Drive Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Drive Wealth Management, LLC reported 320 stock positions worth $370.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.6% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 5.5%) and Vanguard Ftse Developed ETF (VEA, 5.0%). Compared with Q1 2024, it opened 23 new positions, sold out of 20, added to 205 and reduced 76. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +9%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $370.7M (Q2 2024)
- SEC Filing
- 0001754960-24-000370 ↗ filed Aug 1, 2024
Holdings Value
Holdings 320 stocks · $370.7M
| IVV iShares Core S&P 500 ETF | 8.61% | 58,322 | $31.9M | Add +8.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.45% | 33 | $20.2M | No change |
| VEA Vanguard Ftse Developed ETF | 5.01% | 375,839 | $18.6M | Add +6.4% |
| AAPL Apple Inc. | 3.57% | 62,811 | $13.2M | Add +4.4% |
| VWO Vanguard Ftse Emerging Marke | 3.21% | 271,550 | $11.9M | Add +7.8% |
| MSFT Microsoft Corp. | 2.95% | 24,459 | $10.9M | Add +2.3% |
| NVDA Nvidia Corp. | 2.47% | 73,986 | $9.1M | Add +2.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.32% | 35,385 | $8.6M | Add +8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.25% | 20,464 | $8.3M | Add +0.0% |
| ICSH iShares Ultra Short Duration | 1.79% | 131,513 | $6.6M | Reduce -0.5% |
| SHV iShares 0-1 Year Treasury Bo | 1.79% | 59,890 | $6.6M | Reduce -0.9% |
| GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED | 1.73% | 128,640 | $6.4M | Reduce -1.0% |
| GOVT iShares US Treasury Bond ETF | 1.55% | 254,248 | $5.7M | Add +9.0% |
| AMZN Amazon.com Inc. | 1.49% | 28,618 | $5.5M | Add +1.8% |
| DFAI Dimensional International Co. | 1.27% | 159,274 | $4.7M | Add +6.6% |
| SRLN SS Blackstone Sr Loan ETF | 1.27% | 112,615 | $4.7M | Add +13.1% |
| FSK FS KKR Capital Corp. | 1.21% | 219,788 | $4.5M | Reduce -3.0% |
| NCNO Ncino Inc. | 1.14% | 134,821 | $4.2M | Reduce -3.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.14% | 15,777 | $4.2M | Reduce -42.0% |
| GOOGL Alphabet Inc. Class A | 1.12% | 22,850 | $4.2M | Add +2.7% |
| META Meta Platforms Inc. Class A | 0.94% | 6,910 | $3.5M | Add +9.5% |
| IJR iShares Core S&P Small-Cap E | 0.94% | 32,507 | $3.5M | Add +9.4% |
| VCIT Vanguard Int-Term Corporate | 0.91% | 42,240 | $3.4M | Add +20.8% |
| GOOG Alphabet Inc. Class C | 0.91% | 18,305 | $3.4M | Add +3.9% |
| XOM Exxon Mobil Corp. | 0.85% | 27,254 | $3.1M | Add +52.7% |
| GSIE Goldman Sachs Activebeta Int | 0.69% | 76,125 | $2.6M | Add +10.0% |
| ACN Accenture PLC Class A | 0.68% | 8,321 | $2.5M | Reduce -0.5% |
| GSID Goldman Sachs Marketbeta Int | 0.64% | 42,255 | $2.4M | Add +10.1% |
| SGOV iShares 0-3 Month Treasury B | 0.59% | 21,872 | $2.2M | New |
| UNH Unitedhealth Group Inc. | 0.56% | 4,087 | $2.1M | Add +5.4% |
| LLY Eli Lilly & Co. | 0.55% | 2,242 | $2.0M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 0.54% | 9,871 | $2.0M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.53% | 3,950 | $2.0M | Reduce -0.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.53% | 58,776 | $2.0M | Add +9.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.51% | 37,366 | $1.9M | Reduce -3.3% |
| MORT Vaneck Mortgage REIT Income | 0.50% | 166,503 | $1.9M | Add +29.5% |
| AVGO Broadcom Inc. | 0.50% | 1,144 | $1.8M | Add +2.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.46% | 25,069 | $1.7M | Add +8.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.46% | 9,841 | $1.7M | Reduce -14.2% |
| COP Conocophillips | 0.46% | 14,980 | $1.7M | Add +2.4% |
| XYZ Block Inc. | 0.46% | 26,368 | $1.7M | Add +2.8% |
| JVAL JPMorgan US Value Factor ETF | 0.44% | 39,538 | $1.6M | Add +14.6% |
| DGRO iShares Core Dividend Growth | 0.40% | 26,024 | $1.5M | Add +12.9% |
| IWF iShares Russell 1000 Growth | 0.40% | 4,067 | $1.5M | Add +4.2% |
| TSLA Tesla Inc. | 0.40% | 7,419 | $1.5M | Add +19.2% |
| DIHP Dimensional International Hi | 0.39% | 55,496 | $1.5M | Add +10.0% |
| JNJ Johnson & Johnson | 0.39% | 9,913 | $1.4M | Add +3.0% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.39% | 71,401 | $1.4M | Reduce -28.2% |
| PXF Invesco Rafi Developed Marke | 0.38% | 28,737 | $1.4M | Add +10.0% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.37% | 44,956 | $1.4M | Add +8.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.37% | 17,718 | $1.4M | Add +15.2% |
| WFC Wells Fargo & Co. | 0.36% | 22,768 | $1.4M | Reduce -0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.36% | 9,438 | $1.3M | Reduce -0.6% |
| DFUS Dimensional US Eq MKT ETF | 0.36% | 22,773 | $1.3M | Reduce -7.2% |
| HD Home Depot Inc. | 0.35% | 3,817 | $1.3M | Add +1.7% |
| PG The Procter & Gamble Co. | 0.35% | 7,840 | $1.3M | Add +2.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.35% | 16,047 | $1.3M | Add +1.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.33% | 25,168 | $1.2M | Add +2.3% |
| DEM Wisdomtree Emerging Markets | 0.33% | 27,863 | $1.2M | Add +5.4% |
| V Visa Inc. Class A | 0.32% | 4,518 | $1.2M | Reduce -4.9% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 2,123 | $1.2M | Add +0.9% |
| MRK Merck & Co. Inc. | 0.31% | 9,376 | $1.2M | Add +13.9% |
| CVX Chevron Corp. | 0.31% | 7,432 | $1.2M | Add +11.0% |
| VFMO Vanguard US Momentum Factor | 0.31% | 7,565 | $1.1M | Add +17.8% |
| EDV Vanguard Extended Dur Treas | 0.31% | 15,484 | $1.1M | Add +82.5% |
| MA Mastercard Inc. Class A | 0.31% | 2,569 | $1.1M | Add +1.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.30% | 31,770 | $1.1M | Add +4.0% |
| WMT Walmart Inc. | 0.30% | 16,344 | $1.1M | Add +2.1% |
| COST Costco Wholesale Corp. | 0.28% | 1,234 | $1.0M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.28% | 4,905 | $1.0M | Add +5.7% |
| NFLX Netflix Inc. | 0.28% | 1,528 | $1.0M | Reduce -2.0% |
| EUSA iShares MSCI USA Equal Weigh | 0.28% | 11,636 | $1.0M | Add +0.4% |
| AMAT Applied Materials Inc. | 0.26% | 4,088 | $965K | Add +1.9% |
| IHDG Wisdomtree International Hed | 0.26% | 21,052 | $960K | Add +10.9% |
| NKE Nike Inc. Class B | 0.26% | 12,714 | $959K | Add +274.3% |
| ABBV Abbvie Inc. | 0.26% | 5,513 | $946K | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.25% | 2,805 | $934K | Add +2.5% |
| ORCL Oracle Corp. | 0.25% | 6,615 | $934K | Add +5.2% |
| VLO Valero Energy Corp. | 0.25% | 5,880 | $922K | Add +1.4% |
| MU Micron Technology Inc. | 0.24% | 6,776 | $891K | Add +49.5% |
| QCOM Qualcomm Inc. | 0.23% | 4,359 | $868K | Reduce -25.7% |
| PULS Pgim Ultra Short Bond ETF | 0.23% | 17,294 | $860K | Reduce -40.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.23% | 10,129 | $851K | Reduce -4.9% |
| CEG Constellation Energy | 0.23% | 4,232 | $847K | New |
| CSCO Cisco Systems Inc. | 0.22% | 17,515 | $832K | Add +3.7% |
| SBUX Starbucks Corp. | 0.22% | 10,404 | $810K | Add +309.0% |
| ADBE Adobe Inc. | 0.22% | 1,443 | $802K | Add +0.6% |
| PEP Pepsico Inc. | 0.21% | 4,711 | $777K | Add +6.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 19,306 | $768K | Add +0.7% |
| AMD Advanced Micro Devices | 0.21% | 4,704 | $763K | Add +3.4% |
| REM iShares Mortgage Real Estate | 0.20% | 33,651 | $746K | Reduce -51.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.20% | 10,095 | $736K | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 1,504 | $722K | Add +3.9% |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 4,074 | $696K | Add +9.6% |
| DE Deere & Co. | 0.19% | 1,851 | $694K | Add +2.3% |
| SCHW Schwab (charles) Corp. | 0.19% | 9,338 | $688K | Add +0.5% |
| HES Hess Corp. | 0.18% | 4,599 | $678K | Add +1.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.18% | 8,273 | $675K | Reduce -22.4% |
| ABT Abbott Laboratories | 0.18% | 6,426 | $668K | No change |
| FICO Fair Isaac Corp. | 0.18% | 447 | $665K | Add +4.4% |
Portfolio Sells Q1 2024 → Q2 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -42.0% | 1.14% | −0.84 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.43 |
| NCNO Ncino Inc. | Reduce -3.9% | 1.14% | −0.33 |
| REM iShares Mortgage Real Estate | Reduce -51.4% | 0.20% | −0.25 |
| IEF iShares 7-10 Year Treasury B | Reduce -63.8% | 0.12% | −0.23 |
| GDX Vaneck Gold Miners ETF | Reduce -81.3% | 0.05% | −0.23 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.21 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.20 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.20 |
| PULS Pgim Ultra Short Bond ETF | Reduce -40.5% | 0.23% | −0.17 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.16 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -28.2% | 0.39% | −0.15 |
| DFSD Dimensional Short Duration | Sold out | 0.00% | −0.15 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.13 |
| ACN Accenture PLC Class A | Reduce -0.5% | 0.68% | −0.13 |
| PM Philip Morris International | Sold out | 0.00% | −0.11 |
| GROY Gold Royalty Corp. | Sold out | 0.00% | −0.10 |
| SPIP SS SPDR P Tips ETF | Sold out | 0.00% | −0.10 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.9% | 1.79% | −0.09 |
| GSY Invesco Ultra Short Duration | Reduce -1.0% | 1.73% | −0.09 |
| ICSH iShares Ultra Short Duration | Reduce -0.5% | 1.79% | −0.08 |
| DFAS Dimensional US Small Cap ETF | Sold out | 0.00% | −0.08 |
| FLBL Franklin Senior Loan ETF | Reduce -54.0% | 0.06% | −0.07 |
| PKST Peakstone Realty Trust | Reduce -0.5% | 0.12% | −0.07 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.07 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -22.4% | 0.18% | −0.06 |
| JHX James Hardie Ord | Sold out | 0.00% | −0.06 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.06 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.06 |
| TGT Target Corp. | Sold out | 0.00% | −0.06 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -22.6% | 0.07% | −0.06 |
| V Visa Inc. Class A | Reduce -4.9% | 0.32% | −0.05 |
| DIS The Walt Disney Co. | Reduce -4.0% | 0.15% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -25.7% | 0.23% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.3% | 0.51% | −0.04 |
| FSK FS KKR Capital Corp. | Reduce -3.0% | 1.21% | −0.04 |
| PFFD Global X US Preferred ETF | Reduce -23.1% | 0.11% | −0.04 |
| KRANESHARES TRUST | Sold out | 0.00% | −0.04 |
| MMU Western Asset Managed Munici | Sold out | 0.00% | −0.04 |
| CVS CVS Health Corp. | Reduce -7.4% | 0.06% | −0.03 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -0.6% | 0.11% | −0.03 |
| MYI BlackRock Muniyield QLTY III | Reduce -41.4% | 0.04% | −0.03 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -4.9% | 0.23% | −0.03 |
| DFUS Dimensional US Eq MKT ETF | Reduce -7.2% | 0.36% | −0.03 |
| USB US Bancorp | Reduce -0.3% | 0.17% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -1.7% | 0.11% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -13.2% | 0.15% | −0.03 |
| NZF Nuveen Municipal Credit Inc. | Reduce -40.2% | 0.04% | −0.03 |
| DFAR Dimensional US Real Est ETF | Reduce -11.8% | 0.14% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| IVV iShares Core S&P 500 ETF | Add +8.6% | 8.61% | +0.70 |
| AAPL Apple Inc. | Add +4.4% | 3.57% | +0.68 |
| NVDA Nvidia Corp. | Add +2.5% | 2.47% | +0.64 |
| SGOV iShares 0-3 Month Treasury B | New | 0.59% | +0.59 |
| XOM Exxon Mobil Corp. | Add +52.7% | 0.85% | +0.26 |
| VWO Vanguard Ftse Emerging Marke | Add +7.8% | 3.21% | +0.26 |
| CEG Constellation Energy | New | 0.23% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +2.7% | 1.12% | +0.18 |
| NTR Nutrien Ltd. | New | 0.17% | +0.17 |
| NKE Nike Inc. Class B | Add +274.3% | 0.26% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +3.9% | 0.91% | +0.15 |
| SBUX Starbucks Corp. | Add +309.0% | 0.22% | +0.15 |
| MSFT Microsoft Corp. | Add +2.3% | 2.95% | +0.13 |
| EDV Vanguard Extended Dur Treas | Add +82.5% | 0.31% | +0.12 |
| VCIT Vanguard Int-Term Corporate | Add +20.8% | 0.91% | +0.12 |
| HROW Harrow Inc. | Add +63.1% | 0.17% | +0.10 |
| SRLN SS Blackstone Sr Loan ETF | Add +13.1% | 1.27% | +0.10 |
| MU Micron Technology Inc. | Add +49.5% | 0.24% | +0.09 |
| TSLA Tesla Inc. | Add +19.2% | 0.40% | +0.09 |
| MORT Vaneck Mortgage REIT Income | Add +29.5% | 0.50% | +0.08 |
| META Meta Platforms Inc. Class A | Add +9.5% | 0.94% | +0.08 |
| AVGO Broadcom Inc. | Add +2.0% | 0.50% | +0.08 |
| DFAC Dimensional US Core Equity 2 | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +2.8% | 0.55% | +0.07 |
| PMAY Innovator U.S. Equity Power | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +1.8% | 1.49% | +0.07 |
| HSY The Hershey Co. | New | 0.06% | +0.06 |
| HPE Hewlett Packard Enterprise | New | 0.06% | +0.06 |
| NTAP Netapp Inc. | New | 0.06% | +0.06 |
| GOVT iShares US Treasury Bond ETF | Add +9.0% | 1.55% | +0.06 |
| DELL Dell Technologies -C | New | 0.06% | +0.06 |
| CL Colgate-Palmolive Co. | New | 0.06% | +0.06 |
| TXN Texas Instruments Inc. | New | 0.06% | +0.06 |
| TSCO Tractor Supply Company | New | 0.06% | +0.06 |
| ECL Ecolab Inc. | New | 0.06% | +0.06 |
| EHC Encompass Health Corp. | New | 0.06% | +0.06 |
| RDY Dr. Reddy's Laboratories-ADR | New | 0.06% | +0.06 |
| HPQ HP Inc. | New | 0.06% | +0.06 |
| P Everpure Inc. Class A | New | 0.06% | +0.06 |
| QGRW Wisdomtree US Quality Growth | New | 0.05% | +0.05 |
| GM General Motors Co. | New | 0.05% | +0.05 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +9.9% | 0.53% | +0.05 |
| GAIN Gladstone Investment Corp. | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +6.4% | 5.01% | +0.04 |
| VFMO Vanguard US Momentum Factor | Add +17.8% | 0.31% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.4% | 2.32% | +0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +15.2% | 0.37% | +0.03 |
| PFE Pfizer Inc. | Add +31.4% | 0.16% | +0.03 |
| JVAL JPMorgan US Value Factor ETF | Add +14.6% | 0.44% | +0.03 |
| NEE Nextera Energy Inc. | Add +37.5% | 0.10% | +0.03 |
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 |