Drive Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Drive Wealth Management, LLC reported 358 stock positions worth $471.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.1% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 4.7%) and JPMorgan Betabuilders US Equ (BBUS, 4.0%). Compared with Q2 2025, it opened 47 new positions, sold out of 35, added to 154 and reduced 152. The biggest buy was a new position in iShares Aaa Clo Act ETF-Usdi (CLOA) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $471.7M (Q3 2025)
- SEC Filing
- 0001754960-25-000737 ↗ filed Oct 31, 2025
Holdings Value
Holdings 358 stocks · $471.7M
| IVV iShares Core S&P 500 ETF | 6.06% | 42,735 | $28.6M | Reduce -7.8% |
| VEA Vanguard Ftse Developed ETF | 4.72% | 371,458 | $22.3M | Add +1.9% |
| BBUS JPMorgan Betabuilders US Equ | 4.02% | 157,136 | $19.0M | Add +18.2% |
| NVDA Nvidia Corp. | 3.73% | 94,230 | $17.6M | Add +8.9% |
| AAPL Apple Inc. | 3.06% | 56,678 | $14.4M | Reduce -16.1% |
| MSFT Microsoft Corp. | 3.05% | 27,770 | $14.4M | Add +3.2% |
| VWO Vanguard Ftse Emerging Marke | 2.86% | 249,172 | $13.5M | Reduce -10.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.46% | 39,334 | $11.6M | Reduce -7.2% |
| GOVT iShares US Treasury Bond ETF | 1.78% | 362,305 | $8.4M | Reduce -4.3% |
| AMZN Amazon.com Inc. | 1.77% | 38,027 | $8.3M | Add +0.8% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 1.75% | 158,424 | $8.2M | New |
| SRLN SS Blackstone Sr Loan ETF | 1.53% | 173,203 | $7.2M | Reduce -26.0% |
| META Meta Platforms Inc. Class A | 1.50% | 9,660 | $7.1M | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 1.48% | 58,747 | $7.0M | Add +37.2% |
| GOOGL Alphabet Inc. Class A | 1.36% | 26,419 | $6.4M | Reduce -0.2% |
| EFV iShares MSCI Eafe Value ETF | 1.29% | 89,442 | $6.1M | Reduce -1.5% |
| JPLD JPMorgan Ltd. Duration ETF | 1.26% | 113,547 | $6.0M | New |
| TSLA Tesla Inc. | 1.17% | 12,379 | $5.5M | Add +1.5% |
| VCIT Vanguard Int-Term Corporate | 1.09% | 61,202 | $5.1M | Add +18.7% |
| GOOG Alphabet Inc. Class C | 1.05% | 20,383 | $5.0M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 9,648 | $4.9M | Reduce -1.0% |
| AVGO Broadcom Inc. | 1.02% | 14,603 | $4.8M | Add +4.0% |
| CGMS Cap Group US Multi-Sect Bond | 0.94% | 159,829 | $4.4M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.85% | 12,234 | $4.0M | Reduce -0.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.84% | 156,860 | $4.0M | Reduce -0.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.83% | 161,858 | $3.9M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.79% | 33,048 | $3.7M | Add +0.1% |
| GSIE Goldman Sachs Activebeta Int | 0.69% | 79,042 | $3.2M | Add +5.9% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.66% | 121,590 | $3.1M | New |
| CDX Simplify High Yield ETF | 0.65% | 134,300 | $3.1M | New |
| JPM JPMorgan Chase & Co. | 0.64% | 9,589 | $3.0M | Add +3.0% |
| V Visa Inc. Class A | 0.63% | 8,720 | $3.0M | Reduce -1.4% |
| TFLO iShares Treasury Floating Ra | 0.63% | 58,503 | $3.0M | New |
| GSID Goldman Sachs Marketbeta Int | 0.62% | 44,029 | $2.9M | Add +6.3% |
| WMT Walmart Inc. | 0.62% | 28,207 | $2.9M | Add +0.8% |
| USHY iShares Broad Usd High Yield | 0.61% | 76,021 | $2.9M | New |
| CAT Caterpillar Inc. | 0.59% | 5,881 | $2.8M | Reduce -0.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.53% | 106,629 | $2.5M | Reduce -0.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.52% | 59,959 | $2.5M | Add +4.7% |
| NUTX Nutex Health Inc. | 0.51% | 23,363 | $2.4M | No change |
| VOO Vanguard S&P 500 ETF | 0.50% | 3,847 | $2.4M | Add +1.8% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.50% | 64,851 | $2.3M | Reduce -1.6% |
| JPIE JPMorgan Income ETF | 0.49% | 50,021 | $2.3M | New |
| ABT Abbott Laboratories | 0.47% | 16,528 | $2.2M | Reduce -1.6% |
| BLK BlackRock Inc. | 0.46% | 1,846 | $2.2M | Add +0.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.45% | 48,963 | $2.1M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 0.44% | 2,250 | $2.1M | Reduce -1.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.42% | 81,716 | $2.0M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.41% | 2,539 | $1.9M | Reduce -8.6% |
| DGRO iShares Core Dividend Growth | 0.39% | 27,244 | $1.9M | Reduce -17.0% |
| NFLX Netflix Inc. | 0.39% | 1,529 | $1.8M | Reduce -4.5% |
| PXF Invesco Rafi Developed Marke | 0.39% | 29,790 | $1.8M | Add +5.3% |
| IBTG iShares Ibonds Dec 2026 Term | 0.39% | 79,276 | $1.8M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.38% | 6,434 | $1.8M | Reduce -7.4% |
| WFC Wells Fargo & Co. | 0.38% | 21,557 | $1.8M | Reduce -15.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.38% | 3,626 | $1.8M | Reduce -0.6% |
| DIHP Dimensional International Hi | 0.37% | 57,746 | $1.8M | Add +6.9% |
| CVX Chevron Corp. | 0.37% | 11,281 | $1.8M | Add +14.6% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.37% | 68,755 | $1.7M | Add +4.1% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.37% | 45,692 | $1.7M | Reduce -4.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.37% | 81,683 | $1.7M | Reduce -0.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.36% | 76,691 | $1.7M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.36% | 5,561 | $1.7M | Add +2.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.34% | 69,125 | $1.6M | Reduce -0.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.34% | 62,286 | $1.6M | Reduce -0.5% |
| DE Deere & Co. | 0.33% | 3,443 | $1.6M | Reduce -2.0% |
| MA Mastercard Inc. Class A | 0.32% | 2,682 | $1.5M | Add +4.7% |
| UNP Union Pacific Corp. | 0.32% | 6,423 | $1.5M | Reduce -3.8% |
| ABBV Abbvie Inc. | 0.32% | 6,488 | $1.5M | Add +1.1% |
| JGRO JPMorgan Active Growth ETF | 0.31% | 15,658 | $1.5M | Add +48.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 4,964 | $1.4M | Reduce -5.0% |
| MORT Vaneck Mortgage REIT Income | 0.29% | 127,503 | $1.4M | Reduce -63.0% |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 6,899 | $1.3M | Reduce -31.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 12,198 | $1.3M | Reduce -3.3% |
| SYY Sysco Corp. | 0.26% | 15,120 | $1.2M | Reduce -2.8% |
| HD Home Depot Inc. | 0.26% | 3,027 | $1.2M | Reduce -21.2% |
| PG The Procter & Gamble Co. | 0.26% | 7,887 | $1.2M | Reduce -1.9% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 6,398 | $1.2M | Add +14.2% |
| TXT Textron Inc. | 0.24% | 13,668 | $1.2M | Reduce -2.9% |
| CRM Salesforce Inc. | 0.24% | 4,863 | $1.2M | Reduce -4.5% |
| JQUA JPMorgan US Quality Factor | 0.24% | 18,125 | $1.1M | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 0.24% | 16,501 | $1.1M | Reduce -0.6% |
| T AT&T Inc. | 0.22% | 37,338 | $1.1M | Reduce -16.9% |
| INTU Intuit Inc. | 0.22% | 1,511 | $1.0M | Add +1.6% |
| NEM Newmont Corp. | 0.21% | 11,959 | $1.0M | Add +22.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 19,199 | $990K | Add +1.8% |
| AMD Advanced Micro Devices | 0.20% | 5,975 | $967K | Add +31.7% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 3,180 | $958K | Add +1.9% |
| APH Amphenol Corp. Class A | 0.20% | 7,674 | $951K | Add +0.5% |
| TFPM Triple Flag Precious Met | 0.20% | 32,046 | $938K | Add +5.8% |
| ANET Arista Networks Inc. | 0.20% | 6,413 | $934K | Add +1.3% |
| IHDG Wisdomtree International Hed | 0.20% | 20,225 | $932K | Reduce -16.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.20% | 11,415 | $927K | Reduce -73.7% |
| ADBE Adobe Inc. | 0.20% | 2,626 | $926K | Reduce -5.3% |
| RTX RTX Corp. | 0.19% | 5,446 | $911K | Add +2.4% |
| CMCSA Comcast Corp. Class A | 0.19% | 28,668 | $901K | Reduce -9.0% |
| APP AppLovin Corp. Class A | 0.19% | 1,250 | $898K | Add +17.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.19% | 15,195 | $874K | Reduce -54.3% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 15,272 | $872K | Reduce -51.4% |
| BKNG Booking Holdings Inc. | 0.18% | 160 | $861K | Add +9.6% |
Portfolio Sells Q2 2025 → Q3 2025
| SHV iShares 0-1 Year Treasury Bo | Reduce -94.9% | 0.09% | −1.66 |
| GSY Invesco Ultra Short Duration | Reduce -94.8% | 0.09% | −1.65 |
| REM iShares Mortgage Real Estate | Sold out | 0.00% | −0.67 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -26.0% | 1.53% | −0.61 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -73.7% | 0.20% | −0.57 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.51 |
| MORT Vaneck Mortgage REIT Income | Reduce -63.0% | 0.29% | −0.51 |
| PDI PIMCO Dynamic Income Fund | Reduce -82.1% | 0.10% | −0.47 |
| ACP Abrdn Income Credit Strat | Reduce -71.9% | 0.15% | −0.42 |
| BGX Blackstone Long-Short Credit | Reduce -74.8% | 0.11% | −0.37 |
| RA Brookfield Real Assets Incom | Reduce -70.6% | 0.12% | −0.31 |
| SVOL Simplify Volatility Premium | Reduce -65.3% | 0.12% | −0.25 |
| BTC Grayscale Bitcoin Mini ETF | Sold out | 0.00% | −0.25 |
| IVV iShares Core S&P 500 ETF | Reduce -7.8% | 6.06% | −0.24 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -54.3% | 0.19% | −0.21 |
| JEPI JPMorgan Equity Premium Inco | Reduce -51.4% | 0.18% | −0.21 |
| KREF KKR Real Estate Finance Trus | Reduce -79.0% | 0.05% | −0.19 |
| IWF iShares Russell 1000 Growth | Reduce -64.9% | 0.11% | −0.18 |
| VWO Vanguard Ftse Emerging Marke | Reduce -10.9% | 2.86% | −0.17 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.16 |
| NCNO Ncino Inc. | Reduce -73.1% | 0.05% | −0.16 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.16 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -7.2% | 2.46% | −0.15 |
| QLD Proshares Ultra QQQ | Reduce -73.7% | 0.06% | −0.15 |
| DEM Wisdomtree Emerging Markets | Reduce -48.0% | 0.16% | −0.15 |
| HLN Haleon PLC-ADR | Reduce -85.5% | 0.02% | −0.15 |
| QGRW Wisdomtree US Quality Growth | Sold out | 0.00% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -70.8% | 0.06% | −0.14 |
| GOVT iShares US Treasury Bond ETF | Reduce -4.3% | 1.78% | −0.13 |
| PM Philip Morris International | Reduce -30.4% | 0.18% | −0.12 |
| CIFR Cipher Digital Inc. | Sold out | 0.00% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -31.2% | 0.28% | −0.12 |
| AAAU Goldman Sachs Physical Gold | Sold out | 0.00% | −0.11 |
| ALGT Allegiant Travel Co. | Sold out | 0.00% | −0.09 |
| DFUS Dimensional US Eq MKT ETF | Reduce -44.0% | 0.12% | −0.09 |
| USMF Wisdomtree US Multifactor Fu | Sold out | 0.00% | −0.08 |
| NFLX Netflix Inc. | Reduce -4.5% | 0.39% | −0.08 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.08 |
| AGGY Wisdomtree Yield Enhanced US | Sold out | 0.00% | −0.08 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.07 |
| KVUE Kenvue Inc. | Reduce -4.9% | 0.18% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -24.3% | 0.10% | −0.07 |
| DGRO iShares Core Dividend Growth | Reduce -17.0% | 0.39% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -15.5% | 0.38% | −0.07 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -8.6% | 0.41% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -40.9% | 0.09% | −0.06 |
| T AT&T Inc. | Reduce -16.9% | 0.22% | −0.06 |
| CRM Salesforce Inc. | Reduce -4.5% | 0.24% | −0.06 |
| FISV Fiserv Inc. | Reduce -2.7% | 0.14% | −0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 1.75% | +1.75 |
| JPLD JPMorgan Ltd. Duration ETF | New | 1.26% | +1.26 |
| CGMS Cap Group US Multi-Sect Bond | New | 0.94% | +0.94 |
| BBUS JPMorgan Betabuilders US Equ | Add +18.2% | 4.02% | +0.76 |
| NVDA Nvidia Corp. | Add +8.9% | 3.73% | +0.73 |
| SJNK SS SPDR BB St Hi Yield ETF | New | 0.66% | +0.66 |
| CDX Simplify High Yield ETF | New | 0.65% | +0.65 |
| TFLO iShares Treasury Floating Ra | New | 0.63% | +0.63 |
| USHY iShares Broad Usd High Yield | New | 0.61% | +0.61 |
| JPIE JPMorgan Income ETF | New | 0.49% | +0.49 |
| IJR iShares Core S&P Small-Cap E | Add +37.2% | 1.48% | +0.45 |
| TSLA Tesla Inc. | Add +1.5% | 1.17% | +0.32 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 1.05% | +0.26 |
| AVGO Broadcom Inc. | Add +4.0% | 1.02% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 4.72% | +0.16 |
| VCIT Vanguard Int-Term Corporate | Add +18.7% | 1.09% | +0.15 |
| CPB The Campbell's Company | New | 0.13% | +0.13 |
| JD Jd.com Inc.-ADR | New | 0.12% | +0.12 |
| MSFT Microsoft Corp. | Add +3.2% | 3.05% | +0.11 |
| JGRO JPMorgan Active Growth ETF | Add +48.5% | 0.31% | +0.11 |
| APP AppLovin Corp. Class A | Add +17.1% | 0.19% | +0.11 |
| HUBS HubSpot Inc. | New | 0.10% | +0.10 |
| NEM Newmont Corp. | Add +22.5% | 0.21% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +14.2% | 0.25% | +0.08 |
| JMUB JPMorgan Municipal ETF | New | 0.07% | +0.07 |
| B Barrick Mining Corp. | New | 0.07% | +0.07 |
| K Kellanova | New | 0.07% | +0.07 |
| DRD Drdgold Ltd.-Sponsored ADR | New | 0.07% | +0.07 |
| AMD Advanced Micro Devices | Add +31.7% | 0.20% | +0.06 |
| CVX Chevron Corp. | Add +14.6% | 0.37% | +0.06 |
| FG F&G Annuities & Life Inc. | New | 0.06% | +0.06 |
| KHC The Kraft Heinz Co. | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | Add +1.1% | 0.32% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +88.5% | 0.10% | +0.06 |
| ANET Arista Networks Inc. | Add +1.3% | 0.20% | +0.06 |
| IONQ Ionq Inc. | New | 0.06% | +0.06 |
| OGN Organon & Co. | Add +80.9% | 0.11% | +0.05 |
| CLOX Eldridge Aaa Clo ETF | New | 0.05% | +0.05 |
| COP Conocophillips | Add +57.5% | 0.14% | +0.05 |
| GIS General Mills Inc. | New | 0.05% | +0.05 |
| XEL Xcel Energy Inc. | New | 0.05% | +0.05 |
| COIN Coinbase Global Inc. Class A | New | 0.05% | +0.05 |
| NOC Northrop Grumman Corp. | Add +22.0% | 0.17% | +0.05 |
| P Everpure Inc. Class A | New | 0.05% | +0.05 |
| MO Altria Group Inc. | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 0.64% | +0.05 |
| CRDO Credo Technology Group Holdi | New | 0.05% | +0.05 |
| TDY Teledyne Technologies Inc. | New | 0.05% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | New | 0.05% | +0.05 |
| ROST Ross Stores Inc. | New | 0.05% | +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 |