Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $436 Million
  • Q3 2025

Drive Wealth Management, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $436 Million distributed in 358 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 $28.6M, Vanguard Ftse Developed Market with a value of $22.3M, J P Morgan Exchg Traded Fd with a value of $19M, Nvidia Corp with a value of $17.6M, and Apple Inc. with a value of $14.4M.

Examining the 13F form we can see an decrease of $3.5M in the current position value, from $440M to 436M.

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 $436 Million
ETFs: $208 Million
Technology: $79.8 Million
Financial Services: $32.5 Million
Communication Services: $26.1 Million
Consumer Cyclical: $24.4 Million
Industrials: $15.9 Million
Healthcare: $14.2 Million
Consumer Defensive: $12.4 Million
Other: $17.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$17.6 Million 4.03% of portfolio
94,230
Q3 2025 Added 8.91%
$4.3T
$14.4 Million 3.31% of portfolio
56,678
Q3 2025 Reduced 16.13%
$3.78T
$14.4 Million 3.3% of portfolio
27,770
Q3 2025 Added 3.16%
$2.39T
$8.35 Million 1.91% of portfolio
38,027
Q3 2025 Added 0.76%
$1.37T
$7.09 Million 1.63% of portfolio
9,660
Q3 2025 Added 3.0%
$1.65T
$6.42 Million 1.47% of portfolio
26,419
Q3 2025 Reduced 0.24%
$1.29T
$5.51 Million 1.26% of portfolio
12,379
Q3 2025 Added 1.51%
$1.74T
$4.96 Million 1.14% of portfolio
20,383
Q3 2025 Added 0.6%
$662B
$4.85 Million 1.11% of portfolio
9,648
Q3 2025 Reduced 1.0%
$139B
$4.82 Million 1.1% of portfolio
14,603
Q3 2025 Added 3.97%
$490B
$3.73 Million 0.85% of portfolio
33,048
Q3 2025 Added 0.12%
$881B
$3.02 Million 0.69% of portfolio
9,589
Q3 2025 Added 3.01%
$533B
$2.98 Million 0.68% of portfolio
8,720
Q3 2025 Reduced 1.41%
$279B
$2.91 Million 0.67% of portfolio
28,207
Q3 2025 Added 0.84%
$291B
$2.81 Million 0.64% of portfolio
5,881
Q3 2025 Reduced 0.05%
$228B
$2.21 Million 0.51% of portfolio
16,528
Q3 2025 Reduced 1.6%
$971B
$1.94 Million 0.44% of portfolio
2,539
Q3 2025 Reduced 8.6%
$49.1B
$1.83 Million 0.42% of portfolio
1,529
Q3 2025 Reduced 4.5%
$593B
$1.81 Million 0.41% of portfolio
6,434
Q3 2025 Reduced 7.4%
$317B
$1.81 Million 0.41% of portfolio
21,557
Q3 2025 Reduced 15.52%
$115B
$1.78 Million 0.41% of portfolio
3,626
Q3 2025 Reduced 0.55%
$303B
$1.75 Million 0.4% of portfolio
11,281
Q3 2025 Added 14.59%
$224B
$1.69 Million 0.39% of portfolio
5,561
Q3 2025 Added 2.91%
$144B
$1.57 Million 0.36% of portfolio
3,443
Q3 2025 Reduced 2.05%
$136B
$1.52 Million 0.35% of portfolio
6,423
Q3 2025 Reduced 3.82%
$512B
$1.53 Million 0.35% of portfolio
2,682
Q3 2025 Added 4.72%
$414B
$1.5 Million 0.34% of portfolio
6,488
Q3 2025 Added 1.15%
$1.46T
$1.39 Million 0.32% of portfolio
4,964
Q3 2025 Reduced 5.03%
$37.9B
$1.24 Million 0.29% of portfolio
15,120
Q3 2025 Reduced 2.83%
$346B
$1.21 Million 0.28% of portfolio
7,887
Q3 2025 Reduced 1.87%
$367B
$1.23 Million 0.28% of portfolio
3,027
Q3 2025 Reduced 21.23%
$342B
$1.17 Million 0.27% of portfolio
6,398
Q3 2025 Added 14.21%
$237B
$1.15 Million 0.26% of portfolio
4,863
Q3 2025 Reduced 4.46%
$319B
$1.13 Million 0.26% of portfolio
16,501
Q3 2025 Reduced 0.63%
$17.1B
$1.15 Million 0.26% of portfolio
13,668
Q3 2025 Reduced 2.92%
$182B
$1.03 Million 0.24% of portfolio
1,511
Q3 2025 Added 1.61%
$181B
$1.05 Million 0.24% of portfolio
37,338
Q3 2025 Reduced 16.95%
$413B
$990,000 0.23% of portfolio
19,199
Q3 2025 Added 1.79%
$69.1B
$1.01 Million 0.23% of portfolio
11,959
Q3 2025 Added 22.53%
$388B
$966,000 0.22% of portfolio
5,975
Q3 2025 Added 31.67%
$328B
$956,000 0.22% of portfolio
3,180
Q3 2025 Added 1.92%
$79.6B
$949,000 0.22% of portfolio
7,674
Q3 2025 Added 0.45%
$4.7B
$937,000 0.21% of portfolio
32,046
Q3 2025 Added 5.85%
$258B
$911,000 0.21% of portfolio
5,446
Q3 2025 Added 2.39%
$151B
$926,000 0.21% of portfolio
2,626
Q3 2025 Reduced 5.27%
$120B
$900,000 0.21% of portfolio
28,668
Q3 2025 Reduced 8.96%
$163B
$898,000 0.21% of portfolio
1,250
Q3 2025 Added 17.15%
$191B
$863,000 0.2% of portfolio
160
Q3 2025 Added 9.59%
$237B
$836,000 0.19% of portfolio
5,156
Q3 2025 Reduced 30.39%

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $436 Million
  • Prior Value $440 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 47 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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