DRIVE WEALTH MANAGEMENT, LLC
Filing Date
Global Rank
#1,004
/ 3,406
▲ 2805
Top Industry
Semiconductors
15.4%
3Y Alpha vs SPY
-0.4%
Period ended 31 days ago
Filed Jul 22, 2026 · 9d
19 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+65.8%
SPY
+67.7%
Annualised alpha
-0.5%
Max drawdown
−19.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
385 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.6%
−0.4 pts
Top 5
22.2%
−1.9 pts
Top 10
32.4%
−2.8 pts
HHI
158
Diversified−22
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.3% | $113,818,284 |
| Financial Services | 15.7% | $49,388,319 |
| Industrials | 9.4% | $29,430,743 |
| Consumer Cyclical | 8.9% | $27,791,932 |
| Healthcare | 7.7% | $24,257,600 |
| Communication Services | 6.4% | $20,070,795 |
| Consumer Defensive | 5.8% | $18,120,790 |
| Energy | 4.2% | $13,126,795 |
| Basic Materials | 2.3% | $7,259,293 |
| Utilities | 1.9% | $6,063,743 |
| Unclassified | 1.0% | $3,115,505 |
| Real Estate | 0.4% | $1,157,389 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RUN | Sunrun Inc. | +13,421 | 68,648 | $918,509 | |
| LION | Lionsgate Studios Corp. | +6,476 | 28,326 | $433,670 | |
| PCG | PG&E Corp | +6,209 | 34,569 | $581,450 | |
| NWL | Newell Brands Inc. | +6,137 | 17,460 | $107,203 | |
| NVDA | Nvidia Corp | +5,499 | 103,439 | $20,697,109 | |
| KLAC | Kla Corp | +5,390 | 5,977 | $1,803,319 | |
| PGR | Progressive Corp/Oh/ | +4,970 | 7,476 | $1,633,131 | |
| KMI | Kinder Morgan, Inc. | +4,309 | 14,109 | $451,064 | |
| PM | Philip Morris International Inc. | +4,198 | 11,050 | $1,999,054 | |
| AAPL | Apple Inc. | +3,712 | 62,659 | $18,131,007 | |
| AU | AngloGold Ashanti PLC | +3,359 | 11,957 | $967,201 | |
| BMY | Bristol Myers Squibb Co | +3,108 | 14,082 | $811,404 | |
| BKNG | Booking Holdings Inc. | +2,981 | 3,140 | $559,672 | |
| EIX | Edison International | +2,980 | 8,099 | $602,970 | |
| WMT | Walmart Inc. | +2,741 | 31,910 | $3,614,126 | |
| NMR | Nomura Holdings Inc | +2,548 | 19,318 | $169,611 | |
| FTI | TechnipFMC plc | +2,538 | 8,386 | $555,991 | |
| LYG | Lloyds Banking Group plc | +2,429 | 49,961 | $291,272 | |
| DB | Deutsche Bank Aktiengesellschaft | +2,323 | 14,642 | $494,313 | |
| USB | US Bancorp De | +2,267 | 8,640 | $521,855 | |
| CNC | Centene Corp | +2,015 | 8,569 | $550,043 | |
| ENIC | Enel Chile S.A. | +2,003 | 23,534 | $105,902 | |
| FCX | Freeport-Mcmoran Inc | +1,930 | 10,575 | $665,061 | |
| CFG | Citizens Financial Group Inc/Ri | +1,917 | 5,297 | $371,160 | |
| MRK | Merck & Co., Inc. | +1,892 | 10,904 | $1,401,164 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HLN | Haleon plc | −73,541 | 24,972 | $232,988 | |
| BPRE | Bluerock Private Real Estate Fund | −5,289 | 72,600 | $944,525 | |
| ABT | Abbott Laboratories | −4,031 | 8,880 | $805,770 | |
| CMCSA | Comcast Corp | −3,946 | 18,861 | $463,037 | |
| RDY | Dr Reddys Laboratories Ltd | −3,396 | 12,416 | $179,907 | |
| PLTR | Palantir Technologies Inc. | −2,809 | 5,932 | $692,085 | |
| CRM | Salesforce, Inc. | −1,714 | 2,956 | $463,086 | |
| NFLX | Netflix Inc | −1,608 | 13,320 | $951,047 | |
| NOW | ServiceNow, Inc. | −1,602 | 2,713 | $269,346 | |
| ZION | Zions Bancorporation, National Association /Ut/ | −1,602 | 2,995 | $207,223 | |
| YUMC | Yum China Holdings, Inc. | −1,433 | 5,394 | $220,452 | |
| HON | Honeywell International Inc | −1,331 | 1,082 | $242,259 | |
| SF | Stifel Financial Corp | −1,247 | 3,299 | $230,170 | |
| IBM | International Business Machines Corp | −1,190 | 1,196 | $336,326 | |
| NU | Nu Holdings Ltd. | −1,176 | 12,743 | $170,246 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −1,125 | 1,364 | $227,336 | |
| T | At&T Inc. | −1,003 | 28,072 | $581,089 | |
| BTI | British American Tobacco p.l.c. | −831 | 5,216 | $322,140 | |
| HD | Home Depot, Inc. | −831 | 1,922 | $677,850 | |
| MCD | Mcdonalds Corp | −814 | 4,028 | $1,088,808 | |
| ADBE | Adobe Inc. | −777 | 2,023 | $414,754 | |
| BSBR | Banco Santander (Brasil) S.A. | −761 | 15,137 | $79,468 | |
| PG | PROCTER & GAMBLE Co | −742 | 5,742 | $842,006 | |
| UBER | Uber Technologies, Inc | −729 | 5,416 | $390,817 | |
| GE | General Electric Co | −611 | 3,269 | $1,221,723 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RLI | Rli Corp | 17,407 | $1,028,231 | |
| WAY | Waystar Holding Corp. | 41,507 | $852,137 | |
| EFOR | Everforth Inc | 46,727 | $835,010 | |
| BAX | Baxter International Inc | 35,750 | $762,189 | |
| BRBR | Bellring Brands, Inc. | 55,238 | $714,778 | |
| BOW | Bowhead Specialty Holdings Inc. | 22,510 | $673,724 | |
| VRRM | VERRA MOBILITY Corp | 156,640 | $665,719 | |
| SMPL | Simply Good Foods Co | 48,731 | $647,146 | |
| OPCH | Option Care Health, Inc. | 27,771 | $582,357 | |
| KMB | Kimberly Clark Corp | 5,053 | $554,667 | |
| INTA | Intapp, Inc. | 21,256 | $535,863 | |
| MXL | Maxlinear, Inc | 4,030 | $515,960 | |
| PTRN | Pattern Group Inc. | 20,408 | $514,077 | |
| TSCO | Tractor Supply Co /De/ | 14,362 | $453,981 | |
| MOH | Molina Healthcare, Inc. | 1,883 | $430,642 | |
| CRDO | Credo Technology Group Holding Ltd | 1,448 | $393,783 | |
| RBRK | Rubrik, Inc. | 4,895 | $392,969 | |
| ARM | Arm Holdings PLC /Uk | 1,048 | $371,588 | |
| ELV | Elevance Health, Inc. | 953 | $368,553 | |
| CIEN | Ciena Corp | 749 | $367,429 | |
| BRO | Brown & Brown, Inc. | 5,718 | $366,809 | |
| JBHT | Hunt J B Transport Services Inc | 1,222 | $353,683 | |
| ES | Eversource Energy | 4,604 | $332,730 | |
| UPS | United Parcel Service Inc | 3,038 | $326,585 | |
| COHR | Coherent Corp. | 825 | $325,437 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NUTX | Nutex Health Inc. | 23,377 | $2,221,749 | |
| REGN | Regeneron Pharmaceuticals, Inc. | 420 | $324,508 | |
| ICE | Intercontinental Exchange, Inc. | 1,829 | $287,664 | |
| SCHW | Schwab Charles Corp | 2,983 | $280,341 | |
| CEG | Constellation Energy Corp | 878 | $245,181 | |
| SLVM | Sylvamo Corp | 5,629 | $237,768 | |
| AEM | Agnico Eagle Mines Ltd | 1,114 | $226,119 | |
| RBLX | Roblox Corp | 3,948 | $223,298 | |
| BMRN | Biomarin Pharmaceutical Inc | 3,929 | $221,948 | |
| FISV | Fiserv Inc | 3,964 | $221,190 | |
| ADP | Automatic Data Processing Inc | 1,073 | $218,011 | |
| CMS | Cms Energy Corp | 2,805 | $217,611 | |
| ACN | Accenture plc | 1,096 | $217,325 | |
| SNOW | Snowflake Inc. | 1,424 | $214,766 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | 639 | $211,425 | |
| LPLA | LPL Financial Holdings Inc. | 671 | $201,856 | |
| HE | Hawaiian Electric Industries Inc | 11,386 | $168,967 | |
| PCT | PureCycle Technologies, Inc. | 31,108 | $161,450 | |
| AXIA | AXIA Energia S.A. | 11,194 | $126,267 | |
| DJT | Trump Media & Technology Group Corp. | 10,292 | $95,509 | |
| AQST | Aquestive Therapeutics, Inc. | 20,537 | $85,227 | |
| FIP | FTAI Infrastructure Inc. | 12,057 | $59,561 | |
| CSAN | Cosan S.A. | 10,429 | $42,966 | |
| No positions match the current search. | ||||
385 tracked positions ·
$313,601,188 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 385 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 103,439 | $20,697,109 | 6.60% | |
| AAPL |
Apple Inc.
Technology
|
Added | 62,659 | $18,131,007 | 5.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 30,380 | $11,332,347 | 3.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 42,463 | $10,120,630 | 3.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 26,321 | $9,406,335 | 3.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 14,528 | $7,269,665 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 17,335 | $6,548,296 | 2.09% | |
| MU |
Micron Technology Inc
Technology
|
Added | 5,471 | $6,315,120 | 2.01% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 5,579 | $5,941,076 | 1.89% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 13,765 | $5,789,558 | 1.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 9,869 | $5,559,108 | 1.77% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 32,359 | $4,424,121 | 1.41% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 7,379 | $4,286,533 | 1.37% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,080 | $3,694,244 | 1.18% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 31,910 | $3,614,126 | 1.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,377 | $3,396,703 | 1.08% | |
| V |
Visa Inc.
Financial Services
|
Added | 8,429 | $2,891,905 | 0.92% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 3,452 | $2,495,796 | 0.80% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 18,626 | $2,187,809 | 0.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,334 | $2,183,386 | 0.70% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 4,908 | $2,126,782 | 0.68% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 4,328 | $2,066,922 | 0.66% | |
| INTC |
Intel Corp
Technology
|
Added | 14,593 | $2,037,620 | 0.65% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 11,050 | $1,999,054 | 0.64% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 22,128 | $1,828,657 | 0.58% | |
| KLAC |
Kla Corp
Technology
|
Added | 5,977 | $1,803,319 | 0.58% | |
| DE |
Deere & Co
Industrials
|
Added | 2,822 | $1,790,079 | 0.57% | |
| CVX |
Chevron Corp
Energy
|
Added | 10,357 | $1,716,775 | 0.55% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 6,804 | $1,712,158 | 0.55% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 1,718 | $1,651,959 | 0.53% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 7,476 | $1,633,131 | 0.52% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 19,295 | $1,568,103 | 0.50% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 5,588 | $1,519,936 | 0.48% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,806 | $1,441,161 | 0.46% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 10,904 | $1,401,164 | 0.45% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 613 | $1,393,796 | 0.44% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 14,842 | $1,386,242 | 0.44% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,151 | $1,352,262 | 0.43% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 7,185 | $1,266,858 | 0.40% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 4,192 | $1,248,754 | 0.40% | |
| GE |
General Electric Co
Industrials
|
Reduced | 3,269 | $1,221,723 | 0.39% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,782 | $1,214,484 | 0.39% | |
| WDC |
Western Digital Corp
Technology
|
Added | 1,874 | $1,196,960 | 0.38% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 7,045 | $1,196,804 | 0.38% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 20,503 | $1,168,260 | 0.37% | |
| IAU |
Ishares Gold Trust
|
Added | 15,199 | $1,147,676 | 0.37% | |
| ORCL |
Oracle Corp
Technology
|
Added | 7,663 | $1,123,011 | 0.36% | |
| TXT |
Textron Inc
Industrials
|
Added | 12,157 | $1,115,161 | 0.36% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Reduced | 3,124 | $1,093,618 | 0.35% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 4,028 | $1,088,808 | 0.35% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.