§ 13F · FUND PROFILE
DRIVE WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $472M (13F)Positions · 358Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 39K | $26M | 5.4% | −2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 353K | $23M | 4.8% | +2% |
| 3 | NVDA | NVIDIA CORPORATION | 89K | $15M | 3.3% | +3% |
| 4 | BBUS | J P MORGAN EXCHANGE TRADED F | 114K | $13M | 2.8% | +15% |
| 5 | AAPL | APPLE INC | 49K | $12M | 2.6% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 26K | $10M | 2.0% | +4% |
| 7 | CLOA | BLACKROCK ETF TRUST II | 175K | $9M | 1.9% | −18% |
| 8 | VO | VANGUARD INDEX FDS | 31K | $9M | 1.9% | +4% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 153K | $8M | 1.7% | +2% |
| 10 | CDX | SIMPLIFY EXCHANGE TRADED FUN | 369K | $8M | 1.7% | +7% |
§ 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 $472 million in assets. The fund runs a broad portfolio of 358 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed