Funds › Drive Wealth Management, LLC
Drive Wealth Management, LLC
13F for Q3 2026, filed Nov 9, 2026. 423 positions worth $582.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$582.6M
+$21.6M (3.8%) vs Q2 2026
Positions
423
459 in Q2 2026
Top 10 share
36.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F Betabuildrs Us | 284,851 | $39.2M | 6.7% | +40.5% | 13F ↗ |
| 2 | Vanguard Tax-Managed Fds | 440,448 | $31.1M | 5.3% | +7.1% | 13F ↗ |
| 3 | iShares Tr Core S&P500 Etf | 38,481 | $29.5M | 5.1% | +5.8% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 106,507 | $24.4M | 4.2% | +3.0% | 13F ↗ |
| 5 | AAPL Apple Inc. | 67,795 | $22.6M | 3.9% | +8.2% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 32,571 | $16.7M | 2.9% | +7.2% | 13F ↗ |
| 7 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 268,482 | $15.9M | 2.7% | +7.6% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 44,322 | $11.0M | 1.9% | +4.4% | 13F ↗ |
| 9 | BlackRock ETF Trust II | 198,549 | $10.3M | 1.8% | +9.7% | 13F ↗ |
| 10 | GOOGL Alphabet Inc. Class A | 27,692 | $9.5M | 1.6% | +5.2% | 13F ↗ |
| 11 | iShares Tr Core S&P Scp Etf | 65,369 | $8.9M | 1.5% | +2.6% | 13F ↗ |
| 12 | J P Morgan Exchange Traded F Jpmorgam Ltd Dur | 164,806 | $8.5M | 1.5% | +7.4% | 13F ↗ |
| 13 | META Meta Platforms, Inc. | 10,637 | $7.7M | 1.3% | +7.8% | 13F ↗ |
| 14 | BRK-B Berkshire Hathaway Inc. Class B | 14,193 | $7.1M | 1.2% | -2.3% | 13F ↗ |
| 15 | Dimensional ETF Trust Intl Core Eqt Mk | 161,097 | $6.7M | 1.1% | New | 13F ↗ |
| 16 | iShares Tr Ultra Short Dur | 126,732 | $6.4M | 1.1% | New | 13F ↗ |
| 17 | AVGO Broadcom Inc. | 17,970 | $6.3M | 1.1% | +3.7% | 13F ↗ |
| 18 | Capital Grp Fixed Incm ETF T Us MULTI-SECTOR | 237,737 | $6.2M | 1.1% | +8.6% | 13F ↗ |
| 19 | Morgan Stanley ETF Trust Eato Vanc Bd Etf | 126,444 | $6.1M | 1.1% | +1.3% | 13F ↗ |
| 20 | MU Micron Technology, Inc. | 5,606 | $6.0M | 1.0% | +2.5% | 13F ↗ |
| 21 | GOOG Alphabet Inc. Class C | 17,105 | $5.8M | 1.0% | -3.4% | 13F ↗ |
| 22 | XOM ExxonMobil Holdings Corporation | 33,508 | $5.5M | 0.9% | New | 13F ↗ |
| 23 | iShares Tr Eafe Value Etf | 67,931 | $5.4M | 0.9% | -1.9% | 13F ↗ |
| 24 | AMD Advanced Micro Devices, Inc. | 7,884 | $4.8M | 0.8% | +6.8% | 13F ↗ |
| 25 | TSLA Tesla, Inc. | 12,769 | $4.5M | 0.8% | -7.2% | 13F ↗ |
| 26 | CAT Caterpillar, Inc. | 5,504 | $4.5M | 0.8% | -1.3% | 13F ↗ |
| 27 | Goldman Sachs ETF Tr Activebeta Int | 93,327 | $4.3M | 0.7% | -5.0% | 13F ↗ |
| 28 | iShares Tr Trs Flt Rt Bd | 83,786 | $4.2M | 0.7% | +6.2% | 13F ↗ |
| 29 | Vanguard Index Fds Mrngstr Ttl Stk | 11,316 | $4.2M | 0.7% | +1.8% | 13F ↗ |
| 30 | Goldman Sachs ETF Tr Marketbeta Intl | 52,035 | $3.9M | 0.7% | -5.0% | 13F ↗ |
| 31 | JPM JPMorgan Chase & Co. | 11,659 | $3.9M | 0.7% | +12.4% | 13F ↗ |
| 32 | LLY Eli Lilly and Company | 3,029 | $3.5M | 0.6% | -1.7% | 13F ↗ |
| 33 | Vanguard Index Fds S&P 500 Etf Shs | 4,912 | $3.4M | 0.6% | +17.1% | 13F ↗ |
| 34 | Dimensional ETF Trust Emer Mark Su Etf | 69,220 | $3.3M | 0.6% | -4.7% | 13F ↗ |
| 35 | CRWD CrowdStrike Holdings, Inc. | 11,495 | $3.0M | 0.5% | -4.1% | 13F ↗ |
| 36 | iShares Tr Ibonds DEC2026 | 122,198 | $3.0M | 0.5% | New | 13F ↗ |
| 37 | V Visa Inc. | 8,144 | $2.9M | 0.5% | -3.4% | 13F ↗ |
| 38 | WMT Walmart Inc. | 27,803 | $2.9M | 0.5% | -12.9% | 13F ↗ |
| 39 | iShares Tr Trust Ishare 0-1 | 25,558 | $2.8M | 0.5% | New | 13F ↗ |
| 40 | J P Morgan Exchange Traded F Nasdaq Eqt Prem | 44,734 | $2.7M | 0.5% | -0.2% | 13F ↗ |
| 41 | Simplify Exchange Traded Fun Exchange Traded Fund | 135,349 | $2.7M | 0.5% | -63.9% | 13F ↗ |
| 42 | BlackRock ETF Trust Ishares Us Larg | 78,919 | $2.7M | 0.5% | -2.2% | 13F ↗ |
| 43 | Invesco Exch Traded Fd Tr II Rafi Dvlpd Mrkts | 33,687 | $2.6M | 0.4% | -5.2% | 13F ↗ |
| 44 | Schwab Strategic Tr Us Lrg Cap Etf | 85,439 | $2.6M | 0.4% | New | 13F ↗ |
| 45 | Wisdomtree Tr Etf | 50,283 | $2.4M | 0.4% | -5.2% | 13F ↗ |
| 46 | Invesco Exch Traded Fd Tr II Rafi Emrgng Mrkt | 80,144 | $2.3M | 0.4% | -1.8% | 13F ↗ |
| 47 | Spdr Series Trust St Term High Etf | 95,921 | $2.3M | 0.4% | +29.6% | 13F ↗ |
| 48 | Dimensional ETF Trust Intl High Profit | 67,808 | $2.3M | 0.4% | -4.9% | 13F ↗ |
| 49 | INTC Intel Corporation | 18,717 | $2.3M | 0.4% | +28.3% | 13F ↗ |
| 50 | CSCO Cisco Systems, Inc. | 20,380 | $2.2M | 0.4% | +9.4% | 13F ↗ |
Showing the top 50 of 423 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
74 new, 85 added to, 259 trimmed, 110 exited, 5 unchanged. By estimated dollars.
New positions (74)
| Dimensional ETF Trust Intl Core Eqt Mk | 161,097 | New | $6.7M |
| iShares Tr Ultra Short Dur | 126,732 | New | $6.4M |
| XOM ExxonMobil Holdings Corporation | 33,508 | New | $5.5M |
| iShares Tr Ibonds DEC2026 | 122,198 | New | $3.0M |
| iShares Tr Trust Ishare 0-1 | 25,558 | New | $2.8M |
| Schwab Strategic Tr Us Lrg Cap Etf | 85,439 | New | $2.6M |
| HROW Harrow, Inc. | 66,773 | New | $2.1M |
| iShares Tr Ibonds 27 Etf | 62,551 | New | $1.5M |
| Schwab Strategic Tr Us MID-CAP Etf | 41,539 | New | $1.4M |
| Schwab Strategic Tr Us Sml Cap Etf | 36,754 | New | $1.2M |
Added to (85)
| J P Morgan Exchange Traded F Betabuildrs Us | 284,851 | +40.5% | $11.3M |
| Vanguard Tax-Managed Fds | 440,448 | +7.1% | $2.1M |
| AAPL Apple Inc. | 67,795 | +8.2% | $1.7M |
| iShares Tr Core S&P500 Etf | 38,481 | +5.8% | $1.6M |
| MSFT Microsoft Corporation | 32,571 | +7.2% | $1.1M |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 268,482 | +7.6% | $1.1M |
| BlackRock ETF Trust II | 198,549 | +9.7% | $914.7K |
| NVDA NVIDIA Corporation | 106,507 | +3.0% | $701.4K |
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur | 164,806 | +7.4% | $583.0K |
| META Meta Platforms, Inc. | 10,637 | +7.8% | $556.9K |
Trimmed (259)
| Vanguard Index Fds Mrngstr Mid Cap | 6,835 | -94.5% | -$9.2M |
| Simplify Exchange Traded Fun Exchange Traded Fund | 135,349 | -63.9% | -$4.8M |
| EFOR Everforth, Inc. | 16,310 | -65.1% | -$1.0M |
| PM Philip Morris International Inc | 8,255 | -25.3% | -$533.4K |
| CI The Cigna Group | 1,265 | -57.5% | -$464.4K |
| WMT Walmart Inc. | 27,803 | -12.9% | -$426.8K |
| FIX Comfort Systems USA, Inc. | 322 | -41.0% | -$370.5K |
| TJX TJX Companies, Inc. | 3,402 | -44.5% | -$360.9K |
| TSLA Tesla, Inc. | 12,769 | -7.2% | -$353.4K |
| AU AngloGold Ashanti PLC | 8,292 | -30.7% | -$344.3K |
Exited (110)
| Exxon Mobil Corp | 32,359 | Exited | -$4.4M |
| BPRE Bluerock Private Real Estate Fund | 72,600 | Exited | -$944.5K |
| BRBR BellRing Brands, Inc. · Com USD0.01 | 55,238 | Exited | -$714.8K |
| VRRM Verra Mobility Corporation | 156,640 | Exited | -$665.7K |
| SMPL The Simply Good Foods Company | 48,731 | Exited | -$647.1K |
| EIX Edison International | 8,099 | Exited | -$603.0K |
| PCG PG&E Corporation | 34,569 | Exited | -$583.2K |
| TER Teradyne, Inc. | 1,098 | Exited | -$531.1K |
| Select Sector Spdr Tr St Str Util Etf | 10,008 | Exited | -$453.8K |
| Select Sector Spdr Tr Etf | 10,294 | Exited | -$453.2K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 423 | $582.6M | Current | SEC ↗ |
| Q2 2026 | Jul 22, 2026 | 13F-HR | 459 | $561.0M | Current | SEC ↗ |
| Q1 2026 | Apr 14, 2026 | 13F-HR | 376 | $473.9M | Current | SEC ↗ |
| Q4 2025 | Feb 4, 2026 | 13F-HR | 380 | $512.4M | Current | SEC ↗ |
| Q3 2025 | Oct 31, 2025 | 13F-HR | 358 | $471.7M | Current | SEC ↗ |
| Q2 2025 | Jul 30, 2025 | 13F-HR | 346 | $456.3M | Current | SEC ↗ |
| Q1 2025 | May 7, 2025 | 13F-HR | 324 | $425.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer