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CIK: 0001952781
Total reported value
$561.0M
$561.0M
346 檔
16.4%
During the Q2 2025 filing period, Drive Wealth Management, LLC (CIK: 0001952781) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $561.0M across 346 reported positions.
In Q2 2025, Drive Wealth Management, LLC displayed an active expansion posture, initiating 11 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.30% | -0.66% | -2.27% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.56% | -0.40% | +2.81% | |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 3.26% | +0.70% | +18.10% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.04% | +0.07% | -0.38% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.03% | -0.22% | +1.00% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | +0.09% | -8.63% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.31% | +2.17% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.61% | -0.41% | +3.03% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.13% | -0.23% | +10.21% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.91% | — | +3.74% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.01% | +4.64% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.75% | — | -6.58% | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.74% | — | -7.17% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | -0.22% | +6.66% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.26% | -0.13% | +1.90% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.07% | -42.45% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.03% | +0.02% | +7.12% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.07% | +2.64% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.94% | — | +6.41% | |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.87% | — | -1.87% | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.87% | -0.65% | EXIT | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | +0.03% | -12.09% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | +0.11% | -3.58% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.07% | -1.92% | |
| 25 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.80% | — | +8.79% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.10% | +1.30% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.30% | +2.92% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.77% | — | +33.08% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.03% | +1.66% | |
| 30 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.67% | — | +388.95% | |
| 31 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.65% | -0.10% | +2.71% | |
| 32 | NUTX | Nutex Health Inc | Stock-Other | 0.64% | -0.47% | EXIT | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.13% | -1.35% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.02% | +1.92% | |
| 35 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.58% | -0.09% | +2.21% | |
| 36 | ACP | Abrdn Income Credit Strat | Stock-Other | 0.57% | — | +9.88% | |
| 37 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.57% | — | +10.70% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.55% | — | -1.75% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.51% | -0.05% | EXIT | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.14% | +1.89% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.26% | -2.26% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.09% | -10.50% | |
| 43 | BGX | Blackstone Long-short Credit | Stock-Other | 0.48% | — | +10.87% | |
| 44 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.48% | -0.04% | +2.04% | |
| 45 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.48% | -0.05% | +0.61% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.09% | +12.42% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.03% | -0.42% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.13% | +4.78% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.46% | -0.04% | +13.08% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.45% | -0.05% | -0.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | +2.17% | Add |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | +0.6% | +18.10% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | -8.63% | Trim |
| 4 | REM | Ishares Mortgage Real Estate | +0.5% | +388.95% | Add |
| 5 | NUTX | Nutex Health Inc | +0.4% | — | Unchanged |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +6.66% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.3% | +2.81% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | -3.58% | Trim |
| 9 | QLD | Proshares Ultra Qqq | +0.2% | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | +0.2% | +4.64% | Add |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +33.08% | Add |
| 12 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +69.07% | Add |
| 13 | TFPM | Triple Flag Precious Met | +0.2% | NEW | New buy |
| 14 | NFLX | Netflix Inc | +0.1% | +4.78% | Add |
| 15 | PM | Philip Morris International | +0.1% | +69.03% | Add |
| 16 | GTO | Invesco Total Return Bond Et | +0.1% | NEW | New buy |
| 17 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 18 | HLN | Haleon Plc-adr | +0.1% | +438.34% | Add |
| 19 | TTEN | Totalenergies Se -spon Adr | +0.1% | NEW | New buy |
| 20 | NOC | Northrop Grumman CORP | +0.1% | NEW | New buy |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | +3.03% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | +2.57% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -0.16% | Trim |
| 24 | AAAU | Goldman Sachs Physical Gold | +0.1% | NEW | New buy |
| 25 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 26 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +93.90% | Add |
| 27 | RUN | Sunrun Inc | +0.1% | +101.39% | Add |
| 28 | T | At&t Inc | +0.1% | +60.06% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.00% | Add |
| 30 | ALGT | Allegiant Travel Co | +0.1% | NEW | New buy |
| 31 | CHT | Chunghwa Telecom Lt-spon Adr | +0.1% | NEW | New buy |
| 32 | COOK | Traeger, Inc. | +0.1% | NEW | New buy |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +10.21% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.64% | Add |
| 35 | GOOG | Alphabet Inc-cl C | +0.1% | +1.30% | Add |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | +1.92% | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | +0.1% | +7.12% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | -2.27% | Trim |
| 39 | EFV | Ishares Msci Eafe Value ETF | 0% | +1.90% | Add |
| 40 | PKST | Peakstone Realty Trust | -0.1% | EXIT | Sold out |
| 41 | CTA | Simplify Managed Futures St | -0.1% | EXIT | Sold out |
| 42 | CVX | Chevron CORP | -0.1% | -11.54% | Trim |
| 43 | HOOD | Robinhood Markets Inc - A | -0.2% | EXIT | Sold out |
| 44 | GSY | Invesco Ultra Short Duration | -0.3% | -7.17% | Trim |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | -0.3% | -6.58% | Trim |
| 46 | TQQQ | Proshares Ultrapro Qqq | -0.3% | EXIT | Sold out |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | -48.39% | Trim |
| 48 | AAPL | Apple Inc | -0.5% | -0.38% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | -42.45% | Trim |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -4% | -95.45% | Trim |
According to official SEC Form 13F filings, Drive Wealth Management, LLC reported a total U.S. public equity portfolio value of $561.0M across 346 disclosed positions in Q2 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, BBUS) accounted for 16.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
QLD
市值: $985.4K
Top Position Liquidated / Trimmed
TQQQ
前期市值: $1.2M
During Q2 2025, Drive Wealth Management, LLC's top holdings by market value included IVV (6.3%)、VEA (4.6%)、BBUS (3.3%). The largest single position, IVV, represented 6.3% of total portfolio value.
In Q2 2025, Drive Wealth Management, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 23 positions, trimming 11 holdings, and fully liquidating 4 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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