DRIVE WEALTH MANAGEMENT, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
DRIVE WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001952781 · LEHI, UT
As of Sep 30, 2025, DRIVE WEALTH MANAGEMENT, LLC reported
358 positions worth $432.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 42,735 | $28.6M | 6.62% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 371,458 | $22.3M | 5.15% |
| JPMORGAN BETABUILDERS US EQUITY ETF | BBUS | — | 157,136 |
|
9.0M4.39% |
| NVIDIA CORP | NVDA | Technology | 94,230 |
7.6M | 4.07% |
| APPLE INC | AAPL | Technology | 56,678 |
4.4M | 3.34% |
| MICROSOFT CORP | MSFT | Technology | 27,770 |
4.4M | 3.33% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 249,172 |
3.5M | 3.12% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 39,334 |
1.6M | 2.68% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 362,305 | $8.4M | 1.94% |
| AMAZON.COM INC | AMZN | Equity | 38,027 | $8.3M | 1.93% |
| ISHARES AAA CLO ACTIVE ETF | CLOA | — | 158,424 | $8.2M | 1.91% |
| STATE STREET(R) BLACKSTONE SENIOR LOAN ETF | SRLN | — | 173,203 | $7.2M | 1.67% |
| META PLATFORMS INC | META | Communication Services | 9,660 | $7.1M | 1.64% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 58,747 | $7.0M | 1.62% |
| ALPHABET INC | GOOGL | Equity | 26,419 | $6.4M | 1.49% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 89,442 | $6.1M | 1.40% |
| JPMORGAN LIMITED DURATION BOND ETF | JPLD | — | 113,547 | $6.0M | 1.38% |
| TESLA INC | TSLA | Consumer Cyclical | 12,379 | $5.5M | 1.27% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 61,202 | $5.1M | 1.19% |
| ALPHABET INC | GOOG | Equity | 20,383 | $5.0M | 1.15% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,648 | $4.9M | 1.12% |
| BROADCOM INC | AVGO | Technology | 14,603 | $4.8M | 1.11% |
| CAPITAL GROUP US MULTI-SECTOR INCOME ETF | CGMS | — | 159,829 | $4.4M | 1.03% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 12,234 | $4.0M | 0.93% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 156,860 | $4.0M | 0.91% |