Institutions / Drive Wealth Management, LLC
Drive Wealth Management, LLC
CIK 1952781 · Institution · as of Dec 31, 2025
Portfolio value
$512.38M
Positions
380
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 380 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $28.00M | 5.5% |
| Vanguard Tax-Managed Fds | $25.40M | 5.0% |
| J P Morgan Exchange Traded F | $18.05M | 3.5% |
| NVIDIA Corp | $17.76M | 3.5% |
| Apple Inc. | $16.08M | 3.1% |
| AppLovin Corp | $15.90M | 3.1% |
| Microsoft Corp | $13.87M | 2.7% |
| Vanguard Intl Equity Index F | $13.32M | 2.6% |
| BlackRock ETF Trust II | $11.31M | 2.2% |
| Vanguard Index Fds | $10.17M | 2.0% |
| Amazon.com Inc | $9.28M | 1.8% |
| J P Morgan Exchange Traded F | $8.60M | 1.7% |
| Alphabet Inc. | $8.37M | 1.6% |
| Simplify Exchange Traded Fun | $8.29M | 1.6% |
| iShares Tr | $7.04M | 1.4% |
| Capital Grp Fixed Incm ETF T | $6.43M | 1.3% |
| Meta Platforms Inc | $6.33M | 1.2% |
| Warren E. Buffett | $6.00M | 1.2% |
| Alphabet Inc. | $5.98M | 1.2% |
| Broadcom Inc. | $5.88M | 1.1% |
| iShares Tr | $5.86M | 1.1% |
| Tesla Inc | $5.86M | 1.1% |
| Morgan Stanley ETF Trust | $4.40M | 0.9% |
| iShares Tr | $4.30M | 0.8% |
| Vanguard Index Fds | $3.93M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.