Drive Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$473.9M
Q ending 2026-03-31
Prior quarter
$512.4M
Q ending 2025-12-31
Change
-7.5% QoQ · +11.3% YoY
Positions
376
reported holdings
Largest positions
Top 100 of 376 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $26.6M | 416K |
| Ishares Tr | IVV | Shares | $26.1M | 40K |
| J P Morgan Exchange Traded F | BBUS | Shares | $19.7M | 168K |
| Nvidia Corporation | NVDA | Shares | $17.1M | 98K |
| Apple Inc | AAPL | Shares | $15.0M | 59K |
| Vanguard Intl Equity Index F | VWO | Shares | $13.6M | 252K |
| Microsoft Corp | MSFT | Shares | $11.0M | 30K |
| Vanguard Index Fds | VO | Shares | $10.4M | 36K |
| Blackrock Etf Trust Ii | CLOA | Shares | $9.3M | 180K |
| Amazon Com Inc | AMZN | Shares | $8.5M | 41K |
| Simplify Exchange Traded Fun | CDX | Shares | $8.5M | 397K |
| Ishares Tr | IJR | Shares | $7.9M | 63K |
| Alphabet Inc | GOOGL | Shares | $7.6M | 27K |
| J P Morgan Exchange Traded F | JPLD | Shares | $7.0M | 135K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.5M | 14K |
| Meta Platforms Inc | META | Shares | $5.8M | 10K |
| Morgan Stanley Etf Trust | EVTR | Shares | $5.7M | 111K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $5.3M | 195K |
| Exxon Mobil Corp | XOM | Shares | $5.2M | 30K |
| Ishares Tr | EFV | Shares | $5.1M | 69K |
| Broadcom Inc | AVGO | Shares | $5.0M | 16K |
| Alphabet Inc | GOOG | Shares | $4.8M | 17K |
| Tesla Inc | TSLA | Shares | $4.7M | 13K |
| Goldman Sachs Etf Tr | GSIE | Shares | $4.3M | 99K |
| Goldman Sachs Etf Tr | GSID | Shares | $3.9M | 55K |
| Caterpillar Inc | CAT | Shares | $3.8M | 5K |
| Vanguard Index Fds | VTI | Shares | $3.8M | 12K |
| Walmart Inc | WMT | Shares | $3.6M | 29K |
| Ishares Tr | TFLO | Shares | $3.5M | 70K |
| Dimensional Etf Trust | DFSE | Shares | $3.2M | 74K |
| Ishares Tr | IBDR | Shares | $3.1M | 126K |
| Spdr Series Trust | SJNK | Shares | $3.0M | 120K |
| Jpmorgan Chase & Co | JPM | Shares | $2.8M | 9K |
| Eli Lilly & Co | LLY | Shares | $2.7M | 3K |
| Invesco Exch Traded Fd Tr Ii | PXF | Shares | $2.5M | 36K |
| Ssga Active Etf Tr | SRLN | Shares | $2.4M | 60K |
| Blackrock Etf Trust | BALI | Shares | $2.4M | 78K |
| Dimensional Etf Trust | DIHP | Shares | $2.4M | 73K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $2.4M | 42K |
| Visa Inc | V | Shares | $2.3M | 8K |
| Vanguard Index Fds | VOO | Shares | $2.3M | 4K |
| Costco Wholesale Corporation | COST | Shares | $2.3M | 2K |
| J P Morgan Exchange Traded F | JPIE | Shares | $2.2M | 49K |
| Invesco Exch Traded Fd Tr Ii | PXH | Shares | $2.2M | 83K |
| Nutex Health Inc | NUTX | Shares | $2.2M | 23K |
| Wisdomtree Tr | XSOE | Shares | $2.2M | 55K |
| Chevron Corporation | CVX | Shares | $2.0M | 10K |
| Ishares Tr | DGRO | Shares | $2.0M | 28K |
| Schwab Strategic Tr | FNDE | Shares | $2.0M | 51K |
| Wells Fargo & Co | WFC | Shares | $1.8M | 23K |
| Micron Technology Inc | MU | Shares | $1.8M | 5K |
| Pacer Fds Tr | CALF | Shares | $1.7M | 37K |
| Blackrock Inc | BLK | Shares | $1.6M | 2K |
| Deere & Co | DE | Shares | $1.6M | 3K |
| Ishares Tr | IBDS | Shares | $1.5M | 63K |
| Mcdonalds Corp | MCD | Shares | $1.5M | 5K |
| Newmont Corp | NEM | Shares | $1.5M | 14K |
| Abbvie Inc | ABBV | Shares | $1.5M | 7K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.5M | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $1.5M | 7K |
| Netflix Inc. | NFLX | Shares | $1.4M | 15K |
| Coca Cola Co | KO | Shares | $1.4M | 19K |
| Cisco Sys Inc | CSCO | Shares | $1.4M | 18K |
| Dimensional Etf Trust | DFIV | Shares | $1.4M | 26K |
| Ishares Tr | IBTG | Shares | $1.4M | 60K |
| Ishares Tr | IBDV | Shares | $1.3M | 61K |
| Ishares Tr | IBDW | Shares | $1.3M | 63K |
| Abbott Laboratories | ABT | Shares | $1.3M | 13K |
| Union Pac Corp | UNP | Shares | $1.3M | 5K |
| Ishares Gold Tr | IAU | Shares | $1.3M | 15K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $1.3M | 78K |
| Wisdomtree Tr | IHDG | Shares | $1.3M | 27K |
| Palantir Technologies Inc | PLTR | Shares | $1.3M | 9K |
| Ishares Tr | IBDU | Shares | $1.3M | 55K |
| Mastercard Incorporated | MA | Shares | $1.3M | 3K |
| Johnson & Johnson | JNJ | Shares | $1.3M | 5K |
| Ishares Tr | IBDT | Shares | $1.2M | 49K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.2M | 3K |
| Applied Matls Inc | AMAT | Shares | $1.1M | 3K |
| Philip Morris Intl Inc | PM | Shares | $1.1M | 7K |
| Triple Flag Precious Metal | TFPM | Shares | $1.1M | 32K |
| Ge Aerospace | GE | Shares | $1.1M | 4K |
| First Tr Exchange Trad Fd Vi | FTGC | Shares | $1.1M | 38K |
| Merck & Co Inc | MRK | Shares | $1.1M | 9K |
| Oracle Corp | ORCL | Shares | $1.1M | 7K |
| Rtx Corporation | RTX | Shares | $1.0M | 5K |
| Textron Inc | TXT | Shares | $1.0M | 11K |
| Lam Research Corp | LRCX | Shares | $993K | 5K |
| Haleon Plc | HLN | Shares | $986K | 99K |
| Procter & Gamble Co | PG | Shares | $937K | 6K |
| Bank America Corp | BAC | Shares | $930K | 19K |
| Tjx Cos Inc New | TJX | Shares | $927K | 6K |
| Wisdomtree Tr | NTSE | Shares | $926K | 23K |
| Amphenol Corp | APH | Shares | $925K | 7K |
| Spdr Series Trust | SPYG | Shares | $923K | 9K |
| Kenvue Inc | KVUE | Shares | $915K | 53K |
| J P Morgan Exchange Traded F | JQUA | Shares | $909K | 15K |
| Home Depot Inc | HD | Shares | $906K | 3K |
| Ishares Tr | IDV | Shares | $893K | 21K |
| Keysight Technologies Inc | KEYS | Shares | $890K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.