Drive Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Drive Wealth Management, LLC reported 376 stock positions worth $473.9 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 5.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.5%) and JPMorgan Betabuilders US Equ (BBUS, 4.2%). Compared with Q4 2025, it opened 37 new positions, sold out of 41, added to 176 and reduced 158. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +2%) and the biggest sale AppLovin Class A (APP, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $473.9M (Q1 2026)
- SEC Filing
- 0001754960-26-000239 ↗ filed Apr 14, 2026
Holdings Value
Holdings 376 stocks · $473.9M
| VEA Vanguard Ftse Developed ETF | 5.62% | 415,652 | $26.6M | Add +2.2% |
| IVV iShares Core S&P 500 ETF | 5.51% | 39,993 | $26.1M | Reduce -2.2% |
| BBUS JPMorgan Betabuilders US Equ | 4.17% | 168,496 | $19.7M | Add +15.1% |
| NVDA Nvidia Corp. | 3.60% | 97,940 | $17.1M | Add +2.9% |
| AAPL Apple Inc. | 3.16% | 58,947 | $15.0M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 2.88% | 252,431 | $13.6M | Add +1.9% |
| MSFT Microsoft Corp. | 2.33% | 29,817 | $11.0M | Add +3.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.20% | 36,324 | $10.4M | Add +3.6% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 1.96% | 179,552 | $9.3M | Reduce -17.8% |
| AMZN Amazon.com Inc. | 1.79% | 40,701 | $8.5M | Add +1.2% |
| CDX Simplify High Yield ETF | 1.79% | 396,511 | $8.5M | Add +6.5% |
| IJR iShares Core S&P Small-Cap E | 1.66% | 63,207 | $7.9M | Add +7.8% |
| GOOGL Alphabet Inc. Class A | 1.61% | 26,565 | $7.6M | Reduce -0.6% |
| JPLD JPMorgan Ltd. Duration ETF | 1.49% | 134,983 | $7.0M | Reduce -17.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.37% | 13,580 | $6.5M | Add +13.7% |
| META Meta Platforms Inc. Class A | 1.21% | 10,057 | $5.8M | Add +4.8% |
| EVTR Eaton Vance Total Return | 1.20% | 111,395 | $5.7M | Add +30.5% |
| CGMS Cap Group US Multi-Sect Bond | 1.12% | 194,938 | $5.3M | Reduce -16.3% |
| XOM Exxon Mobil Corp. | 1.09% | 30,478 | $5.2M | Reduce -4.2% |
| EFV iShares MSCI Eafe Value ETF | 1.08% | 69,033 | $5.1M | Reduce -15.9% |
| AVGO Broadcom Inc. | 1.06% | 16,202 | $5.0M | Reduce -4.7% |
| GOOG Alphabet Inc. Class C | 1.02% | 16,889 | $4.8M | Reduce -11.3% |
| TSLA Tesla Inc. | 1.00% | 12,753 | $4.7M | Reduce -2.1% |
| GSIE Goldman Sachs Activebeta Int | 0.90% | 99,346 | $4.3M | Add +12.7% |
| GSID Goldman Sachs Marketbeta Int | 0.82% | 55,335 | $3.9M | Add +12.9% |
| CAT Caterpillar Inc. | 0.80% | 5,375 | $3.8M | Reduce -9.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.80% | 11,869 | $3.8M | Add +1.2% |
| WMT Walmart Inc. | 0.77% | 29,169 | $3.6M | Reduce -4.7% |
| TFLO iShares Treasury Floating Ra | 0.74% | 69,659 | $3.5M | Reduce -18.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.67% | 74,388 | $3.2M | Add +12.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.65% | 126,419 | $3.1M | Reduce -14.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.63% | 119,857 | $3.0M | Reduce -17.0% |
| JPM JPMorgan Chase & Co. | 0.59% | 9,448 | $2.8M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.57% | 2,952 | $2.7M | Add +6.8% |
| PXF Invesco Rafi Developed Marke | 0.54% | 36,335 | $2.5M | Add +10.9% |
| SRLN SS Blackstone Sr Loan ETF | 0.51% | 60,062 | $2.4M | Reduce -17.8% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.51% | 77,731 | $2.4M | Add +20.6% |
| DIHP Dimensional International Hi | 0.50% | 73,194 | $2.4M | Add +13.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.50% | 42,396 | $2.4M | Add +18.8% |
| V Visa Inc. Class A | 0.49% | 7,672 | $2.3M | Reduce -6.7% |
| VOO Vanguard S&P 500 ETF | 0.48% | 3,834 | $2.3M | Reduce -16.4% |
| COST Costco Wholesale Corp. | 0.48% | 2,277 | $2.3M | Add +10.8% |
| JPIE JPMorgan Income ETF | 0.47% | 48,742 | $2.2M | Reduce -17.5% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.47% | 82,658 | $2.2M | Add +10.8% |
| NUTX Nutex Health Inc. | 0.47% | 23,377 | $2.2M | Add +0.1% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.47% | 55,118 | $2.2M | Add +11.2% |
| CVX Chevron Corp. | 0.42% | 9,648 | $2.0M | Reduce -9.8% |
| DGRO iShares Core Dividend Growth | 0.42% | 28,132 | $2.0M | Add +6.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.41% | 51,063 | $2.0M | Reduce -15.3% |
| WFC Wells Fargo & Co. | 0.38% | 22,717 | $1.8M | Add +2.1% |
| MU Micron Technology Inc. | 0.38% | 5,296 | $1.8M | Add +4.7% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.35% | 37,097 | $1.7M | Reduce -17.5% |
| BLK BlackRock Inc. | 0.34% | 1,662 | $1.6M | Reduce -8.1% |
| DE Deere & Co. | 0.34% | 2,820 | $1.6M | Reduce -12.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.32% | 63,483 | $1.5M | Reduce -14.8% |
| MCD McDonald's Corp. | 0.32% | 4,842 | $1.5M | Reduce -8.0% |
| NEM Newmont Corp. | 0.32% | 13,793 | $1.5M | Add +0.7% |
| ABBV Abbvie Inc. | 0.31% | 6,837 | $1.5M | Add +2.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 4,356 | $1.5M | Reduce -12.8% |
| AMD Advanced Micro Devices | 0.31% | 7,224 | $1.5M | Add +22.4% |
| NFLX Netflix Inc. | 0.30% | 14,928 | $1.4M | Add +1.2% |
| KO The Coca-Cola Co. | 0.30% | 18,686 | $1.4M | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.29% | 18,006 | $1.4M | Add +3.3% |
| DFIV Dimensional International Va | 0.29% | 26,318 | $1.4M | Add +3.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.29% | 60,276 | $1.4M | Reduce -18.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.28% | 60,971 | $1.3M | Reduce -13.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.28% | 63,401 | $1.3M | Reduce -15.2% |
| ABT Abbott Laboratories | 0.28% | 12,911 | $1.3M | Reduce -14.9% |
| UNP Union Pacific Corp. | 0.27% | 5,361 | $1.3M | Reduce -11.9% |
| IAU iShares Gold Trust | 0.27% | 14,681 | $1.3M | Add +10.8% |
| BPRE Bluerock Private Real Estate | 0.27% | 77,889 | $1.3M | Reduce -2.6% |
| IHDG Wisdomtree International Hed | 0.27% | 26,588 | $1.3M | Add +15.2% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 8,741 | $1.3M | Add +4.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.27% | 54,735 | $1.3M | Reduce -13.7% |
| MA Mastercard Inc. Class A | 0.27% | 2,547 | $1.3M | Reduce -9.4% |
| JNJ Johnson & Johnson | 0.27% | 5,186 | $1.3M | Add +26.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.26% | 49,312 | $1.2M | Reduce -13.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 3,014 | $1.2M | Reduce -13.5% |
| AMAT Applied Materials Inc. | 0.24% | 3,356 | $1.1M | Add +4.0% |
| PM Philip Morris International | 0.24% | 6,852 | $1.1M | Add +9.6% |
| TFPM Triple Flag Precious Met | 0.24% | 32,145 | $1.1M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 3,880 | $1.1M | Add +1.5% |
| FTGC First Trust Global Tactical | 0.23% | 38,175 | $1.1M | Add +26.5% |
| MRK Merck & Co. Inc. | 0.23% | 9,012 | $1.1M | Add +13.7% |
| ORCL Oracle Corp. | 0.23% | 7,387 | $1.1M | Add +1.9% |
| RTX RTX Corp. | 0.22% | 5,431 | $1.0M | Reduce -2.3% |
| TXT Textron Inc. | 0.21% | 11,419 | $1.0M | Reduce -15.0% |
| LRCX Lam Research Corp. | 0.21% | 4,641 | $993K | Add +5.5% |
| HLN Haleon PLC-ADR | 0.21% | 98,513 | $986K | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.20% | 6,484 | $937K | Add +5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 19,087 | $930K | Reduce -19.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 5,806 | $927K | Add +0.4% |
| NTSE Wisdomtree Emerging Markets | 0.20% | 23,305 | $926K | Add +13.9% |
| APH Amphenol Corp. Class A | 0.20% | 7,306 | $925K | Reduce -8.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.19% | 9,428 | $923K | Reduce -3.8% |
| KVUE Kenvue Inc. | 0.19% | 53,048 | $915K | Reduce -7.0% |
| JQUA JPMorgan US Quality Factor | 0.19% | 14,818 | $909K | Reduce -13.2% |
| HD Home Depot Inc. | 0.19% | 2,753 | $906K | Add +1.2% |
| IDV iShares International Select | 0.19% | 20,981 | $893K | Add +11.8% |
| KEYS Keysight Technologies Inc. | 0.19% | 3,151 | $890K | Reduce -22.4% |
Portfolio Sells Q4 2025 → Q1 2026
| APP AppLovin Corp. Class A | Reduce -95.5% | 0.09% | −3.01 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.76 |
| PCT Purecycle Technologies Inc. | Reduce -87.7% | 0.03% | −0.39 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -17.8% | 1.96% | −0.24 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.24 |
| JPLD JPMorgan Ltd. Duration ETF | Reduce -17.5% | 1.49% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -11.3% | 1.02% | −0.14 |
| TSLA Tesla Inc. | Reduce -2.1% | 1.00% | −0.14 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -16.3% | 1.12% | −0.14 |
| TFLO iShares Treasury Floating Ra | Reduce -18.3% | 0.74% | −0.09 |
| ABT Abbott Laboratories | Reduce -14.9% | 0.28% | −0.09 |
| AVGO Broadcom Inc. | Reduce -4.7% | 1.06% | −0.09 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -17.0% | 0.63% | −0.08 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -17.8% | 0.51% | −0.08 |
| INTU Intuit Inc. | Reduce -13.3% | 0.12% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -16.4% | 0.48% | −0.08 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.08 |
| COOK Traeger Inc. | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Reduce -6.7% | 0.49% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -13.5% | 0.25% | −0.07 |
| FICO Fair Isaac Corp. | Reduce -25.9% | 0.07% | −0.07 |
| COF Capital One Financial Corp. | Reduce -52.2% | 0.04% | −0.07 |
| JPIE JPMorgan Income ETF | Reduce -17.5% | 0.47% | −0.06 |
| BOW Bowhead Specialty Holdings I | Sold out | 0.00% | −0.06 |
| CRM Salesforce Inc. | Reduce -1.8% | 0.18% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -15.9% | 1.08% | −0.06 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.06 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.06 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.06 |
| BAC Bank of America Corp. | Reduce -19.0% | 0.20% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -27.7% | 0.10% | −0.05 |
| IT Gartner Inc. | Sold out | 0.00% | −0.05 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.05 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.05 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -14.5% | 0.65% | −0.05 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.05 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.05 |
| MMM 3M Co. | Sold out | 0.00% | −0.05 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.05 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.05 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -12.6% | 0.14% | −0.05 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.05 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.05 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.05 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.05 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.05 |
| RBLX Roblox Corp. Class A | Reduce -33.2% | 0.05% | −0.05 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.05 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +2.2% | 5.62% | +0.66 |
| BBUS JPMorgan Betabuilders US Equ | Add +15.1% | 4.17% | +0.64 |
| EVTR Eaton Vance Total Return | Add +30.5% | 1.20% | +0.34 |
| IJR iShares Core S&P Small-Cap E | Add +7.8% | 1.66% | +0.28 |
| VWO Vanguard Ftse Emerging Marke | Add +1.9% | 2.88% | +0.28 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.6% | 2.20% | +0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.7% | 1.37% | +0.20 |
| CDX Simplify High Yield ETF | Add +6.5% | 1.79% | +0.17 |
| GSIE Goldman Sachs Activebeta Int | Add +12.7% | 0.90% | +0.17 |
| GSID Goldman Sachs Marketbeta Int | Add +12.9% | 0.82% | +0.15 |
| NVDA Nvidia Corp. | Add +2.9% | 3.60% | +0.14 |
| COST Costco Wholesale Corp. | Add +10.8% | 0.48% | +0.13 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +12.6% | 0.67% | +0.13 |
| PXF Invesco Rafi Developed Marke | Add +10.9% | 0.54% | +0.12 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Add +20.6% | 0.51% | +0.10 |
| JNJ Johnson & Johnson | Add +26.0% | 0.27% | +0.10 |
| DIHP Dimensional International Hi | Add +13.1% | 0.50% | +0.10 |
| MU Micron Technology Inc. | Add +4.7% | 0.38% | +0.10 |
| FTGC First Trust Global Tactical | Add +26.5% | 0.23% | +0.09 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +10.8% | 0.47% | +0.09 |
| SNDK Sandisk Corp. | New | 0.09% | +0.09 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +11.2% | 0.47% | +0.09 |
| JEPQ JPM Nasdaq Equity Premium | Add +18.8% | 0.50% | +0.09 |
| AMAT Applied Materials Inc. | Add +4.0% | 0.24% | +0.08 |
| TEN Tsakos Energy Navigation Ltd. | New | 0.07% | +0.07 |
| GEV GE Vernova Inc. | Add +12.1% | 0.18% | +0.07 |
| MRK Merck & Co. Inc. | Add +13.7% | 0.23% | +0.07 |
| GLW Corning Inc. | New | 0.06% | +0.06 |
| AMD Advanced Micro Devices | Add +22.4% | 0.31% | +0.06 |
| IAU iShares Gold Trust | Add +10.8% | 0.27% | +0.06 |
| LRCX Lam Research Corp. | Add +5.5% | 0.21% | +0.06 |
| LITE Lumentum Holdings Inc. | New | 0.06% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +6.5% | 0.42% | +0.06 |
| LIN Linde PLC | New | 0.06% | +0.06 |
| ZTO Zto Express Cayman Inc.-ADR | New | 0.06% | +0.06 |
| LNTH Lantheus Holdings Inc. | New | 0.05% | +0.05 |
| SSRM SSR Mining Inc. | New | 0.05% | +0.05 |
| MCO Moody's Corp. | New | 0.05% | +0.05 |
| PFE Pfizer Inc. | New | 0.05% | +0.05 |
| IHDG Wisdomtree International Hed | Add +15.2% | 0.27% | +0.05 |
| TDY Teledyne Technologies Inc. | New | 0.05% | +0.05 |
| EME Emcor Group Inc. | New | 0.05% | +0.05 |
| CVE Cenovus Energy Inc. | New | 0.05% | +0.05 |
| STNG Scorpio Tankers Inc. | New | 0.05% | +0.05 |
| OXY Occidental Petroleum Corp. | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | Add +0.5% | 0.30% | +0.05 |
| OKE Oneok Inc. | New | 0.05% | +0.05 |
| EQIX Equinix Inc. | Add +15.8% | 0.13% | +0.05 |
| NEM Newmont Corp. | Add +0.7% | 0.32% | +0.05 |
| AEM Agnico Eagle Mines Ltd. | 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 |