DRIVE WEALTH MANAGEMENT, LLC

CIK

1952781

Location

LEHI, UT

Portfolio Value

Small $237,566,404

Diversification

Diversified

Filing Date

Global Rank

#3,842 / 8,603 ▼ 278 · as of Mar 2026

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-3.5%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.0%

SPY

+76.0%

Annualised alpha

-3.5%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

305 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

+0.4 pts

Top 5

24.9%

−3.9 pts

Top 10

35.8%

−5.4 pts

HHI

186

Diversified−41

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.3%	$76,708,735	58
Financial Services	15.7%	$37,226,990	63
Consumer Cyclical	9.3%	$22,082,256	20
Industrials	9.2%	$21,746,106	36
Healthcare	8.9%	$21,133,309	36
Communication Services	8.0%	$19,003,924	13
Consumer Defensive	5.7%	$13,525,359	15
Energy	3.6%	$8,539,402	20
Basic Materials	3.1%	$7,404,733	16
Utilities	2.4%	$5,651,831	18
Unclassified	1.5%	$3,522,161	7
Real Estate	0.4%	$1,021,598	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RUN	Sunrun Inc.	+6,657	55,227	$748,878
VSTS	Vestis Corp	+5,583	28,285	$222,319
FBTC	Fidelity Wise Origin Bitcoin Fund	+4,574	10,618	$626,779
NVDA	Nvidia Corp	+2,723	97,940	$17,080,735
NOK	Nokia Corp	+1,970	16,324	$131,244
INTC	Intel Corp	+1,811	13,922	$614,377
KKR	KKR & Co. Inc.	+1,772	4,158	$384,615
BRK-B	Berkshire Hathaway Inc	+1,641	13,580	$6,507,535
SF	Stifel Financial Corp	+1,478	4,546	$336,040
IAU	Ishares Gold Trust	+1,425	14,681	$1,294,276
AMD	Advanced Micro Devices Inc	+1,321	7,224	$1,469,577
BSBR	Banco Santander (Brasil) S.A.	+1,206	15,898	$94,275
MSFT	Microsoft Corp	+1,131	29,817	$11,037,358
MRK	Merck & Co., Inc.	+1,083	9,012	$1,084,052
JNJ	Johnson & Johnson	+1,069	5,186	$1,267,665
MRSH	Marsh & Mclennan Companies, Inc.	+987	2,489	$431,716
UBER	Uber Technologies, Inc	+980	6,145	$442,009
CHT	Chunghwa Telecom Co Ltd	+933	8,398	$354,731
SLV	iShares Silver Trust	+876	4,425	$301,519
ITUB	Itau Unibanco Holding S.A.	+798	11,013	$92,288
DAL	Delta Air Lines, Inc.	+763	3,889	$258,539
PCG	PG&E Corp	+653	28,360	$498,284
HON	Honeywell International Inc	+629	2,413	$572,008
NEOG	Neogen Corp	+610	12,826	$119,153
PM	Philip Morris International Inc.	+598	6,852	$1,132,909
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PCT	PureCycle Technologies, Inc.	−222,644	31,108	$161,450
APP	AppLovin Corp	−22,532	1,071	$426,258
GNW	Genworth Financial Inc	−5,454	22,985	$186,637
BAC	Bank Of America Corp /De/	−4,487	19,087	$930,490
SLVM	Sylvamo Corp	−4,389	5,629	$237,768
BCS	Barclays PLC	−4,066	14,265	$301,847
KVUE	Kenvue Inc.	−3,970	53,048	$914,546
GOSS	Gossamer Bio, Inc.	−3,770	17,550	$5,773
DB	Deutsche Bank Aktiengesellschaft	−3,616	12,319	$366,859
LYG	Lloyds Banking Group plc	−2,888	47,532	$239,085
SMFG	Sumitomo Mitsui Financial Group, Inc.	−2,642	21,775	$430,056
CMCSA	Comcast Corp	−2,474	22,807	$654,788
SYY	Sysco Corp	−2,291	11,063	$789,123
ABT	Abbott Laboratories	−2,265	12,911	$1,325,571
ASX	ASE Technology Holding Co., Ltd.	−2,094	12,996	$281,752
BPRE	Bluerock Private Real Estate Fund	−2,081	77,889	$1,293,735
TXT	Textron Inc	−2,012	11,419	$999,847
RBLX	Roblox Corp	−1,961	3,948	$223,298
FISV	Fiserv Inc	−1,922	3,964	$221,190
ING	Ing Groep NV	−1,822	12,143	$316,325
MET	Metlife Inc	−1,779	3,795	$268,382
SONY	Sony Group Corp	−1,652	11,311	$234,137
CNC	Centene Corp	−1,534	6,554	$214,577
WMT	Walmart Inc.	−1,433	29,169	$3,625,123
IBN	Icici Bank Ltd	−1,368	10,298	$266,718
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	681	$432,665
AZN	Astrazeneca PLC	1,828	$360,517
TEN	Tsakos Energy Navigation Ltd	8,466	$334,067
GLW	Corning Inc /Ny	2,255	$306,611
LITE	Lumentum Holdings Inc.	404	$283,914
LIN	Linde PLC	553	$274,154
ZTO	ZTO Express (Cayman) Inc.	10,595	$266,675
LNTH	Lantheus Holdings, Inc.	3,368	$255,462
SSRM	Ssr Mining Inc.	8,488	$249,546
MCO	Moodys Corp /De/	559	$243,863
PFE	Pfizer Inc	8,681	$243,762
TDY	Teledyne Technologies Inc	393	$237,768
EME	EMCOR Group, Inc.	321	$236,997
CVE	Cenovus Energy Inc.	8,733	$231,686
STNG	Scorpio Tankers Inc.	3,089	$230,624
OXY	Occidental Petroleum Corp /De/	3,512	$228,280
OKE	Oneok Inc /New/	2,519	$227,692
AEM	Agnico Eagle Mines Ltd	1,114	$226,119
FFIV	F5, Inc.	768	$222,204
BMRN	Biomarin Pharmaceutical Inc	3,929	$221,948
ETR	Entergy Corp /De/	1,972	$221,573
ACN	Accenture plc	1,096	$217,325
NBIX	Neurocrine Biosciences Inc	1,642	$216,316
SNOW	Snowflake Inc.	1,424	$214,766
TER	Teradyne, Inc	724	$214,636
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
COOK	Traeger, Inc.	362,016	$19,548,864
MSTR	Strategy Inc	25,508	$3,875,939
DHR	Danaher Corp /De/	1,734	$396,947
BOW	Bowhead Specialty Holdings Inc.	11,178	$319,020
TEAM	Atlassian Corp	1,895	$307,255
SHOP	Shopify Inc.	1,849	$297,633
IT	Gartner Inc	1,107	$279,273
EXPE	Expedia Group, Inc.	970	$274,809
HOOD	Robinhood Markets, Inc.	2,416	$273,249
BSX	Boston Scientific Corp	2,798	$266,788
CHKP	Check Point Software Technologies Ltd	1,435	$266,278
MMM	3M Co	1,652	$264,484
BRBR	Bellring Brands, Inc.	9,496	$253,827
P	Everpure, Inc.	3,755	$251,622
ZM	Zoom Communications, Inc.	2,873	$247,910
UHS	Universal Health Services Inc	1,133	$247,016
ACGL	Arch Capital Group Ltd.	2,573	$246,801
SYK	Stryker Corp	702	$246,731
SPOT	Spotify Technology S.A.	423	$245,640
CVNA	Carvana Co.	2,886	$243,589
KDP	Keurig Dr Pepper Inc.	8,384	$234,835
CRDO	Credo Technology Group Holding Ltd	1,622	$233,389
ELV	Elevance Health, Inc.	659	$231,012
ANF	Abercrombie & Fitch Co /De/	1,798	$226,313
JLL	Jones Lang Lasalle Inc	666	$224,089
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

305 positions · $237,566,404 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 305 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	97,940	+2,723	$17,080,735	−3.8%	7.19%
AAPL	Apple Inc. Technology	Reduced	58,947	-201	$14,960,158	−7.0%	6.30%
MSFT	Microsoft Corp Technology	Added	29,817	+1,131	$11,037,358	−20.4%	4.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	40,701	+497	$8,476,796	−8.7%	3.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,565	-172	$7,639,031	−8.7%	3.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,580	+1,641	$6,507,535	+8.4%	2.74%
META	Meta Platforms, Inc. Communication Services	Added	10,057	+465	$5,753,910	−9.1%	2.42%
AVGO	Broadcom Inc. Technology	Reduced	16,202	-798	$5,014,680	−14.8%	2.11%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	12,753	-268	$4,740,927	−19.0%	2.00%
CAT	Caterpillar Inc Industrials	Reduced	5,375	-557	$3,807,971	+12.1%	1.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	29,169	-1,433	$3,625,123	+6.3%	1.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,448	-371	$2,779,223	−12.2%	1.17%
LLY	ELI LILLY & Co Healthcare	Added	2,952	+188	$2,715,160	−8.6%	1.14%
V	Visa Inc. Financial Services	Reduced	7,672	-547	$2,318,785	−19.6%	0.98%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,277	+221	$2,268,870	+28.0%	0.96%
NUTX	Nutex Health Inc. Healthcare	Added	23,377	+13	$2,221,749	−42.2%	0.94%
CVX	Chevron Corp Energy	Reduced	9,648	-1,045	$1,996,170	+22.5%	0.84%
WFC	Wells Fargo & Company/Mn Financial Services	Added	22,717	+465	$1,808,500	−12.8%	0.76%
MU	Micron Technology Inc Technology	Added	5,296	+237	$1,789,200	+23.9%	0.75%
BLK	BlackRock, Inc. Financial Services	Reduced	1,662	-146	$1,598,361	−17.4%	0.67%
DE	Deere & Co Industrials	Reduced	2,820	-398	$1,588,505	+6.0%	0.67%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,842	-420	$1,504,844	−6.4%	0.63%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	13,793	+89	$1,493,091	+9.1%	0.63%
ABBV	AbbVie Inc. Healthcare	Added	6,837	+149	$1,486,978	−2.7%	0.63%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,356	-641	$1,472,109	−3.1%	0.62%
AMD	Advanced Micro Devices Inc Technology	Added	7,224	+1,321	$1,469,577	+16.2%	0.62%
NFLX	Netflix Inc Communication Services	Added	14,928	+176	$1,435,326	+3.8%	0.60%
KO	Coca Cola Co Consumer Defensive	Added	18,686	+84	$1,421,070	+9.3%	0.60%
CSCO	Cisco Systems, Inc. Technology	Added	18,006	+571	$1,397,085	+4.0%	0.59%
ABT	Abbott Laboratories Healthcare	Reduced	12,911	-2,265	$1,325,571	−30.3%	0.56%
UNP	Union Pacific Corp Industrials	Reduced	5,361	-725	$1,300,685	−7.6%	0.55%
IAU	Ishares Gold Trust	Added	14,681	+1,425	$1,294,276	+20.3%	0.54%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	77,889	-2,081	$1,293,735	+7.9%	0.54%
PLTR	Palantir Technologies Inc. Technology	Added	8,741	+353	$1,278,632	−14.2%	0.54%
MA	Mastercard Inc Financial Services	Reduced	2,547	-265	$1,272,633	−20.7%	0.54%
JNJ	Johnson & Johnson Healthcare	Added	5,186	+1,069	$1,267,665	+48.8%	0.53%
AMAT	Applied Materials Inc /De Technology	Added	3,356	+130	$1,147,046	+38.4%	0.48%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,852	+598	$1,132,909	+12.9%	0.48%
TFPM	Triple Flag Precious Metals Corp. Basic Materials	Added	32,145	+23	$1,115,752	+4.6%	0.47%
GE	General Electric Co Industrials	Added	3,880	+59	$1,101,027	−6.5%	0.46%
ORCL	Oracle Corp Technology	Added	7,387	+141	$1,086,701	−23.1%	0.46%
MRK	Merck & Co., Inc. Healthcare	Added	9,012	+1,083	$1,084,052	+29.9%	0.46%
RTX	RTX Corp Industrials	Reduced	5,431	-129	$1,047,639	+2.7%	0.44%
TXT	Textron Inc Industrials	Reduced	11,419	-2,012	$999,847	−14.6%	0.42%
LRCX	Lam Research Corp Technology	Added	4,641	+242	$991,595	+31.7%	0.42%
HLN	Haleon plc Healthcare	Reduced	98,513	-384	$986,114	−1.4%	0.42%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,484	+351	$936,548	+6.6%	0.39%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	19,087	-4,487	$930,490	−28.2%	0.39%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	5,806	+25	$927,217	+4.4%	0.39%
APH	Amphenol Corp /De/ Technology	Reduced	7,306	-716	$923,112	−14.8%	0.39%