Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $440 Million
  • Q2 2025

Drive Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $440 Million distributed in 346 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28.8M, Vanguard Ftse Developed Market with a value of $20.8M, J P Morgan Exchg Traded Fd with a value of $14.9M, Apple Inc. with a value of $13.9M, and Vanguard Ftse Emerging Mkts Et with a value of $13.8M.

Examining the 13F form we can see an increase of $26.5M in the current position value, from $413M to 440M.

Drive Wealth Management, LLC is based out at Lehi, UT

Below you can find more details about Drive Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $440 Million
ETFs: $221 Million
Technology: $72.6 Million
Financial Services: $40.7 Million
Communication Services: $23 Million
Consumer Cyclical: $21.5 Million
Industrials: $15.2 Million
Healthcare: $14.6 Million
Consumer Defensive: $11.9 Million
Other: $15.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.8 Million 6.54% of portfolio
46,324
Q2 2025 Reduced 2.27%
$0
$20.8 Million 4.73% of portfolio
364,665
Q2 2025 Added 2.81%
$0
$14.9 Million 3.38% of portfolio
132,922
Q2 2025 Added 18.1%
$0
$13.8 Million 3.15% of portfolio
279,522
Q2 2025 Added 1.0%
$0
$11.9 Million 2.7% of portfolio
42,406
Q2 2025 Added 3.03%
$0
$9.73 Million 2.21% of portfolio
233,961
Q2 2025 Added 10.21%
$0
$8.7 Million 1.98% of portfolio
378,760
Q2 2025 Added 3.74%
$0
$7.97 Million 1.81% of portfolio
72,195
Q2 2025 Reduced 6.58%
$0
$7.92 Million 1.8% of portfolio
158,056
Q2 2025 Reduced 7.17%
$0
$5.76 Million 1.31% of portfolio
90,770
Q2 2025 Added 1.9%
$0
$4.68 Million 1.06% of portfolio
42,810
Q2 2025 Added 7.12%
$0
$4.28 Million 0.97% of portfolio
51,568
Q2 2025 Added 6.41%
$0
$3.97 Million 0.9% of portfolio
157,694
Q2 2025 Reduced 1.87%
$0
$3.87 Million 0.88% of portfolio
163,098
Q2 2025 Reduced 1.8%
$0
$3.73 Million 0.85% of portfolio
12,257
Q2 2025 Reduced 1.92%
$0
$3.64 Million 0.83% of portfolio
344,425
Q2 2025 Added 8.79%
$0
$3.04 Million 0.69% of portfolio
142,151
Q2 2025 Added 388.95%
$0
$2.65 Million 0.6% of portfolio
41,403
Q2 2025 Added 2.21%
$0
$2.51 Million 0.57% of portfolio
107,653
Q2 2025 Reduced 1.75%
$0
$2.35 Million 0.54% of portfolio
74,651
Q2 2025 Added 2.71%
$0
$2.17 Million 0.49% of portfolio
65,876
Q2 2025 Added 0.61%
$0
$2.15 Million 0.49% of portfolio
3,781
Q2 2025 Reduced 0.42%
$0
$2.1 Million 0.48% of portfolio
32,835
Q2 2025 Added 13.08%
$0
$1.99 Million 0.45% of portfolio
82,151
Q2 2025 Reduced 2.12%
$0
$1.99 Million 0.45% of portfolio
50,004
Q2 2025 Added 0.25%
$0
$1.83 Million 0.42% of portfolio
10,024
Q2 2025 Added 69.07%
$0
$1.82 Million 0.41% of portfolio
79,505
Q2 2025 Reduced 1.43%
$0
$1.81 Million 0.41% of portfolio
33,256
Q2 2025 Added 13.44%
$0
$1.79 Million 0.41% of portfolio
31,436
Q2 2025 Added 13.55%
$0
$1.72 Million 0.39% of portfolio
81,800
Q2 2025 Reduced 1.7%
$0
$1.73 Million 0.39% of portfolio
94,109
Q2 2025 Added 19.05%
$0
$1.7 Million 0.39% of portfolio
77,120
Q2 2025 Reduced 2.05%
$0
$1.65 Million 0.38% of portfolio
47,901
Q2 2025 Added 2.48%
$0
$1.62 Million 0.37% of portfolio
28,278
Q2 2025 Added 2.94%
$0
$1.62 Million 0.37% of portfolio
69,402
Q2 2025 Reduced 2.01%
$0
$1.59 Million 0.36% of portfolio
62,612
Q2 2025 Reduced 2.19%
$0
$1.59 Million 0.36% of portfolio
54,013
Q2 2025 Added 3.87%
$0
$1.41 Million 0.32% of portfolio
31,138
Q2 2025 Reduced 2.05%
$0
$1.34 Million 0.3% of portfolio
66,036
Q2 2025 Added 0.31%
$0
$1.29 Million 0.29% of portfolio
3,032
Q2 2025 Added 1.0%
$0
$1.2 Million 0.27% of portfolio
12,610
Q2 2025 Added 8.73%
$0
$1.13 Million 0.26% of portfolio
18,785
Q2 2025 Added 0.97%
$0
$1.1 Million 0.25% of portfolio
24,351
Q2 2025 Reduced 8.28%
$0
$984,000 0.22% of portfolio
8,363
Q2 2025 New
$0
$908,000 0.21% of portfolio
1,470
Q2 2025 Added 13.34%
$0
$943,000 0.21% of portfolio
14,081
Q2 2025 Reduced 27.74%
$0
$830,000 0.19% of portfolio
15,871
Q2 2025 Reduced 2.41%
$0
$791,000 0.18% of portfolio
18,724
Q2 2025 Reduced 2.84%
$0
$685,000 0.16% of portfolio
25,877
Q2 2025 Reduced 0.45%

Summary

  • Portfolio
  • No. of Stocks 346
  • Current Value $440 Million
  • Prior Value $413 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
Track This Portfolio

Track Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email