Drive Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Drive Wealth Management, LLC reported 324 stock positions worth $425.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 4.2%) and Berkshire Hathaway Class A (BRK.A, 4.1%). Compared with Q4 2024, it opened 53 new positions, sold out of 71, added to 115 and reduced 151. The biggest buy was a new position in iShares MSCI Eafe Value ETF (EFV) and the biggest sale an exit from Granitesh 2X LNG Coin ETF-US (CONL).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $425.7M (Q1 2025)
- SEC Filing
- 0001754960-25-000281 ↗ filed May 7, 2025
Holdings Value
Holdings 324 stocks · $425.7M
| IVV iShares Core S&P 500 ETF | 6.26% | 47,402 | $26.6M | Reduce -6.7% |
| VEA Vanguard Ftse Developed ETF | 4.24% | 354,700 | $18.0M | Add +2.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.13% | 22 | $17.6M | Reduce -33.3% |
| AAPL Apple Inc. | 3.54% | 67,838 | $15.1M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 2.94% | 276,761 | $12.5M | Add +1.8% |
| BBUS JPMorgan Betabuilders US Equ | 2.67% | 112,547 | $11.4M | Add +40.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.50% | 41,158 | $10.6M | Add +2.8% |
| NVDA Nvidia Corp. | 2.41% | 94,701 | $10.3M | Add +16.4% |
| MSFT Microsoft Corp. | 2.32% | 26,348 | $9.9M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.12% | 16,934 | $9.0M | Add +3.9% |
| SRLN SS Blackstone Sr Loan ETF | 2.05% | 212,287 | $8.7M | Add +7.6% |
| SHV iShares 0-1 Year Treasury Bo | 2.01% | 77,283 | $8.5M | Add +8.3% |
| GSY Invesco Ultra Short Duration | 2.00% | 170,260 | $8.5M | Add +11.3% |
| GOVT iShares US Treasury Bond ETF | 1.97% | 365,099 | $8.4M | Add +7.3% |
| AMZN Amazon.com Inc. | 1.61% | 36,066 | $6.9M | Add +16.9% |
| EFV iShares MSCI Eafe Value ETF | 1.23% | 89,076 | $5.3M | New |
| META Meta Platforms Inc. Class A | 1.19% | 8,793 | $5.1M | Add +15.6% |
| IJR iShares Core S&P Small-Cap E | 0.98% | 39,964 | $4.2M | Add +5.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.95% | 160,691 | $4.0M | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.94% | 166,091 | $4.0M | New |
| GOOGL Alphabet Inc. Class A | 0.94% | 25,803 | $4.0M | Add +8.7% |
| VCIT Vanguard Int-Term Corporate | 0.93% | 48,461 | $4.0M | Reduce -5.1% |
| XOM Exxon Mobil Corp. | 0.90% | 32,072 | $3.8M | Add +12.5% |
| TSLA Tesla Inc. | 0.84% | 13,872 | $3.6M | Add +50.3% |
| MORT Vaneck Mortgage REIT Income | 0.83% | 316,602 | $3.5M | Add +7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 12,497 | $3.4M | Add +5.9% |
| GOOG Alphabet Inc. Class C | 0.73% | 20,001 | $3.1M | Add +11.1% |
| V Visa Inc. Class A | 0.72% | 8,701 | $3.0M | Add +71.2% |
| GSIE Goldman Sachs Activebeta Int | 0.61% | 72,678 | $2.6M | Reduce -6.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.61% | 32,667 | $2.6M | Add +6.0% |
| ACN Accenture PLC Class A | 0.60% | 8,246 | $2.6M | Reduce -0.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.60% | 109,576 | $2.6M | New |
| WMT Walmart Inc. | 0.59% | 28,356 | $2.5M | Add +68.2% |
| PDI PIMCO Dynamic Income Fund | 0.58% | 122,861 | $2.5M | Add +22.4% |
| AVGO Broadcom Inc. | 0.57% | 14,566 | $2.4M | Add +4.9% |
| COST Costco Wholesale Corp. | 0.56% | 2,543 | $2.4M | Add +91.2% |
| ACP Abrdn Income Credit Strat | 0.56% | 402,857 | $2.4M | Add +30.8% |
| GSID Goldman Sachs Marketbeta Int | 0.55% | 40,507 | $2.4M | Reduce -6.5% |
| JPM JPMorgan Chase & Co. | 0.53% | 9,134 | $2.2M | Reduce -2.2% |
| ABT Abbott Laboratories | 0.51% | 16,485 | $2.2M | Add +150.8% |
| UNH Unitedhealth Group Inc. | 0.50% | 4,034 | $2.1M | Add +31.5% |
| LLY Eli Lilly & Co. | 0.48% | 2,471 | $2.0M | Reduce -1.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.48% | 83,931 | $2.0M | New |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.47% | 65,474 | $2.0M | New |
| CAT Caterpillar Inc. | 0.47% | 6,020 | $2.0M | Add +111.1% |
| BGX Blackstone Long-Short Credit | 0.46% | 159,617 | $2.0M | Add +26.2% |
| VOO Vanguard S&P 500 ETF | 0.46% | 3,797 | $2.0M | Reduce -13.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.44% | 56,127 | $1.9M | Reduce -6.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.44% | 49,878 | $1.9M | New |
| CVX Chevron Corp. | 0.44% | 11,129 | $1.9M | Add +77.2% |
| IBTG iShares Ibonds Dec 2026 Term | 0.43% | 80,660 | $1.9M | New |
| WFC Wells Fargo & Co. | 0.43% | 25,641 | $1.8M | Add +2.7% |
| DGRO iShares Core Dividend Growth | 0.42% | 29,036 | $1.8M | Reduce -2.0% |
| BLK BlackRock Inc. | 0.41% | 1,837 | $1.7M | Add +241.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.41% | 83,217 | $1.7M | New |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.40% | 78,731 | $1.7M | New |
| UNP Union Pacific Corp. | 0.40% | 7,226 | $1.7M | Add +276.4% |
| MCD McDonald's Corp. | 0.40% | 5,425 | $1.7M | Add +167.8% |
| RA Brookfield Real Assets Incom | 0.39% | 127,194 | $1.7M | Add +27.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.38% | 70,829 | $1.6M | New |
| DE Deere & Co. | 0.38% | 3,458 | $1.6M | Add +387.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.38% | 64,012 | $1.6M | New |
| JEPI JPMorgan Equity Premium Inco | 0.37% | 27,685 | $1.6M | Add +17.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.36% | 29,316 | $1.5M | Add +15.3% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.34% | 46,744 | $1.4M | Reduce -7.0% |
| CRM Salesforce Inc. | 0.34% | 5,360 | $1.4M | Add +111.3% |
| SVOL Simplify Volatility Premium | 0.34% | 79,053 | $1.4M | Add +32.1% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.34% | 65,829 | $1.4M | Reduce -7.6% |
| PXF Invesco Rafi Developed Marke | 0.34% | 27,471 | $1.4M | Reduce -6.5% |
| NFLX Netflix Inc. | 0.33% | 1,528 | $1.4M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.33% | 2,583 | $1.4M | Add +0.8% |
| DIHP Dimensional International Hi | 0.33% | 52,000 | $1.4M | Reduce -6.5% |
| HD Home Depot Inc. | 0.33% | 3,821 | $1.4M | Reduce -2.9% |
| DEM Wisdomtree Emerging Markets | 0.31% | 31,790 | $1.3M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.31% | 7,792 | $1.3M | Reduce -10.2% |
| ABBV Abbvie Inc. | 0.31% | 6,276 | $1.3M | Add +2.0% |
| KVUE Kenvue Inc. | 0.30% | 53,767 | $1.3M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 3,652 | $1.3M | Add +507.6% |
| FISV Fiserv Inc. | 0.29% | 5,658 | $1.2M | New |
| TQQQ Proshares Ultrapro QQQ | 0.28% | 21,000 | $1.2M | Add +50.0% |
| SYY Sysco Corp. | 0.28% | 15,951 | $1.2M | New |
| DFUS Dimensional US Eq MKT ETF | 0.28% | 19,486 | $1.2M | Add +8.5% |
| KREF KKR Real Estate Finance Trus | 0.28% | 105,943 | $1.2M | Add +25.1% |
| CMCSA Comcast Corp. Class A | 0.27% | 31,681 | $1.2M | New |
| IHDG Wisdomtree International Hed | 0.27% | 26,550 | $1.2M | Reduce -10.6% |
| ADBE Adobe Inc. | 0.27% | 2,983 | $1.1M | Add +95.1% |
| NUTX Nutex Health Inc. | 0.26% | 23,363 | $1.1M | Reduce -34.0% |
| IWF iShares Russell 1000 Growth | 0.25% | 3,002 | $1.1M | Reduce -0.3% |
| JQUA JPMorgan US Quality Factor | 0.25% | 18,604 | $1.1M | New |
| TXT Textron Inc. | 0.24% | 14,158 | $1.0M | New |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 5,929 | $1.0M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.23% | 16,169 | $998K | Reduce -1.2% |
| NCNO Ncino Inc. | 0.23% | 35,360 | $971K | Reduce -0.4% |
| ORCL Oracle Corp. | 0.22% | 6,774 | $947K | Reduce -2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 11,598 | $932K | Reduce -5.8% |
| INTU Intuit Inc. | 0.20% | 1,418 | $871K | Add +86.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 5,094 | $849K | Reduce -41.8% |
| BTC Grayscale Bitcoin Mini ETF | 0.20% | 23,091 | $843K | No change |
| WM Waste Management Inc. | 0.20% | 3,622 | $839K | Add +84.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.20% | 16,263 | $831K | Reduce -7.0% |
Portfolio Sells Q4 2024 → Q1 2025
| CONL Granitesh 2X LNG Coin ETF-US | Sold out | 0.00% | −1.87 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -33.3% | 4.13% | −1.38 |
| IVV iShares Core S&P 500 ETF | Reduce -6.7% | 6.26% | −1.07 |
| PCT Purecycle Technologies Inc. | Reduce -85.8% | 0.07% | −0.70 |
| KNF Knife River Corp. | Sold out | 0.00% | −0.51 |
| XYZ Block Inc. | Reduce -75.4% | 0.07% | −0.42 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.41 |
| REM iShares Mortgage Real Estate | Reduce -70.8% | 0.15% | −0.37 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.36 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.24 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.23 |
| COP Conocophillips | Reduce -66.8% | 0.12% | −0.23 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -41.8% | 0.20% | −0.23 |
| ALGS Aligos Therapeutics Inc. | Sold out | 0.00% | −0.22 |
| USB US Bancorp | Sold out | 0.00% | −0.18 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.18 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.17 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.16 |
| QCOM Qualcomm Inc. | Reduce -58.4% | 0.10% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -61.0% | 0.08% | −0.14 |
| HON Honeywell International Inc. | Reduce -45.4% | 0.13% | −0.14 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.13 |
| SBUX Starbucks Corp. | Reduce -56.1% | 0.10% | −0.12 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -13.6% | 0.46% | −0.12 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −0.12 |
| IHF iShares U.S. Healthcare Prov | Sold out | 0.00% | −0.12 |
| VLO Valero Energy Corp. | Reduce -62.6% | 0.07% | −0.12 |
| OVV Ovintiv Inc. | Sold out | 0.00% | −0.11 |
| ACN Accenture PLC Class A | Reduce -0.8% | 0.60% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -49.0% | 0.09% | −0.11 |
| B Barrick Gold Corp. | Sold out | 0.00% | −0.10 |
| CONSOL ENERGY INC | Sold out | 0.00% | −0.10 |
| VAL Valaris Ltd. | Sold out | 0.00% | −0.10 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -41.6% | 0.10% | −0.10 |
| OBDE Blue Owl Capital Corp. III | Sold out | 0.00% | −0.10 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.10 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.09 |
| PSX Phillips 66 | Reduce -48.5% | 0.11% | −0.09 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.09 |
| CNQ Canadian Natural Resources | Sold out | 0.00% | −0.08 |
| HES Hess Corp. | Reduce -65.2% | 0.05% | −0.08 |
| VCIT Vanguard Int-Term Corporate | Reduce -5.1% | 0.93% | −0.07 |
| EWH iShares MSCI Hong Kong ETF | Sold out | 0.00% | −0.07 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.07 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.07 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -50.9% | 0.05% | −0.07 |
| NCNO Ncino Inc. | Reduce -0.4% | 0.23% | −0.06 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| EFV iShares MSCI Eafe Value ETF | New | 1.23% | +1.23 |
| IBDQ iShares Ibonds Dec 2025 Term | New | 0.95% | +0.95 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.94% | +0.94 |
| IBTF iShares Ibonds Dec 2025 Term | New | 0.60% | +0.60 |
| BBUS JPMorgan Betabuilders US Equ | Add +40.0% | 2.67% | +0.58 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.48% | +0.48 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.47% | +0.47 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.44% | +0.44 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.43% | +0.43 |
| IBDW iShares Ibonds Dec 2031 Corp. | New | 0.41% | +0.41 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.40% | +0.40 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.38% | +0.38 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.38% | +0.38 |
| ABT Abbott Laboratories | Add +150.8% | 0.51% | +0.33 |
| V Visa Inc. Class A | Add +71.2% | 0.72% | +0.32 |
| DE Deere & Co. | Add +387.0% | 0.38% | +0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.9% | 2.12% | +0.31 |
| KVUE Kenvue Inc. | New | 0.30% | +0.30 |
| UNP Union Pacific Corp. | Add +276.4% | 0.40% | +0.29 |
| FISV Fiserv Inc. | New | 0.29% | +0.29 |
| SYY Sysco Corp. | New | 0.28% | +0.28 |
| CMCSA Comcast Corp. Class A | New | 0.27% | +0.27 |
| BLK BlackRock Inc. | Add +241.4% | 0.41% | +0.27 |
| COST Costco Wholesale Corp. | Add +91.2% | 0.56% | +0.27 |
| MCD McDonald's Corp. | Add +167.8% | 0.40% | +0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +507.6% | 0.30% | +0.25 |
| JQUA JPMorgan US Quality Factor | New | 0.25% | +0.25 |
| TXT Textron Inc. | New | 0.24% | +0.24 |
| CVX Chevron Corp. | Add +77.2% | 0.44% | +0.21 |
| CAT Caterpillar Inc. | Add +111.1% | 0.47% | +0.21 |
| WMT Walmart Inc. | Add +68.2% | 0.59% | +0.21 |
| DFUV Dimensional US Marketwide Va | New | 0.19% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +2.5% | 4.24% | +0.18 |
| KEYS Keysight Technologies Inc. | New | 0.17% | +0.17 |
| HCA HCA Healthcare Inc. | New | 0.16% | +0.16 |
| GBCI Glacier Bancorp Inc. | New | 0.16% | +0.16 |
| HOOD Robinhood Markets Inc. Class A | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | Add +12.5% | 0.90% | +0.14 |
| DFIV Dimensional International Va | New | 0.14% | +0.14 |
| CRM Salesforce Inc. | Add +111.3% | 0.34% | +0.13 |
| IVLU iShares MSCI International V | New | 0.13% | +0.13 |
| GSY Invesco Ultra Short Duration | Add +11.3% | 2.00% | +0.12 |
| PDI PIMCO Dynamic Income Fund | Add +22.4% | 0.58% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +31.5% | 0.50% | +0.12 |
| RGEN Repligen Corp. | New | 0.11% | +0.11 |
| TOL Toll Brothers Inc. | New | 0.11% | +0.11 |
| ADBE Adobe Inc. | Add +95.1% | 0.27% | +0.10 |
| ACP Abrdn Income Credit Strat | Add +30.8% | 0.56% | +0.10 |
| WM Waste Management Inc. | Add +84.0% | 0.20% | +0.10 |
| META Meta Platforms Inc. Class A | Add +15.6% | 1.19% | +0.10 |
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 |