DRIVE WEALTH MANAGEMENT, LLC

CIK

1952781

Location

LEHI, UT

Portfolio Value

Small $313,601,188

Diversification

Diversified

Filing Date

Global Rank

#3,654 / 8,700 ▲ 10

Top Industry

Semiconductors 15.4%

Period ended 3 months ago

Filed Jul 22, 2026 · 55d

19 quarters · since Dec 2021

Portfolio Concentration

385 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.6%

−6.0 pts

Top 5

22.2%

−10.1 pts

Top 10

32.4%

−11.8 pts

HHI

158

Diversified−172

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.1%	$113,304,207	81
Financial Services	15.7%	$49,388,319	79
Industrials	9.4%	$29,430,743	47
Consumer Cyclical	9.0%	$28,306,009	34
Healthcare	7.7%	$24,257,600	43
Communication Services	6.4%	$20,070,795	14
Consumer Defensive	5.8%	$18,120,790	24
Energy	4.2%	$13,126,795	23
Basic Materials	2.3%	$7,259,293	15
Utilities	1.9%	$6,063,743	16
Unclassified	1.0%	$3,115,505	6
Real Estate	0.4%	$1,157,389	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
HLN	Haleon plc	−73,541	24,972	$232,988
GOOGL	Alphabet Inc.	−17,133	26,321	$9,406,335
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	806,337	$58,704,517
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	421,424	$32,896,458
VEA	Vanguard FTSE Developed Markets ETF	415,652	$26,634,979
VEU	Vanguard FTSE All-World Ex-US ETF	252,431	$13,643,895
BCLO	iShares BBB-B CLO Active ETF	179,552	$9,307,077
DCOR	Dimensional US Core Equity 1 ETF	213,866	$8,829,402
VB	Vanguard Morningstar Small-Cap ETF	52,027	$8,706,578
AGGH	Simplify Aggregate Bond ETF	396,511	$8,461,543
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	154,681	$8,152,155
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	111,395	$5,653,295
CGCB	Capital Group Core Bond ETF	194,938	$5,308,160
BAB	Invesco Taxable Municipal Bond ETF	118,993	$4,764,142
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	98,571	$3,949,978
—		119,857	$2,994,027
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	60,062	$2,410,887
BAI	iShares A.I. Innovation and Tech Active ETF	77,731	$2,394,891
FNDA	Schwab Fundamental U.S. Small Company ETF	62,521	$2,305,201
NUTX	Nutex Health Inc.	23,377	$2,221,749
AAAP	Pacer Barings CLO Market Flex ETF	37,097	$1,664,542
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	19,706	$1,504,623
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	38,175	$1,096,003
ABI	VictoryShares Pioneer Asset-Based Income ETF	39,088	$869,708
AIRR	First Trust RBA American Industrial Renaissance ETF	20,531	$801,427
ACSG	American Century Small Cap Growth Insights ETF	7,820	$780,904
DVVY	Invesco Diversified Dividend Opportunities ETF	10,300	$482,349
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	103,439	+5,499	$20,697,109	+21.2%	6.60%
AAPL	Apple Inc. Technology	Added	62,659	+3,712	$18,131,007	+21.2%	5.78%
MSFT	Microsoft Corp Technology	Added	30,380	+563	$11,332,347	+2.7%	3.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	42,463	+1,762	$10,120,630	+19.4%	3.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,321	-17,133	$9,406,335	−24.7%	3.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	14,528	+948	$7,269,665	+11.7%	2.32%
AVGO	Broadcom Inc. Technology	Added	17,335	+1,133	$6,548,296	+30.6%	2.09%
MU	Micron Technology Inc Technology	Added	5,471	+175	$6,315,120	+253.0%	2.01%
CAT	Caterpillar Inc Industrials	Added	5,579	+204	$5,941,076	+56.0%	1.89%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,765	+1,012	$5,789,558	+22.1%	1.85%
META	Meta Platforms, Inc. Communication Services	Reduced	9,869	-188	$5,559,108	−3.4%	1.77%
XOM	ExxonMobil Holdings Corp Energy	Added	32,359	+1,881	$4,424,121	−14.4%	1.41%
AMD	Advanced Micro Devices Inc Technology	Added	7,379	+155	$4,286,533	+191.7%	1.37%
LLY	ELI LILLY & Co Healthcare	Added	3,080	+128	$3,694,244	+36.1%	1.18%
WMT	Walmart Inc. Consumer Defensive	Added	31,910	+2,741	$3,614,126	−0.3%	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,377	+929	$3,396,703	+22.2%	1.08%
V	Visa Inc. Financial Services	Added	8,429	+757	$2,891,905	+24.7%	0.92%
AMAT	Applied Materials Inc /De Technology	Added	3,452	+96	$2,495,796	+117.6%	0.80%
CSCO	Cisco Systems, Inc. Technology	Added	18,626	+620	$2,187,809	+56.6%	0.70%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,334	+57	$2,183,386	−3.8%	0.70%
LRCX	Lam Research Corp Technology	Added	4,908	+267	$2,126,782	+114.5%	0.68%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,328	-28	$2,066,922	+40.4%	0.66%
INTC	Intel Corp Technology	Added	14,593	+671	$2,037,620	+231.7%	0.65%
PM	Philip Morris International Inc. Consumer Defensive	Added	11,050	+4,198	$1,999,054	+76.5%	0.64%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	22,128	-589	$1,828,657	+1.1%	0.58%
KLAC	Kla Corp Technology	Added	5,977	+5,390	$1,803,319	+108.6%	0.58%
DE	Deere & Co Industrials	Added	2,822	+2	$1,790,079	+12.7%	0.57%
CVX	Chevron Corp Energy	Added	10,357	+709	$1,716,775	−14.0%	0.55%
ABBV	AbbVie Inc. Healthcare	Reduced	6,804	-33	$1,712,158	+15.1%	0.55%
BLK	BlackRock, Inc. Financial Services	Added	1,718	+56	$1,651,959	+3.4%	0.53%
PGR	Progressive Corp/Oh/ Financial Services	Added	7,476	+4,970	$1,633,131	+228.7%	0.52%
KO	Coca Cola Co Consumer Defensive	Added	19,295	+609	$1,568,103	+10.3%	0.50%
UNP	Union Pacific Corp Industrials	Added	5,588	+227	$1,519,936	+16.9%	0.48%
MA	Mastercard Inc Financial Services	Added	2,806	+259	$1,441,161	+13.2%	0.46%
MRK	Merck & Co., Inc. Healthcare	Added	10,904	+1,892	$1,401,164	+29.3%	0.45%
SNDK	Sandisk Corp Technology	Reduced	613	-68	$1,393,796	+222.1%	0.44%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	14,842	+1,049	$1,386,242	−7.2%	0.44%
GEV	GE Vernova Inc. Industrials	Added	1,151	+165	$1,352,262	+57.1%	0.43%
APH	Amphenol Corp /De/ Technology	Reduced	7,185	-121	$1,266,858	−31.4%	0.40%
MRVL	Marvell Technology, Inc. Technology	Reduced	4,192	-100	$1,248,754	+193.7%	0.40%
GE	General Electric Co Industrials	Reduced	3,269	-611	$1,221,723	+11.0%	0.39%
JNJ	Johnson & Johnson Healthcare	Reduced	4,782	-404	$1,214,484	−4.2%	0.39%
WDC	Western Digital Corp Technology	Added	1,874	+173	$1,196,960	+160.2%	0.38%
ANET	Arista Networks, Inc. Technology	Reduced	7,045	-108	$1,196,804	+36.3%	0.38%
BAC	Bank Of America Corp /De/ Financial Services	Added	20,503	+1,416	$1,168,260	+25.6%	0.37%
IAU	Ishares Gold Trust	Added	15,199	+518	$1,147,676	−11.3%	0.37%
ORCL	Oracle Corp Technology	Added	7,663	+276	$1,123,011	+3.3%	0.36%
TXT	Textron Inc Industrials	Added	12,157	+738	$1,115,161	+11.5%	0.36%
KEYS	Keysight Technologies, Inc. Technology	Reduced	3,124	-27	$1,093,618	+22.9%	0.35%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,028	-814	$1,088,808	−27.6%	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.