DRIVE WEALTH MANAGEMENT, LLC

CIK 0001952781 · LEHI, UT · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

DRIVE WEALTH MANAGEMENT, LLC reported 459 positions worth $561.0M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VEA (5.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$561.0M
2026 Q2
Positions
459
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.8%
Est. Net Flow (Q)
2026 Q2
10 / 459 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX-MANAGED FDSSH$29.3M5.22%411,307
2BBUSJ P MORGAN EXCHANGE TRADED FSH$27.3M4.87%202,739
3IVVISHARES TRSH$27.2M4.85%36,359
4NVDANVIDIA CORPORATIONSH$20.7M3.69%103,439
5AAPLAPPLE INCSH$18.1M3.23%62,659
6VWOVANGUARD INTL EQUITY INDEX FSH$14.9M2.66%249,567
7MSFTMICROSOFT CORPSH$11.3M2.02%30,380
8AMZNAMAZON COM INCSH$10.1M1.80%42,463
9VOVANGUARD INDEX FDSSH$10.0M1.79%124,587
10IJRISHARES TRSH$9.5M1.68%63,722

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does DRIVE WEALTH MANAGEMENT, LLC hold as of Q2 2026?

DRIVE WEALTH MANAGEMENT, LLC reported 459 positions worth $561.0M in its Q2 2026 13F filing. Largest positions: VEA (5.2%), BBUS (4.9%), IVV (4.9%), NVDA (3.7%) and AAPL (3.2%).

What did DRIVE WEALTH MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did DRIVE WEALTH MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.