DRIVE WEALTH MANAGEMENT, LLC

CIK: 0001952781SEC EDGAR →

Portfolio Value

$512.4M

Holdings

380

As of

Q4 2025

New Positions

380

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IVV ISHARES TR	40,883	$28.0M	5.47%
2	VEA VANGUARD TAX-MANAGED FDS	406,544	$25.4M	4.96%
3	BBUS J P MORGAN EXCHANGE TRADED F	146,393	$18.1M	3.52%
4	NVDA NVIDIA CORPORATION	95,217	$17.8M	3.47%
5	AAPL APPLE INC	59,148	$16.1M	3.14%
6	APP APPLOVIN CORP	23,603	$15.9M	3.10%
7	MSFT MICROSOFT CORP	28,686	$13.9M	2.71%
8	VWO VANGUARD INTL EQUITY INDEX F	247,780	$13.3M	2.60%
9	CLOA BLACKROCK ETF TRUST II	218,506	$11.3M	2.21%
10	VO VANGUARD INDEX FDS	35,050	$10.2M	1.99%

Quarterly Changes

Top Buys

IVVNEW

$28.0M

VEANEW

$25.4M

BBUSNEW

$18.1M

NVDANEW

$17.8M

AAPLNEW

$16.1M

Top Sells

No sells this quarter

New Positions (380)

$28.0M · 41K shares

$25.4M · 407K shares

$18.1M · 146K shares

$17.8M · 95K shares

$16.1M · 59K shares

$15.9M · 24K shares

$13.9M · 29K shares

$13.3M · 248K shares

$11.3M · 219K shares

$10.2M · 35K shares

$9.3M · 40K shares

$8.6M · 164K shares

$8.4M · 27K shares

$8.3M · 372K shares

$7.0M · 59K shares

$6.4M · 233K shares

$6.3M · 10K shares

$6.0M · 12K shares

$6.0M · 19K shares

$5.9M · 17K shares

$5.9M · 82K shares

$5.9M · 13K shares

$4.4M · 85K shares

$4.3M · 85K shares

$3.9M · 12K shares

$3.9M · 26K shares

$3.8M · 23K shares

$3.8M · 32K shares

$3.8M · 88K shares

$3.7M · 144K shares

$3.6M · 148K shares

$3.4M · 31K shares

$3.4M · 6K shares

$3.4M · 49K shares

$3.2M · 10K shares

$3.0M · 73K shares

$3.0M · 3K shares

$2.9M · 8K shares

$2.9M · 5K shares

$2.7M · 59K shares

$2.7M · 66K shares

$2.2M · 254K shares

$2.2M · 60K shares

$2.1M · 33K shares

$2.1M · 36K shares

$2.1M · 22K shares

$2.1M · 64K shares

$2.0M · 65K shares

$2.0M · 45K shares

$1.9M · 2K shares

$1.9M · 50K shares

$1.9M · 75K shares

$1.9M · 15K shares

$1.8M · 26K shares

$1.8M · 75K shares

$1.8M · 2K shares

$1.7M · 74K shares

$1.6M · 3K shares

$1.6M · 11K shares

$1.6M · 5K shares

$1.6M · 3K shares

$1.6M · 75K shares

$1.5M · 70K shares

$1.5M · 7K shares

$1.5M · 5K shares

$1.5M · 3K shares

PLTR

$1.5M · 8K shares

IBDU

$1.5M · 63K shares

IBDT

$1.5M · 57K shares

$1.4M · 5K shares

$1.4M · 7K shares

$1.4M · 6K shares

$1.4M · 15K shares

$1.4M · 14K shares

$1.3M · 17K shares

$1.3M · 19K shares

$1.3M · 24K shares

$1.3M · 25K shares

$1.3M · 6K shares

$1.3M · 5K shares

$1.2M · 3K shares

$1.2M · 80K shares

$1.2M · 4K shares

$1.2M · 13K shares

$1.1M · 23K shares

$1.1M · 8K shares

$1.1M · 17K shares

$1.1M · 13K shares

$1.1M · 32K shares

$1.0M · 10K shares

$1.0M · 2K shares

$1.0M · 6K shares

$1.0M · 6K shares

$999K · 99K shares

$989K · 8K shares

$983K · 57K shares

$983K · 13K shares

$972K · 182 shares

$970K · 3K shares

$935K · 3K shares

RUN

$892K · 49K shares

HCA

$889K · 2K shares

$889K · 1K shares

TJX

$887K · 6K shares

$877K · 6K shares

JNJ

$851K · 4K shares

$842K · 4K shares

$842K · 18K shares

$841K · 8K shares

$828K · 3K shares

$825K · 4K shares

$781K · 2K shares

$771K · 20K shares

$760K · 35K shares

$755K · 25K shares

$753K · 4K shares

$750K · 2K shares

VRTX

$748K · 2K shares

$746K · 9K shares

$739K · 19K shares

$735K · 2K shares

$732K · 9K shares

$729K · 432 shares

$727K · 18K shares

$727K · 3K shares

$720K · 29K shares

NOW

$718K · 5K shares

FICS

$718K · 18K shares

$711K · 2K shares

$709K · 585 shares

$700K · 30K shares

$687K · 1K shares

$685K · 5K shares

$677K · 2K shares

$664K · 7K shares

$657K · 1K shares

$635K · 17K shares

$631K · 11K shares

$624K · 3K shares

$620K · 756 shares

$614K · 16K shares

$613K · 4K shares

$602K · 1K shares

$602K · 982 shares

$587K · 12K shares

$583K · 13K shares

$582K · 11K shares

$575K · 880 shares

$575K · 2K shares

$566K · 21K shares

$564K · 4K shares

$560K · 4K shares

$555K · 2K shares

$553K · 6K shares

$546K · 1K shares

$540K · 615 shares

RGEN

$538K · 3K shares

QCOM

$538K · 3K shares

GILD

$535K · 4K shares

$524K · 5K shares

PANW

$524K · 3K shares

SHEL

$520K · 7K shares

TRV

$514K · 2K shares

$507K · 12K shares

$506K · 2K shares

$496K · 10K shares

$488K · 2K shares

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$480K · 4K shares

$478K · 6K shares

$471K · 24K shares

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$466K · 18K shares

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$460K · 6K shares

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$459K · 6K shares

$455K · 2K shares

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$446K · 12K shares

$446K · 28K shares

$439K · 6K shares

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$432K · 9K shares

$429K · 908 shares

$428K · 2K shares

$427K · 11K shares

$427K · 5K shares

$425K · 10K shares

$421K · 5K shares

$419K · 1K shares

$418K · 391 shares

$414K · 2K shares

$407K · 844 shares

$406K · 1K shares

$405K · 531 shares

$402K · 1K shares

$400K · 4K shares

$399K · 12K shares

$399K · 8K shares

$396K · 2K shares

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$394K · 6K shares

$394K · 13K shares

$392K · 678 shares

$390K · 362K shares

$390K · 14K shares

$389K · 6K shares

$387K · 2K shares

$384K · 9K shares

$383K · 3K shares

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$372K · 5K shares

$370K · 4K shares

$368K · 6K shares

$367K · 2K shares

$366K · 12K shares

$365K · 2K shares

FAST

$364K · 9K shares

$363K · 4K shares

$363K · 917 shares

$362K · 3K shares

$354K · 1K shares

$349K · 4K shares

$348K · 6K shares

$347K · 2K shares

$346K · 2K shares

$346K · 12K shares

$345K · 102 shares

$342K · 9K shares

$341K · 2K shares

$336K · 361 shares

$335K · 2K shares

$335K · 3K shares

$333K · 4K shares

$332K · 8K shares

$332K · 1K shares

$331K · 13K shares

$327K · 2K shares

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$325K · 5K shares

$321K · 1K shares

$320K · 9K shares

$318K · 11K shares

$315K · 7K shares

$311K · 7K shares

$307K · 13K shares

$306K · 2K shares

$303K · 488 shares

$303K · 2K shares

$301K · 4K shares

$301K · 786 shares

$297K · 2K shares

$297K · 2K shares

$290K · 3K shares

$288K · 3K shares

$288K · 5K shares

$287K · 373 shares

$284K · 4K shares

$283K · 3K shares

$282K · 2K shares

$281K · 762 shares

$280K · 2K shares

ICE

$279K · 2K shares

$279K · 1K shares

$279K · 5K shares

$278K · 2K shares

$276K · 1K shares

$276K · 2K shares

$273K · 2K shares

$273K · 2K shares

$273K · 970 shares

$273K · 536 shares

$272K · 6K shares

$268K · 2K shares

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$266K · 50K shares

$265K · 3K shares

$264K · 10K shares

$264K · 2K shares

$264K · 351 shares

$261K · 1K shares

$260K · 6K shares

$260K · 2K shares

$259K · 6K shares

$257K · 4K shares

$257K · 729 shares

$256K · 28K shares

$255K · 3K shares

$253K · 9K shares

$253K · 541 shares

$252K · 2K shares

$251K · 4K shares

$250K · 2K shares

$250K · 433 shares

$250K · 1K shares

$249K · 308 shares

$249K · 512 shares

$248K · 8K shares

$248K · 5K shares

$248K · 889 shares

$246K · 1K shares

$246K · 702 shares

$246K · 3K shares

$246K · 3K shares

$245K · 2K shares

$244K · 423 shares

$243K · 21K shares

$243K · 2K shares

$243K · 4K shares

$242K · 15K shares

$240K · 4K shares

$240K · 2K shares

$239K · 671 shares

$237K · 1K shares

$236K · 830 shares

$236K · 1K shares

$234K · 14K shares

$234K · 4K shares

$234K · 8K shares

$233K · 4K shares

$232K · 2K shares

$231K · 3K shares

$231K · 6K shares

$230K · 659 shares

$229K · 2K shares

$228K · 4K shares

$228K · 826 shares

$227K · 919 shares

$226K · 2K shares

$224K · 666 shares

$224K · 2K shares

$223K · 2K shares

$221K · 3K shares

$220K · 16K shares

$219K · 325 shares

NVNI GROUP LIMITED

$218K · 83K shares

$217K · 3K shares

$217K · 2K shares

$216K · 784 shares

$216K · 3K shares

$216K · 3K shares

$215K · 5K shares

$213K · 709 shares

$213K · 1K shares

$213K · 4K shares

$213K · 6K shares

$211K · 4K shares

$210K · 949 shares

$208K · 5K shares

$208K · 7K shares

$206K · 989 shares

$205K · 626 shares

$204K · 2K shares

$203K · 3K shares

$203K · 225 shares

$171K · 32K shares

$170K · 23K shares

$153K · 17K shares

$151K · 23K shares

$140K · 17K shares

$136K · 14K shares

$126K · 10K shares

$102K · 24K shares

$92K · 14K shares

$89K · 15K shares

$89K · 11K shares

$85K · 30K shares

$85K · 12K shares

$84K · 21K shares

$73K · 10K shares

$65K · 21K shares

$58K · 13K shares

$55K · 11K shares

$41K · 11K shares

$30K · 11K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	129	$258.9M	50.6%
Technology	62	$102.3M	20.0%
Consumer Cyclical	24	$27.1M	5.3%
Communication Services	12	$25.6M	5.0%
Healthcare	35	$23.5M	4.6%
Industrials	36	$21.3M	4.2%
Unknown	22	$18.6M	3.6%
Consumer Defensive	15	$11.9M	2.3%
Energy	15	$10.4M	2.0%
Basic Materials	12	$6.4M	1.3%
Utilities	15	$4.9M	1.0%
Real Estate	3	$902K	0.2%