Drive Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Drive Wealth Management, LLC reported 380 stock positions worth $512.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 5.0%) and JPMorgan Betabuilders US Equ (BBUS, 3.5%). Compared with Q3 2025, it opened 73 new positions, sold out of 51, added to 196 and reduced 107. The biggest buy was AppLovin Class A (APP, shares +1788%) and the biggest sale iShares US Treasury Bond ETF (GOVT, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $512.4M (Q4 2025)
- SEC Filing
- 0001754960-26-000152 ↗ filed Feb 4, 2026
Holdings Value
Holdings 380 stocks · $512.4M
| IVV iShares Core S&P 500 ETF | 5.47% | 40,883 | $28.0M | Reduce -4.3% |
| VEA Vanguard Ftse Developed ETF | 4.96% | 406,544 | $25.4M | Add +9.4% |
| BBUS JPMorgan Betabuilders US Equ | 3.52% | 146,393 | $18.1M | Reduce -6.8% |
| NVDA Nvidia Corp. | 3.47% | 95,217 | $17.8M | Add +1.1% |
| AAPL Apple Inc. | 3.14% | 59,148 | $16.1M | Add +4.4% |
| APP AppLovin Corp. Class A | 3.10% | 23,603 | $15.9M | Add +1788.2% |
| MSFT Microsoft Corp. | 2.71% | 28,686 | $13.9M | Add +3.3% |
| VWO Vanguard Ftse Emerging Marke | 2.60% | 247,780 | $13.3M | Reduce -0.6% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 2.21% | 218,506 | $11.3M | Add +37.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.99% | 35,050 | $10.2M | Reduce -10.9% |
| AMZN Amazon.com Inc. | 1.81% | 40,204 | $9.3M | Add +5.7% |
| JPLD JPMorgan Ltd. Duration ETF | 1.68% | 163,632 | $8.6M | Add +44.1% |
| GOOGL Alphabet Inc. Class A | 1.63% | 26,737 | $8.4M | Add +1.2% |
| CDX Simplify High Yield ETF | 1.62% | 372,252 | $8.3M | Add +177.2% |
| IJR iShares Core S&P Small-Cap E | 1.37% | 58,612 | $7.0M | Reduce -0.2% |
| CGMS Cap Group US Multi-Sect Bond | 1.26% | 232,954 | $6.4M | Add +45.8% |
| META Meta Platforms Inc. Class A | 1.24% | 9,592 | $6.3M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 11,939 | $6.0M | Add +23.8% |
| GOOG Alphabet Inc. Class C | 1.17% | 19,047 | $6.0M | Reduce -6.5% |
| AVGO Broadcom Inc. | 1.15% | 17,000 | $5.9M | Add +16.4% |
| EFV iShares MSCI Eafe Value ETF | 1.14% | 82,044 | $5.9M | Reduce -8.3% |
| TSLA Tesla Inc. | 1.14% | 13,021 | $5.9M | Add +5.2% |
| EVTR Eaton Vance Total Return | 0.86% | 85,350 | $4.4M | New |
| TFLO iShares Treasury Floating Ra | 0.84% | 85,214 | $4.3M | Add +45.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 11,724 | $3.9M | Reduce -4.2% |
| MSTR Strategy Inc. | 0.76% | 25,508 | $3.9M | Add +3287.5% |
| NUTX Nutex Health Inc. | 0.75% | 23,364 | $3.8M | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.75% | 31,805 | $3.8M | Reduce -3.8% |
| GSIE Goldman Sachs Activebeta Int | 0.74% | 88,135 | $3.8M | Add +11.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.71% | 144,422 | $3.7M | Add +18.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.70% | 147,929 | $3.6M | Reduce -8.6% |
| WMT Walmart Inc. | 0.67% | 30,602 | $3.4M | Add +8.5% |
| CAT Caterpillar Inc. | 0.66% | 5,932 | $3.4M | Add +0.9% |
| GSID Goldman Sachs Marketbeta Int | 0.66% | 48,989 | $3.4M | Add +11.3% |
| JPM JPMorgan Chase & Co. | 0.62% | 9,819 | $3.2M | Add +2.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.59% | 73,104 | $3.0M | Reduce -57.8% |
| LLY Eli Lilly & Co. | 0.58% | 2,764 | $3.0M | Add +8.9% |
| V Visa Inc. Class A | 0.56% | 8,219 | $2.9M | Reduce -5.8% |
| VOO Vanguard S&P 500 ETF | 0.56% | 4,589 | $2.9M | Add +19.3% |
| JPIE JPMorgan Income ETF | 0.54% | 59,103 | $2.7M | Add +18.2% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.53% | 66,064 | $2.7M | Add +10.2% |
| PCT Purecycle Technologies Inc. | 0.43% | 253,752 | $2.2M | New |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.42% | 60,319 | $2.2M | Reduce -7.0% |
| PXF Invesco Rafi Developed Marke | 0.42% | 32,763 | $2.1M | Add +10.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 35,701 | $2.1M | Add +134.9% |
| WFC Wells Fargo & Co. | 0.40% | 22,252 | $2.1M | Add +3.2% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.40% | 64,461 | $2.1M | New |
| DIHP Dimensional International Hi | 0.40% | 64,727 | $2.0M | Add +12.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.39% | 44,971 | $2.0M | Reduce -8.2% |
| BLK BlackRock Inc. | 0.38% | 1,808 | $1.9M | Reduce -2.1% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.38% | 49,588 | $1.9M | Add +8.5% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.38% | 74,610 | $1.9M | Add +8.5% |
| ABT Abbott Laboratories | 0.37% | 15,176 | $1.9M | Reduce -8.2% |
| DGRO iShares Core Dividend Growth | 0.36% | 26,415 | $1.8M | Reduce -3.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.35% | 74,506 | $1.8M | Reduce -8.8% |
| COST Costco Wholesale Corp. | 0.35% | 2,056 | $1.8M | Reduce -8.6% |
| IBTG iShares Ibonds Dec 2026 Term | 0.33% | 73,629 | $1.7M | Reduce -7.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 3,486 | $1.6M | Reduce -3.9% |
| CVX Chevron Corp. | 0.32% | 10,693 | $1.6M | Reduce -5.2% |
| MCD McDonald's Corp. | 0.31% | 5,262 | $1.6M | Reduce -5.4% |
| MA Mastercard Inc. Class A | 0.31% | 2,812 | $1.6M | Add +4.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.31% | 74,733 | $1.6M | Reduce -8.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.30% | 70,147 | $1.5M | Reduce -8.5% |
| ABBV Abbvie Inc. | 0.30% | 6,688 | $1.5M | Add +3.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 4,997 | $1.5M | Add +0.7% |
| DE Deere & Co. | 0.29% | 3,218 | $1.5M | Reduce -6.5% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 8,388 | $1.5M | Add +31.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.29% | 63,446 | $1.5M | Reduce -8.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.28% | 57,113 | $1.5M | Reduce -8.3% |
| MU Micron Technology Inc. | 0.28% | 5,059 | $1.4M | Add +22.3% |
| ORCL Oracle Corp. | 0.28% | 7,246 | $1.4M | Add +12.6% |
| UNP Union Pacific Corp. | 0.27% | 6,086 | $1.4M | Reduce -5.3% |
| NFLX Netflix Inc. | 0.27% | 14,752 | $1.4M | Reduce -3.5% |
| NEM Newmont Corp. | 0.27% | 13,704 | $1.4M | Add +14.6% |
| CSCO Cisco Systems Inc. | 0.26% | 17,435 | $1.3M | Add +5.7% |
| KO The Coca-Cola Co. | 0.25% | 18,602 | $1.3M | Add +64.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 23,574 | $1.3M | Add +22.8% |
| DFIV Dimensional International Va | 0.25% | 25,359 | $1.3M | Add +71.6% |
| AMD Advanced Micro Devices | 0.25% | 5,903 | $1.3M | Reduce -1.2% |
| CRM Salesforce Inc. | 0.25% | 4,755 | $1.3M | Reduce -2.2% |
| CVNA Carvana Co. | 0.24% | 2,886 | $1.2M | New |
| BPRE Bluerock Private Real Estate | 0.23% | 79,970 | $1.2M | New |
| GE General Electric filed as GE AEROSPACE | 0.23% | 3,821 | $1.2M | Add +20.2% |
| TXT Textron Inc. | 0.23% | 13,431 | $1.2M | Reduce -1.7% |
| IHDG Wisdomtree International Hed | 0.22% | 23,089 | $1.1M | Add +14.2% |
| APH Amphenol Corp. Class A | 0.21% | 8,022 | $1.1M | Add +4.5% |
| JQUA JPMorgan US Quality Factor | 0.21% | 17,065 | $1.1M | Reduce -5.8% |
| IAU iShares Gold Trust | 0.21% | 13,256 | $1.1M | Add +27.1% |
| TFPM Triple Flag Precious Met | 0.21% | 32,122 | $1.1M | Add +0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.20% | 9,804 | $1.0M | Reduce -19.6% |
| INTU Intuit Inc. | 0.20% | 1,575 | $1.0M | Add +4.2% |
| RTX RTX Corp. | 0.20% | 5,560 | $1.0M | Add +2.1% |
| PM Philip Morris International | 0.20% | 6,254 | $1.0M | Add +21.3% |
| HLN Haleon PLC-ADR | 0.20% | 98,897 | $1000K | Add +815.0% |
| ANET Arista Networks Inc. | 0.19% | 7,553 | $990K | Add +17.8% |
| SYY Sysco Corp. | 0.19% | 13,354 | $984K | Reduce -11.7% |
| KVUE Kenvue Inc. | 0.19% | 57,018 | $984K | Add +8.5% |
| BKNG Booking Holdings Inc. | 0.19% | 182 | $972K | Add +13.8% |
| ADBE Adobe Inc. | 0.19% | 2,776 | $971K | Add +5.7% |
| HD Home Depot Inc. | 0.18% | 2,720 | $936K | Reduce -10.1% |
Portfolio Sells Q3 2025 → Q4 2025
| GOVT iShares US Treasury Bond ETF | Reduce -96.3% | 0.06% | −1.72 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −1.09 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -57.8% | 0.59% | −0.94 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.84 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.61 |
| IVV iShares Core S&P 500 ETF | Reduce -4.3% | 5.47% | −0.60 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.53 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -6.8% | 3.52% | −0.50 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -10.9% | 1.99% | −0.47 |
| JGRO JPMorgan Active Growth ETF | Sold out | 0.00% | −0.31 |
| MORT Vaneck Mortgage REIT Income | Sold out | 0.00% | −0.29 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 1.24% | −0.27 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.6% | 2.60% | −0.26 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.20 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.18 |
| QUAL iShares MSCI USA Quality Fac | Reduce -54.4% | 0.12% | −0.16 |
| DEM Wisdomtree Emerging Markets | Sold out | 0.00% | −0.16 |
| ACP Abrdn Income Credit Strat | Sold out | 0.00% | −0.15 |
| EFV iShares MSCI Eafe Value ETF | Reduce -8.3% | 1.14% | −0.14 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -8.6% | 0.70% | −0.13 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.13 |
| SVOL Simplify Volatility Premium | Sold out | 0.00% | −0.12 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.12 |
| RA Brookfield Real Assets Incom | Sold out | 0.00% | −0.12 |
| NFLX Netflix Inc. | Reduce -3.5% | 0.27% | −0.12 |
| BGX Blackstone Long-Short Credit | Sold out | 0.00% | −0.11 |
| OGN Organon & Co. | Sold out | 0.00% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.2% | 1.37% | −0.11 |
| PDI PIMCO Dynamic Income Fund | Sold out | 0.00% | −0.10 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.10 |
| ABT Abbott Laboratories | Reduce -8.2% | 0.37% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -8.6% | 0.35% | −0.10 |
| LIN Linde PLC | Sold out | 0.00% | −0.09 |
| GSY Invesco Ultra Short Duration | Sold out | 0.00% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.2% | 0.77% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -22.2% | 0.17% | −0.09 |
| T AT&T Inc. | Reduce -22.2% | 0.14% | −0.08 |
| BLK BlackRock Inc. | Reduce -2.1% | 0.38% | −0.08 |
| HD Home Depot Inc. | Reduce -10.1% | 0.18% | −0.08 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -7.0% | 0.42% | −0.07 |
| SYY Sysco Corp. | Reduce -11.7% | 0.19% | −0.07 |
| K Kellanova | Sold out | 0.00% | −0.07 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -8.8% | 0.35% | −0.07 |
| V Visa Inc. Class A | Reduce -5.8% | 0.56% | −0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -19.6% | 0.20% | −0.07 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.06 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -8.2% | 0.39% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.06 |
| FG F&G Annuities & Life Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| APP AppLovin Corp. Class A | Add +1788.2% | 3.10% | +2.91 |
| CDX Simplify High Yield ETF | Add +177.2% | 1.62% | +0.97 |
| EVTR Eaton Vance Total Return | New | 0.86% | +0.86 |
| MSTR Strategy Inc. | Add +3287.5% | 0.76% | +0.70 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +37.9% | 2.21% | +0.46 |
| PCT Purecycle Technologies Inc. | New | 0.43% | +0.43 |
| JPLD JPMorgan Ltd. Duration ETF | Add +44.1% | 1.68% | +0.41 |
| BALI Is US LRG CP Pre Inc. Act-Usd | New | 0.40% | +0.40 |
| CGMS Cap Group US Multi-Sect Bond | Add +45.8% | 1.26% | +0.32 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 1.63% | +0.27 |
| NUTX Nutex Health Inc. | Add +0.0% | 0.75% | +0.24 |
| VEA Vanguard Ftse Developed ETF | Add +9.4% | 4.96% | +0.24 |
| CVNA Carvana Co. | New | 0.24% | +0.24 |
| BPRE Bluerock Private Real Estate | New | 0.23% | +0.23 |
| JEPQ JPM Nasdaq Equity Premium | Add +134.9% | 0.41% | +0.22 |
| TFLO iShares Treasury Floating Ra | Add +45.7% | 0.84% | +0.21 |
| HLN Haleon PLC-ADR | Add +815.0% | 0.20% | +0.17 |
| LLY Eli Lilly & Co. | Add +8.9% | 0.58% | +0.17 |
| IDV iShares International Select | New | 0.14% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +23.8% | 1.17% | +0.14 |
| FTGC First Trust Global Tactical | New | 0.14% | +0.14 |
| MU Micron Technology Inc. | Add +22.3% | 0.28% | +0.14 |
| AVDV Avantis Intl S/C Value ETF | New | 0.13% | +0.13 |
| AVGO Broadcom Inc. | Add +16.4% | 1.15% | +0.13 |
| DFIV Dimensional International Va | Add +71.6% | 0.25% | +0.10 |
| SLVM Sylvamo Corp. | New | 0.09% | +0.09 |
| KO The Coca-Cola Co. | Add +64.6% | 0.25% | +0.09 |
| C Citigroup Inc. | New | 0.09% | +0.09 |
| PCG P G & E Corp. | New | 0.09% | +0.09 |
| SN Sharkninja Inc. | New | 0.08% | +0.08 |
| FCX Freeport-McMoran Inc. | New | 0.08% | +0.08 |
| AAPL Apple Inc. | Add +4.4% | 3.14% | +0.08 |
| DFEV Dimensional Emrg MRKT Val | New | 0.08% | +0.08 |
| DHR Danaher Corp. | New | 0.08% | +0.08 |
| DVYE iShares Emerging Markets Div | New | 0.08% | +0.08 |
| LSGR Natixis Loomis Focused Grwth | New | 0.08% | +0.08 |
| FDX FedEx Corp. | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | Add +0.9% | 0.66% | +0.07 |
| USB US Bancorp | New | 0.07% | +0.07 |
| MRK Merck & Co. Inc. | Add +47.4% | 0.16% | +0.07 |
| NVS Novartis AG-Sponsored ADR | New | 0.07% | +0.07 |
| CB Chubb Ltd. | Add +78.8% | 0.15% | +0.07 |
| FIX Comfort Systems USA Inc. | New | 0.07% | +0.07 |
| CNC Centene Corp. | New | 0.07% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +111.4% | 0.11% | +0.06 |
| BOW Bowhead Specialty Holdings I | New | 0.06% | +0.06 |
| COF Capital One Financial Corp. | Add +112.4% | 0.11% | +0.06 |
| YUMC Yum China Holdings Inc. | New | 0.06% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +19.3% | 0.56% | +0.06 |
| TEAM Atlassian Corp. Class A | New | 0.06% | +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 |