Drive Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Drive Wealth Management, LLC reported 346 stock positions worth $456.3 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, 4.6%) and JPMorgan Betabuilders US Equ (BBUS, 3.3%). Compared with Q1 2025, it opened 54 new positions, sold out of 32, added to 171 and reduced 118. The biggest buy was Microsoft (MSFT, shares +2%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $456.3M (Q2 2025)
- SEC Filing
- 0001754960-25-000500 ↗ filed Jul 30, 2025
Holdings Value
Holdings 346 stocks · $456.3M
| IVV iShares Core S&P 500 ETF | 6.30% | 46,324 | $28.8M | Reduce -2.3% |
| VEA Vanguard Ftse Developed ETF | 4.56% | 364,665 | $20.8M | Add +2.8% |
| BBUS JPMorgan Betabuilders US Equ | 3.26% | 132,922 | $14.9M | Add +18.1% |
| AAPL Apple Inc. | 3.04% | 67,581 | $13.9M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 3.03% | 279,522 | $13.8M | Add +1.0% |
| NVDA Nvidia Corp. | 3.00% | 86,524 | $13.7M | Reduce -8.6% |
| MSFT Microsoft Corp. | 2.93% | 26,919 | $13.4M | Add +2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.61% | 42,406 | $11.9M | Add +3.0% |
| SRLN SS Blackstone Sr Loan ETF | 2.13% | 233,961 | $9.7M | Add +10.2% |
| GOVT iShares US Treasury Bond ETF | 1.91% | 378,760 | $8.7M | Add +3.7% |
| AMZN Amazon.com Inc. | 1.81% | 37,741 | $8.3M | Add +4.6% |
| SHV iShares 0-1 Year Treasury Bo | 1.75% | 72,195 | $8.0M | Reduce -6.6% |
| GSY Invesco Ultra Short Duration | 1.74% | 158,056 | $7.9M | Reduce -7.2% |
| META Meta Platforms Inc. Class A | 1.52% | 9,379 | $6.9M | Add +6.7% |
| EFV iShares MSCI Eafe Value ETF | 1.26% | 90,770 | $5.8M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 9,745 | $4.7M | Reduce -42.5% |
| IJR iShares Core S&P Small-Cap E | 1.03% | 42,810 | $4.7M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 1.02% | 26,483 | $4.7M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 0.94% | 51,568 | $4.3M | Add +6.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.87% | 157,694 | $4.0M | Reduce -1.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.87% | 163,098 | $4.0M | Reduce -1.8% |
| TSLA Tesla Inc. | 0.85% | 12,195 | $3.9M | Reduce -12.1% |
| AVGO Broadcom Inc. | 0.85% | 14,045 | $3.9M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.82% | 12,257 | $3.7M | Reduce -1.9% |
| MORT Vaneck Mortgage REIT Income | 0.80% | 344,425 | $3.6M | Add +8.8% |
| GOOG Alphabet Inc. Class C | 0.79% | 20,261 | $3.6M | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.78% | 33,008 | $3.6M | Add +2.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.77% | 43,473 | $3.5M | Add +33.1% |
| V Visa Inc. Class A | 0.69% | 8,845 | $3.1M | Add +1.6% |
| REM iShares Mortgage Real Estate | 0.67% | 142,151 | $3.0M | Add +388.9% |
| GSIE Goldman Sachs Activebeta Int | 0.65% | 74,651 | $3.0M | Add +2.7% |
| NUTX Nutex Health Inc. | 0.64% | 23,363 | $2.9M | No change |
| WMT Walmart Inc. | 0.60% | 27,973 | $2.7M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.59% | 9,309 | $2.7M | Add +1.9% |
| GSID Goldman Sachs Marketbeta Int | 0.58% | 41,403 | $2.7M | Add +2.2% |
| ACP Abrdn Income Credit Strat | 0.57% | 442,646 | $2.6M | Add +9.9% |
| PDI PIMCO Dynamic Income Fund | 0.57% | 136,010 | $2.6M | Add +10.7% |
| IBTF iShares Ibonds Dec 2025 Term | 0.55% | 107,653 | $2.5M | Reduce -1.8% |
| ACN Accenture PLC Class A | 0.51% | 7,845 | $2.3M | Reduce -4.9% |
| ABT Abbott Laboratories | 0.50% | 16,797 | $2.3M | Add +1.9% |
| CAT Caterpillar Inc. | 0.50% | 5,884 | $2.3M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 0.49% | 2,276 | $2.3M | Reduce -10.5% |
| BGX Blackstone Long-Short Credit | 0.48% | 176,966 | $2.2M | Add +10.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.48% | 57,274 | $2.2M | Add +2.0% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.48% | 65,876 | $2.2M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.47% | 2,778 | $2.2M | Add +12.4% |
| VOO Vanguard S&P 500 ETF | 0.47% | 3,781 | $2.2M | Reduce -0.4% |
| NFLX Netflix Inc. | 0.47% | 1,601 | $2.1M | Add +4.8% |
| DGRO iShares Core Dividend Growth | 0.46% | 32,835 | $2.1M | Add +13.1% |
| WFC Wells Fargo & Co. | 0.45% | 25,516 | $2.0M | Reduce -0.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.44% | 82,151 | $2.0M | Reduce -2.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.44% | 50,004 | $2.0M | Add +0.3% |
| RA Brookfield Real Assets Incom | 0.43% | 146,193 | $2.0M | Add +14.9% |
| BLK BlackRock Inc. | 0.42% | 1,840 | $1.9M | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 3,646 | $1.9M | Reduce -0.2% |
| QUAL iShares MSCI USA Quality Fac | 0.40% | 10,024 | $1.8M | Add +69.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.40% | 79,505 | $1.8M | Reduce -1.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 33,256 | $1.8M | Add +13.4% |
| DE Deere & Co. | 0.39% | 3,515 | $1.8M | Add +1.6% |
| JEPI JPMorgan Equity Premium Inco | 0.39% | 31,436 | $1.8M | Add +13.6% |
| SVOL Simplify Volatility Premium | 0.38% | 94,109 | $1.7M | Add +19.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.38% | 81,800 | $1.7M | Reduce -1.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.37% | 77,120 | $1.7M | Reduce -2.0% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.36% | 47,901 | $1.7M | Add +2.5% |
| PXF Invesco Rafi Developed Marke | 0.36% | 28,278 | $1.6M | Add +2.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.35% | 69,402 | $1.6M | Reduce -2.0% |
| DIHP Dimensional International Hi | 0.35% | 54,013 | $1.6M | Add +3.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.35% | 62,612 | $1.6M | Reduce -2.2% |
| MCD McDonald's Corp. | 0.35% | 5,404 | $1.6M | Reduce -0.4% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.34% | 66,036 | $1.5M | Add +0.3% |
| UNP Union Pacific Corp. | 0.34% | 6,678 | $1.5M | Reduce -7.6% |
| ORCL Oracle Corp. | 0.33% | 6,948 | $1.5M | Add +2.6% |
| MA Mastercard Inc. Class A | 0.32% | 2,561 | $1.4M | Reduce -0.8% |
| DEM Wisdomtree Emerging Markets | 0.31% | 31,138 | $1.4M | Reduce -2.0% |
| CVX Chevron Corp. | 0.31% | 9,845 | $1.4M | Reduce -11.5% |
| HD Home Depot Inc. | 0.31% | 3,843 | $1.4M | Add +0.6% |
| CRM Salesforce Inc. | 0.30% | 5,090 | $1.4M | Reduce -5.0% |
| PM Philip Morris International | 0.30% | 7,407 | $1.4M | Add +69.0% |
| T AT&T Inc. | 0.29% | 44,959 | $1.3M | Add +60.1% |
| IWF iShares Russell 1000 Growth | 0.28% | 3,032 | $1.3M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.28% | 8,037 | $1.3M | Add +3.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.26% | 12,610 | $1.2M | Add +8.7% |
| ABBV Abbvie Inc. | 0.26% | 6,414 | $1.2M | Add +2.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 5,227 | $1.2M | Add +2.6% |
| SYY Sysco Corp. | 0.26% | 15,560 | $1.2M | Reduce -2.5% |
| INTU Intuit Inc. | 0.26% | 1,487 | $1.2M | Add +4.9% |
| KVUE Kenvue Inc. | 0.25% | 55,242 | $1.2M | Add +2.7% |
| CSCO Cisco Systems Inc. | 0.25% | 16,605 | $1.2M | Add +2.7% |
| BTC Grayscale Bitcoin Mini ETF | 0.25% | 23,973 | $1.1M | Add +3.8% |
| TXT Textron Inc. | 0.25% | 14,079 | $1.1M | Reduce -0.6% |
| JQUA JPMorgan US Quality Factor | 0.25% | 18,785 | $1.1M | Add +1.0% |
| CMCSA Comcast Corp. Class A | 0.25% | 31,489 | $1.1M | Reduce -0.6% |
| IHDG Wisdomtree International Hed | 0.24% | 24,351 | $1.1M | Reduce -8.3% |
| KREF KKR Real Estate Finance Trus | 0.24% | 119,601 | $1.1M | Add +12.9% |
| ADBE Adobe Inc. | 0.23% | 2,772 | $1.1M | Reduce -7.1% |
| QLD Proshares Ultra QQQ | 0.22% | 8,363 | $985K | New |
| NCNO Ncino Inc. | 0.22% | 35,123 | $982K | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 14,081 | $944K | Reduce -27.7% |
| KO The Coca-Cola Co. | 0.21% | 13,135 | $936K | Add +21.5% |
| FISV Fiserv Inc. | 0.20% | 5,311 | $916K | Reduce -6.1% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -95.5% | 0.16% | −3.97 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -42.5% | 1.04% | −1.08 |
| AAPL Apple Inc. | Reduce -0.4% | 3.04% | −0.50 |
| UNH Unitedhealth Group Inc. | Reduce -48.4% | 0.14% | −0.35 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.28 |
| GSY Invesco Ultra Short Duration | Reduce -7.2% | 1.74% | −0.27 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -6.6% | 1.75% | −0.26 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.15 |
| CVX Chevron Corp. | Reduce -11.5% | 0.31% | −0.13 |
| CTA Simplify Managed Futures St | Sold out | 0.00% | −0.10 |
| PKST Peakstone Realty Trust | Sold out | 0.00% | −0.09 |
| FISV Fiserv Inc. | Reduce -6.1% | 0.20% | −0.09 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.09 |
| UGL Proshares Ultra Gold | Sold out | 0.00% | −0.09 |
| ACN Accenture PLC Class A | Reduce -4.9% | 0.51% | −0.09 |
| JNJ Johnson & Johnson | Reduce -36.6% | 0.10% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.08 |
| AVUV Avantis US Small Cap Value | Reduce -63.0% | 0.04% | −0.08 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -1.9% | 0.87% | −0.08 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -1.8% | 0.87% | −0.08 |
| XYZ Block Inc. | Sold out | 0.00% | −0.07 |
| UUP Invesco DB US Dollar Index B | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -10.5% | 0.49% | −0.07 |
| PCT Purecycle Technologies Inc. | Sold out | 0.00% | −0.07 |
| DFUS Dimensional US Eq MKT ETF | Reduce -27.7% | 0.21% | −0.07 |
| DFAR Dimensional US Real Est ETF | Sold out | 0.00% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.07 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Sold out | 0.00% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -30.5% | 0.06% | −0.06 |
| UNP Union Pacific Corp. | Reduce -7.6% | 0.34% | −0.06 |
| ISHARES 25+ YR TREAS STRIPS | Sold out | 0.00% | −0.06 |
| BTGD STKD 100% Bitco & 100% Gold | Sold out | 0.00% | −0.06 |
| EZBC Franklin Bitcoin ETF | Sold out | 0.00% | −0.06 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.05 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.05 |
| INCO Columbia India Consumer ETF | Sold out | 0.00% | −0.05 |
| HES Hess Corp. | Sold out | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.35% | −0.05 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.05 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -1.8% | 0.55% | −0.05 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Sold out | 0.00% | −0.05 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.05 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.05 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.05 |
| K Kellanova | Sold out | 0.00% | −0.05 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.05 |
| RSBT RTRN STCK BNDS & MNG Futures | Sold out | 0.00% | −0.05 |
| PCG P G & E Corp. | Sold out | 0.00% | −0.04 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -2.1% | 0.44% | −0.04 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -1.4% | 0.40% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +2.2% | 2.93% | +0.61 |
| BBUS JPMorgan Betabuilders US Equ | Add +18.1% | 3.26% | +0.59 |
| REM iShares Mortgage Real Estate | Add +388.9% | 0.67% | +0.51 |
| META Meta Platforms Inc. Class A | Add +6.7% | 1.52% | +0.33 |
| VEA Vanguard Ftse Developed ETF | Add +2.8% | 4.56% | +0.32 |
| QLD Proshares Ultra QQQ | New | 0.22% | +0.22 |
| AMZN Amazon.com Inc. | Add +4.6% | 1.81% | +0.20 |
| QUAL iShares MSCI USA Quality Fac | Add +69.1% | 0.40% | +0.16 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +33.1% | 0.77% | +0.16 |
| TFPM Triple Flag Precious Met | New | 0.16% | +0.16 |
| GTO Invesco Total Return Bond Et | New | 0.14% | +0.14 |
| IAU iShares Gold Trust | New | 0.14% | +0.14 |
| HLN Haleon PLC-ADR | Add +438.3% | 0.17% | +0.14 |
| NFLX Netflix Inc. | Add +4.8% | 0.47% | +0.14 |
| PM Philip Morris International | Add +69.0% | 0.30% | +0.13 |
| TTE Totalenergies SE -Spon ADR | New | 0.13% | +0.13 |
| NOC Northrop Grumman Corp. | New | 0.12% | +0.12 |
| AAAU Goldman Sachs Physical Gold | New | 0.11% | +0.11 |
| IVW iShares S&P 500 Growth ETF | New | 0.11% | +0.11 |
| ORCL Oracle Corp. | Add +2.6% | 0.33% | +0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.0% | 2.61% | +0.11 |
| RUN Sunrun Inc. | Add +101.4% | 0.17% | +0.11 |
| JGRO JPMorgan Active Growth ETF | Add +93.9% | 0.20% | +0.10 |
| T AT&T Inc. | Add +60.1% | 0.29% | +0.10 |
| ALGT Allegiant Travel Co. | New | 0.09% | +0.09 |
| CHT Chunghwa Telecom LT-Spon ADR | New | 0.09% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +1.0% | 3.03% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 1.02% | +0.09 |
| COOK Traeger Inc. | New | 0.09% | +0.09 |
| SPOT Spotify Technology SA | New | 0.08% | +0.08 |
| SRLN SS Blackstone Sr Loan ETF | Add +10.2% | 2.13% | +0.08 |
| AU Anglogold Ashanti PLC | New | 0.08% | +0.08 |
| EL Estee Lauder Companies Class A | New | 0.07% | +0.07 |
| IREN Iren Ltd. | Add +3.0% | 0.13% | +0.07 |
| MDLZ Mondelez International Inc. Class A | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 0.59% | +0.07 |
| NEM Newmont Corp. | Add +85.0% | 0.12% | +0.06 |
| KB KB Financial Group Inc.-ADR | New | 0.06% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.6% | 0.26% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +2.4% | 0.17% | +0.06 |
| OGN Organon & Co. | New | 0.06% | +0.06 |
| PJAN Innovator U.S. Equity Power | New | 0.06% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.06% | +0.06 |
| BX Blackstone Inc. | New | 0.06% | +0.06 |
| JCI Johnson Controls Internation | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 0.79% | +0.05 |
| DBC Invesco DB Commodity Index T | New | 0.05% | +0.05 |
| ED Consolidated Edison Inc. | New | 0.05% | +0.05 |
| BTC Grayscale Bitcoin Mini ETF | Add +3.8% | 0.25% | +0.05 |
| SOFI Sofi Technologies Inc. | Add +1.4% | 0.16% | +0.05 |
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 |