Drive Wealth Management, Llc Portfolio Stock Holdings
Drive Wealth Management, Llc disclosed 459 stock positions valued at approximately $561.0 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, J P MORGAN EXCHANGE TRADED F, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 459
- Portfolio Value
- $561.0M
Holdings by Sector
Drive Wealth Management, Llc Portfolio Holdings in Q2 2026
437 holdings in the latest reporting period.
Page 1 of 5
| 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 |
| WALMART INC | WMT | Consumer Defensive | 0.64% | 31,910 | +2,741 | +9.40% | $3,614,130 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.63% | 72,657 | -1,731 | -2.33% | $3,551,436 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.61% | 10,377 | +929 | +9.83% | $3,396,725 |
| VISA INC | V | Financial Services | 0.52% | 8,429 | +757 | +9.87% | $2,891,886 |
| VANGUARD INDEX FDS | VOO | Other | 0.51% | 4,196 | +362 | +9.44% | $2,881,954 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.49% | 44,805 | +2,409 | +5.68% | $2,753,692 |
| BLACKROCK ETF TRUST | BALI | Other | 0.49% | 80,714 | +2,983 | +3.84% | $2,730,547 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 0.48% | 35,536 | -799 | -2.20% | $2,687,953 |
| WISDOMTREE TR | XSOE | Other | 0.46% | 53,032 | -2,086 | -3.78% | $2,608,107 |
| APPLIED MATLS INC | AMAT | Technology | 0.44% | 3,452 | +96 | +2.86% | $2,495,586 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.43% | 71,333 | -1,861 | -2.54% | $2,434,222 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.41% | 2,997 | -17 | -0.56% | $2,287,473 |
| INVESCO EXCH TRADED FD TR II | PXH | Other | 0.41% | 81,575 | -1,083 | -1.31% | $2,274,305 |
| CISCO SYS INC | CSCO | Technology | 0.39% | 18,626 | +620 | +3.44% | $2,187,813 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.39% | 2,334 | +57 | +2.50% | $2,183,749 |
| ISHARES TR | DGRO | Other | 0.38% | 28,174 | +42 | +0.15% | $2,135,278 |
| LAM RESEARCH CORP | LRCX | Other | 0.38% | 4,908 | +267 | +5.75% | $2,127,837 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.37% | 4,328 | -28 | -0.64% | $2,070,793 |
| INTEL CORP | INTC | Technology | 0.36% | 14,593 | +671 | +4.82% | $2,037,665 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.36% | 11,050 | +4,198 | +61.27% | $2,015,200 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.36% | 50,762 | -301 | -0.59% | $2,014,251 |
| PACER FDS TR | CALF | Other | 0.33% | 36,627 | -470 | -1.27% | $1,853,705 |
| SPDR SERIES TRUST | SJNK | Other | 0.33% | 73,986 | -45,871 | -38.27% | $1,851,860 |
| WELLS FARGO & CO | WFC | Financial Services | 0.33% | 22,128 | -589 | -2.59% | $1,828,699 |
| KLA CORP | KLAC | Technology | 0.32% | 5,977 | +5,390 | +918.23% | $1,803,417 |
| DEERE & CO | DE | Industrials | 0.32% | 2,822 | +2 | +0.07% | $1,794,623 |
| CHEVRON CORPORATION | CVX | Energy | 0.31% | 10,357 | +709 | +7.35% | $1,716,780 |
| ABBVIE INC | ABBV | Healthcare | 0.31% | 6,804 | -33 | -0.48% | $1,712,244 |
| BLACKROCK INC | BLK | Other | 0.29% | 1,718 | +56 | +3.37% | $1,652,232 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.29% | 7,476 | +4,970 | +198.32% | $1,633,108 |
| COCA COLA CO | KO | Consumer Defensive | 0.28% | 19,295 | +609 | +3.26% | $1,578,345 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.28% | 38,950 | -21,112 | -35.15% | $1,569,287 |
| UNION PAC CORP | UNP | Industrials | 0.27% | 5,588 | +227 | +4.23% | $1,519,863 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.26% | 2,806 | +259 | +10.17% | $1,441,544 |
| MERCK & CO INC | MRK | Healthcare | 0.25% | 10,904 | +1,892 | +20.99% | $1,410,350 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.25% | 25,857 | -461 | -1.75% | $1,396,806 |
| SANDISK CORP | SNDK | Other | 0.25% | 613 | -68 | -9.99% | $1,392,659 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.25% | 30,183 | -18,559 | -38.08% | $1,389,927 |
| NEWMONT CORP | NEM | Basic Materials | 0.25% | 14,842 | +1,049 | +7.61% | $1,386,212 |
| ISHARES TR | IBTG | Other | 0.25% | 60,164 | -112 | -0.19% | $1,377,144 |
| GE VERNOVA INC | GEV | Utilities | 0.24% | 1,151 | +165 | +16.73% | $1,352,460 |
| ISHARES TR | IBDV | Other | 0.23% | 60,425 | -546 | -0.90% | $1,317,274 |
| ISHARES TR | IBDW | Other | 0.23% | 63,169 | -232 | -0.37% | $1,316,441 |
| AMPHENOL CORP | APH | Technology | 0.23% | 7,185 | -121 | -1.66% | $1,268,690 |
| ISHARES TR | IBDU | Other | 0.23% | 54,549 | -186 | -0.34% | $1,263,352 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.22% | 4,192 | -100 | -2.33% | $1,248,640 |
| ISHARES TR | IBDT | Other | 0.22% | 49,213 | -99 | -0.20% | $1,242,631 |
| GE AEROSPACE | GE | Industrials | 0.22% | 3,269 | -611 | -15.75% | $1,221,435 |
| SPDR SERIES TRUST | SPYG | Other | 0.22% | 10,256 | +828 | +8.78% | $1,220,361 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.22% | 4,782 | -404 | -7.79% | $1,214,314 |
| WISDOMTREE TR | IHDG | Other | 0.22% | 23,136 | -3,452 | -12.98% | $1,211,853 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.21% | 1,874 | +173 | +10.17% | $1,197,191 |
| ARISTA NETWORKS INC | ANET | Other | 0.21% | 7,045 | -108 | -1.51% | $1,196,772 |
| BANK OF AMER CORP | BAC | Financial Services | 0.21% | 20,503 | +1,416 | +7.42% | $1,168,260 |
| ISHARES GOLD TR | IAU | Other | 0.20% | 15,199 | +518 | +3.53% | $1,147,676 |
| ORACLE CORP | ORCL | Technology | 0.20% | 7,663 | +276 | +3.74% | $1,122,949 |
| TEXTRON INC | TXT | Industrials | 0.20% | 12,157 | +738 | +6.46% | $1,115,418 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.19% | 3,124 | -27 | -0.86% | $1,093,444 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.19% | 4,028 | -814 | -16.81% | $1,088,797 |
| COMFORT SYS USA INC | FIX | Industrials | 0.19% | 546 | +189 | +52.94% | $1,082,156 |
| CHUBB LIMITED | CB | Financial Services | 0.19% | 3,148 | +724 | +29.87% | $1,075,510 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 0.19% | 39,192 | +1,017 | +2.66% | $1,060,145 |
| RTX CORPORATION | RTX | Industrials | 0.19% | 5,535 | +104 | +1.91% | $1,050,142 |
| KENVUE INC | KVUE | Consumer Defensive | 0.19% | 54,898 | +1,850 | +3.49% | $1,049,094 |
| RLI CORP | RLI | Financial Services | 0.18% | 17,407 | +17,407 | +100.00% | $1,028,232 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.18% | 14,002 | -816 | -5.51% | $1,012,050 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.18% | 999 | +71 | +7.65% | $1,010,063 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.18% | 17,894 | +3 | +0.02% | $984,332 |
| TRIPLE FLAG PRECIOUS METAL | TFPM | Basic Materials | 0.17% | 32,721 | +576 | +1.79% | $980,650 |
| SYSCO CORP | SYY | Consumer Defensive | 0.17% | 11,660 | +597 | +5.40% | $974,569 |