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 Trade History
$111B
$205,000 0.05% of portfolio
624
Q3 2025 New
$0
$218,000 0.05% of portfolio
2,622
Q3 2025 Reduced 26.45%
$102B
$228,000 0.05% of portfolio
1,595
Q3 2025 New
$99.5B
$230,000 0.05% of portfolio
5,114
Q3 2025 Reduced 17.02%
$0
$237,000 0.05% of portfolio
4,080
Q3 2025 Reduced 0.83%
$77.2B
$237,000 0.05% of portfolio
1,119
Q3 2025 Added 5.47%
$23.5B
$229,000 0.05% of portfolio
391
Q3 2025 New
$32.1B
$217,000 0.05% of portfolio
9,302
Q3 2025 New
$177B
$235,000 0.05% of portfolio
1,210
Q3 2025 Reduced 3.04%
$59.6B
$216,000 0.05% of portfolio
1,007
Q3 2025 New
$50.4B
$229,000 0.05% of portfolio
3,758
Q3 2025 Added 4.51%
$4.74B
$212,000 0.05% of portfolio
2,514
Q3 2025 New
$136B
$209,000 0.05% of portfolio
566
Q3 2025 Reduced 27.99%
$74.3B
$222,000 0.05% of portfolio
1,109
Q3 2025 Added 1.74%
$574M
$226,000 0.05% of portfolio
25,141
Q3 2025 Reduced 78.98%
$81.3B
$185,000 0.04% of portfolio
40,773
Q3 2025 Reduced 0.71%
$17.8B
$155,000 0.04% of portfolio
4,493
Q3 2025 Added 0.9%
$8.36B
$187,000 0.04% of portfolio
10,221
Q3 2025 New
$31.3B
$165,000 0.04% of portfolio
14,968
Q3 2025 Added 1.21%
$2.07B
$156,000 0.04% of portfolio
22,960
Q3 2025 Added 5.32%
$2.31B
$183,000 0.04% of portfolio
13,142
Q3 2025 Reduced 0.3%
$24.8B
$149,000 0.03% of portfolio
29,420
Q3 2025 Added 1.47%
$14.5B
$84,000 0.02% of portfolio
32,122
Q3 2025 Reduced 2.66%
$44.3B
$96,000 0.02% of portfolio
10,808
Q3 2025 Reduced 85.5%
$5.24B
$80,000 0.02% of portfolio
20,697
Q3 2025 Reduced 4.44%
$37.7B
$67,000 0.02% of portfolio
14,106
Q3 2025 Reduced 8.18%
$1.38B
$68,000 0.02% of portfolio
11,934
Q3 2025 New
$47.3B
$75,000 0.02% of portfolio
13,581
Q3 2025 Reduced 4.83%
$255M
$47,000 0.01% of portfolio
18,200
Q3 2025 Reduced 28.55%
$10.2M
$3,000 0.0% of portfolio
10,000
Q3 2025 Reduced 50.0%
-
$0 0.0% of portfolio
-
Q3 2025 New
F&G Annuities & Life Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Anglogold Ashanti PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.59%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 8.39%
Fortuna Mng Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.7%
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.57%
Ferrovial Se
-
$0 0.0% of portfolio
-
Q3 2025 New
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 26.88%
Tortoise Capital Series Trus
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.11%
Hafnia LTD
-
$0 0.0% of portfolio
-
Q3 2025 Added 74.73%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 4.86%
Techtarget Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.28%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.17%
Barrick Mng Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Simplify Exchange Traded Fun
-
$0 0.0% of portfolio
-
Q3 2025 Added 22.36%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.51%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.33%

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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