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CIK: 0001952781
Total reported value
$561.0M
$561.0M
380 檔
18.8%
In Q4 2025, Drive Wealth Management, LLC's U.S. equity holdings reached a combined market value of $561.0M, distributed across 380 disclosed stock positions.
Drive Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 14 holdings and trimming 8 positions.
Showing top 200 holdings (of 380 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.47% | -0.66% | -4.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.96% | -0.40% | +9.45% | |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 3.52% | +0.70% | -6.84% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.47% | +0.09% | +1.05% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.07% | +4.36% | |
| 6 | APP | Applovin Corp-class A | Stock-Tech | 3.10% | +0.01% | +1788.24% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | -0.31% | +3.30% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.60% | -0.22% | -0.56% | |
| 9 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 2.21% | -0.29% | +37.92% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.99% | -0.41% | -10.89% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.01% | +5.72% | |
| 12 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.68% | -0.06% | +44.11% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | +0.07% | +1.20% | |
| 14 | CDX | Simplify High Yield ETF | ETF-High Yield | 1.62% | -0.38% | +177.18% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.37% | +0.02% | -0.23% | |
| 16 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.26% | -0.05% | +45.75% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.22% | -0.70% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.07% | +23.75% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.10% | -6.55% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +0.11% | +16.41% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.14% | -0.13% | -8.27% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | +0.03% | +5.19% | |
| 23 | EVTR | Eaton Vance Total Return | ETF-Other | 0.86% | -0.07% | — | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.84% | -0.03% | +45.66% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.07% | -4.17% | |
| 26 | MSTR | Strategy Inc | Stock-Tech | 0.76% | — | +3287.52% | |
| 27 | NUTX | Nutex Health Inc | Stock-Other | 0.75% | -0.47% | EXIT | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.30% | -3.76% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.74% | -0.10% | +11.50% | |
| 30 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.71% | -0.30% | +18.78% | |
| 31 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.70% | -0.65% | EXIT | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.13% | +8.49% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | +0.26% | +0.87% | |
| 34 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.66% | -0.09% | +11.27% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.02% | +2.40% | |
| 36 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.59% | -0.23% | -57.79% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.09% | +8.86% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.03% | -5.75% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.03% | +19.29% | |
| 40 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.54% | -0.22% | +18.16% | |
| 41 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.53% | -0.04% | +10.18% | |
| 42 | PCT | Purecycle Technologies Inc | Stock-Other | 0.43% | -0.03% | EXIT | |
| 43 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.42% | -0.05% | -6.99% | |
| 44 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.42% | -0.06% | +9.98% | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.41% | -0.01% | +134.95% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | -0.05% | +3.22% | |
| 47 | BALI | Is US Lrg Cp Pre Inc Act-usd | ETF-Other | 0.40% | -0.02% | — | |
| 48 | DIHP | Dimensional International Hi | ETF-Other | 0.40% | -0.07% | +12.09% | |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.39% | -0.02% | -8.15% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.38% | -0.05% | -2.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APP | Applovin Corp-class A | +2.9% | +1788.24% | Add |
| 2 | CDX | Simplify High Yield ETF | +1% | +177.18% | Add |
| 3 | MSTR | Strategy Inc | +0.7% | +3287.52% | Add |
| 4 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.5% | +37.92% | Add |
| 5 | JPLD | Jpmorgan LTD Duration ETF | +0.4% | +44.11% | Add |
| 6 | CGMS | Cap Group US Multi-sect Bond | +0.3% | +45.75% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.20% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +9.45% | Add |
| 9 | NUTX | Nutex Health Inc | +0.2% | +0.00% | Add |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +134.95% | Add |
| 11 | TFLO | Ishares Treasury Floating Ra | +0.2% | +45.66% | Add |
| 12 | HLN | Haleon Plc-adr | +0.2% | +815.04% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | +8.86% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +23.75% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | +16.41% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | +22.26% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -6.55% | Trim |
| 18 | DFIV | Dimensional International Va | +0.1% | +71.63% | Add |
| 19 | AAPL | Apple Inc | +0.1% | +4.36% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | +0.87% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +5.72% | Add |
| 22 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -54.37% | Trim |
| 23 | META | Meta Platforms Inc-class A | -0.3% | -0.70% | Trim |
| 24 | VO | Vanguard Mid-cap ETF | -0.5% | -10.89% | Trim |
| 25 | BBUS | Jpmorgan Betabuilders US Equ | -0.5% | -6.84% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.6% | -4.33% | Trim |
| 27 | SRLN | Ss Blackstone Sr Loan ETF | -0.9% | -57.79% | Trim |
| 28 | GOVT | Ishares US Treasury Bond ETF | -1.7% | -96.31% | Trim |
| 29 | VCIT | Vanguard Int-term Corporate | — | EXIT | Sold out |
| 30 | EVTR | Eaton Vance Total Return | — | NEW | New buy |
| 31 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 32 | USHY | Ishares Broad Usd High Yield | — | EXIT | Sold out |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 34 | PCT | Purecycle Technologies Inc | — | NEW | New buy |
| 35 | BALI | Is US Lrg Cp Pre Inc Act-usd | — | NEW | New buy |
| 36 | JGRO | Jpmorgan Active Growth ETF | — | EXIT | Sold out |
| 37 | MORT | Vaneck Mortgage Reit Income | — | EXIT | Sold out |
| 38 | CVNA | Carvana Co | — | NEW | New buy |
| 39 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | Sold out |
| 41 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
| 42 | DEM | Wisdomtree Emerging Markets | — | EXIT | Sold out |
| 43 | IDV | Ishares International Select | — | NEW | New buy |
| 44 | ACP | Abrdn Income Credit Strat | — | EXIT | Sold out |
| 45 | FTGC | First Trust Global Tactical | — | NEW | New buy |
| 46 | AVDV | Avantis Intl S/c Value ETF | — | NEW | New buy |
| 47 | CPB | THE Campbell's Company | — | EXIT | Sold out |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 49 | SVOL | Simplify Volatility Premium | — | EXIT | Sold out |
| 50 | JD | Jd.com Inc-adr | — | 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 380 disclosed positions in Q4 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 18.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
EVTR
市值: $4.4M
Top Position Liquidated / Trimmed
VCIT
前期市值: $5.1M
During Q4 2025, Drive Wealth Management, LLC's top holdings by market value included IVV (5.5%)、VEA (5.0%)、BBUS (3.5%). The largest single position, IVV, represented 5.5% of total portfolio value.
In Q4 2025, Drive Wealth Management, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 8 holdings, and fully liquidating 14 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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