# DRIVE WEALTH MANAGEMENT, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1952781. Source: https://holderbook.com/funds/1952781-drive-wealth-management-llc/

- Reported value: $561.0M
- Positions: 459
- Weight of the ten largest: 31.8%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $29.3M | 411,307 | 5.2% | 18 |
| J P MORGAN EXCHANGE TRADED F | [BBUS](https://holderbook.com/stocks/BBUS/) | $27.3M | 202,739 | 4.9% | 8 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $27.2M | 36,359 | 4.9% | 18 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $20.7M | 103,439 | 3.7% | 15 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $18.1M | 62,659 | 3.2% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $14.9M | 249,567 | 2.7% | 14 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $11.3M | 30,380 | 2.0% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $10.1M | 42,463 | 1.8% | 19 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $10.0M | 124,587 | 1.8% | 14 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $9.5M | 63,722 | 1.7% | 14 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $9.4M | 26,321 | 1.7% | 19 |
| BLACKROCK ETF TRUST II | [CLOA](https://holderbook.com/stocks/CLOA/) | $9.4M | 180,919 | 1.7% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JPLD](https://holderbook.com/stocks/JPLD/) | $8.0M | 153,466 | 1.4% | 4 |
| SIMPLIFY EXCHANGE TRADED FUN | [CDX](https://holderbook.com/stocks/CDX/) | $7.9M | 374,924 | 1.4% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $7.3M | 14,528 | 1.3% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $6.5M | 17,335 | 1.2% | 15 |
| MORGAN STANLEY ETF TRUST | [EVTR](https://holderbook.com/stocks/EVTR/) | $6.4M | 124,763 | 1.1% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $6.3M | 5,471 | 1.1% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $6.3M | 17,715 | 1.1% | 19 |
| CAPITAL GRP FIXED INCM ETF T | [CGMS](https://holderbook.com/stocks/CGMS/) | $6.0M | 218,950 | 1.1% | 4 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $5.9M | 5,579 | 1.1% | 19 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $5.8M | 13,765 | 1.0% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.6M | 9,869 | 1.0% | 19 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $5.3M | 69,271 | 0.9% | 6 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $4.5M | 98,265 | 0.8% | 15 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.4M | 32,359 | 0.8% | 18 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $4.3M | 7,379 | 0.8% | 14 |
| GOLDMAN SACHS ETF TR | [GSID](https://holderbook.com/stocks/GSID/) | $4.1M | 54,769 | 0.7% | 15 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.1M | 11,111 | 0.7% | 19 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $4.0M | 78,911 | 0.7% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.7M | 3,080 | 0.7% | 16 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.6M | 31,910 | 0.6% | 16 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $3.6M | 72,657 | 0.6% | 12 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.4M | 10,377 | 0.6% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.9M | 8,429 | 0.5% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.9M | 4,196 | 0.5% | 15 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $2.8M | 44,805 | 0.5% | 8 |
| BLACKROCK ETF TRUST | [BALI](https://holderbook.com/stocks/BALI/) | $2.7M | 80,714 | 0.5% | 3 |
| INVESCO EXCH TRADED FD TR II | [PXF](https://holderbook.com/stocks/PXF/) | $2.7M | 35,536 | 0.5% | 15 |
| WISDOMTREE TR | [XSOE](https://holderbook.com/stocks/XSOE/) | $2.6M | 53,032 | 0.5% | 15 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.5M | 3,452 | 0.4% | 19 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $2.4M | 71,333 | 0.4% | 12 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $2.3M | 2,997 | 0.4% | 7 |
| INVESCO EXCH TRADED FD TR II | [PXH](https://holderbook.com/stocks/PXH/) | $2.3M | 81,575 | 0.4% | 12 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.2M | 18,626 | 0.4% | 19 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.2M | 2,334 | 0.4% | 18 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $2.1M | 28,174 | 0.4% | 13 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $2.1M | 4,908 | 0.4% | 6 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $2.1M | 4,328 | 0.4% | 19 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.0M | 14,593 | 0.4% | 5 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $2.0M | 11,050 | 0.4% | 8 |
| SCHWAB STRATEGIC TR | [FNDE](https://holderbook.com/stocks/FNDE/) | $2.0M | 50,762 | 0.4% | 6 |
| PACER FDS TR | [CALF](https://holderbook.com/stocks/CALF/) | $1.9M | 36,627 | 0.3% | 6 |
| SPDR SERIES TRUST | [SJNK](https://holderbook.com/stocks/SJNK/) | $1.9M | 73,986 | 0.3% | 4 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.8M | 22,128 | 0.3% | 19 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.8M | 5,977 | 0.3% | 13 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.8M | 2,822 | 0.3% | 13 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.7M | 10,357 | 0.3% | 19 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.7M | 6,804 | 0.3% | 19 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.7M | 1,718 | 0.3% | 7 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $1.6M | 7,476 | 0.3% | 14 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.6M | 19,295 | 0.3% | 19 |
| SSGA ACTIVE ETF TR | [SRLN](https://holderbook.com/stocks/SRLN/) | $1.6M | 38,950 | 0.3% | 14 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.5M | 5,588 | 0.3% | 19 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.4M | 2,806 | 0.3% | 19 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.4M | 10,904 | 0.3% | 17 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $1.4M | 25,857 | 0.2% | 6 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $1.4M | 613 | 0.2% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $1.4M | 30,183 | 0.2% | 4 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $1.4M | 14,842 | 0.2% | 6 |
| ISHARES TR | [IBTG](https://holderbook.com/stocks/IBTG/) | $1.4M | 60,164 | 0.2% | 6 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.4M | 1,151 | 0.2% | 7 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $1.3M | 60,425 | 0.2% | 6 |
| ISHARES TR | [IBDW](https://holderbook.com/stocks/IBDW/) | $1.3M | 63,169 | 0.2% | 6 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.3M | 7,185 | 0.2% | 14 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $1.3M | 54,549 | 0.2% | 6 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.2M | 4,192 | 0.2% | 4 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $1.2M | 49,213 | 0.2% | 6 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.2M | 3,269 | 0.2% | 12 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $1.2M | 10,256 | 0.2% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.2M | 4,782 | 0.2% | 11 |
| WISDOMTREE TR | [IHDG](https://holderbook.com/stocks/IHDG/) | $1.2M | 23,136 | 0.2% | 12 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $1.2M | 1,874 | 0.2% | 3 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.2M | 7,045 | 0.2% | 7 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.2M | 20,503 | 0.2% | 19 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.1M | 15,199 | 0.2% | 5 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.1M | 7,663 | 0.2% | 19 |
| TEXTRON INC | [TXT](https://holderbook.com/stocks/TXT/) | $1.1M | 12,157 | 0.2% | 6 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $1.1M | 3,124 | 0.2% | 6 |
| WISDOMTREE TR | [NTSE](https://holderbook.com/stocks/NTSE/) | $1.1M | 22,493 | 0.2% | 15 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.1M | 4,028 | 0.2% | 16 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $1.1M | 546 | 0.2% | 3 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $1.1M | 3,148 | 0.2% | 12 |
| FIRST TR EXCHANGE TRAD FD VI | [FTGC](https://holderbook.com/stocks/FTGC/) | $1.1M | 39,192 | 0.2% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.1M | 5,535 | 0.2% | 19 |
| KENVUE INC | [KVUE](https://holderbook.com/stocks/KVUE/) | $1.0M | 54,898 | 0.2% | 6 |
| RLI CORP | [RLI](https://holderbook.com/stocks/RLI/) | $1.0M | 17,407 | 0.2% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JQUA](https://holderbook.com/stocks/JQUA/) | $1.0M | 14,002 | 0.2% | 6 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.0M | 999 | 0.2% | 15 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $984.3K | 17,894 | 0.2% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.2% | +14.8% | -2.6% | 99% |
| Q1 2026 | -4.1% | -4.6% | +0.5% | 99% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 97% |
| Q3 2025 | +7.0% | +7.8% | -0.8% | 98% |
| Q2 2025 | +8.3% | +10.5% | -2.1% | 98% |
| Q1 2025 | -3.1% | -4.6% | +1.4% | 100% |
| Q4 2024 | -0.4% | +2.1% | -2.5% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $561.0M | 459 |
| Q1 2026 | $473.9M | 376 |
| Q4 2025 | $512.4M | 380 |
| Q3 2025 | $471.7M | 358 |
| Q2 2025 | $456.3M | 346 |
| Q1 2025 | $425.7M | 324 |
| Q4 2024 | $408.0M | 342 |
| Q3 2024 | $384.1M | 321 |
| Q2 2024 | $370.7M | 320 |
| Q1 2024 | $356.9M | 317 |
| Q4 2023 | $310.0M | 306 |
| Q3 2023 | $273.9M | 278 |