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
RA Brookfield Real Assets Income Fund Inc. Financial Services	$0	$1.95 Million 0.44% of portfolio	146,193	Q2 2025 Added 14.94%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.83 Million 0.42% of portfolio	10,024	Q2 2025 Added 69.07%
CRWD Crowd Strike Holdings, Inc. Technology	$108B	$1.86 Million 0.42% of portfolio	3,646	Q2 2025 Reduced 0.16%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$1.82 Million 0.41% of portfolio	79,505	Q2 2025 Reduced 1.43%
DE Deere & CO Industrials	$139B	$1.79 Million 0.41% of portfolio	3,515	Q2 2025 Added 1.65%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$1.81 Million 0.41% of portfolio	33,256	Q2 2025 Added 13.44%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$1.79 Million 0.41% of portfolio	31,436	Q2 2025 Added 13.55%
IBDW Ishares Tr Ibonds Dec 2031 Ter	$0	$1.72 Million 0.39% of portfolio	81,800	Q2 2025 Reduced 1.7%
SVOL Simplify ETF Simplify Volatili ETFs	$0	$1.73 Million 0.39% of portfolio	94,109	Q2 2025 Added 19.05%
IBDV Ishares Tr Technology	$0	$1.7 Million 0.39% of portfolio	77,120	Q2 2025 Reduced 2.05%
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	$0	$1.65 Million 0.38% of portfolio	47,901	Q2 2025 Added 2.48%
PXF Invesco Iftse Rafi Dev Mkts Ex ETFs	$0	$1.62 Million 0.37% of portfolio	28,278	Q2 2025 Added 2.94%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$1.62 Million 0.37% of portfolio	69,402	Q2 2025 Reduced 2.01%
MCD Mcdonalds Corp Consumer Cyclical	$226B	$1.58 Million 0.36% of portfolio	5,404	Q2 2025 Reduced 0.39%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$1.59 Million 0.36% of portfolio	62,612	Q2 2025 Reduced 2.19%
DIHP Dimensional ETF Tr Dimensional ETFs	$0	$1.59 Million 0.36% of portfolio	54,013	Q2 2025 Added 3.87%
UNP Union Pacific Corp Industrials	$139B	$1.54 Million 0.35% of portfolio	6,678	Q2 2025 Reduced 7.58%
ORCL Oracle Corp Technology	$742B	$1.52 Million 0.35% of portfolio	6,948	Q2 2025 Added 2.57%
MA Mastercard Inc Financial Services	$546B	$1.44 Million 0.33% of portfolio	2,561	Q2 2025 Reduced 0.85%
HD Home Depot, Inc. Consumer Cyclical	$400B	$1.41 Million 0.32% of portfolio	3,843	Q2 2025 Added 0.58%
DEM Wisdomtree Tr Emerging Mkts Hi ETFs	$0	$1.41 Million 0.32% of portfolio	31,138	Q2 2025 Reduced 2.05%
CVX Chevron Corp Energy	$301B	$1.41 Million 0.32% of portfolio	9,845	Q2 2025 Reduced 11.54%
CRM Salesforce, Inc. Technology	$263B	$1.39 Million 0.32% of portfolio	5,090	Q2 2025 Reduced 5.04%
PM Philip Morris International Inc. Consumer Defensive	$236B	$1.35 Million 0.31% of portfolio	7,407	Q2 2025 Added 69.03%
PXH Invesco ETF Tr Ii Ftse Rafi Em ETFs	$0	$1.34 Million 0.3% of portfolio	66,036	Q2 2025 Added 0.31%
T At&T Inc. Communication Services	$186B	$1.3 Million 0.3% of portfolio	44,959	Q2 2025 Added 60.06%
PG Procter & Gamble CO Consumer Defensive	$359B	$1.28 Million 0.29% of portfolio	8,037	Q2 2025 Added 3.14%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.29 Million 0.29% of portfolio	3,032	Q2 2025 Added 1.0%
ABBV Abb Vie Inc. Healthcare	$409B	$1.19 Million 0.27% of portfolio	6,414	Q2 2025 Added 2.2%
SPYG Spdr Portfolio ETFs	$0	$1.2 Million 0.27% of portfolio	12,610	Q2 2025 Added 8.73%
SYY Sysco Corp Consumer Defensive	$40.1B	$1.18 Million 0.27% of portfolio	15,560	Q2 2025 Reduced 2.45%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.53T	$1.18 Million 0.27% of portfolio	5,227	Q2 2025 Added 2.61%
INTU Intuit Inc Technology	$190B	$1.17 Million 0.27% of portfolio	1,487	Q2 2025 Added 4.87%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$1.13 Million 0.26% of portfolio	18,785	Q2 2025 Added 0.97%
TXT Textron Inc Industrials	$17.6B	$1.13 Million 0.26% of portfolio	14,079	Q2 2025 Reduced 0.56%
CSCO Cisco Systems, Inc. Technology	$290B	$1.15 Million 0.26% of portfolio	16,605	Q2 2025 Added 2.7%
CMCSA Comcast Corp Communication Services	$132B	$1.12 Million 0.26% of portfolio	31,489	Q2 2025 Reduced 0.61%
IHDG Wisdomtree Tr ETFs	$0	$1.1 Million 0.25% of portfolio	24,351	Q2 2025 Reduced 8.28%
ADBE Adobe Inc. Technology	$166B	$1.07 Million 0.24% of portfolio	2,772	Q2 2025 Reduced 7.07%
KREF Kkr Real Estate Finance Trust Inc. Real Estate	$591M	$1.05 Million 0.24% of portfolio	119,601	Q2 2025 Added 12.89%
NCNO N Cino, Inc. Technology	$2.75B	$982,000 0.22% of portfolio	35,123	Q2 2025 Reduced 0.67%
QLD Proshares Ultra Qqq ETFs	$0	$984,000 0.22% of portfolio	8,363	Q2 2025 New
KO Coca Cola CO Consumer Defensive	$308B	$929,000 0.21% of portfolio	13,135	Q2 2025 Added 21.47%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$908,000 0.21% of portfolio	1,470	Q2 2025 Added 13.34%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$943,000 0.21% of portfolio	14,081	Q2 2025 Reduced 27.74%
BAC Bank Of America Corp Financial Services	$413B	$892,000 0.2% of portfolio	18,862	Q2 2025 Added 1.84%
BKNG Booking Holdings Inc. Consumer Cyclical	$210B	$845,000 0.19% of portfolio	146	Q2 2025 Added 15.87%
WM Waste Management Inc Industrials	$88.2B	$850,000 0.19% of portfolio	3,719	Q2 2025 Added 2.68%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$830,000 0.19% of portfolio	15,871	Q2 2025 Reduced 2.41%
HCA Hca Healthcare, Inc. Healthcare	$124B	$783,000 0.18% of portfolio	2,044	Q2 2025 Added 5.47%

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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Drive Wealth Management, LLC Portfolio Holdings