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CIK: 0001952781
Total reported value
$561.0M
$561.0M
376 檔
18.6%
The Q1 2026 SEC filing reveals that Drive Wealth Management, LLC held a total portfolio value of $561.0M, covering 376 public equity positions.
Drive Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 34 new positions while fully exiting 37 holdings and trimming 70 positions.
Showing top 200 holdings (of 376 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.62% | -0.40% | +2.24% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.51% | -0.66% | -2.18% | |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 4.17% | +0.70% | +15.10% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.60% | +0.09% | +2.86% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.16% | +0.07% | -0.34% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.88% | -0.22% | +1.88% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.31% | +3.94% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.20% | -0.41% | +3.63% | |
| 9 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 1.96% | -0.29% | -17.83% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.01% | +1.24% | |
| 11 | CDX | Simplify High Yield ETF | ETF-High Yield | 1.79% | -0.38% | +6.52% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.66% | +0.02% | +7.84% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.07% | -0.64% | |
| 14 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.49% | -0.06% | -17.51% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.07% | +13.74% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.22% | +4.85% | |
| 17 | EVTR | Eaton Vance Total Return | ETF-Other | 1.20% | -0.07% | +30.52% | |
| 18 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.12% | -0.05% | -16.32% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.30% | -4.17% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.08% | -0.13% | -15.86% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.11% | -4.69% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.10% | -11.33% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.00% | +0.03% | -2.06% | |
| 24 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.90% | -0.10% | +12.72% | |
| 25 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.82% | -0.09% | +12.95% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.26% | -9.39% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.07% | +1.24% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.13% | -4.68% | |
| 29 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.74% | -0.03% | -18.25% | |
| 30 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.67% | -0.04% | +12.60% | |
| 31 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.65% | -0.65% | EXIT | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.63% | -0.30% | -17.01% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.02% | -3.78% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.09% | +6.80% | |
| 35 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.54% | -0.06% | +10.90% | |
| 36 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.51% | -0.23% | -17.84% | |
| 37 | BALI | Is US Lrg Cp Pre Inc Act-usd | ETF-Other | 0.51% | -0.02% | +20.59% | |
| 38 | DIHP | Dimensional International Hi | ETF-Other | 0.50% | -0.07% | +13.08% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.50% | -0.01% | +18.75% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.03% | -6.66% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.03% | -16.45% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.09% | +10.75% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.47% | -0.22% | -17.53% | |
| 44 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.47% | -0.06% | +10.79% | |
| 45 | NUTX | Nutex Health Inc | Stock-Other | 0.47% | -0.47% | EXIT | |
| 46 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.47% | -0.01% | +11.15% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.11% | -9.77% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.42% | -0.04% | +6.50% | |
| 49 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.41% | -0.05% | -15.35% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | -0.05% | +2.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.7% | +2.24% | Add |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | +0.7% | +15.10% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.3% | -4.17% | Trim |
| 4 | EVTR | Eaton Vance Total Return | +0.3% | +30.52% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.3% | +7.84% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +1.88% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.2% | +3.63% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +13.74% | Add |
| 9 | CDX | Simplify High Yield ETF | +0.2% | +6.52% | Add |
| 10 | GSIE | Goldman Sachs Activebeta Int | +0.2% | +12.72% | Add |
| 11 | GSID | Goldman Sachs Marketbeta Int | +0.2% | +12.95% | Add |
| 12 | DFSE | Dimensional Em Sus Core1 ETF | +0.1% | +12.60% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -9.39% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | +2.86% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | +10.75% | Add |
| 16 | PXF | Invesco Rafi Developed Marke | +0.1% | +10.90% | Add |
| 17 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.1% | +20.59% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +25.97% | Add |
| 19 | CVX | Chevron CORP | +0.1% | -9.77% | Trim |
| 20 | MU | Micron Technology Inc | +0.1% | +4.68% | Add |
| 21 | DIHP | Dimensional International Hi | +0.1% | +13.08% | Add |
| 22 | WMT | Walmart Inc | +0.1% | -4.68% | Trim |
| 23 | FTGC | First Trust Global Tactical | +0.1% | +26.50% | Add |
| 24 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.1% | +10.79% | Add |
| 25 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | +0.1% | +11.15% | Add |
| 26 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +18.75% | Add |
| 27 | AMAT | Applied Materials Inc | +0.1% | +4.03% | Add |
| 28 | GEV | GE Vernova Inc | +0.1% | +12.05% | Add |
| 29 | MRK | Merck & Co. Inc. | +0.1% | +13.66% | Add |
| 30 | LRCX | Lam Research CORP | +0.1% | +5.50% | Add |
| 31 | IAU | Ishares Gold Trust | +0.1% | +10.75% | Add |
| 32 | AMD | Advanced Micro Devices | +0.1% | +22.38% | Add |
| 33 | DGRO | Ishares Core Dividend Growth | +0.1% | +6.50% | Add |
| 34 | HON | Honeywell International Inc | +0.1% | +35.26% | Add |
| 35 | EQIX | Equinix Inc | +0.1% | +15.82% | Add |
| 36 | WDC | Western Digital CORP | +0.1% | +9.88% | Add |
| 37 | IHDG | Wisdomtree International Hed | +0.1% | +15.15% | Add |
| 38 | NTSE | Wisdomtree Emerging Markets | +0.1% | +13.94% | Add |
| 39 | IDV | Ishares International Select | +0.1% | +11.83% | Add |
| 40 | NOC | Northrop Grumman CORP | +0.1% | +1.99% | Add |
| 41 | KO | Coca-cola Co/the | +0.1% | +0.45% | Add |
| 42 | NEM | Newmont CORP | +0.1% | +0.65% | Add |
| 43 | IVV | Ishares Core S&p 500 ETF | 0% | -2.18% | Trim |
| 44 | INTC | Intel CORP | 0% | +14.95% | Add |
| 45 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +75.68% | Add |
| 46 | KLAC | Kla CORP | 0% | +0.34% | Add |
| 47 | MRSH | Marsh & Mclennan Cos | 0% | +65.71% | Add |
| 48 | FTI | TechnipFMC plc | 0% | +0.17% | Add |
| 49 | ETN | Eaton Corporation plc | 0% | +18.29% | Add |
| 50 | PM | Philip Morris International | 0% | +9.56% | Add |
According to official SEC Form 13F filings, Drive Wealth Management, LLC reported a total U.S. public equity portfolio value of $561.0M across 376 disclosed positions in Q1 2026.
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 VEA, IVV, BBUS) accounted for 18.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
SNDK
市值: $432.3K
Top Position Liquidated / Trimmed
MSTR
前期市值: $3.9M
During Q1 2026, Drive Wealth Management, LLC's top holdings by market value included VEA (5.6%)、IVV (5.5%)、BBUS (4.2%). The largest single position, VEA, represented 5.6% of total portfolio value.
In Q1 2026, Drive Wealth Management, LLC made 199 total portfolio adjustments, initiating 34 new buys, adding to 58 positions, trimming 70 holdings, and fully liquidating 37 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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