Drive Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Drive Wealth Management, LLC reported 459 stock positions worth $561.0 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 5.2% of the portfolio, followed by JPMorgan Betabuilders US Equ (BBUS, 4.9%) and iShares Core S&P 500 ETF (IVV, 4.9%). Compared with Q1 2026, it opened 107 new positions, sold out of 25, added to 205 and reduced 133. The biggest buy was Micron Technology (MU, shares +3%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $561.0M (Q2 2026)
- SEC Filing
- 0001754960-26-000602 ↗ filed Jul 22, 2026
Holdings Value
Holdings 459 stocks · $561.0M
| VEA Vanguard Ftse Developed ETF | 5.22% | 411,307 | $29.3M | Reduce -1.1% |
| BBUS JPMorgan Betabuilders US Equ | 4.87% | 202,739 | $27.3M | Add +20.3% |
| IVV iShares Core S&P 500 ETF | 4.85% | 36,359 | $27.2M | Reduce -9.1% |
| NVDA Nvidia Corp. | 3.69% | 103,439 | $20.7M | Add +5.6% |
| AAPL Apple Inc. | 3.23% | 62,659 | $18.1M | Add +6.3% |
| VWO Vanguard Ftse Emerging Marke | 2.66% | 249,567 | $14.9M | Reduce -1.1% |
| MSFT Microsoft Corp. | 2.02% | 30,380 | $11.3M | Add +1.9% |
| AMZN Amazon.com Inc. | 1.80% | 42,463 | $10.1M | Add +4.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.79% | 124,587 | $10.0M | Reduce -14.3% |
| IJR iShares Core S&P Small-Cap E | 1.68% | 63,722 | $9.5M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.68% | 26,321 | $9.4M | Reduce -0.9% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 1.67% | 180,919 | $9.4M | Add +0.8% |
| JPLD JPMorgan Ltd. Duration ETF | 1.43% | 153,466 | $8.0M | Add +13.7% |
| CDX Simplify High Yield ETF | 1.41% | 374,924 | $7.9M | Reduce -5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 14,528 | $7.3M | Add +7.0% |
| AVGO Broadcom Inc. | 1.17% | 17,335 | $6.5M | Add +7.0% |
| EVTR Eaton Vance Total Return | 1.13% | 124,763 | $6.4M | Add +12.0% |
| MU Micron Technology Inc. | 1.13% | 5,471 | $6.3M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 1.12% | 17,715 | $6.3M | Add +4.9% |
| CGMS Cap Group US Multi-Sect Bond | 1.07% | 218,950 | $6.0M | Add +12.3% |
| CAT Caterpillar Inc. | 1.06% | 5,579 | $5.9M | Add +3.8% |
| TSLA Tesla Inc. | 1.03% | 13,765 | $5.8M | Add +7.9% |
| META Meta Platforms Inc. Class A | 0.99% | 9,869 | $5.6M | Reduce -1.9% |
| EFV iShares MSCI Eafe Value ETF | 0.95% | 69,271 | $5.3M | Add +0.3% |
| GSIE Goldman Sachs Activebeta Int | 0.80% | 98,265 | $4.5M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.79% | 32,359 | $4.4M | Add +6.2% |
| AMD Advanced Micro Devices | 0.76% | 7,379 | $4.3M | Add +2.1% |
| GSID Goldman Sachs Marketbeta Int | 0.73% | 54,769 | $4.1M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 11,111 | $4.1M | Reduce -6.4% |
| TFLO iShares Treasury Floating Ra | 0.71% | 78,911 | $4.0M | Add +13.3% |
| LLY Eli Lilly & Co. | 0.66% | 3,080 | $3.7M | Add +4.3% |
| WMT Walmart Inc. | 0.64% | 31,910 | $3.6M | Add +9.4% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.63% | 72,657 | $3.6M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.61% | 10,377 | $3.4M | Add +9.8% |
| V Visa Inc. Class A | 0.52% | 8,429 | $2.9M | Add +9.9% |
| VOO Vanguard S&P 500 ETF | 0.51% | 4,196 | $2.9M | Add +9.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.49% | 44,805 | $2.8M | Add +5.7% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.49% | 80,714 | $2.7M | Add +3.8% |
| PXF Invesco Rafi Developed Marke | 0.48% | 35,536 | $2.7M | Reduce -2.2% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.46% | 53,032 | $2.6M | Reduce -3.8% |
| AMAT Applied Materials Inc. | 0.44% | 3,452 | $2.5M | Add +2.9% |
| DIHP Dimensional International Hi | 0.43% | 71,333 | $2.4M | Reduce -2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 2,997 | $2.3M | Reduce -0.6% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.41% | 81,575 | $2.3M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.39% | 18,626 | $2.2M | Add +3.4% |
| COST Costco Wholesale Corp. | 0.39% | 2,334 | $2.2M | Add +2.5% |
| DGRO iShares Core Dividend Growth | 0.38% | 28,174 | $2.1M | Add +0.1% |
| LRCX Lam Research Corp. | 0.38% | 4,908 | $2.1M | Add +5.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 4,328 | $2.1M | Reduce -0.6% |
| INTC Intel Corp. | 0.36% | 14,593 | $2.0M | Add +4.8% |
| PM Philip Morris International | 0.36% | 11,050 | $2.0M | Add +61.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.36% | 50,762 | $2.0M | Reduce -0.6% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.33% | 36,627 | $1.9M | Reduce -1.3% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.33% | 73,986 | $1.9M | Reduce -38.3% |
| WFC Wells Fargo & Co. | 0.33% | 22,128 | $1.8M | Reduce -2.6% |
| KLAC KLA Corp. | 0.32% | 5,977 | $1.8M | Add +1.8% |
| DE Deere & Co. | 0.32% | 2,822 | $1.8M | Add +0.1% |
| CVX Chevron Corp. | 0.31% | 10,357 | $1.7M | Add +7.3% |
| ABBV Abbvie Inc. | 0.31% | 6,804 | $1.7M | Reduce -0.5% |
| BLK BlackRock Inc. | 0.29% | 1,718 | $1.7M | Add +3.4% |
| PGR Progressive Corp. | 0.29% | 7,476 | $1.6M | Add +198.3% |
| KO The Coca-Cola Co. | 0.28% | 19,295 | $1.6M | Add +3.3% |
| SRLN SS Blackstone Sr Loan ETF | 0.28% | 38,950 | $1.6M | Reduce -35.1% |
| UNP Union Pacific Corp. | 0.27% | 5,588 | $1.5M | Add +4.2% |
| MA Mastercard Inc. Class A | 0.26% | 2,806 | $1.4M | Add +10.2% |
| MRK Merck & Co. Inc. | 0.25% | 10,904 | $1.4M | Add +21.0% |
| DFIV Dimensional International Va | 0.25% | 25,857 | $1.4M | Reduce -1.8% |
| SNDK Sandisk Corp. | 0.25% | 613 | $1.4M | Reduce -10.0% |
| JPIE JPMorgan Income ETF | 0.25% | 30,183 | $1.4M | Reduce -38.1% |
| NEM Newmont Corp. | 0.25% | 14,842 | $1.4M | Add +7.6% |
| IBTG iShares Ibonds Dec 2026 Term | 0.25% | 60,164 | $1.4M | Reduce -0.2% |
| GEV GE Vernova Inc. | 0.24% | 1,151 | $1.4M | Add +16.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.23% | 60,425 | $1.3M | Reduce -0.9% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.23% | 63,169 | $1.3M | Reduce -0.4% |
| APH Amphenol Corp. Class A | 0.23% | 7,185 | $1.3M | Reduce -1.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.23% | 54,549 | $1.3M | Reduce -0.3% |
| MRVL Marvell Technology Inc. | 0.22% | 4,192 | $1.2M | Reduce -2.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.22% | 49,213 | $1.2M | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 3,269 | $1.2M | Reduce -15.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 10,256 | $1.2M | Add +8.8% |
| JNJ Johnson & Johnson | 0.22% | 4,782 | $1.2M | Reduce -7.8% |
| IHDG Wisdomtree International Hed | 0.22% | 23,136 | $1.2M | Reduce -13.0% |
| WDC Western Digital Corp. | 0.21% | 1,874 | $1.2M | Add +10.2% |
| ANET Arista Networks Inc. | 0.21% | 7,045 | $1.2M | Reduce -1.5% |
| BAC Bank of America Corp. | 0.21% | 20,503 | $1.2M | Add +7.4% |
| IAU iShares Gold Trust | 0.20% | 15,199 | $1.1M | Add +3.5% |
| ORCL Oracle Corp. | 0.20% | 7,663 | $1.1M | Add +3.7% |
| TXT Textron Inc. | 0.20% | 12,157 | $1.1M | Add +6.5% |
| KEYS Keysight Technologies Inc. | 0.19% | 3,124 | $1.1M | Reduce -0.9% |
| NTSE Wisdomtree Emerging Markets | 0.19% | 22,493 | $1.1M | Reduce -3.5% |
| MCD McDonald's Corp. | 0.19% | 4,028 | $1.1M | Reduce -16.8% |
| FIX Comfort Systems USA Inc. | 0.19% | 546 | $1.1M | Add +52.9% |
| CB Chubb Ltd. | 0.19% | 3,148 | $1.1M | Add +29.9% |
| FTGC First Trust Global Tactical | 0.19% | 39,192 | $1.1M | Add +2.7% |
| RTX RTX Corp. | 0.19% | 5,535 | $1.1M | Add +1.9% |
| KVUE Kenvue Inc. | 0.19% | 54,898 | $1.0M | Add +3.5% |
| RLI Rli Corp. | 0.18% | 17,407 | $1.0M | New |
| JQUA JPMorgan US Quality Factor | 0.18% | 14,002 | $1.0M | Reduce -5.5% |
| GS Goldman Sachs Group Inc. | 0.18% | 999 | $1.0M | Add +7.7% |
| DFUV Dimensional US Marketwide Va | 0.18% | 17,894 | $984K | Add +0.0% |
Portfolio Sells Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Reduce -9.1% | 4.85% | −0.66 |
| IBDR iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.65 |
| NUTX Nutex Health Inc. | Sold out | 0.00% | −0.47 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -14.3% | 1.79% | −0.41 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.1% | 5.22% | −0.40 |
| CDX Simplify High Yield ETF | Reduce -5.4% | 1.41% | −0.37 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −0.32 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -38.3% | 0.33% | −0.30 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -35.1% | 0.28% | −0.23 |
| JPIE JPMorgan Income ETF | Reduce -38.1% | 0.25% | −0.23 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.1% | 2.66% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 0.99% | −0.22 |
| HLN Haleon PLC-ADR | Reduce -74.7% | 0.04% | −0.17 |
| PLTR Palantir Technologies Inc. Class A | Reduce -32.1% | 0.12% | −0.15 |
| ABT Abbott Laboratories | Reduce -31.2% | 0.14% | −0.14 |
| NFLX Netflix Inc. | Reduce -10.8% | 0.17% | −0.13 |
| MCD McDonald's Corp. | Reduce -16.8% | 0.19% | −0.12 |
| BPRE Bluerock Private Real Estate | Reduce -6.8% | 0.17% | −0.10 |
| GSIE Goldman Sachs Activebeta Int | Reduce -1.1% | 0.80% | −0.10 |
| CRM Salesforce Inc. | Reduce -36.7% | 0.08% | −0.10 |
| GSID Goldman Sachs Marketbeta Int | Reduce -1.0% | 0.73% | −0.08 |
| NOC Northrop Grumman Corp. | Reduce -12.6% | 0.10% | −0.08 |
| INTU Intuit Inc. | Reduce -24.3% | 0.05% | −0.08 |
| T AT&T Inc. | Reduce -3.5% | 0.10% | −0.07 |
| HON Honeywell International Inc. | Reduce -10.3% | 0.04% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.4% | 0.73% | −0.07 |
| HD Home Depot Inc. | Reduce -30.2% | 0.12% | −0.07 |
| ADBE Adobe Inc. | Reduce -27.8% | 0.07% | −0.07 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.07 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -1.3% | 0.41% | −0.06 |
| DIHP Dimensional International Hi | Reduce -2.5% | 0.43% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -49.9% | 0.06% | −0.06 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.06 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.06 |
| PXF Invesco Rafi Developed Marke | Reduce -2.2% | 0.48% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -17.3% | 0.08% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -2.6% | 0.33% | −0.06 |
| IHDG Wisdomtree International Hed | Reduce -13.0% | 0.22% | −0.05 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -0.6% | 0.36% | −0.05 |
| CME Cme Group Inc. | Reduce -17.4% | 0.06% | −0.05 |
| CEG Constellation Energy | Sold out | 0.00% | −0.05 |
| JNJ Johnson & Johnson | Reduce -7.8% | 0.22% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -45.2% | 0.04% | −0.05 |
| SLVM Sylvamo Corp. | Sold out | 0.00% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -1.8% | 0.11% | −0.05 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -11.4% | 0.15% | −0.05 |
| NOW ServiceNow Inc. | Reduce -37.1% | 0.05% | −0.05 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.05 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -0.9% | 0.23% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +3.3% | 1.13% | +0.75 |
| BBUS JPMorgan Betabuilders US Equ | Add +20.3% | 4.87% | +0.70 |
| AMD Advanced Micro Devices | Add +2.1% | 0.76% | +0.45 |
| CAT Caterpillar Inc. | Add +3.8% | 1.06% | +0.26 |
| INTC Intel Corp. | Add +4.8% | 0.36% | +0.23 |
| AMAT Applied Materials Inc. | Add +2.9% | 0.44% | +0.20 |
| PGR Progressive Corp. | Add +198.3% | 0.29% | +0.19 |
| RLI Rli Corp. | New | 0.18% | +0.18 |
| LRCX Lam Research Corp. | Add +5.8% | 0.38% | +0.17 |
| WAY Waystar Holding Corp. | New | 0.15% | +0.15 |
| EFOR Everforth Inc. | New | 0.15% | +0.15 |
| KLAC KLA Corp. | Add +1.8% | 0.32% | +0.14 |
| BAX Baxter International Inc. | New | 0.14% | +0.14 |
| BRBR Bellring Brands Inc. | New | 0.13% | +0.13 |
| BOW Bowhead Specialty Holdings I | New | 0.12% | +0.12 |
| VRRM Verra Mobility Corp. | New | 0.12% | +0.12 |
| PM Philip Morris International | Add +61.3% | 0.36% | +0.12 |
| WDC Western Digital Corp. | Add +10.2% | 0.21% | +0.12 |
| SMPL The Simply Good Foods Co. | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | Add +7.0% | 1.17% | +0.11 |
| OPCH Option Care Health Inc. | New | 0.10% | +0.10 |
| KMB Kimberly-Clark Corp. | New | 0.10% | +0.10 |
| INTA Intapp Inc. | New | 0.10% | +0.10 |
| CSCO Cisco Systems Inc. | Add +3.4% | 0.39% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +4.9% | 1.12% | +0.09 |
| MXL Maxlinear Inc. | New | 0.09% | +0.09 |
| PTRN Pattern Group Inc. Class A | New | 0.09% | +0.09 |
| FIX Comfort Systems USA Inc. | Add +52.9% | 0.19% | +0.09 |
| DELL Dell Technologies -C | Add +6.4% | 0.15% | +0.09 |
| LLY Eli Lilly & Co. | Add +4.3% | 0.66% | +0.09 |
| NVDA Nvidia Corp. | Add +5.6% | 3.69% | +0.08 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.08% | +0.08 |
| TSCO Tractor Supply Company | New | 0.08% | +0.08 |
| XLRE SS Real Estate Select Sector | New | 0.08% | +0.08 |
| MOH Molina Healthcare Inc. | New | 0.08% | +0.08 |
| AAPL Apple Inc. | Add +6.3% | 3.23% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +9.6% | 0.15% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +32.5% | 0.17% | +0.07 |
| CRDO Credo Technology Group Holdi | New | 0.07% | +0.07 |
| RBRK Rubrik Inc. Class A | New | 0.07% | +0.07 |
| ARM Arm Holdings PLC-ADR | New | 0.07% | +0.07 |
| ELV Elevance Health Inc. | New | 0.07% | +0.07 |
| CIEN Ciena Corp. | New | 0.07% | +0.07 |
| BRO Brown & Brown Inc. | New | 0.07% | +0.07 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.06% | +0.06 |
| ES Eversource Energy | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +16.7% | 0.24% | +0.06 |
| UPS United Parcel Service Class B | New | 0.06% | +0.06 |
| COHR Coherent Corp. | New | 0.06% | +0.06 |
| PNFP Pinnacle Financial Partners | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 459 | $561.0M | VEA, BBUS, IVV, NVDA, AAPL |
| Q1 2026 | 376 | $473.9M | VEA, IVV, BBUS, NVDA, AAPL |
| Q4 2025 | 380 | $512.4M | IVV, VEA, BBUS, NVDA, AAPL |
| Q3 2025 | 358 | $471.7M | IVV, VEA, BBUS, NVDA, AAPL |
| Q2 2025 | 346 | $456.3M | IVV, VEA, BBUS, AAPL, VWO |
| Q1 2025 | 324 | $425.7M | IVV, VEA, BRK.A, AAPL, VWO |
| Q4 2024 | 342 | $408.0M | IVV, BRK.A, AAPL, VEA, VWO |
| Q3 2024Amended | 321 | $384.1M | IVV, BRK.A, VEA, AAPL, VWO |
| Q2 2024 | 320 | $370.7M | IVV, BRK.A, VEA, AAPL, VWO |
| Q1 2024 | 317 | $356.9M | IVV, BRK.A, VEA, VWO, AAPL |