Drive Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Drive Wealth Management, Llc disclosed 444 stock positions valued at approximately $561.02M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, J P MORGAN EXCHANGE TRADED F, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 444
- Portfolio Value
- $561.02M
Holdings by Sector
Drive Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 5.22% | 411,307 | -4,345 | -1.05% | $29,305,598 |
| J P MORGAN EXCHANGE TRADED F | BBUS | Other | 4.87% | 202,739 | +34,243 | +20.32% | $27,312,927 |
| ISHARES TR | IVV | Other | 4.85% | 36,359 | -3,634 | -9.09% | $27,228,783 |
| NVIDIA CORPORATION | NVDA | Technology | 3.69% | 103,439 | +5,499 | +5.61% | $20,697,258 |
| APPLE INC | AAPL | Technology | 3.23% | 62,659 | +3,712 | +6.30% | $18,131,027 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.66% | 249,567 | -2,864 | -1.13% | $14,896,613 |
| MICROSOFT CORP | MSFT | Technology | 2.02% | 30,380 | +563 | +1.89% | $11,332,532 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.80% | 42,463 | +1,762 | +4.33% | $10,120,671 |
| VANGUARD INDEX FDS | VO | Other | 1.79% | 124,587 | +88,263 | +242.99% | $10,038,037 |
| ISHARES TR | IJR | Other | 1.68% | 63,722 | +515 | +0.81% | $9,450,548 |
| ALPHABET INC | GOOGL | Communication Services | 1.68% | 26,321 | -244 | -0.92% | $9,406,502 |
| BLACKROCK ETF TRUST II | CLOA | Other | 1.67% | 180,919 | +1,367 | +0.76% | $9,391,498 |
| J P MORGAN EXCHANGE TRADED F | JPLD | Other | 1.43% | 153,466 | +18,483 | +13.69% | $8,009,383 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.30% | 14,528 | +948 | +6.98% | $7,269,519 |
| BROADCOM INC | AVGO | Technology | 1.17% | 17,335 | +1,133 | +6.99% | $6,548,590 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 1.13% | 124,763 | +13,368 | +12.00% | $6,351,560 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.13% | 5,471 | +175 | +3.30% | $6,314,579 |
| ALPHABET INC | GOOG | Communication Services | 1.12% | 17,715 | +826 | +4.89% | $6,259,249 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 1.07% | 218,950 | +24,012 | +12.32% | $5,983,892 |
| CATERPILLAR INC | CAT | Industrials | 1.06% | 5,579 | +204 | +3.80% | $5,940,577 |
| TESLA INC | TSLA | Consumer Cyclical | 1.03% | 13,765 | +1,012 | +7.94% | $5,789,425 |
| META PLATFORMS INC | META | Communication Services | 0.99% | 9,869 | -188 | -1.87% | $5,558,791 |
| ISHARES TR | EFV | Other | 0.95% | 69,271 | +238 | +0.34% | $5,302,673 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.80% | 98,265 | -1,081 | -1.09% | $4,490,705 |
| EXXON MOBIL CORP | XOM | Energy | 0.79% | 32,359 | +1,881 | +6.17% | $4,424,227 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.76% | 7,379 | +155 | +2.15% | $4,286,359 |
| GOLDMAN SACHS ETF TR | GSID | Other | 0.73% | 54,769 | -566 | -1.02% | $4,115,315 |
| VANGUARD INDEX FDS | VTI | Other | 0.73% | 11,111 | -758 | -6.39% | $4,111,582 |
| ISHARES TR | TFLO | Other | 0.71% | 78,911 | +9,252 | +13.28% | $3,995,275 |
| ELI LILLY & CO | LLY | Healthcare | 0.66% | 3,080 | +128 | +4.34% | $3,694,834 |
Showing 30 of 444 holdings in the latest reporting period.