Drive Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), Drive Wealth Management, LLC reported 317 stock positions worth $356.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.9% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 5.9%) and Vanguard Ftse Developed ETF (VEA, 5.0%). Compared with Q4 2023, it opened 38 new positions, sold out of 27, added to 121 and reduced 140. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +22%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $356.9M (Q1 2024)
- SEC Filing
- 0001754960-24-000166 ↗ filed Apr 22, 2024
Holdings Value
Holdings 317 stocks · $356.9M
| IVV iShares Core S&P 500 ETF | 7.91% | 53,710 | $28.2M | Add +22.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.87% | 33 | $20.9M | No change |
| VEA Vanguard Ftse Developed ETF | 4.97% | 353,311 | $17.7M | Add +29.1% |
| VWO Vanguard Ftse Emerging Marke | 2.95% | 251,900 | $10.5M | Add +25.5% |
| AAPL Apple Inc. | 2.89% | 60,163 | $10.3M | Reduce -1.0% |
| MSFT Microsoft Corp. | 2.82% | 23,917 | $10.1M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.41% | 20,462 | $8.6M | Add +5.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.29% | 32,649 | $8.2M | Add +21.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.98% | 27,202 | $7.1M | Add +34.0% |
| ICSH iShares Ultra Short Duration | 1.87% | 132,159 | $6.7M | Reduce -1.8% |
| SHV iShares 0-1 Year Treasury Bo | 1.87% | 60,445 | $6.7M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.83% | 7,219 | $6.5M | Add +7.1% |
| GSY Invesco Ultra Short Duration | 1.82% | 129,961 | $6.5M | Reduce -1.0% |
| GOVT iShares US Treasury Bond ETF | 1.49% | 233,289 | $5.3M | Add +37.9% |
| NCNO Ncino Inc. | 1.47% | 140,313 | $5.2M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.42% | 28,127 | $5.1M | Reduce -0.1% |
| DFAI Dimensional International Co. | 1.26% | 149,383 | $4.5M | Add +9.7% |
| FSK FS KKR Capital Corp. | 1.26% | 226,531 | $4.5M | Reduce -5.0% |
| SRLN SS Blackstone Sr Loan ETF | 1.17% | 99,544 | $4.2M | Add +100.2% |
| GOOGL Alphabet Inc. Class A | 0.94% | 22,241 | $3.4M | Add +19.0% |
| IJR iShares Core S&P Small-Cap E | 0.92% | 29,713 | $3.3M | Add +22.5% |
| META Meta Platforms Inc. Class A | 0.86% | 6,311 | $3.1M | Add +4.7% |
| ACN Accenture PLC Class A | 0.81% | 8,359 | $2.9M | Reduce -4.6% |
| VCIT Vanguard Int-Term Corporate | 0.79% | 34,961 | $2.8M | Add +19.2% |
| GOOG Alphabet Inc. Class C | 0.75% | 17,611 | $2.7M | Add +0.1% |
| GSIE Goldman Sachs Activebeta Int | 0.67% | 69,215 | $2.4M | Add +19.8% |
| GSID Goldman Sachs Marketbeta Int | 0.61% | 38,374 | $2.2M | Add +19.7% |
| XYZ Block Inc. | 0.61% | 25,644 | $2.2M | Add +7.0% |
| XOM Exxon Mobil Corp. | 0.58% | 17,852 | $2.1M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 0.55% | 9,865 | $2.0M | Reduce -8.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.55% | 38,644 | $2.0M | Add +3.4% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.54% | 99,476 | $1.9M | Add +53.0% |
| UNH Unitedhealth Group Inc. | 0.54% | 3,877 | $1.9M | Add +27.2% |
| VOO Vanguard S&P 500 ETF | 0.53% | 3,972 | $1.9M | Reduce -1.3% |
| COP Conocophillips | 0.52% | 14,635 | $1.9M | Add +0.5% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.48% | 53,470 | $1.7M | Add +19.6% |
| LLY Eli Lilly & Co. | 0.48% | 2,180 | $1.7M | Add +2.6% |
| REM iShares Mortgage Real Estate | 0.45% | 69,257 | $1.6M | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.45% | 23,151 | $1.6M | Add +15.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.44% | 11,464 | $1.6M | Reduce -8.5% |
| BSV Vanguard Short-Term Bond ETF | 0.43% | 20,105 | $1.5M | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.43% | 9,625 | $1.5M | Add +4.5% |
| MORT Vaneck Mortgage REIT Income | 0.42% | 128,593 | $1.5M | New |
| AVGO Broadcom Inc. | 0.42% | 1,121 | $1.5M | Reduce -7.4% |
| PULS Pgim Ultra Short Bond ETF | 0.40% | 29,055 | $1.4M | Reduce -47.2% |
| HD Home Depot Inc. | 0.40% | 3,754 | $1.4M | Reduce -8.1% |
| JVAL JPMorgan US Value Factor ETF | 0.40% | 34,517 | $1.4M | Add +55.3% |
| DFUS Dimensional US Eq MKT ETF | 0.39% | 24,530 | $1.4M | Reduce -26.3% |
| DIHP Dimensional International Hi | 0.38% | 50,448 | $1.4M | Add +20.7% |
| DGRO iShares Core Dividend Growth | 0.37% | 23,040 | $1.3M | Add +23.4% |
| V Visa Inc. Class A | 0.37% | 4,753 | $1.3M | Reduce -5.0% |
| WFC Wells Fargo & Co. | 0.37% | 22,786 | $1.3M | Reduce -4.2% |
| IWF iShares Russell 1000 Growth | 0.37% | 3,905 | $1.3M | Add +40.4% |
| PXF Invesco Rafi Developed Marke | 0.36% | 26,126 | $1.3M | Add +19.5% |
| IEF iShares 7-10 Year Treasury B | 0.35% | 13,194 | $1.2M | Reduce -17.3% |
| PG The Procter & Gamble Co. | 0.35% | 7,618 | $1.2M | Reduce -0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.35% | 24,593 | $1.2M | Reduce -37.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.34% | 9,490 | $1.2M | Reduce -3.3% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.34% | 41,583 | $1.2M | Add +20.2% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 2,105 | $1.2M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.34% | 2,522 | $1.2M | Reduce -7.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.33% | 15,377 | $1.2M | Add +151.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.32% | 15,750 | $1.2M | Reduce -32.1% |
| DEM Wisdomtree Emerging Markets | 0.31% | 26,429 | $1.1M | Add +2.8% |
| TSLA Tesla Inc. | 0.31% | 6,226 | $1.1M | Reduce -12.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.31% | 30,533 | $1.1M | Reduce -9.3% |
| MRK Merck & Co. Inc. | 0.31% | 8,228 | $1.1M | Reduce -16.7% |
| CVX Chevron Corp. | 0.30% | 6,693 | $1.1M | Reduce -12.6% |
| EUSA iShares MSCI USA Equal Weigh | 0.30% | 11,592 | $1.1M | Add +170.8% |
| ABBV Abbvie Inc. | 0.28% | 5,526 | $1.0M | Add +2.4% |
| CAT Caterpillar Inc. | 0.28% | 2,736 | $1.0M | Add +5.2% |
| GDX Vaneck Gold Miners ETF | 0.28% | 31,545 | $997K | Add +371.2% |
| QCOM Qualcomm Inc. | 0.28% | 5,870 | $994K | Reduce -1.5% |
| VLO Valero Energy Corp. | 0.28% | 5,797 | $990K | Add +1.1% |
| VFMO Vanguard US Momentum Factor | 0.27% | 6,423 | $972K | Add +108.7% |
| WMT Walmart Inc. | 0.27% | 16,011 | $967K | Add +0.8% |
| HON Honeywell International Inc. | 0.27% | 4,640 | $952K | Add +1.6% |
| NFLX Netflix Inc. | 0.27% | 1,560 | $947K | Reduce -4.8% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.26% | 10,646 | $929K | Reduce -22.2% |
| COST Costco Wholesale Corp. | 0.25% | 1,240 | $908K | Reduce -9.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.24% | 10,668 | $872K | Reduce -54.5% |
| IHDG Wisdomtree International Hed | 0.24% | 18,979 | $872K | Add +18.0% |
| CSCO Cisco Systems Inc. | 0.24% | 16,897 | $843K | Reduce -13.3% |
| AMAT Applied Materials Inc. | 0.23% | 4,013 | $828K | Add +3.3% |
| AMD Advanced Micro Devices | 0.23% | 4,550 | $821K | Add +5.0% |
| ORCL Oracle Corp. | 0.22% | 6,289 | $790K | Add +4.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.22% | 10,334 | $785K | Reduce -22.1% |
| PEP Pepsico Inc. | 0.22% | 4,444 | $784K | Reduce -1.1% |
| CRM Salesforce Inc. | 0.21% | 2,536 | $765K | Reduce -4.3% |
| DE Deere & Co. | 0.21% | 1,810 | $746K | Add +0.3% |
| BKLN Invesco Senior Loan ETF | 0.21% | 34,701 | $734K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 5,985 | $732K | Reduce -14.3% |
| ABT Abbott Laboratories | 0.20% | 6,426 | $730K | Reduce -4.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 19,179 | $727K | Reduce -6.7% |
| USB US Bancorp | 0.20% | 16,044 | $725K | Reduce -12.1% |
| ADBE Adobe Inc. | 0.20% | 1,434 | $724K | Reduce -18.4% |
| ADM Archer-Daniels-Midland Co. | 0.20% | 11,213 | $704K | New |
| PXD Pioneer Natural Resources Co. | 0.20% | 2,655 | $697K | Reduce -0.3% |
| HES Hess Corp. | 0.19% | 4,527 | $691K | Add +1.8% |
| PKST Peakstone Realty Trust | 0.19% | 42,703 | $689K | Reduce -1.0% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.0% | 2.89% | −0.88 |
| PULS Pgim Ultra Short Bond ETF | Reduce -47.2% | 0.40% | −0.48 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -54.5% | 0.24% | −0.38 |
| FSK FS KKR Capital Corp. | Reduce -5.0% | 1.26% | −0.33 |
| ICSH iShares Ultra Short Duration | Reduce -1.8% | 1.87% | −0.32 |
| GSY Invesco Ultra Short Duration | Reduce -1.0% | 1.82% | −0.30 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.3% | 1.87% | −0.28 |
| TSLA Tesla Inc. | Reduce -12.7% | 0.31% | −0.26 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -37.0% | 0.35% | −0.24 |
| CNC Centene Corp. | Sold out | 0.00% | −0.19 |
| ACN Accenture PLC Class A | Reduce -4.6% | 0.81% | −0.18 |
| DFUS Dimensional US Eq MKT ETF | Reduce -26.3% | 0.39% | −0.16 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -32.1% | 0.32% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -52.9% | 0.12% | −0.15 |
| IEF iShares 7-10 Year Treasury B | Reduce -17.3% | 0.35% | −0.15 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -40.2% | 0.18% | −0.14 |
| ADBE Adobe Inc. | Reduce -18.4% | 0.20% | −0.14 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.13 |
| MSFT Microsoft Corp. | Reduce -1.5% | 2.82% | −0.13 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.11 |
| GIL Gildan Activewear Inc. | Sold out | 0.00% | −0.11 |
| MINT PIMCO Enhanced Short Maturit | Reduce -48.1% | 0.08% | −0.10 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -22.1% | 0.22% | −0.09 |
| DFAR Dimensional US Real Est ETF | Reduce -23.9% | 0.17% | −0.09 |
| EMC GLB X Emrg MRKT GRT Cnsumr | Sold out | 0.00% | −0.09 |
| PKST Peakstone Realty Trust | Reduce -1.0% | 0.19% | −0.09 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.09 |
| LAND Gladstone Land Corp. | Sold out | 0.00% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.9% | 0.43% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -13.3% | 0.24% | −0.08 |
| USRT iShares Core US REIT ETF | Reduce -22.4% | 0.16% | −0.08 |
| DFAC Dimensional US Core Equity 2 | Sold out | 0.00% | −0.08 |
| ELD Wisdomtree Emrg MKTS Debt | Sold out | 0.00% | −0.08 |
| PFE Pfizer Inc. | Reduce -26.7% | 0.12% | −0.08 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.08 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.07 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -22.2% | 0.26% | −0.07 |
| CVX Chevron Corp. | Reduce -12.6% | 0.30% | −0.07 |
| HUM Humana Inc. | Sold out | 0.00% | −0.07 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.07 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.07 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.07 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.07 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.07 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.07 |
| BA The Boeing Co. | Reduce -14.4% | 0.08% | −0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -16.1% | 0.18% | −0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -9.3% | 0.31% | −0.06 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.06 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +22.0% | 7.91% | +1.13 |
| NVDA Nvidia Corp. | Add +7.1% | 1.83% | +0.75 |
| VEA Vanguard Ftse Developed ETF | Add +29.1% | 4.97% | +0.74 |
| SRLN SS Blackstone Sr Loan ETF | Add +100.2% | 1.17% | +0.50 |
| REM iShares Mortgage Real Estate | New | 0.45% | +0.45 |
| VTI VG Morningstar TS MKT ETF-US | Add +34.0% | 1.98% | +0.43 |
| MORT Vaneck Mortgage REIT Income | New | 0.42% | +0.42 |
| VWO Vanguard Ftse Emerging Marke | Add +25.5% | 2.95% | +0.29 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +21.3% | 2.29% | +0.27 |
| GOVT iShares US Treasury Bond ETF | Add +37.9% | 1.49% | +0.23 |
| GDX Vaneck Gold Miners ETF | Add +371.2% | 0.28% | +0.21 |
| BKLN Invesco Senior Loan ETF | New | 0.21% | +0.21 |
| ADM Archer-Daniels-Midland Co. | New | 0.20% | +0.20 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +151.3% | 0.33% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.6% | 2.41% | +0.18 |
| EUSA iShares MSCI USA Equal Weigh | Add +170.8% | 0.30% | +0.18 |
| META Meta Platforms Inc. Class A | Add +4.7% | 0.86% | +0.17 |
| VFMO Vanguard US Momentum Factor | Add +108.7% | 0.27% | +0.14 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +53.0% | 0.54% | +0.14 |
| FLBL Franklin Senior Loan ETF | New | 0.13% | +0.13 |
| JVAL JPMorgan US Value Factor ETF | Add +55.3% | 0.40% | +0.13 |
| GROY Gold Royalty Corp. | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +19.0% | 0.94% | +0.10 |
| IWF iShares Russell 1000 Growth | Add +40.4% | 0.37% | +0.10 |
| CNI Canadian Natl Railway Co. | New | 0.09% | +0.09 |
| AR Antero Resources Corp. | New | 0.09% | +0.09 |
| LLY Eli Lilly & Co. | Add +2.6% | 0.48% | +0.08 |
| DFAS Dimensional US Small Cap ETF | New | 0.08% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +22.5% | 0.92% | +0.07 |
| MLM Martin Marietta Materials | New | 0.07% | +0.07 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.07% | +0.07 |
| LPLA LPL Financial Holdings Inc. | New | 0.07% | +0.07 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| FANG Diamondback Energy Inc. | New | 0.07% | +0.07 |
| CTVA Corteva Inc. | New | 0.07% | +0.07 |
| HROW Harrow Inc. | New | 0.07% | +0.07 |
| VMC Vulcan Materials Co. | New | 0.07% | +0.07 |
| CPAY Corpay Inc. | New | 0.07% | +0.07 |
| HIG Hartford Insurance Group Inc. | New | 0.06% | +0.06 |
| SYK Stryker Corp. | New | 0.06% | +0.06 |
| NXPI NXP Semiconductors NV | New | 0.06% | +0.06 |
| ROST Ross Stores Inc. | New | 0.06% | +0.06 |
| CHKP Check Point Software Tech | New | 0.06% | +0.06 |
| KKR KKR & Co. Inc. | New | 0.06% | +0.06 |
| URI United Rentals Inc. | New | 0.06% | +0.06 |
| JHX James Hardie Ord | New | 0.06% | +0.06 |
| BP BP PLC-Spons ADR | New | 0.06% | +0.06 |
| UHS Universal Health Services-B | New | 0.06% | +0.06 |
| NVR NVR Inc. | New | 0.06% | +0.06 |
| ULTA Ulta Beauty Inc. | 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 |