Holders — by stockHoldings — by fund
DRIVE WEALTH MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1952781
$561.0M
disclosed book value
459
positions
5.2%
largest position share
Positions, as of 2026-06-30
top 100 of 459 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 411,307 | $29.3M | 5.2% |
| 2 | BBUSJ P MORGAN EXCHANGE TRADED F | 202,739 | $27.3M | 4.9% |
| 3 | IVVISHARES TR | 36,359 | $27.2M | 4.9% |
| 4 | NVDANVIDIA CORPORATION | 103,439 | $20.7M | 3.7% |
| 5 | AAPLAPPLE INC | 62,659 | $18.1M | 3.2% |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 249,567 | $14.9M | 2.7% |
| 7 | MSFTMICROSOFT CORP | 30,380 | $11.3M | 2% |
| 8 | AMZNAMAZON COM INC | 42,463 | $10.1M | 1.8% |
| 9 | VOVANGUARD INDEX FDS | 124,587 | $10.0M | 1.8% |
| 10 | IJRISHARES TR | 63,722 | $9.5M | 1.7% |
| 11 | GOOGLALPHABET INC | 26,321 | $9.4M | 1.7% |
| 12 | CLOABLACKROCK ETF TRUST II | 180,919 | $9.4M | 1.7% |
| 13 | JPLDJ P MORGAN EXCHANGE TRADED F | 153,466 | $8.0M | 1.4% |
| 14 | SIMPLIFY EXCHANGE TRADED FUN | 374,924 | $7.9M | 1.4% |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,528 | $7.3M | 1.3% |
| 16 | AVGOBROADCOM INC | 17,335 | $6.5M | 1.2% |
| 17 | EVTRMORGAN STANLEY ETF TRUST | 124,763 | $6.4M | 1.1% |
| 18 | MUMICRON TECHNOLOGY INC | 5,471 | $6.3M | 1.1% |
| 19 | GOOGALPHABET INC | 17,715 | $6.3M | 1.1% |
| 20 | CGMSCAPITAL GRP FIXED INCM ETF T | 218,950 | $6.0M | 1.1% |
| 21 | CATCATERPILLAR INC | 5,579 | $5.9M | 1.1% |
| 22 | TSLATESLA INC | 13,765 | $5.8M | 1% |
| 23 | METAMETA PLATFORMS INC | 9,869 | $5.6M | 1% |
| 24 | EFVISHARES TR | 69,271 | $5.3M | 0.9% |
| 25 | GSIEGOLDMAN SACHS ETF TR | 98,265 | $4.5M | 0.8% |
| 26 | EXMOCEXXON MOBIL CORP | 32,359 | $4.4M | 0.8% |
| 27 | AMDADVANCED MICRO DEVICES INC | 7,379 | $4.3M | 0.8% |
| 28 | GSIDGOLDMAN SACHS ETF TR | 54,769 | $4.1M | 0.7% |
| 29 | VTIVANGUARD INDEX FDS | 11,111 | $4.1M | 0.7% |
| 30 | TFLOISHARES TR | 78,911 | $4.0M | 0.7% |
| 31 | LLYELI LILLY & CO | 3,080 | $3.7M | 0.7% |
| 32 | WMTWALMART INC | 31,910 | $3.6M | 0.6% |
| 33 | DIMENSIONAL ETF TRUST | 72,657 | $3.6M | 0.6% |
| 34 | JPMJPMORGAN CHASE & CO | 10,377 | $3.4M | 0.6% |
| 35 | VVISA INC | 8,429 | $2.9M | 0.5% |
| 36 | VOOVANGUARD INDEX FDS | 4,196 | $2.9M | 0.5% |
| 37 | JEPQJ P MORGAN EXCHANGE TRADED F | 44,805 | $2.8M | 0.5% |
| 38 | BLACKROCK ETF TRUST | 80,714 | $2.7M | 0.5% |
| 39 | PXFINVESCO EXCH TRADED FD TR II | 35,536 | $2.7M | 0.5% |
| 40 | XSOEWISDOMTREE TR | 53,032 | $2.6M | 0.5% |
| 41 | AMATAPPLIED MATLS INC | 3,452 | $2.5M | 0.4% |
| 42 | DIHPDIMENSIONAL ETF TRUST | 71,333 | $2.4M | 0.4% |
| 43 | CRWDCROWDSTRIKE HLDGS INC | 2,997 | $2.3M | 0.4% |
| 44 | PXHINVESCO EXCH TRADED FD TR II | 81,575 | $2.3M | 0.4% |
| 45 | CSCOCISCO SYS INC | 18,626 | $2.2M | 0.4% |
| 46 | COSTCOSTCO WHOLESALE CORPORATION | 2,334 | $2.2M | 0.4% |
| 47 | DGROISHARES TR | 28,174 | $2.1M | 0.4% |
| 48 | LRCXLAM RESEARCH CORP | 4,908 | $2.1M | 0.4% |
| 49 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 4,328 | $2.1M | 0.4% |
| 50 | INTCINTEL CORP | 14,593 | $2.0M | 0.4% |
| 51 | PMPHILIP MORRIS INTL INC | 11,050 | $2.0M | 0.4% |
| 52 | FNDESCHWAB STRATEGIC TR | 50,762 | $2.0M | 0.4% |
| 53 | CALFPACER FDS TR | 36,627 | $1.9M | 0.3% |
| 54 | SJNKSPDR SERIES TRUST | 73,986 | $1.9M | 0.3% |
| 55 | WFCWELLS FARGO & CO | 22,128 | $1.8M | 0.3% |
| 56 | KLACKLA CORP | 5,977 | $1.8M | 0.3% |
| 57 | DEDEERE & CO | 2,822 | $1.8M | 0.3% |
| 58 | CVXCHEVRON CORPORATION | 10,357 | $1.7M | 0.3% |
| 59 | ABBVABBVIE INC | 6,804 | $1.7M | 0.3% |
| 60 | BLKBLACKROCK INC | 1,718 | $1.7M | 0.3% |
| 61 | PGRPROGRESSIVE CORP | 7,476 | $1.6M | 0.3% |
| 62 | KOCOCA COLA CO | 19,295 | $1.6M | 0.3% |
| 63 | SRLNSSGA ACTIVE ETF TR | 38,950 | $1.6M | 0.3% |
| 64 | UNPUNION PAC CORP | 5,588 | $1.5M | 0.3% |
| 65 | MAMASTERCARD INCORPORATED | 2,806 | $1.4M | 0.3% |
| 66 | MRKMERCK & CO INC | 10,904 | $1.4M | 0.3% |
| 67 | DFIVDIMENSIONAL ETF TRUST | 25,857 | $1.4M | 0.2% |
| 68 | SNDKSANDISK CORP | 613 | $1.4M | 0.2% |
| 69 | JPIEJ P MORGAN EXCHANGE TRADED F | 30,183 | $1.4M | 0.2% |
| 70 | NEMNEWMONT CORP | 14,842 | $1.4M | 0.2% |
| 71 | IBTGISHARES TR | 60,164 | $1.4M | 0.2% |
| 72 | GEVGE VERNOVA INC | 1,151 | $1.4M | 0.2% |
| 73 | IBDVISHARES TR | 60,425 | $1.3M | 0.2% |
| 74 | IBDWISHARES TR | 63,169 | $1.3M | 0.2% |
| 75 | APHAMPHENOL CORP | 7,185 | $1.3M | 0.2% |
| 76 | IBDUISHARES TR | 54,549 | $1.3M | 0.2% |
| 77 | MRVLMARVELL TECHNOLOGY INC | 4,192 | $1.2M | 0.2% |
| 78 | IBDTISHARES TR | 49,213 | $1.2M | 0.2% |
| 79 | GEGE AEROSPACE | 3,269 | $1.2M | 0.2% |
| 80 | SPYGSPDR SERIES TRUST | 10,256 | $1.2M | 0.2% |
| 81 | JNJJOHNSON & JOHNSON | 4,782 | $1.2M | 0.2% |
| 82 | IHDGWISDOMTREE TR | 23,136 | $1.2M | 0.2% |
| 83 | WDCWESTERN DIGITAL CORP | 1,874 | $1.2M | 0.2% |
| 84 | ANETARISTA NETWORKS INC | 7,045 | $1.2M | 0.2% |
| 85 | BACBANK OF AMER CORP | 20,503 | $1.2M | 0.2% |
| 86 | IAUISHARES GOLD TR | 15,199 | $1.1M | 0.2% |
| 87 | ORCLORACLE CORP | 7,663 | $1.1M | 0.2% |
| 88 | TXTTEXTRON INC | 12,157 | $1.1M | 0.2% |
| 89 | KEYSKEYSIGHT TECHNOLOGIES INC | 3,124 | $1.1M | 0.2% |
| 90 | WISDOMTREE TR | 22,493 | $1.1M | 0.2% |
| 91 | MCDMCDONALDS CORP | 4,028 | $1.1M | 0.2% |
| 92 | FIXCOMFORT SYS USA INC | 546 | $1.1M | 0.2% |
| 93 | CHUBB LIMITED | 3,148 | $1.1M | 0.2% |
| 94 | FTGCFIRST TR EXCHANGE TRAD FD VI | 39,192 | $1.1M | 0.2% |
| 95 | RTXRTX CORPORATION | 5,535 | $1.1M | 0.2% |
| 96 | KVUEKENVUE INC | 54,898 | $1.0M | 0.2% |
| 97 | RLIRLI CORP | 17,407 | $1.0M | 0.2% |
| 98 | JQUAJ P MORGAN EXCHANGE TRADED F | 14,002 | $1.0M | 0.2% |
| 99 | GSGOLDMAN SACHS GROUP INC | 999 | $1.0M | 0.2% |
| 100 | DFUVDIMENSIONAL ETF TRUST | 17,894 | $984,332 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.