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

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%
NVDA Nvidia Corp Technology	$505B	$17.6 Million 4.03% of portfolio	94,230	Q3 2025 Added 8.91%
AAPL Apple Inc. Technology	$4.35T	$14.4 Million 3.31% of portfolio	56,678	Q3 2025 Reduced 16.13%
MSFT Microsoft Corp Technology	$3.86T	$14.4 Million 3.3% of portfolio	27,770	Q3 2025 Added 3.16%
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%
AMZN Amazon Com Inc Consumer Cyclical	$2.49T	$8.35 Million 1.91% of portfolio	38,027	Q3 2025 Added 0.76%
SRLN Ssga Active Trust ETFs	$0	$7.2 Million 1.65% of portfolio	173,203	Q3 2025 Reduced 25.97%
META Meta Platforms, Inc. Communication Services	$1.46T	$7.09 Million 1.63% of portfolio	9,660	Q3 2025 Added 3.0%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$6.98 Million 1.6% of portfolio	58,747	Q3 2025 Added 37.23%
GOOGL Alphabet Inc. Communication Services	$1.68T	$6.42 Million 1.47% of portfolio	26,419	Q3 2025 Reduced 0.24%
EFV Msci Eafe Value ETF ETFs	$0	$6.07 Million 1.39% of portfolio	89,442	Q3 2025 Reduced 1.46%
TSLA Tesla, Inc. Consumer Cyclical	$1.44T	$5.51 Million 1.26% of portfolio	12,379	Q3 2025 Added 1.51%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$5.15 Million 1.18% of portfolio	61,202	Q3 2025 Added 18.68%
GOOG Alphabet Inc. Communication Services	$1.72T	$4.96 Million 1.14% of portfolio	20,383	Q3 2025 Added 0.6%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$4.85 Million 1.11% of portfolio	9,648	Q3 2025 Reduced 1.0%
AVGO Broadcom Inc. Technology	$150B	$4.82 Million 1.1% of portfolio	14,603	Q3 2025 Added 3.97%
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%
XOM Exxon Mobil Corp Energy	$477B	$3.73 Million 0.85% of portfolio	33,048	Q3 2025 Added 0.12%
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
JPM Jpmorgan Chase & CO Financial Services	$913B	$3.02 Million 0.69% of portfolio	9,589	Q3 2025 Added 3.01%
TFLO Ishares Treasury Floating Rate ETFs	$0	$2.96 Million 0.68% of portfolio	58,503	Q3 2025 New
V Visa Inc. Financial Services	$557B	$2.98 Million 0.68% of portfolio	8,720	Q3 2025 Reduced 1.41%
GSID Goldman Sachs ETF Tr Marketbet ETFs	$0	$2.93 Million 0.67% of portfolio	44,029	Q3 2025 Added 6.34%
WMT Walmart Inc. Consumer Defensive	$275B	$2.91 Million 0.67% of portfolio	28,207	Q3 2025 Added 0.84%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$2.87 Million 0.66% of portfolio	76,021	Q3 2025 New
CAT Caterpillar Inc Industrials	$305B	$2.81 Million 0.64% of portfolio	5,881	Q3 2025 Reduced 0.05%
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
ABT Abbott Laboratories Healthcare	$216B	$2.21 Million 0.51% of portfolio	16,528	Q3 2025 Reduced 1.6%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$2.14 Million 0.49% of portfolio	48,963	Q3 2025 Reduced 2.08%
COST Costco Wholesale Corp Consumer Defensive	$403B	$2.08 Million 0.48% of portfolio	2,250	Q3 2025 Reduced 1.14%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$1.99 Million 0.46% of portfolio	81,716	Q3 2025 Reduced 0.53%
LLY Eli Lilly & CO Healthcare	$820B	$1.94 Million 0.44% of portfolio	2,539	Q3 2025 Reduced 8.6%
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%
NFLX Netflix Inc Communication Services	$498B	$1.83 Million 0.42% of portfolio	1,529	Q3 2025 Reduced 4.5%
ORCL Oracle Corp Technology	$708B	$1.81 Million 0.41% of portfolio	6,434	Q3 2025 Reduced 7.4%
WFC Wells Fargo & Company Financial Services	$330B	$1.81 Million 0.41% of portfolio	21,557	Q3 2025 Reduced 15.52%
CRWD Crowd Strike Holdings, Inc. Technology	$117B	$1.78 Million 0.41% of portfolio	3,626	Q3 2025 Reduced 0.55%

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