§ 13F · FUND PROFILE
DRIVE WEALTH MANAGEMENT, LLC.
AUM · $561M (13F)Positions · 880Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 36K | $27M | 4.8% | −9% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 349K | $25M | 4.4% | −1% |
| 3 | BBUS | J P MORGAN EXCHANGE TRADED F | 143K | $19M | 3.4% | +20% |
| 4 | NVDA | NVIDIA CORPORATION | 86K | $17M | 3.1% | +6% |
| 5 | AAPL | APPLE INC | 49K | $14M | 2.5% | +6% |
| 6 | CLOA | BLACKROCK ETF TRUST II | 177K | $9M | 1.6% | +1% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 151K | $9M | 1.6% | −1% |
| 8 | MSFT | MICROSOFT CORP | 24K | $9M | 1.6% | +2% |
| 9 | VO | VANGUARD INDEX FDS | 105K | $8M | 1.5% | +243% |
| 10 | AMZN | AMAZON COM INC | 34K | $8M | 1.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DRIVE SIGNAL
AC read
DRIVE WEALTH MANAGEMENT, LLC is a Other fund managing $561 million in assets. The fund runs a broad portfolio of 880 positions.
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