Drive Wealth Management, LLC

13F filer · CIK 0001952781

Reported Jul 22, 2026

13F portfolio value$561MU.S. long equity reported on 13F

Positions389Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight18.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026389 positions
NVDANvidia Corp	$20.7M	3.69%	0.00%	+5.6%	Q4 2021
AAPLApple Inc.	$18.1M	3.23%	0.00%	+6.3%	Q4 2021
MSFTMicrosoft Corp	$11.3M	2.02%	0.00%	+1.9%	Q4 2021
AMZNAmazon Com Inc	$10.1M	1.80%	0.00%	+4.3%	Q4 2021
GOOGLAlphabet Inc.	$9.41M	1.68%	0.00%	-0.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$7.27M	1.30%	Not reported	+7.0%	Q4 2021
AVGOBroadcom Inc.	$6.55M	1.17%	0.00%	+7.0%	Q4 2022
MUMicron Technology Inc	$6.31M	1.13%	0.00%	+3.3%	Q4 2021
GOOGAlphabet Inc.	$6.26M	1.12%	Not reported	+4.9%	Q4 2021
CATCaterpillar Inc	$5.94M	1.06%	0.00%	+3.8%	Q4 2021
TSLATesla, Inc.	$5.79M	1.03%	0.00%	+7.9%	Q4 2021
METAMeta Platforms, Inc.	$5.56M	0.99%	Not reported	-1.9%	Q4 2021
XOMExxonMobil Holdings Corp	$4.42M	0.79%	0.00%	+6.2%	Q1 2022
AMDAdvanced Micro Devices Inc	$4.29M	0.76%	0.00%	+2.2%	Q1 2023
LLYELI LILLY & Co	$3.69M	0.66%	0.00%	+4.3%	Q3 2022
WMTWalmart Inc.	$3.61M	0.64%	0.00%	+9.4%	Q3 2022
JPMJPMorgan Chase & Co	$3.4M	0.61%	0.00%	+9.8%	Q4 2021
VVisa Inc.	$2.89M	0.52%	0.00%	+9.9%	Q4 2021
AMATApplied Materials Inc	$2.5M	0.44%	0.00%	+2.9%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$2.29M	0.41%	0.00%	-0.6%	Q4 2024
CSCOCisco Systems, Inc.	$2.19M	0.39%	0.00%	+3.4%	Q4 2021
COSTCostco Wholesale Corp	$2.18M	0.39%	0.00%	+2.5%	Q1 2022
LRCXLam Research Corp	$2.13M	0.38%	0.00%	+5.8%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.07M	0.37%	0.00%	-0.6%	Q4 2021
INTCIntel Corp	$2.04M	0.36%	0.00%	+4.8%	Q4 2021
PMPhilip Morris International Inc.	$2.02M	0.36%	0.00%	+61.3%	Q4 2021
WFCWells Fargo & Company	$1.83M	0.33%	0.00%	-2.6%	Q4 2021
KLACKla Corp	$1.8M	0.32%	0.00%	+1.8%	Q2 2023
DEDeere & Co	$1.79M	0.32%	0.00%	+0.1%	Q2 2023
CVXChevron Corp	$1.72M	0.31%	0.00%	+7.4%	Q4 2021
ABBVAbbVie Inc.	$1.71M	0.31%	0.00%	-0.5%	Q4 2021
BLKBlackRock, Inc.	$1.65M	0.29%	0.00%	+3.4%	Q4 2022
PGRProgressive Corp	$1.63M	0.29%	0.00%	+198.3%	Q1 2023
KOCoca Cola Co	$1.58M	0.28%	0.00%	+3.3%	Q4 2021
UNPUnion Pacific Corp	$1.52M	0.27%	0.00%	+4.2%	Q4 2021
MAMastercard Inc	$1.44M	0.26%	0.00%	+10.2%	Q4 2021
MRKMerck & Co., Inc.	$1.41M	0.25%	0.00%	+21.0%	Q2 2022
SNDKSandisk Corp	$1.39M	0.25%	0.00%	-10.0%	Q1 2026
NEMNEWMONT Corp	$1.39M	0.25%	0.00%	+7.6%	Q1 2025
IBTGInternational Building Technologies Group, Inc.	$1.38M	0.25%	Not reported	-0.2%	Q1 2025
GEVGE Vernova Inc.	$1.35M	0.24%	0.00%	+16.7%	Q2 2024
APHAmphenol Corp	$1.27M	0.23%	0.00%	-1.7%	Q1 2023
MRVLMarvell Technology, Inc.	$1.25M	0.22%	0.00%	-2.3%	Q4 2024
GEGeneral Electric Co	$1.22M	0.22%	0.00%	-15.8%	Q1 2023
JNJJohnson & Johnson	$1.21M	0.22%	0.00%	-7.8%	Q1 2022
WDCWestern Digital Corp	$1.2M	0.21%	0.00%	+10.2%	Q4 2025
ANETArista Networks, Inc.	$1.2M	0.21%	0.00%	-1.5%	Q3 2023
BACBank of America Corp	$1.17M	0.21%	0.00%	+7.4%	Q4 2021
IAUIshares Gold Trust	$1.15M	0.20%	0.00%	+3.5%	Q2 2025
ORCLOracle Corp	$1.12M	0.20%	0.00%	+3.7%	Q4 2021

Q1 2026Reported Apr 14, 2026309 positions
NVDANvidia Corp	$17.1M	3.60%	0.00%	+2.9%	Q4 2021
AAPLApple Inc.	$15M	3.16%	0.00%	-0.3%	Q4 2021
MSFTMicrosoft Corp	$11M	2.33%	0.00%	+3.9%	Q4 2021
AMZNAmazon Com Inc	$8.48M	1.79%	0.00%	+1.2%	Q4 2021
GOOGLAlphabet Inc.	$7.64M	1.61%	0.00%	-0.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$6.51M	1.37%	Not reported	+13.7%	Q4 2021
METAMeta Platforms, Inc.	$5.75M	1.21%	Not reported	+4.9%	Q4 2021
XOMExxonMobil Holdings Corp	$5.17M	1.09%	0.00%	-4.2%	Q1 2022
AVGOBroadcom Inc.	$5.01M	1.06%	0.00%	-4.7%	Q4 2022
GOOGAlphabet Inc.	$4.84M	1.02%	Not reported	-11.3%	Q4 2021
TSLATesla, Inc.	$4.74M	1.00%	0.00%	-2.1%	Q4 2021
CATCaterpillar Inc	$3.81M	0.80%	0.00%	-9.4%	Q4 2021
WMTWalmart Inc.	$3.63M	0.77%	0.00%	-4.7%	Q3 2022
JPMJPMorgan Chase & Co	$2.78M	0.59%	0.00%	-3.8%	Q4 2021
LLYELI LILLY & Co	$2.72M	0.57%	0.00%	+6.8%	Q3 2022
VVisa Inc.	$2.32M	0.49%	0.00%	-6.7%	Q4 2021
COSTCostco Wholesale Corp	$2.27M	0.48%	0.00%	+10.8%	Q1 2022
NUTXNutex Health Inc.	$2.22M	0.47%	0.34%	+0.1%	Q4 2024
CVXChevron Corp	$2M	0.42%	0.00%	-9.8%	Q4 2021
WFCWells Fargo & Company	$1.81M	0.38%	0.00%	+2.1%	Q4 2021
MUMicron Technology Inc	$1.79M	0.38%	0.00%	+4.7%	Q4 2021
BLKBlackRock, Inc.	$1.6M	0.34%	0.00%	-8.1%	Q4 2022
DEDeere & Co	$1.59M	0.34%	0.00%	-12.4%	Q2 2023
MCDMcdonalds Corp	$1.51M	0.32%	0.00%	-8.0%	Q3 2022
NEMNEWMONT Corp	$1.49M	0.32%	0.00%	+0.7%	Q1 2025
ABBVAbbVie Inc.	$1.49M	0.31%	0.00%	+2.2%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.48M	0.31%	0.00%	-12.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$1.47M	0.31%	0.00%	+22.4%	Q1 2023
NFLXNetflix Inc	$1.44M	0.30%	0.00%	+1.2%	Q4 2021
KOCoca Cola Co	$1.43M	0.30%	0.00%	+0.5%	Q4 2021
CSCOCisco Systems, Inc.	$1.4M	0.29%	0.00%	+3.3%	Q4 2021
IBTGInternational Building Technologies Group, Inc.	$1.38M	0.29%	Not reported	-18.1%	Q1 2025
ABTAbbott Laboratories	$1.33M	0.28%	0.00%	-14.9%	Q4 2021
UNPUnion Pacific Corp	$1.3M	0.27%	0.00%	-11.9%	Q4 2021
IAUIshares Gold Trust	$1.29M	0.27%	0.00%	+10.8%	Q2 2025
BPREBluerock Private Real Estate Fund	$1.29M	0.27%	Not reported	-2.6%	Q4 2025
PLTRPalantir Technologies Inc.	$1.28M	0.27%	0.00%	+4.2%	Q4 2024
MAMastercard Inc	$1.27M	0.27%	0.00%	-9.4%	Q4 2021
JNJJohnson & Johnson	$1.27M	0.27%	0.00%	+26.0%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$1.18M	0.25%	0.00%	-13.5%	Q4 2024
AMATApplied Materials Inc	$1.15M	0.24%	0.00%	+4.0%	Q4 2021
PMPhilip Morris International Inc.	$1.14M	0.24%	0.00%	+9.6%	Q4 2021
TFPMTriple Flag Precious Metals Corp.	$1.12M	0.24%	0.02%	+0.1%	Q4 2024
GEGeneral Electric Co	$1.1M	0.23%	0.00%	+1.5%	Q1 2023
FTGCSynergetics, Inc.	$1.1M	0.23%	Not reported	+26.5%	Q4 2025
MRKMerck & Co., Inc.	$1.09M	0.23%	0.00%	+13.7%	Q2 2022
ORCLOracle Corp	$1.09M	0.23%	0.00%	+2.0%	Q4 2021
RTXRTX Corp	$1.05M	0.22%	0.00%	-2.3%	Q4 2021
TXTTextron Inc	$1M	0.21%	0.01%	-15.0%	Q1 2025
LRCXLam Research Corp	$993K	0.21%	0.00%	+5.5%	Q2 2022

Q4 2025Reported Feb 4, 2026310 positions
NVDANvidia Corp	$17.8M	3.47%	0.00%	+1.1%	Q4 2021
AAPLApple Inc.	$16.1M	3.14%	0.00%	+4.4%	Q4 2021
APPAppLovin Corp	$15.9M	3.10%	0.01%	+1788.2%	Q4 2024
MSFTMicrosoft Corp	$13.9M	2.71%	0.00%	+3.3%	Q4 2021
AMZNAmazon Com Inc	$9.28M	1.81%	0.00%	+5.7%	Q4 2021
GOOGLAlphabet Inc.	$8.37M	1.63%	0.00%	+1.2%	Q4 2021
METAMeta Platforms, Inc.	$6.33M	1.24%	Not reported	-0.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$6M	1.17%	Not reported	+23.8%	Q4 2021
GOOGAlphabet Inc.	$5.98M	1.17%	Not reported	-6.6%	Q4 2021
AVGOBroadcom Inc.	$5.88M	1.15%	0.00%	+16.4%	Q4 2022
TSLATesla, Inc.	$5.86M	1.14%	0.00%	+5.2%	Q4 2021
MSTRStrategy Inc	$3.88M	0.76%	Not reported	+3287.5%	Q4 2024
NUTXNutex Health Inc.	$3.85M	0.75%	0.33%	0.0%	Q4 2024
XOMExxonMobil Holdings Corp	$3.83M	0.75%	0.00%	-3.8%	Q1 2022
WMTWalmart Inc.	$3.42M	0.67%	0.00%	+8.5%	Q3 2022
CATCaterpillar Inc	$3.4M	0.66%	0.00%	+0.9%	Q4 2021
JPMJPMorgan Chase & Co	$3.16M	0.62%	0.00%	+2.4%	Q4 2021
LLYELI LILLY & Co	$2.97M	0.58%	0.00%	+8.9%	Q3 2022
VVisa Inc.	$2.88M	0.56%	0.00%	-5.8%	Q4 2021
PCTPureCycle Technologies, Inc.	$2.18M	0.43%	0.14%	Not reported	Q2 2022
WFCWells Fargo & Company	$2.07M	0.40%	0.00%	+3.2%	Q4 2021
BLKBlackRock, Inc.	$1.94M	0.38%	0.00%	-2.1%	Q4 2022
ABTAbbott Laboratories	$1.9M	0.37%	0.00%	-8.2%	Q4 2021
COSTCostco Wholesale Corp	$1.77M	0.35%	0.00%	-8.6%	Q1 2022
IBTGInternational Building Technologies Group, Inc.	$1.68M	0.33%	Not reported	-7.1%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$1.63M	0.32%	0.00%	-3.9%	Q4 2024
CVXChevron Corp	$1.63M	0.32%	0.00%	-5.2%	Q4 2021
MCDMcdonalds Corp	$1.61M	0.31%	0.00%	-5.4%	Q3 2022
MAMastercard Inc	$1.6M	0.31%	0.00%	+4.9%	Q4 2021
ABBVAbbVie Inc.	$1.53M	0.30%	0.00%	+3.1%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.52M	0.30%	0.00%	+0.7%	Q4 2021
DEDeere & Co	$1.5M	0.29%	0.00%	-6.5%	Q2 2023
PLTRPalantir Technologies Inc.	$1.49M	0.29%	0.00%	+31.1%	Q4 2024
MUMicron Technology Inc	$1.44M	0.28%	0.00%	+22.3%	Q4 2021
ORCLOracle Corp	$1.41M	0.28%	0.00%	+12.6%	Q4 2021
UNPUnion Pacific Corp	$1.41M	0.27%	0.00%	-5.3%	Q4 2021
NFLXNetflix Inc	$1.38M	0.27%	0.00%	-3.5%	Q4 2021
NEMNEWMONT Corp	$1.37M	0.27%	0.00%	+14.6%	Q1 2025
CSCOCisco Systems, Inc.	$1.34M	0.26%	0.00%	+5.7%	Q4 2021
KOCoca Cola Co	$1.3M	0.25%	0.00%	+64.6%	Q4 2021
BACBank of America Corp	$1.3M	0.25%	0.00%	+22.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$1.26M	0.25%	0.00%	-1.2%	Q1 2023
CRMSalesforce, Inc.	$1.26M	0.25%	0.00%	-2.2%	Q4 2021
CVNACarvana Co.	$1.22M	0.24%	Not reported	New	Q4 2025
BPREBluerock Private Real Estate Fund	$1.2M	0.23%	Not reported	New	Q4 2025
GEGeneral Electric Co	$1.18M	0.23%	0.00%	+20.2%	Q1 2023
TXTTextron Inc	$1.17M	0.23%	0.01%	-1.7%	Q1 2025
APHAmphenol Corp	$1.09M	0.21%	0.00%	+4.5%	Q1 2023
IAUIshares Gold Trust	$1.08M	0.21%	0.00%	+27.1%	Q2 2025
TFPMTriple Flag Precious Metals Corp.	$1.07M	0.21%	0.02%	+0.2%	Q4 2024

Q3 2025Reported Oct 31, 2025277 positions
NVDANvidia Corp	$17.6M	3.73%	0.00%	+8.9%	Q4 2021
AAPLApple Inc.	$14.4M	3.06%	0.00%	-16.1%	Q4 2021
MSFTMicrosoft Corp	$14.4M	3.05%	0.00%	+3.2%	Q4 2021
AMZNAmazon Com Inc	$8.35M	1.77%	0.00%	+0.8%	Q4 2021
METAMeta Platforms, Inc.	$7.09M	1.50%	Not reported	+3.0%	Q4 2021
GOOGLAlphabet Inc.	$6.42M	1.36%	0.00%	-0.2%	Q4 2021
TSLATesla, Inc.	$5.51M	1.17%	0.00%	+1.5%	Q4 2021
GOOGAlphabet Inc.	$4.96M	1.05%	Not reported	+0.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.85M	1.03%	Not reported	-1.0%	Q4 2021
AVGOBroadcom Inc.	$4.82M	1.02%	0.00%	+4.0%	Q4 2022
XOMExxonMobil Holdings Corp	$3.73M	0.79%	0.00%	+0.1%	Q1 2022
JPMJPMorgan Chase & Co	$3.02M	0.64%	0.00%	+3.0%	Q4 2021
VVisa Inc.	$2.98M	0.63%	0.00%	-1.4%	Q4 2021
WMTWalmart Inc.	$2.91M	0.62%	0.00%	+0.8%	Q3 2022
CATCaterpillar Inc	$2.81M	0.59%	0.00%	-0.1%	Q4 2021
NUTXNutex Health Inc.	$2.41M	0.51%	0.34%	Not reported	Q4 2024
ABTAbbott Laboratories	$2.21M	0.47%	0.00%	-1.6%	Q4 2021
BLKBlackRock, Inc.	$2.15M	0.46%	0.00%	+0.3%	Q4 2022
COSTCostco Wholesale Corp	$2.08M	0.44%	0.00%	-1.1%	Q1 2022
LLYELI LILLY & Co	$1.94M	0.41%	0.00%	-8.6%	Q3 2022
NFLXNetflix Inc	$1.83M	0.39%	0.00%	-4.5%	Q4 2021
IBTGInternational Building Technologies Group, Inc.	$1.82M	0.39%	Not reported	-0.3%	Q1 2025
ORCLOracle Corp	$1.81M	0.38%	0.00%	-7.4%	Q4 2021
WFCWells Fargo & Company	$1.81M	0.38%	0.00%	-15.5%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$1.78M	0.38%	0.00%	-0.6%	Q4 2024
CVXChevron Corp	$1.75M	0.37%	0.00%	+14.6%	Q4 2021
MCDMcdonalds Corp	$1.69M	0.36%	0.00%	+2.9%	Q3 2022
DEDeere & Co	$1.58M	0.33%	0.00%	-2.1%	Q2 2023
MAMastercard Inc	$1.53M	0.32%	0.00%	+4.7%	Q4 2021
UNPUnion Pacific Corp	$1.52M	0.32%	0.00%	-3.8%	Q4 2021
ABBVAbbVie Inc.	$1.5M	0.32%	0.00%	+1.2%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.39M	0.29%	0.00%	-5.0%	Q4 2021
SYYSysco Corp	$1.24M	0.26%	0.00%	-2.8%	Q4 2022
HDHome Depot, Inc.	$1.23M	0.26%	0.00%	-21.2%	Q4 2021
PGPROCTER & GAMBLE Co	$1.21M	0.26%	0.00%	-1.9%	Q4 2021
PLTRPalantir Technologies Inc.	$1.17M	0.25%	0.00%	+14.2%	Q4 2024
TXTTextron Inc	$1.16M	0.24%	0.01%	-2.9%	Q1 2025
CRMSalesforce, Inc.	$1.15M	0.24%	0.00%	-4.5%	Q4 2021
CSCOCisco Systems, Inc.	$1.13M	0.24%	0.00%	-0.6%	Q4 2021
TAt&T Inc.	$1.05M	0.22%	0.00%	-17.0%	Q1 2022
INTUIntuit Inc.	$1.03M	0.22%	0.00%	+1.6%	Q1 2023
NEMNEWMONT Corp	$1.01M	0.21%	0.00%	+22.5%	Q1 2025
BACBank of America Corp	$990K	0.21%	0.00%	+1.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$967K	0.20%	0.00%	+31.7%	Q1 2023
GEGeneral Electric Co	$958K	0.20%	0.00%	+1.9%	Q1 2023
APHAmphenol Corp	$951K	0.20%	0.00%	+0.5%	Q1 2023
TFPMTriple Flag Precious Metals Corp.	$938K	0.20%	0.02%	+5.9%	Q4 2024
ANETArista Networks, Inc.	$934K	0.20%	0.00%	+1.3%	Q3 2023
ADBEAdobe Inc.	$926K	0.20%	0.00%	-5.3%	Q4 2021
RTXRTX Corp	$911K	0.19%	0.00%	+2.4%	Q4 2021

Premium opens every quarter this fund has filed