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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$28.6 Million 6.56% of portfolio	42,735	Q3 2025 Reduced 7.75%
VEA Vanguard Ftse Developed Market ETFs	$0	$22.3 Million 5.1% of portfolio	371,458	Q3 2025 Added 1.86%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$19 Million 4.35% of portfolio	157,136	Q3 2025 Added 18.22%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$13.5 Million 3.1% of portfolio	249,172	Q3 2025 Reduced 10.86%
VO Vanguard Mid Cap ETF ETFs	$0	$11.6 Million 2.65% of portfolio	39,334	Q3 2025 Reduced 7.24%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$8.38 Million 1.92% of portfolio	362,305	Q3 2025 Reduced 4.34%
SRLN Ssga Active Trust ETFs	$0	$7.2 Million 1.65% of portfolio	173,203	Q3 2025 Reduced 25.97%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$6.98 Million 1.6% of portfolio	58,747	Q3 2025 Added 37.23%
EFV Msci Eafe Value ETF ETFs	$0	$6.07 Million 1.39% of portfolio	89,442	Q3 2025 Reduced 1.46%

VCIT Vanguard Intermediate Term Cor ETFs	$0	$5.15 Million 1.18% of portfolio	61,202	Q3 2025 Added 18.68%
VTI Vanguard Total Stock Market Et ETFs	$0	$4.01 Million 0.92% of portfolio	12,234	Q3 2025 Reduced 0.19%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$3.95 Million 0.91% of portfolio	156,860	Q3 2025 Reduced 0.53%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$3.84 Million 0.88% of portfolio	161,858	Q3 2025 Reduced 0.76%
CDX Simplify Exch.Trad Fds Simplif ETFs	$0	$3.08 Million 0.71% of portfolio	134,300	Q3 2025 New
SJNK Spdr Bloomberg Short Term High ETFs	$0	$3.11 Million 0.71% of portfolio	121,590	Q3 2025 New
TFLO Ishares Treasury Floating Rate ETFs	$0	$2.96 Million 0.68% of portfolio	58,503	Q3 2025 New
GSID Goldman Sachs ETF Tr Marketbet ETFs	$0	$2.93 Million 0.67% of portfolio	44,029	Q3 2025 Added 6.34%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$2.87 Million 0.66% of portfolio	76,021	Q3 2025 New

GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$2.49 Million 0.57% of portfolio	79,042	Q3 2025 Added 5.88%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$2.49 Million 0.57% of portfolio	106,629	Q3 2025 Reduced 0.95%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.36 Million 0.54% of portfolio	3,847	Q3 2025 Added 1.75%
FNDE Schwab Fundamental Emerging Mk ETFs	$0	$2.35 Million 0.54% of portfolio	64,851	Q3 2025 Reduced 1.56%
JPIE J P Morgan Exchange Traded Fd	$0	$2.32 Million 0.53% of portfolio	50,021	Q3 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$2.14 Million 0.49% of portfolio	48,963	Q3 2025 Reduced 2.08%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$1.99 Million 0.46% of portfolio	81,716	Q3 2025 Reduced 0.53%
DGRO Ishares Core Dividend Growth E ETFs	$0	$1.85 Million 0.43% of portfolio	27,244	Q3 2025 Reduced 17.03%
PXF Invesco Iftse Rafi Dev Mkts Ex ETFs	$0	$1.82 Million 0.42% of portfolio	29,790	Q3 2025 Added 5.35%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$1.82 Million 0.42% of portfolio	79,276	Q3 2025 Reduced 0.29%
IBDW Ishares Tr Ibonds Dec 2031 Ter	$0	$1.73 Million 0.4% of portfolio	81,683	Q3 2025 Reduced 0.14%
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	$0	$1.73 Million 0.4% of portfolio	45,692	Q3 2025 Reduced 4.61%
DIHP Dimensional ETF Tr Dimensional ETFs	$0	$1.75 Million 0.4% of portfolio	57,746	Q3 2025 Added 6.91%
IBDV Ishares Tr Technology	$0	$1.7 Million 0.39% of portfolio	76,691	Q3 2025 Reduced 0.56%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$1.62 Million 0.37% of portfolio	69,125	Q3 2025 Reduced 0.4%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$1.59 Million 0.36% of portfolio	62,286	Q3 2025 Reduced 0.52%
PXH Invesco ETF Tr Ii Ftse Rafi Em ETFs	$0	$1.39 Million 0.32% of portfolio	68,755	Q3 2025 Added 4.12%
MORT Vaneck ETF Tr Mtg Reit Income ETFs	$0	$1.37 Million 0.31% of portfolio	127,503	Q3 2025 Reduced 62.98%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.34 Million 0.31% of portfolio	6,899	Q3 2025 Reduced 31.18%
SPYG Spdr Portfolio ETFs	$0	$1.27 Million 0.29% of portfolio	12,198	Q3 2025 Reduced 3.27%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$1.14 Million 0.26% of portfolio	18,125	Q3 2025 Reduced 3.51%
IHDG Wisdomtree Tr ETFs	$0	$931,000 0.21% of portfolio	20,225	Q3 2025 Reduced 16.94%
HYG Ishares Tr ETFs	$0	$926,000 0.21% of portfolio	11,415	Q3 2025 Reduced 73.74%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$872,000 0.2% of portfolio	15,272	Q3 2025 Reduced 51.42%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$874,000 0.2% of portfolio	15,195	Q3 2025 Reduced 54.31%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$821,000 0.19% of portfolio	14,850	Q3 2025 Reduced 6.43%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$836,000 0.19% of portfolio	18,709	Q3 2025 Reduced 0.08%
IAU Ishares Gold Trust ETFs	$65.3B	$759,000 0.17% of portfolio	10,432	Q3 2025 Added 0.01%
DEM Wisdomtree Tr Emerging Mkts Hi ETFs	$0	$744,000 0.17% of portfolio	16,188	Q3 2025 Reduced 48.01%
DFIV Dimensional ETF Tr ETFs	$0	$681,000 0.16% of portfolio	14,775	Q3 2025 Added 0.54%
NTSE Wisdomtree Tr Emerging Mkts Ef ETFs	$0	$669,000 0.15% of portfolio	18,469	Q3 2025 Added 5.65%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$614,000 0.14% of portfolio	1,024	Q3 2025 Reduced 6.23%

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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Drive Wealth Management, LLC Portfolio Holdings