Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $440 Million
  • Q2 2025

Drive Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $440 Million distributed in 346 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 $28.8M, Vanguard Ftse Developed Market with a value of $20.8M, J P Morgan Exchg Traded Fd with a value of $14.9M, Apple Inc. with a value of $13.9M, and Vanguard Ftse Emerging Mkts Et with a value of $13.8M.

Examining the 13F form we can see an increase of $26.5M in the current position value, from $413M to 440M.

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 $440 Million
ETFs: $221 Million
Technology: $72.6 Million
Financial Services: $40.7 Million
Communication Services: $23 Million
Consumer Cyclical: $21.5 Million
Industrials: $15.2 Million
Healthcare: $14.6 Million
Consumer Defensive: $11.9 Million
Other: $15.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.8 Million 6.54% of portfolio
46,324
Q2 2025 Reduced 2.27%
$0
$20.8 Million 4.73% of portfolio
364,665
Q2 2025 Added 2.81%
$0
$14.9 Million 3.38% of portfolio
132,922
Q2 2025 Added 18.1%
$4.22T
$13.9 Million 3.15% of portfolio
67,581
Q2 2025 Reduced 0.38%
$0
$13.8 Million 3.15% of portfolio
279,522
Q2 2025 Added 1.0%
$451B
$13.7 Million 3.11% of portfolio
86,524
Q2 2025 Reduced 8.63%
$3.86T
$13.4 Million 3.05% of portfolio
26,919
Q2 2025 Added 2.17%
$0
$11.9 Million 2.7% of portfolio
42,406
Q2 2025 Added 3.03%
$0
$9.73 Million 2.21% of portfolio
233,961
Q2 2025 Added 10.21%
$0
$8.7 Million 1.98% of portfolio
378,760
Q2 2025 Added 3.74%
$2.26T
$8.28 Million 1.88% of portfolio
37,741
Q2 2025 Added 4.64%
$0
$7.97 Million 1.81% of portfolio
72,195
Q2 2025 Reduced 6.58%
$0
$7.92 Million 1.8% of portfolio
158,056
Q2 2025 Reduced 7.17%
$1.65T
$6.92 Million 1.57% of portfolio
9,379
Q2 2025 Added 6.66%
$0
$5.76 Million 1.31% of portfolio
90,770
Q2 2025 Added 1.9%
$646B
$4.73 Million 1.08% of portfolio
9,745
Q2 2025 Reduced 42.45%
$0
$4.68 Million 1.06% of portfolio
42,810
Q2 2025 Added 7.12%
$0
$4.28 Million 0.97% of portfolio
51,568
Q2 2025 Added 6.41%
$0
$3.97 Million 0.9% of portfolio
157,694
Q2 2025 Reduced 1.87%
$139B
$3.87 Million 0.88% of portfolio
14,045
Q2 2025 Reduced 3.58%
$1.4T
$3.87 Million 0.88% of portfolio
12,195
Q2 2025 Reduced 12.09%
$0
$3.87 Million 0.88% of portfolio
163,098
Q2 2025 Reduced 1.8%
$0
$3.73 Million 0.85% of portfolio
12,257
Q2 2025 Reduced 1.92%
$0
$3.64 Million 0.83% of portfolio
344,425
Q2 2025 Added 8.79%
$1.53T
$3.59 Million 0.82% of portfolio
20,261
Q2 2025 Added 1.3%
$470B
$3.56 Million 0.81% of portfolio
33,008
Q2 2025 Added 2.92%
$0
$3.51 Million 0.8% of portfolio
43,473
Q2 2025 Added 33.08%
$568B
$3.14 Million 0.71% of portfolio
8,845
Q2 2025 Added 1.65%
$0
$3.04 Million 0.69% of portfolio
142,151
Q2 2025 Added 388.95%
$288B
$2.74 Million 0.62% of portfolio
27,973
Q2 2025 Reduced 1.35%
$871B
$2.7 Million 0.61% of portfolio
9,309
Q2 2025 Added 1.92%
$0
$2.65 Million 0.6% of portfolio
41,403
Q2 2025 Added 2.21%
$0
$2.61 Million 0.59% of portfolio
442,646
Q2 2025 Added 9.88%
$0
$2.58 Million 0.59% of portfolio
136,010
Q2 2025 Added 10.7%
$0
$2.51 Million 0.57% of portfolio
107,653
Q2 2025 Reduced 1.75%
$0
$2.35 Million 0.54% of portfolio
74,651
Q2 2025 Added 2.71%
$158B
$2.34 Million 0.53% of portfolio
7,845
Q2 2025 Reduced 4.86%
$277B
$2.28 Million 0.52% of portfolio
5,884
Q2 2025 Reduced 2.26%
$223B
$2.28 Million 0.52% of portfolio
16,797
Q2 2025 Added 1.89%
$415B
$2.25 Million 0.51% of portfolio
2,276
Q2 2025 Reduced 10.5%
$0
$2.2 Million 0.5% of portfolio
176,966
Q2 2025 Added 10.87%
$760B
$2.17 Million 0.49% of portfolio
2,778
Q2 2025 Added 12.42%
$0
$2.17 Million 0.49% of portfolio
65,876
Q2 2025 Added 0.61%
$0
$2.15 Million 0.49% of portfolio
3,781
Q2 2025 Reduced 0.42%
$552B
$2.14 Million 0.49% of portfolio
1,601
Q2 2025 Added 4.78%
$0
$2.1 Million 0.48% of portfolio
32,835
Q2 2025 Added 13.08%
$322B
$2.04 Million 0.47% of portfolio
25,516
Q2 2025 Reduced 0.49%
$0
$1.99 Million 0.45% of portfolio
82,151
Q2 2025 Reduced 2.12%
$0
$1.99 Million 0.45% of portfolio
50,004
Q2 2025 Added 0.25%

Summary

  • Portfolio
  • No. of Stocks 346
  • Current Value $440 Million
  • Prior Value $413 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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