Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $29.3M | 5.2% |
| J P Morgan Exchange Traded FBETABUILDRS US | BETABUILDRS US | $27.3M | 4.9% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $27.2M | 4.9% |
| Nvidia CorporationCOM | COM | $20.7M | 3.7% |
| Apple Inc.COM | COM | $18.1M | 3.2% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $14.9M | 2.7% |
| Microsoft Corp.COM | COM | $11.3M | 2.0% |
| Amazon Com Inc.COM | COM | $10.1M | 1.8% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $10M | 1.8% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $9.45M | 1.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $9.41M | 1.7% |
| Blackrock ETF Trust IIISHARES AAA CLO | ISHARES AAA CLO | $9.39M | 1.7% |
| J P Morgan Exchange Traded FJPMORGAM LTD DUR | JPMORGAM LTD DUR | $8.01M | 1.4% |
| Simplify Exchange Traded FunHIGH YIELD ETF | HIGH YIELD ETF | $7.92M | 1.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $7.27M | 1.3% |
| Broadcom Inc.COM | COM | $6.55M | 1.2% |
| Morgan Stanley ETF TrustEATO VANC BD ETF | EATO VANC BD ETF | $6.35M | 1.1% |
| Micron Technology Inc.COM | COM | $6.31M | 1.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $6.26M | 1.1% |
| Capital Grp Fixed Incm ETF TUS MULTI-SECTOR | US MULTI-SECTOR | $5.98M | 1.1% |
| Caterpillar Inc.COM | COM | $5.94M | 1.1% |
| Tesla Inc.COM | COM | $5.79M | 1.0% |
| Meta Platforms Inc.CL A | CL A | $5.56M | 1.0% |
| iShares TREAFE VALUE ETF | EAFE VALUE ETF | $5.3M | 0.9% |
| Goldman Sachs ETF TRACTIVEBETA INT | ACTIVEBETA INT | $4.49M | 0.8% |
| Exxon Mobil Corp.COM | COM | $4.42M | 0.8% |
| Advanced Micro Devices Inc.COM | COM | $4.29M | 0.8% |
| Goldman Sachs ETF TRMARKETBETA INTL | MARKETBETA INTL | $4.12M | 0.7% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $4.11M | 0.7% |
| iShares TRTRS FLT RT BD | TRS FLT RT BD | $4M | 0.7% |
| Eli Lilly & COCOM | COM | $3.69M | 0.7% |
| Walmart Inc.COM | COM | $3.61M | 0.6% |
| Dimensional ETF TrustEMER MARK SU ETF | EMER MARK SU ETF | $3.55M | 0.6% |
| JPMORGAN Chase & COCOM | COM | $3.4M | 0.6% |
| Visa Inc.COM CL A | COM CL A | $2.89M | 0.5% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.88M | 0.5% |
| J P Morgan Exchange Traded FNASDAQ EQT PREM | NASDAQ EQT PREM | $2.75M | 0.5% |
| Blackrock ETF TrustISHARES US LARG | ISHARES US LARG | $2.73M | 0.5% |
| Invesco Exch Traded FD TR IIRAFI DVLPD MRKTS | RAFI DVLPD MRKTS | $2.69M | 0.5% |
| Wisdomtree TREM EX ST-OWNED | EM EX ST-OWNED | $2.61M | 0.5% |
| Applied Matls Inc.COM | COM | $2.5M | 0.4% |
| Dimensional ETF TrustINTL HIGH PROFIT | INTL HIGH PROFIT | $2.43M | 0.4% |
| Crowdstrike Hldgs Inc.CL A | CL A | $2.29M | 0.4% |
| Invesco Exch Traded FD TR IIRAFI EMRGNG MRKT | RAFI EMRGNG MRKT | $2.27M | 0.4% |
| Cisco Sys Inc.COM | COM | $2.19M | 0.4% |
| Costco Wholesale CorporationCOM | COM | $2.18M | 0.4% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $2.14M | 0.4% |
| Lam Research Corp.COM NEW | COM NEW | $2.13M | 0.4% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $2.07M | 0.4% |
| Intel Corp.COM | COM | $2.04M | 0.4% |
Vanguard Tax-managed FdsVAN FTSE DEV MKT$29.3M
- Class
- VAN FTSE DEV MKT
- Share
- 5.2%
J P Morgan Exchange Traded FBETABUILDRS US$27.3M
- Class
- BETABUILDRS US
- Share
- 4.9%
iShares TRCORE S&P500 ETF$27.2M
- Class
- CORE S&P500 ETF
- Share
- 4.9%
Nvidia CorporationCOM$20.7M
- Class
- COM
- Share
- 3.7%
Apple Inc.COM$18.1M
- Class
- COM
- Share
- 3.2%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$14.9M
- Class
- FTSE EMR MKT ETF
- Share
- 2.7%
Microsoft Corp.COM$11.3M
- Class
- COM
- Share
- 2.0%
Amazon Com Inc.COM$10.1M
- Class
- COM
- Share
- 1.8%
Vanguard Index FdsMID CAP ETF$10M
- Class
- MID CAP ETF
- Share
- 1.8%
iShares TRCORE S&P SCP ETF$9.45M
- Class
- CORE S&P SCP ETF
- Share
- 1.7%
Alphabet Inc.CAP STK CL A$9.41M
- Class
- CAP STK CL A
- Share
- 1.7%
Blackrock ETF Trust IIISHARES AAA CLO$9.39M
- Class
- ISHARES AAA CLO
- Share
- 1.7%
J P Morgan Exchange Traded FJPMORGAM LTD DUR$8.01M
- Class
- JPMORGAM LTD DUR
- Share
- 1.4%
Simplify Exchange Traded FunHIGH YIELD ETF$7.92M
- Class
- HIGH YIELD ETF
- Share
- 1.4%
Berkshire Hathaway Inc. DelCL B NEW$7.27M
- Class
- CL B NEW
- Share
- 1.3%
Broadcom Inc.COM$6.55M
- Class
- COM
- Share
- 1.2%
Morgan Stanley ETF TrustEATO VANC BD ETF$6.35M
- Class
- EATO VANC BD ETF
- Share
- 1.1%
Micron Technology Inc.COM$6.31M
- Class
- COM
- Share
- 1.1%
Alphabet Inc.CAP STK CL C$6.26M
- Class
- CAP STK CL C
- Share
- 1.1%
Capital Grp Fixed Incm ETF TUS MULTI-SECTOR$5.98M
- Class
- US MULTI-SECTOR
- Share
- 1.1%
Caterpillar Inc.COM$5.94M
- Class
- COM
- Share
- 1.1%
Tesla Inc.COM$5.79M
- Class
- COM
- Share
- 1.0%
Meta Platforms Inc.CL A$5.56M
- Class
- CL A
- Share
- 1.0%
iShares TREAFE VALUE ETF$5.3M
- Class
- EAFE VALUE ETF
- Share
- 0.9%
Goldman Sachs ETF TRACTIVEBETA INT$4.49M
- Class
- ACTIVEBETA INT
- Share
- 0.8%
Exxon Mobil Corp.COM$4.42M
- Class
- COM
- Share
- 0.8%
Advanced Micro Devices Inc.COM$4.29M
- Class
- COM
- Share
- 0.8%
Goldman Sachs ETF TRMARKETBETA INTL$4.12M
- Class
- MARKETBETA INTL
- Share
- 0.7%
Vanguard Index FdsTOTAL STK MKT$4.11M
- Class
- TOTAL STK MKT
- Share
- 0.7%
iShares TRTRS FLT RT BD$4M
- Class
- TRS FLT RT BD
- Share
- 0.7%
Eli Lilly & COCOM$3.69M
- Class
- COM
- Share
- 0.7%
Walmart Inc.COM$3.61M
- Class
- COM
- Share
- 0.6%
Dimensional ETF TrustEMER MARK SU ETF$3.55M
- Class
- EMER MARK SU ETF
- Share
- 0.6%
JPMORGAN Chase & COCOM$3.4M
- Class
- COM
- Share
- 0.6%
Visa Inc.COM CL A$2.89M
- Class
- COM CL A
- Share
- 0.5%
Vanguard Index FdsS&P 500 ETF SHS$2.88M
- Class
- S&P 500 ETF SHS
- Share
- 0.5%
J P Morgan Exchange Traded FNASDAQ EQT PREM$2.75M
- Class
- NASDAQ EQT PREM
- Share
- 0.5%
Blackrock ETF TrustISHARES US LARG$2.73M
- Class
- ISHARES US LARG
- Share
- 0.5%
Invesco Exch Traded FD TR IIRAFI DVLPD MRKTS$2.69M
- Class
- RAFI DVLPD MRKTS
- Share
- 0.5%
Wisdomtree TREM EX ST-OWNED$2.61M
- Class
- EM EX ST-OWNED
- Share
- 0.5%
Applied Matls Inc.COM$2.5M
- Class
- COM
- Share
- 0.4%
Dimensional ETF TrustINTL HIGH PROFIT$2.43M
- Class
- INTL HIGH PROFIT
- Share
- 0.4%
Crowdstrike Hldgs Inc.CL A$2.29M
- Class
- CL A
- Share
- 0.4%
Invesco Exch Traded FD TR IIRAFI EMRGNG MRKT$2.27M
- Class
- RAFI EMRGNG MRKT
- Share
- 0.4%
Cisco Sys Inc.COM$2.19M
- Class
- COM
- Share
- 0.4%
Costco Wholesale CorporationCOM$2.18M
- Class
- COM
- Share
- 0.4%
iShares TRCORE DIV GRWTH$2.14M
- Class
- CORE DIV GRWTH
- Share
- 0.4%
Lam Research Corp.COM NEW$2.13M
- Class
- COM NEW
- Share
- 0.4%
Taiwan Semiconductor ManufacSPONSORED ADS$2.07M
- Class
- SPONSORED ADS
- Share
- 0.4%
Intel Corp.COM$2.04M
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 459 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1952781
- File number
- 028-22701
- Options
- 0 call, 0 put
- In the 25 largest
- 49.7%
- Prior quarter
- $474M at 31 March 2026
- Positions opened
- 109
- Positions closed
- 26
Common questions
What are Drive Wealth Management’s 13F holdings worth?
$561 million across 459 positions for the quarter ended 30 June 2026.
What is Drive Wealth Management’s largest 13F holding?
VANGUARD TAX-MANAGED FDS (VAN FTSE DEV MKT) was the largest position at $29.3 million, or 5.2% of reported 13F value, as of 30 June 2026.
How concentrated is Drive Wealth Management’s 13F portfolio?
The ten largest positions accounted for 31.8% of reported value and the twenty-five largest for 49.7%, across 459 positions as of 30 June 2026.
Does Form 13F show everything Drive Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Drive Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.