DRIVE WEALTH MANAGEMENT, LLC

Registered adviser

CIK

1952781

Location

LEHI, UT

Portfolio Value

Small $560,888,187

Diversification

Diversified

Reports for

TOWNSQUARE CAPITAL LLC AQR CAPITAL MANAGEMENT LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC

Files via

TOWNSQUARE CAPITAL LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC AQR CAPITAL MANAGEMENT LLC

Filing Date

Global Rank

#3,580 / 8,821 ▲ 93

Top Industry

Semiconductors 15.0%

Period ended 4 months ago

Filed Jul 22, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 174728

Roster of Oct 1, 2026

Regulatory AUM

$1,500,752,553

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,500,752,553	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$2,175,572,827	Individuals and high net worth (84%)
Apr 2024 to Mar 2025	$2,016,635,518	Individuals and high net worth (82%)
May 2023 to Mar 2024	$1,830,137,115	Individuals and high net worth (83%)
Apr 2023	$1,830,137,115	Individuals and high net worth (83%)
Apr 2022 to Mar 2023	$1,230,473,362	Individuals and high net worth (96%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 42.1%, 36.4 effective positions, active share 45.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

33.1% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 12.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 45.8%; sector active share 30.2% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

10.4%

−2.0 pts

Top 5

29.8%

−2.2 pts

Top 10

42.1%

−2.9 pts

HHI

274

Diversified−51

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.1%	$241,963,458	78
Technology	20.5%	$115,019,555	81
Financial Services	8.9%	$49,744,848	80
Industrials	5.3%	$29,538,672	47
Consumer Cyclical	5.0%	$28,306,009	34
Communication Services	4.7%	$26,330,035	15
Healthcare	4.3%	$24,257,600	43
Consumer Defensive	3.2%	$18,120,790	24
Energy	2.3%	$13,126,795	23
Basic Materials	1.3%	$7,259,293	15
Utilities	1.1%	$6,063,743	16
Real Estate	0.2%	$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
VO	VANGUARD MID-CAP INDEX FUND	+88,263	124,587	$10,037,974
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	+34,243	202,739	$27,312,998
CGMS	Capital Group U.S. Multi-Sector Income ETF	+24,012	218,950	$5,983,903
JPLD	JPMorgan Limited Duration Bond ETF	+18,483	153,466	$8,009,389
RUN	Sunrun Inc.	+13,421	68,648	$918,509
EVTR	Eaton Vance Total Return Bond ETF	+13,368	124,763	$6,326,731
TFLO	iShares Treasury Floating Rate Bond ETF	+9,252	78,911	$3,995,263
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	+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
BALI		+2,983	80,714	$2,730,554
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
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
—		−45,871	73,986	$1,851,869
CDX	Simplify High Yield ETF	−21,587	374,924	$7,918,394
SRLN	State Street(R) Blackstone Senior Loan ETF	−21,112	38,950	$1,569,294
JPIE	JPMorgan Income ETF	−18,559	30,183	$1,389,927
BPRE	Bluerock Private Real Estate Fund	−5,289	72,600	$944,525
VEA	Vanguard FTSE Developed Markets ETF	−4,345	411,307	$29,305,623
ABT	Abbott Laboratories	−4,031	8,880	$805,770
CMCSA	Comcast Corp	−3,946	18,861	$463,037
IVV	iShares Core S&P 500 ETF	−3,634	36,359	$27,228,891
IHDG	WisdomTree International Hedged Quality Dividend Growth Fund	−3,452	23,136	$1,211,863
RDY	Dr Reddys Laboratories Ltd	−3,396	12,416	$179,907
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−2,864	249,567	$14,896,653
PLTR	Palantir Technologies Inc.	−2,809	5,932	$692,085
XSOE	WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	−2,086	53,032	$2,608,113
DIHP	Dimensional International High Profitability ETF	−1,861	71,333	$2,434,238
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	−1,731	72,657	$3,551,474
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	−1,602	2,995	$207,223
SCHD	Schwab U.S. Dividend Equity ETF	−1,550	9,908	$314,182
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
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	14,362	$453,981
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	10,008	$453,762
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	10,294	$453,244
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	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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	126,419	$3,064,396
NUTX	Nutex Health Inc.	23,377	$2,221,749
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	63,483	$1,538,827
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
AXIAY	AXIA Energia S.A.	11,194	$126,265
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
CSANY	Cosan S.A.	10,429	$42,966
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

459 tracked positions · $560,888,187 total · filing declares 880 positions · $561,018,923 · 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 459 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Reduced	411,307	-4,345	$29,305,623	+10.0%	18	$48.52	5.22%
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	Added	202,739	+34,243	$27,312,998	+38.3%	8	$112.81	4.87%
IVV	iShares Core S&P 500 ETF	Reduced	36,359	-3,634	$27,228,891	+4.2%	18	unpriced	4.85%
NVDA	Nvidia Corp Technology	Added	103,439	+5,499	$20,697,109	+21.2%	15	unpriced	3.69%
AAPL	Apple Inc. Technology	Added	62,659	+3,712	$18,131,007	+21.2%	19	before history	3.23%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	249,567	-2,864	$14,896,653	+9.2%	14	$41.02	2.66%
MSFT	Microsoft Corp Technology	Added	30,380	+563	$11,332,347	+2.7%	19	before history	2.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	42,463	+1,762	$10,120,630	+19.4%	19	before history	1.80%
VO	VANGUARD MID-CAP INDEX FUND	Added	124,587	+88,263	$10,037,974	−3.8%	14	unpriced	1.79%
IJR	iShares Core S&P Small-Cap ETF	Added	63,722	+515	$9,450,609	+20.3%	14	unpriced	1.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,321	-244	$9,406,335	+23.1%	19	before history	1.68%
CLOA		Added	180,919	+1,367	$9,391,504	+0.9%	4	$51.84	1.67%
JPLD	JPMorgan Limited Duration Bond ETF	Added	153,466	+18,483	$8,009,389	+13.7%	4	$52.28	1.43%
CDX	Simplify High Yield ETF	Reduced	374,924	-21,587	$7,918,394	−6.4%	4	$22.70	1.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	14,528	+948	$7,269,665	+11.7%	19	before history	1.30%
AVGO	Broadcom Inc. Technology	Added	17,335	+1,133	$6,548,296	+30.6%	15	unpriced	1.17%
EVTR	Eaton Vance Total Return Bond ETF	Added	124,763	+13,368	$6,326,731	+11.9%	3	$51.54	1.13%
MU	Micron Technology Inc Technology	Added	5,471	+175	$6,315,120	+253.0%	13	$145.37	1.13%
GOOG	Alphabet Inc. Communication Services	Added	17,715	+826	$6,259,240	+29.2%	19	before history	1.12%
CGMS	Capital Group U.S. Multi-Sector Income ETF	Added	218,950	+24,012	$5,983,903	+12.7%	4	$27.69	1.07%
CAT	Caterpillar Inc Industrials	Added	5,579	+204	$5,941,076	+56.0%	19	before history	1.06%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,765	+1,012	$5,789,558	+22.1%	19	before history	1.03%
META	Meta Platforms, Inc. Communication Services	Reduced	9,869	-188	$5,559,108	−3.4%	19	before history	0.99%
EFV	iShares MSCI EAFE Value ETF	Added	69,271	+238	$5,302,695	+3.3%	6	unpriced	0.95%
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	Reduced	98,265	-1,081	$4,490,710	+4.8%	15	$33.73	0.80%
XOM	ExxonMobil Holdings Corp Energy	Added	32,359	+1,881	$4,424,121	−14.4%	18	$101.13	0.79%
AMD	Advanced Micro Devices Inc Technology	Added	7,379	+155	$4,286,533	+191.7%	14	$139.07	0.76%
GSID	Goldman Sachs MarketBeta International Equity ETF	Reduced	54,769	-566	$4,115,342	+6.4%	15	$55.08	0.73%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	11,111	-758	$4,111,514	+8.0%	19	before history	0.73%
TFLO	iShares Treasury Floating Rate Bond ETF	Added	78,911	+9,252	$3,995,263	+13.3%	4	unpriced	0.71%
LLY	ELI LILLY & Co Healthcare	Added	3,080	+128	$3,694,244	+36.1%	16	$563.22	0.66%
WMT	Walmart Inc. Consumer Defensive	Added	31,910	+2,741	$3,614,126	−0.3%	16	unpriced	0.64%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Reduced	72,657	-1,731	$3,551,474	+12.7%	12	$33.66	0.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,377	+929	$3,396,703	+22.2%	19	before history	0.61%
V	Visa Inc. Financial Services	Added	8,429	+757	$2,891,905	+24.7%	19	before history	0.52%
VOO	VANGUARD 500 INDEX FUND	Added	4,196	+362	$2,881,854	+25.8%	15	unpriced	0.51%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	44,805	+2,409	$2,753,714	+17.0%	8	$56.71	0.49%
BALI		Added	80,714	+2,983	$2,730,554	+14.0%	3	$31.71	0.49%
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	Reduced	35,536	-799	$2,687,943	+5.8%	15	unpriced	0.48%
XSOE	WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	Reduced	53,032	-2,086	$2,608,113	+18.0%	15	unpriced	0.46%
AMAT	Applied Materials Inc Technology	Added	3,452	+96	$2,495,796	+117.6%	19	before history	0.44%
DIHP	Dimensional International High Profitability ETF	Reduced	71,333	-1,861	$2,434,238	+3.2%	12	$26.65	0.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	2,997	-17	$2,287,130	+94.4%	7	$373.07	0.41%
PXH	Invesco RAFI Emerging Markets ETF	Reduced	81,575	-1,083	$2,274,310	+2.2%	12	unpriced	0.41%
CSCO	Cisco Systems, Inc. Technology	Added	18,626	+620	$2,187,809	+56.6%	19	before history	0.39%
COST	Costco Wholesale Corp Consumer Defensive	Added	2,334	+57	$2,183,386	−3.8%	18	$778.36	0.39%
DGRO	iShares Core Dividend Growth ETF	Added	28,174	+42	$2,135,307	+8.2%	13	unpriced	0.38%
LRCX	Lam Research Corp Technology	Added	4,908	+267	$2,126,782	+114.5%	6	$107.98	0.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,328	-28	$2,066,922	+40.4%	19	before history	0.37%
INTC	Intel Corp Technology	Added	14,593	+671	$2,037,620	+231.7%	5	$31.36	0.36%

Showing the top 50 of 459 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.