Drive Wealth Management, Llc Portfolio Stock Holdings
Drive Wealth Management, Llc disclosed 376 stock positions valued at approximately $473.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, ISHARES TR, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 376
- Portfolio Value
- $473.9M
Holdings by Sector
Drive Wealth Management, Llc Portfolio Holdings in Q1 2026
362 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 5.62% | 415,652 | +9,108 | +2.24% | $26,635,005 |
| ISHARES TR | IVV | Other | 5.51% | 39,993 | -890 | -2.18% | $26,123,666 |
| J P MORGAN EXCHANGE TRADED F | BBUS | Other | 4.17% | 168,496 | +22,103 | +15.10% | $19,744,326 |
| NVIDIA CORPORATION | NVDA | Technology | 3.60% | 97,940 | +2,723 | +2.86% | $17,081,687 |
| APPLE INC | AAPL | Technology | 3.16% | 58,947 | -201 | -0.34% | $14,960,240 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.88% | 252,431 | +4,651 | +1.88% | $13,643,898 |
| MICROSOFT CORP | MSFT | Technology | 2.33% | 29,817 | +1,131 | +3.94% | $11,037,685 |
| VANGUARD INDEX FDS | VO | Other | 2.20% | 36,324 | +1,274 | +3.63% | $10,431,617 |
| BLACKROCK ETF TRUST II | CLOA | Other | 1.96% | 179,552 | -38,954 | -17.83% | $9,307,082 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.79% | 40,701 | +497 | +1.24% | $8,476,703 |
| ISHARES TR | IJR | Other | 1.66% | 63,207 | +4,595 | +7.84% | $7,857,278 |
| ALPHABET INC | GOOGL | Communication Services | 1.61% | 26,565 | -172 | -0.64% | $7,638,807 |
| J P MORGAN EXCHANGE TRADED F | JPLD | Other | 1.49% | 134,983 | -28,649 | -17.51% | $7,044,765 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.37% | 13,580 | +1,641 | +13.74% | $6,507,275 |
| META PLATFORMS INC | META | Communication Services | 1.21% | 10,057 | +465 | +4.85% | $5,753,864 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 1.20% | 111,395 | +26,045 | +30.52% | $5,676,216 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 1.12% | 194,938 | -38,016 | -16.32% | $5,308,160 |
| EXXON MOBIL CORP | XOM | Energy | 1.09% | 30,478 | -1,327 | -4.17% | $5,170,977 |
| ISHARES TR | EFV | Other | 1.08% | 69,033 | -13,011 | -15.86% | $5,132,607 |
| BROADCOM INC | AVGO | Technology | 1.06% | 16,202 | -798 | -4.69% | $5,014,684 |
| ALPHABET INC | GOOG | Communication Services | 1.02% | 16,889 | -2,158 | -11.33% | $4,844,782 |
| TESLA INC | TSLA | Consumer Cyclical | 1.00% | 12,753 | -268 | -2.06% | $4,740,809 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.90% | 99,346 | +11,211 | +12.72% | $4,284,793 |
| GOLDMAN SACHS ETF TR | GSID | Other | 0.82% | 55,335 | +6,346 | +12.95% | $3,867,377 |
| CATERPILLAR INC | CAT | Industrials | 0.80% | 5,375 | -557 | -9.39% | $3,808,221 |
| VANGUARD INDEX FDS | VTI | Other | 0.80% | 11,869 | +145 | +1.24% | $3,807,496 |
| WALMART INC | WMT | Consumer Defensive | 0.77% | 29,169 | -1,433 | -4.68% | $3,632,409 |
| ISHARES TR | TFLO | Other | 0.74% | 69,659 | -15,555 | -18.25% | $3,526,798 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.67% | 74,388 | +8,324 | +12.60% | $3,151,802 |
| ISHARES TR | IBDR | Other | 0.65% | 126,419 | -21,510 | -14.54% | $3,064,388 |
| SPDR SERIES TRUST | SJNK | Other | 0.63% | 119,857 | -24,565 | -17.01% | $2,994,028 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.59% | 9,448 | -371 | -3.78% | $2,779,080 |
| ELI LILLY & CO | LLY | Healthcare | 0.57% | 2,952 | +188 | +6.80% | $2,715,308 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 0.54% | 36,335 | +3,572 | +10.90% | $2,539,851 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.51% | 60,062 | -13,042 | -17.84% | $2,410,899 |
| BLACKROCK ETF TRUST | BALI | Other | 0.51% | 77,731 | +13,270 | +20.59% | $2,394,896 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.50% | 73,194 | +8,467 | +13.08% | $2,358,301 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.50% | 42,396 | +6,695 | +18.75% | $2,353,809 |
| VISA INC | V | Financial Services | 0.49% | 7,672 | -547 | -6.66% | $2,318,628 |
| VANGUARD INDEX FDS | VOO | Other | 0.48% | 3,834 | -755 | -16.45% | $2,291,018 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.48% | 2,277 | +221 | +10.75% | $2,268,754 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.47% | 48,742 | -10,361 | -17.53% | $2,245,531 |
| INVESCO EXCH TRADED FD TR II | PXH | Other | 0.47% | 82,658 | +8,048 | +10.79% | $2,224,324 |
| WISDOMTREE TR | XSOE | Other | 0.47% | 55,118 | +5,530 | +11.15% | $2,210,220 |
| CHEVRON CORPORATION | CVX | Energy | 0.42% | 9,648 | -1,045 | -9.77% | $1,996,122 |
| ISHARES TR | DGRO | Other | 0.42% | 28,132 | +1,717 | +6.50% | $1,974,293 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.41% | 51,063 | -9,256 | -15.35% | $1,953,683 |
| WELLS FARGO & CO | WFC | Financial Services | 0.38% | 22,717 | +465 | +2.09% | $1,808,547 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.38% | 5,296 | +237 | +4.68% | $1,790,100 |
| PACER FDS TR | CALF | Other | 0.35% | 37,097 | -7,874 | -17.51% | $1,664,564 |
| BLACKROCK INC | BLK | Other | 0.34% | 1,662 | -146 | -8.08% | $1,598,271 |
| DEERE & CO | DE | Industrials | 0.34% | 2,820 | -398 | -12.37% | $1,593,097 |
| ISHARES TR | IBDS | Other | 0.32% | 63,483 | -11,023 | -14.79% | $1,538,826 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.32% | 4,842 | -420 | -7.98% | $1,505,009 |
| NEWMONT CORP | NEM | Basic Materials | 0.32% | 13,793 | +89 | +0.65% | $1,493,105 |
| ABBVIE INC | ABBV | Healthcare | 0.31% | 6,837 | +149 | +2.23% | $1,486,954 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.31% | 4,356 | -641 | -12.83% | $1,476,241 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.31% | 7,224 | +1,321 | +22.38% | $1,469,517 |
| NETFLIX INC. | NFLX | Communication Services | 0.30% | 14,928 | +176 | +1.19% | $1,435,325 |
| COCA COLA CO | KO | Consumer Defensive | 0.30% | 18,686 | +84 | +0.45% | $1,430,888 |
| CISCO SYS INC | CSCO | Technology | 0.29% | 18,006 | +571 | +3.28% | $1,397,087 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.29% | 26,318 | +959 | +3.78% | $1,389,073 |
| ISHARES TR | IBTG | Other | 0.29% | 60,276 | -13,353 | -18.14% | $1,381,232 |
| ISHARES TR | IBDV | Other | 0.28% | 60,971 | -9,176 | -13.08% | $1,334,650 |
| ISHARES TR | IBDW | Other | 0.28% | 63,401 | -11,332 | -15.16% | $1,326,976 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.28% | 12,911 | -2,265 | -14.92% | $1,325,606 |
| UNION PAC CORP | UNP | Industrials | 0.27% | 5,361 | -725 | -11.91% | $1,300,560 |
| ISHARES GOLD TR | IAU | Other | 0.27% | 14,681 | +1,425 | +10.75% | $1,294,277 |
| WISDOMTREE TR | IHDG | Other | 0.27% | 26,588 | +3,499 | +15.15% | $1,280,207 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.27% | 8,741 | +353 | +4.21% | $1,278,561 |
| ISHARES TR | IBDU | Other | 0.27% | 54,735 | -8,711 | -13.73% | $1,273,126 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.27% | 2,547 | -265 | -9.42% | $1,272,616 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.27% | 5,186 | +1,069 | +25.97% | $1,267,586 |
| ISHARES TR | IBDT | Other | 0.26% | 49,312 | -7,801 | -13.66% | $1,249,076 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.25% | 3,014 | -472 | -13.54% | $1,176,754 |
| APPLIED MATLS INC | AMAT | Technology | 0.24% | 3,356 | +130 | +4.03% | $1,146,937 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.24% | 6,852 | +598 | +9.56% | $1,142,846 |
| TRIPLE FLAG PRECIOUS METAL | TFPM | Basic Materials | 0.24% | 32,145 | +23 | +0.07% | $1,115,761 |
| GE AEROSPACE | GE | Industrials | 0.23% | 3,880 | +59 | +1.54% | $1,102,807 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 0.23% | 38,175 | +7,997 | +26.50% | $1,095,991 |
| MERCK & CO INC | MRK | Healthcare | 0.23% | 9,012 | +1,083 | +13.66% | $1,091,255 |
| ORACLE CORP | ORCL | Technology | 0.23% | 7,387 | +141 | +1.95% | $1,086,609 |
| RTX CORPORATION | RTX | Industrials | 0.22% | 5,431 | -129 | -2.32% | $1,047,598 |
| TEXTRON INC | TXT | Industrials | 0.21% | 11,419 | -2,012 | -14.98% | $1,000,094 |
| LAM RESEARCH CORP | LRCX | Other | 0.21% | 4,641 | +242 | +5.50% | $992,776 |
| HALEON PLC | HLN | Healthcare | 0.21% | 98,513 | -384 | -0.39% | $986,118 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.20% | 6,484 | +351 | +5.72% | $936,599 |
| BANK AMERICA CORP | BAC | Financial Services | 0.20% | 19,087 | -4,487 | -19.03% | $930,469 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.20% | 5,806 | +25 | +0.43% | $927,237 |
| AMPHENOL CORP | APH | Technology | 0.20% | 7,306 | -716 | -8.93% | $924,866 |
| SPDR SERIES TRUST | SPYG | Other | 0.19% | 9,428 | -376 | -3.84% | $923,092 |
| KENVUE INC | KVUE | Consumer Defensive | 0.19% | 53,048 | -3,970 | -6.96% | $914,549 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.19% | 14,818 | -2,247 | -13.17% | $908,655 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.19% | 2,753 | +33 | +1.21% | $905,714 |
| ISHARES TR | IDV | Other | 0.19% | 20,981 | +2,219 | +11.83% | $892,937 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.19% | 3,151 | -912 | -22.45% | $889,607 |
| ARISTA NETWORKS INC | ANET | Other | 0.19% | 7,153 | -400 | -5.30% | $878,221 |
| SALESFORCE INC | CRM | Technology | 0.18% | 4,670 | -85 | -1.79% | $871,645 |
| INVESCO EXCHANGE TRADED FD T | PID | Other | 0.18% | 39,088 | +4,499 | +13.01% | $869,558 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.18% | 17,891 | -198 | -1.09% | $866,978 |