StockDriftsStockDriftsTop 50 Drive Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 5.22% | 411.3K | $29.3M | -1.05%(-4.34K) | $48.49(+52.64%) | 2026-06-30 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 4.87% | 202.7K | $27.3M | +20.32%(+34.24K) | $105.20(+33.18%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.85% | 36.4K | $27.2M | -9.09%(-3.63K) | $454.00(+71.57%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.69% | 103.4K | $20.7M | +5.61%(+5.50K) | $67.90(+232.92%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.23% | 62.7K | $18.1M | +6.30%(+3.71K) | $165.23(+84.82%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.66% | 249.6K | $14.9M | -1.13%(-2.86K) | $41.26(+46.35%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.02% | 30.4K | $11.3M | +1.89%(+563) | $317.34(+53.17%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.8% | 42.5K | $10.1M | +4.33%(+1.76K) | $158.62(+65.51%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.79% | 124.6K | $10.0M | -14.25%(-20.71K) | $57.59(+46.44%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.68% | 63.7K | $9.5M | +0.81%(+515) | $107.71(+39.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.58% | +46.52% | — | — | +31.56% |
| Top 20 Holdings Unweighted | +12.64% | +42.92% | — | — | +28.81% |
Drive Wealth Management LLC reports $561.02M in US-listed equity holdings across 459 positions in its most recent 13F filing. Its largest disclosed positions are VEA (5.2%), BBUS (4.9%) and IVV (4.8%). The top 20 holdings account for 44.92% of reported assets. Its disclosed equity book has returned +46.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Drive Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1952781). View Drive Wealth Management LLC’s 13F filings on SEC