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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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