Drive Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Drive Wealth Management, LLC reported 321 stock positions worth $384.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.8% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 5.9%) and Vanguard Ftse Developed ETF (VEA, 5.3%). Compared with Q2 2024, it opened 44 new positions, sold out of 43, added to 167 and reduced 95. The biggest buy was SS Blackstone Sr Loan ETF (SRLN, shares +59%) and the biggest sale an exit from iShares Ultra Short Duration (ICSH).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $384.1M (Q3 2024)
- SEC Filing
- 0001754960-24-000550 ↗ filed Nov 7, 2024
Holdings Value
Holdings 321 stocks · $384.1M
| IVV iShares Core S&P 500 ETF | 8.82% | 58,755 | $33.9M | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.94% | 33 | $22.8M | No change |
| VEA Vanguard Ftse Developed ETF | 5.27% | 382,994 | $20.2M | Add +1.9% |
| AAPL Apple Inc. | 3.85% | 63,498 | $14.8M | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 3.50% | 281,125 | $13.5M | Add +3.5% |
| MSFT Microsoft Corp. | 2.78% | 24,777 | $10.7M | Add +1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.51% | 36,557 | $9.6M | Add +3.3% |
| NVDA Nvidia Corp. | 2.39% | 75,667 | $9.2M | Add +2.3% |
| SHV iShares 0-1 Year Treasury Bo | 2.18% | 75,805 | $8.4M | Add +26.6% |
| GSY Invesco Ultra Short Duration | 2.14% | 163,458 | $8.2M | Add +27.1% |
| SRLN SS Blackstone Sr Loan ETF | 1.94% | 178,615 | $7.5M | Add +58.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.93% | 16,125 | $7.4M | Reduce -21.2% |
| GOVT iShares US Treasury Bond ETF | 1.92% | 313,800 | $7.4M | Add +23.4% |
| AMZN Amazon.com Inc. | 1.44% | 29,688 | $5.5M | Add +3.7% |
| NCNO Ncino Inc. | 1.06% | 128,956 | $4.1M | Reduce -4.3% |
| VCIT Vanguard Int-Term Corporate | 1.04% | 47,702 | $4.0M | Add +12.9% |
| GOOGL Alphabet Inc. Class A | 1.03% | 23,968 | $4.0M | Add +4.9% |
| IJR iShares Core S&P Small-Cap E | 1.02% | 33,620 | $3.9M | Add +3.4% |
| META Meta Platforms Inc. Class A | 1.00% | 6,717 | $3.8M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.87% | 11,805 | $3.4M | Reduce -25.2% |
| MORT Vaneck Mortgage REIT Income | 0.86% | 273,021 | $3.3M | Add +64.0% |
| XOM Exxon Mobil Corp. | 0.81% | 26,702 | $3.1M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.79% | 18,095 | $3.0M | Reduce -1.1% |
| ACN Accenture PLC Class A | 0.77% | 8,346 | $3.0M | Add +0.3% |
| GSIE Goldman Sachs Activebeta Int | 0.73% | 77,080 | $2.8M | Add +1.3% |
| GSID Goldman Sachs Marketbeta Int | 0.66% | 42,801 | $2.5M | Add +1.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.61% | 29,127 | $2.3M | Add +64.4% |
| VOO Vanguard S&P 500 ETF | 0.58% | 4,204 | $2.2M | Add +6.4% |
| TSLA Tesla Inc. | 0.57% | 8,389 | $2.2M | Add +13.1% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.55% | 59,571 | $2.1M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.53% | 2,310 | $2.0M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 0.53% | 9,685 | $2.0M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.53% | 11,698 | $2.0M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 0.46% | 4,716 | $1.8M | Add +16.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.45% | 9,926 | $1.7M | Add +0.9% |
| PDI PIMCO Dynamic Income Fund | 0.45% | 84,485 | $1.7M | New |
| UNH Unitedhealth Group Inc. | 0.45% | 2,933 | $1.7M | Reduce -28.2% |
| DGRO iShares Core Dividend Growth | 0.45% | 27,339 | $1.7M | Add +5.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.44% | 32,970 | $1.7M | Reduce -11.8% |
| FSK FS KKR Capital Corp. | 0.43% | 81,416 | $1.7M | Reduce -63.0% |
| ACP Abrdn Income Credit Strat | 0.43% | 247,980 | $1.6M | New |
| JNJ Johnson & Johnson | 0.43% | 10,081 | $1.6M | Add +1.7% |
| XYZ Block Inc. | 0.42% | 24,252 | $1.6M | Reduce -8.0% |
| COP Conocophillips | 0.42% | 15,455 | $1.6M | Add +3.2% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.42% | 49,183 | $1.6M | Add +9.4% |
| HD Home Depot Inc. | 0.41% | 3,857 | $1.6M | Add +1.1% |
| DIHP Dimensional International Hi | 0.40% | 56,079 | $1.6M | Add +1.1% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.40% | 69,878 | $1.5M | Reduce -2.1% |
| PXF Invesco Rafi Developed Marke | 0.39% | 29,080 | $1.5M | Add +1.2% |
| PG The Procter & Gamble Co. | 0.36% | 7,969 | $1.4M | Add +1.6% |
| WFC Wells Fargo & Co. | 0.36% | 24,149 | $1.4M | Add +6.1% |
| BGX Blackstone Long-Short Credit | 0.35% | 105,681 | $1.4M | New |
| WMT Walmart Inc. | 0.35% | 16,491 | $1.3M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 2,109 | $1.3M | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 20,853 | $1.3M | Reduce -8.4% |
| IHDG Wisdomtree International Hed | 0.33% | 28,055 | $1.3M | Add +33.3% |
| DEM Wisdomtree Emerging Markets | 0.33% | 28,634 | $1.3M | Add +2.8% |
| MA Mastercard Inc. Class A | 0.33% | 2,531 | $1.2M | Reduce -1.5% |
| V Visa Inc. Class A | 0.32% | 4,488 | $1.2M | Reduce -0.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.31% | 21,737 | $1.2M | New |
| JEPI JPMorgan Equity Premium Inco | 0.31% | 19,929 | $1.2M | New |
| ORCL Oracle Corp. | 0.31% | 6,891 | $1.2M | Add +4.2% |
| RA Brookfield Real Assets Incom | 0.30% | 83,605 | $1.1M | New |
| QCOM Qualcomm Inc. | 0.30% | 6,712 | $1.1M | Add +54.0% |
| COST Costco Wholesale Corp. | 0.29% | 1,271 | $1.1M | Add +3.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 9,344 | $1.1M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.29% | 5,620 | $1.1M | Add +1.9% |
| CAT Caterpillar Inc. | 0.29% | 2,829 | $1.1M | Add +0.9% |
| NFLX Netflix Inc. | 0.28% | 1,503 | $1.1M | Reduce -1.6% |
| SVOL Simplify Volatility Premium | 0.28% | 48,542 | $1.1M | New |
| BBUS JPMorgan Betabuilders US Equ | 0.28% | 10,221 | $1.1M | New |
| HON Honeywell International Inc. | 0.27% | 4,937 | $1.0M | Add +0.7% |
| SBUX Starbucks Corp. | 0.26% | 10,385 | $1.0M | Reduce -0.2% |
| REM iShares Mortgage Real Estate | 0.26% | 42,194 | $1.0M | Add +25.4% |
| CVX Chevron Corp. | 0.25% | 6,619 | $975K | Reduce -10.9% |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 5,407 | $970K | Add +32.7% |
| NKE Nike Inc. Class B | 0.24% | 10,577 | $939K | Reduce -16.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.24% | 17,478 | $924K | Reduce -30.6% |
| PSX Phillips 66 | 0.24% | 6,976 | $917K | Add +76.8% |
| EDV Vanguard Extended Dur Treas | 0.24% | 11,484 | $915K | Reduce -25.8% |
| CSCO Cisco Systems Inc. | 0.24% | 17,167 | $914K | Reduce -2.0% |
| KREF KKR Real Estate Finance Trus | 0.23% | 71,286 | $898K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.23% | 10,535 | $874K | Reduce -34.4% |
| FICO Fair Isaac Corp. | 0.23% | 448 | $871K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.22% | 7,548 | $863K | Reduce -19.5% |
| ADBE Adobe Inc. | 0.21% | 1,565 | $810K | Add +8.4% |
| AMAT Applied Materials Inc. | 0.21% | 4,000 | $808K | Reduce -2.1% |
| AMD Advanced Micro Devices | 0.21% | 4,887 | $802K | Add +3.9% |
| RUN Sunrun Inc. | 0.20% | 43,327 | $782K | Add +4.5% |
| VLO Valero Energy Corp. | 0.20% | 5,793 | $782K | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 1,556 | $761K | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,319 | $759K | Add +60.5% |
| RTX RTX Corp. | 0.20% | 6,238 | $756K | Reduce -0.5% |
| ABT Abbott Laboratories | 0.19% | 6,522 | $744K | Add +1.5% |
| USB US Bancorp | 0.19% | 16,028 | $741K | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 18,617 | $739K | Reduce -3.6% |
| KO The Coca-Cola Co. | 0.19% | 10,191 | $737K | Add +3.7% |
| PEP Pepsico Inc. | 0.19% | 4,309 | $733K | Reduce -8.5% |
| SCCO Southern Copper Corp. | 0.19% | 6,244 | $722K | Add +155.4% |
| NOW ServiceNow Inc. | 0.18% | 786 | $703K | Add +3.7% |
Portfolio Sells Q2 2024 → Q3 2024
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −1.79 |
| DFAI Dimensional International Co. | Sold out | 0.00% | −1.27 |
| FSK FS KKR Capital Corp. | Reduce -63.0% | 0.43% | −0.78 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.59 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.46 |
| JVAL JPMorgan US Value Factor ETF | Sold out | 0.00% | −0.44 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -21.2% | 1.93% | −0.31 |
| VFMO Vanguard US Momentum Factor | Sold out | 0.00% | −0.31 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.30 |
| EUSA iShares MSCI USA Equal Weigh | Sold out | 0.00% | −0.28 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -25.2% | 0.87% | −0.27 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.23 |
| CEG Constellation Energy | Sold out | 0.00% | −0.23 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.18 |
| HROW Harrow Inc. | Sold out | 0.00% | −0.17 |
| USRT iShares Core US REIT ETF | Sold out | 0.00% | −0.15 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -60.1% | 0.09% | −0.14 |
| RSPG Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.13 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.13 |
| PKST Peakstone Realty Trust | Sold out | 0.00% | −0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -34.4% | 0.23% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.79% | −0.12 |
| MU Micron Technology Inc. | Reduce -32.5% | 0.12% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -28.2% | 0.45% | −0.12 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -59.2% | 0.09% | −0.11 |
| DE Deere & Co. | Reduce -62.4% | 0.08% | −0.11 |
| PFFD Global X US Preferred ETF | Sold out | 0.00% | −0.11 |
| AR Antero Resources Corp. | Sold out | 0.00% | −0.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -30.6% | 0.24% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -19.5% | 0.22% | −0.09 |
| NCNO Ncino Inc. | Reduce -4.3% | 1.06% | −0.08 |
| SLYV SS SPDR S&P 600 SC Val ETF | Sold out | 0.00% | −0.08 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.08 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.08 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.0% | 0.29% | −0.07 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.07 |
| DFAC Dimensional US Core Equity 2 | Sold out | 0.00% | −0.07 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.07 |
| RRC Range Resources Corp. | Sold out | 0.00% | −0.07 |
| EDV Vanguard Extended Dur Treas | Reduce -25.8% | 0.24% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -11.8% | 0.44% | −0.07 |
| JPIB JPMorgan Intl BND ETF | Sold out | 0.00% | −0.07 |
| PFE Pfizer Inc. | Reduce -41.7% | 0.09% | −0.07 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.06 |
| CVX Chevron Corp. | Reduce -10.9% | 0.25% | −0.06 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.06 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.06 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -36.0% | 0.09% | −0.06 |
Portfolio Buys Q2 2024 → Q3 2024
| SRLN SS Blackstone Sr Loan ETF | Add +58.6% | 1.94% | +0.67 |
| PDI PIMCO Dynamic Income Fund | New | 0.45% | +0.45 |
| ACP Abrdn Income Credit Strat | New | 0.43% | +0.43 |
| GSY Invesco Ultra Short Duration | Add +27.1% | 2.14% | +0.40 |
| SHV iShares 0-1 Year Treasury Bo | Add +26.6% | 2.18% | +0.40 |
| GOVT iShares US Treasury Bond ETF | Add +23.4% | 1.92% | +0.37 |
| MORT Vaneck Mortgage REIT Income | Add +64.0% | 0.86% | +0.36 |
| BGX Blackstone Long-Short Credit | New | 0.35% | +0.35 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.31% | +0.31 |
| JEPI JPMorgan Equity Premium Inco | New | 0.31% | +0.31 |
| RA Brookfield Real Assets Incom | New | 0.30% | +0.30 |
| VWO Vanguard Ftse Emerging Marke | Add +3.5% | 3.50% | +0.30 |
| AAPL Apple Inc. | Add +1.1% | 3.85% | +0.28 |
| SVOL Simplify Volatility Premium | New | 0.28% | +0.28 |
| BBUS JPMorgan Betabuilders US Equ | New | 0.28% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 5.27% | +0.26 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +64.4% | 0.61% | +0.24 |
| KREF KKR Real Estate Finance Trus | New | 0.23% | +0.23 |
| IVV iShares Core S&P 500 ETF | Add +0.7% | 8.82% | +0.21 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.3% | 2.51% | +0.19 |
| TSLA Tesla Inc. | Add +13.1% | 0.57% | +0.18 |
| PHYS Sprott Physical Gold Trust | New | 0.13% | +0.13 |
| XLE SS Energy Select Sector | New | 0.13% | +0.13 |
| VCIT Vanguard Int-Term Corporate | Add +12.9% | 1.04% | +0.13 |
| QGRW Wisdomtree US Quality Growth | Add +239.8% | 0.18% | +0.13 |
| ALGT Allegiant Travel Co. | New | 0.12% | +0.12 |
| USMF Wisdomtree US Multifactor Fu | New | 0.12% | +0.12 |
| SCCO Southern Copper Corp. | Add +155.4% | 0.19% | +0.12 |
| VAL Valaris Ltd. | New | 0.10% | +0.10 |
| CIFR Cipher Digital Inc. | New | 0.10% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Add +3.4% | 1.02% | +0.09 |
| PSX Phillips 66 | Add +76.8% | 0.24% | +0.09 |
| IBM Intl Business Machines Corp. | New | 0.09% | +0.09 |
| ACN Accenture PLC Class A | Add +0.3% | 0.77% | +0.09 |
| IREN Iren Ltd. | New | 0.08% | +0.08 |
| ULS Ul Solutions Inc. Class A | New | 0.08% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +60.5% | 0.20% | +0.08 |
| IHDG Wisdomtree International Hed | Add +33.3% | 0.33% | +0.07 |
| SCHD Schwab US DVD Equity ETF | New | 0.07% | +0.07 |
| AMPY Amplify Energy Corp. | New | 0.07% | +0.07 |
| AGGY Wisdomtree Yield Enhanced US | New | 0.07% | +0.07 |
| RUN Sunrun Inc. | Add +4.5% | 0.20% | +0.07 |
| PCT Purecycle Technologies Inc. | Add +184.0% | 0.09% | +0.07 |
| AEE Ameren Corporation | New | 0.06% | +0.06 |
| QUAL iShares MSCI USA Quality Fac | Add +32.7% | 0.25% | +0.06 |
| AFL Aflac Inc. | New | 0.06% | +0.06 |
| BNY Bank of New York Mellon Corp. | New | 0.06% | +0.06 |
| QCOM Qualcomm Inc. | Add +54.0% | 0.30% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +16.0% | 0.46% | +0.06 |
| REM iShares Mortgage Real Estate | Add +25.4% | 0.26% | +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 |