StockDrifts LogoStockDrifts

Drive Wealth Management, Llc

Portfolio Manager
Drive Wealth Management, Llc
Performance
-7.27% (2026 Q1)
AUM (13F)
$473.86M
# of Holdings
376
Performance Rank
Allocation (Top 20)
46.84%

Drive Wealth Management, Llc Holdings Map

Top 50 Drive Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
5.62%415.7K$26.6M
+2.24%(+9.11K)
2025-Q1: 354.7K shares2025-Q2: 364.7K shares2025-Q3: 371.5K shares2025-Q4: 406.5K shares2026-Q1: 415.7K shares
$48.49(+42.27%)
2026-03-31
IVV
ISHARES TR
5.51%40.0K$26.1M
-2.18%(-890)
2025-Q1: 47.4K shares2025-Q2: 46.3K shares2025-Q3: 42.7K shares2025-Q4: 40.9K shares2026-Q1: 40.0K shares
$454.00(+60.13%)
2026-03-31
BBUS
J P MORGAN EXCHANGE TRADED F
4.17%168.5K$19.7M
+15.10%(+22.10K)
2025-Q1: 112.5K shares2025-Q2: 132.9K shares2025-Q3: 157.1K shares2025-Q4: 146.4K shares2026-Q1: 168.5K shares
$108.02(+20.72%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.6%97.9K$17.1M
+2.86%(+2.72K)
2025-Q1: 94.7K shares2025-Q2: 86.5K shares2025-Q3: 94.2K shares2025-Q4: 95.2K shares2026-Q1: 97.9K shares
$61.46(+219.71%)
2026-03-31
AAPL
APPLE INC
3.16%58.9K$15.0M
-0.34%(-201)
2025-Q1: 67.8K shares2025-Q2: 67.6K shares2025-Q3: 56.7K shares2025-Q4: 59.1K shares2026-Q1: 58.9K shares
$161.74(+75.71%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
2.88%252.4K$13.6M
+1.88%(+4.65K)
2025-Q1: 276.8K shares2025-Q2: 279.5K shares2025-Q3: 249.2K shares2025-Q4: 247.8K shares2026-Q1: 252.4K shares
$41.26(+43.87%)
2026-03-31
MSFT
MICROSOFT CORP
2.33%29.8K$11.0M
+3.94%(+1.13K)
2025-Q1: 26.3K shares2025-Q2: 26.9K shares2025-Q3: 27.8K shares2025-Q4: 28.7K shares2026-Q1: 29.8K shares
$316.42(+30.01%)
2026-03-31
VO
VANGUARD INDEX FDS
2.2%36.3K$10.4M
+3.63%(+1.27K)
2025-Q1: 41.2K shares2025-Q2: 42.4K shares2025-Q3: 39.3K shares2025-Q4: 35.0K shares2026-Q1: 36.3K shares
$57.59(+34.93%)
2026-03-31
CLOA
BLACKROCK ETF TRUST II
1.96%179.6K$9.3M
-17.83%(-38.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 158.4K shares2025-Q4: 218.5K shares2026-Q1: 179.6K shares
$51.92(-0.18%)
2026-03-31
AMZN
AMAZON COM INC
1.79%40.7K$8.5M
+1.24%(+497)
2025-Q1: 36.1K shares2025-Q2: 37.7K shares2025-Q3: 38.0K shares2025-Q4: 40.2K shares2026-Q1: 40.7K shares
$155.98(+75.38%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Drive Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all