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CIK: 0001952781
Total reported value
$561.0M
$561.0M
324 檔
16.0%
In Q1 2025, Drive Wealth Management, LLC's U.S. equity holdings reached a combined market value of $561.0M, distributed across 324 disclosed stock positions.
In Q1 2025, Drive Wealth Management, LLC displayed an active expansion posture, initiating 19 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 324 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.26% | -0.66% | -6.65% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.24% | -0.40% | +2.48% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.13% | — | -33.33% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.54% | +0.07% | +2.38% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.94% | -0.22% | +1.84% | |
| 6 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 2.67% | +0.70% | +40.05% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.50% | -0.41% | +2.83% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | +0.09% | +16.35% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.31% | +4.42% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.12% | -0.07% | +3.87% | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.05% | -0.23% | +7.61% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.01% | — | +8.35% | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-Other | 2.00% | — | +11.25% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.97% | — | +7.35% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.01% | +16.89% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.23% | -0.13% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.22% | +15.61% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.98% | +0.02% | +5.54% | |
| 19 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.95% | — | — | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.94% | -0.65% | EXIT | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.07% | +8.73% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.93% | — | -5.10% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.30% | +12.48% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | +0.03% | +50.28% | |
| 25 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.83% | — | +7.01% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | -0.07% | +5.93% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.10% | +11.13% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | +0.03% | +71.21% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.61% | -0.10% | -6.33% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.61% | — | +6.02% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.60% | -0.05% | EXIT | |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.60% | — | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.13% | +68.19% | |
| 34 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.58% | — | +22.39% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.11% | +4.91% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.09% | +91.20% | |
| 37 | ACP | Abrdn Income Credit Strat | Stock-Other | 0.56% | — | +30.83% | |
| 38 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.55% | -0.09% | -6.52% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.02% | -2.16% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.14% | +150.84% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.07% | +31.49% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.09% | -0.96% | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.48% | -0.32% | EXIT | |
| 44 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.47% | -0.05% | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.26% | +111.08% | |
| 46 | BGX | Blackstone Long-short Credit | Stock-Other | 0.46% | — | +26.20% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.03% | -13.57% | |
| 48 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.44% | -0.04% | -6.89% | |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.44% | -0.02% | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.11% | +77.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +1.2% | NEW | New buy |
| 2 | IBDQ | Ishares Ibonds Dec 2025 Term | +1% | NEW | New buy |
| 3 | IBDR | Ishares Ibonds Dec 2026 Term | +0.9% | NEW | New buy |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | +0.6% | NEW | New buy |
| 5 | BBUS | Jpmorgan Betabuilders US Equ | +0.6% | +40.05% | Add |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.5% | NEW | New buy |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.5% | NEW | New buy |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.4% | NEW | New buy |
| 9 | IBTG | Ishares Ibonds Dec 2026 Term | +0.4% | NEW | New buy |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.4% | NEW | New buy |
| 11 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.4% | NEW | New buy |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | +0.4% | NEW | New buy |
| 13 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.4% | NEW | New buy |
| 14 | ABT | Abbott Laboratories | +0.3% | +150.84% | Add |
| 15 | V | Visa Inc-class A Shares | +0.3% | +71.21% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +3.87% | Add |
| 17 | DE | Deere & Co | +0.3% | +387.04% | Add |
| 18 | KVUE | Kenvue Inc | +0.3% | NEW | New buy |
| 19 | UNP | Union Pacific CORP | +0.3% | +276.35% | Add |
| 20 | FISV | Fiserv Inc | +0.3% | NEW | New buy |
| 21 | SYY | Sysco CORP | +0.3% | NEW | New buy |
| 22 | BLK | Blackrock Inc | +0.3% | +241.45% | Add |
| 23 | CMCSA | Comcast Corp-class A | +0.3% | NEW | New buy |
| 24 | COST | Costco Wholesale CORP | +0.3% | +91.20% | Add |
| 25 | MCD | Mcdonald's CORP | +0.3% | +167.77% | Add |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +507.65% | Add |
| 27 | JQUA | Jpmorgan US Quality Factor | +0.3% | NEW | New buy |
| 28 | TXT | Textron Inc | +0.2% | NEW | New buy |
| 29 | WMT | Walmart Inc | +0.2% | +68.19% | Add |
| 30 | CVX | Chevron CORP | +0.2% | +77.19% | Add |
| 31 | CAT | Caterpillar Inc | +0.2% | +111.08% | Add |
| 32 | DFUV | Dimensional US Marketwide Va | +0.2% | NEW | New buy |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.2% | +2.48% | Add |
| 34 | GSY | Invesco Ultra Short Duration | +0.1% | +11.25% | Add |
| 35 | ALGS | Aligos Therapeutics Inc | -0.2% | EXIT | Sold out |
| 36 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -41.81% | Trim |
| 37 | AVGO | Broadcom Inc | -0.2% | +4.91% | Add |
| 38 | MBLY | Mobileye Global Inc-a | -0.2% | EXIT | Sold out |
| 39 | COP | Conocophillips | -0.2% | -66.78% | Trim |
| 40 | GDX | Vaneck Gold Miners ETF | -0.2% | EXIT | Sold out |
| 41 | FSK | Fs Kkr Capital CORP | -0.4% | EXIT | Sold out |
| 42 | REM | Ishares Mortgage Real Estate | -0.4% | -70.75% | Trim |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | -0.4% | EXIT | Sold out |
| 44 | XYZ | Block Inc | -0.4% | -75.42% | Trim |
| 45 | KNF | Knife River CORP | -0.5% | EXIT | Sold out |
| 46 | AAPL | Apple Inc | -0.5% | +2.38% | Add |
| 47 | PCT | Purecycle Technologies Inc | -0.7% | -85.80% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -1.1% | -6.65% | Trim |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | -1.4% | -33.33% | Trim |
| 50 | CONL | Granitesh 2x Lng Coin Etf-us | -1.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Drive Wealth Management, LLC reported a total U.S. public equity portfolio value of $561.0M across 324 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, BRK-A) accounted for 16.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
EFV
市值: $5.3M
Top Position Liquidated / Trimmed
CONL
前期市值: $7.6M
During Q1 2025, Drive Wealth Management, LLC's top holdings by market value included IVV (6.3%)、VEA (4.2%)、BRK-A (4.1%). The largest single position, IVV, represented 6.3% of total portfolio value.
In Q1 2025, Drive Wealth Management, LLC made 50 total portfolio adjustments, initiating 19 new buys, adding to 17 positions, trimming 7 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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