOLEShares30.38K
TypeSH
Market value$11.33M
2.02%
Sole
0.00
Shared
0.00
None
30.38K
AMAZON COM INC
SOLEShares42.46K
TypeSH
Market value$10.12M
1.80%
Sole
0.00
Shared
0.00
None
42.46K
VANGUARD INDEX FDS
SOLEShares124.59K
TypeSH
Market value$10.04M
1.79%
Sole
0.00
Shared
0.00
None
124.59K
ISHARES TR
SOLEShares63.72K
TypeSH
Market value$9.45M
1.68%
Sole
0.00
Shared
0.00
None
63.72K
ALPHABET INC
SOLEShares26.32K
TypeSH
Market value$9.41M
1.68%
Sole
0.00
Shared
0.00
None
26.32K
BLACKROCK ETF TRUST II
SOLEShares180.92K
TypeSH
Market value$9.39M
1.67%
Sole
0.00
Shared
0.00
None
180.92K
J P MORGAN EXCHANGE TRADED F
SOLEShares153.47K
TypeSH
Market value$8.01M
1.43%
Sole
0.00
Shared
0.00
None
153.47K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares374.92K
TypeSH
Market value$7.92M
1.41%
Sole
0.00
Shared
0.00
None
374.92K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.53K
TypeSH
Market value$7.27M
1.30%
Sole
0.00
Shared
0.00
None
14.53K
BROADCOM INC
SOLEShares17.34K
TypeSH
Market value$6.55M
1.17%
Sole
0.00
Shared
0.00
None
17.34K
MORGAN STANLEY ETF TRUST
SOLEShares124.76K
TypeSH
Market value$6.35M
1.13%
Sole
0.00
Shared
0.00
None
124.76K
MICRON TECHNOLOGY INC
SOLEShares5.47K
TypeSH
Market value$6.31M
1.13%
Sole
0.00
Shared
0.00
None
5.47K
ALPHABET INC
SOLEShares17.71K
TypeSH
Market value$6.26M
1.12%
Sole
0.00
Shared
0.00
None
17.71K
CAPITAL GRP FIXED INCM ETF T
SOLEShares218.95K
TypeSH
Market value$5.98M
1.07%
Sole
0.00
Shared
0.00
None
218.95K
CATERPILLAR INC
SOLEShares5.58K
TypeSH
Market value$5.94M
1.06%
Sole
0.00
Shared
0.00
None
5.58K
TESLA INC
SOLEShares13.77K
TypeSH
Market value$5.79M
1.03%
Sole
0.00
Shared
0.00
None
13.77K
META PLATFORMS INC
SOLEShares9.87K
TypeSH
Market value$5.56M
0.99%
Sole
0.00
Shared
0.00
None
9.87K
ISHARES TR
SOLEShares69.27K
TypeSH
Market value$5.30M
0.95%
Sole
0.00
Shared
0.00
None
69.27K
GOLDMAN SACHS ETF TR
OTRShares98.27K
TypeSH
Market value$4.49M
0.80%
Sole
0.00
Shared
0.00
None
98.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 411.31K | SH | $29.31M 5.22% | 0.00 | 0.00 | 411.31K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 202.74K | SH | $27.31M 4.87% | 0.00 | 0.00 | 202.74K |
ISHARES TRSOLE | CORE S&P500 ETF | 36.36K | SH | $27.23M 4.85% | 0.00 | 0.00 | 36.36K |
NVIDIA CORPORATIONSOLE | COM | 103.44K | SH | $20.70M 3.69% | 0.00 | 0.00 | 103.44K |
APPLE INCSOLE | COM | 62.66K | SH | $18.13M 3.23% | 0.00 | 0.00 | 62.66K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 249.57K | SH | $14.90M 2.66% | 0.00 | 0.00 | 249.57K |
MICROSOFT CORPSOLE | COM | 30.38K | SH | $11.33M 2.02% | 0.00 | 0.00 | 30.38K |
AMAZON COM INCSOLE | COM | 42.46K | SH | $10.12M 1.80% | 0.00 | 0.00 | 42.46K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 124.59K | SH | $10.04M 1.79% | 0.00 | 0.00 | 124.59K |
ISHARES TRSOLE | CORE S&P SCP ETF | 63.72K | SH | $9.45M 1.68% | 0.00 | 0.00 | 63.72K |
ALPHABET INCSOLE | CAP STK CL A | 26.32K | SH | $9.41M 1.68% | 0.00 | 0.00 | 26.32K |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 180.92K | SH | $9.39M 1.67% | 0.00 | 0.00 | 180.92K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 153.47K | SH | $8.01M 1.43% | 0.00 | 0.00 | 153.47K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | HIGH YIELD ETF | 374.92K | SH | $7.92M 1.41% | 0.00 | 0.00 | 374.92K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.53K | SH | $7.27M 1.30% | 0.00 | 0.00 | 14.53K |
BROADCOM INCSOLE | COM | 17.34K | SH | $6.55M 1.17% | 0.00 | 0.00 | 17.34K |
MORGAN STANLEY ETF TRUSTSOLE | EATO VANC BD ETF | 124.76K | SH | $6.35M 1.13% | 0.00 | 0.00 | 124.76K |
MICRON TECHNOLOGY INCSOLE | COM | 5.47K | SH | $6.31M 1.13% | 0.00 | 0.00 | 5.47K |
ALPHABET INCSOLE | CAP STK CL C | 17.71K | SH | $6.26M 1.12% | 0.00 | 0.00 | 17.71K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 218.95K | SH | $5.98M 1.07% | 0.00 | 0.00 | 218.95K |
CATERPILLAR INCSOLE | COM | 5.58K | SH | $5.94M 1.06% | 0.00 | 0.00 | 5.58K |
TESLA INCSOLE | COM | 13.77K | SH | $5.79M 1.03% | 0.00 | 0.00 | 13.77K |
META PLATFORMS INCSOLE | CL A | 9.87K | SH | $5.56M 0.99% | 0.00 | 0.00 | 9.87K |
ISHARES TRSOLE | EAFE VALUE ETF | 69.27K | SH | $5.30M 0.95% | 0.00 | 0.00 | 69.27K |
GOLDMAN SACHS ETF TROTR | ACTIVEBETA INT | 98.27K | SH | $4.49M 0.80% | 0.00 | 0.00 | 98.27K |
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