13F Insight
DOSSIER · 13F-HR · Q1 2026

DRIVE WEALTH MANAGEMENT, LLC

DRIVE WEALTH's family office based in San Francisco, CA — $474M in tracked AUM across 710 positions as of Q1 2026.

DW
DRIVE WEALTH·San Francisco, CA·Family Office
CIK 0001952781 · last filed Mar 31, 2026
Total AUM
$474M
▲ 4.4%
vs prior
Holdings
710
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

DRIVE WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$27M416K5.6%
02
IVV
ISHARES TR
$26M40K5.5%
03
BBUS
J P MORGAN EXCHANGE TRADED F
$20M168K4.2%
04
NVDA
NVIDIA CORPORATION
$17M98K3.6%
05
AAPL
APPLE INC
$15M59K3.2%
06
VWO
VANGUARD INTL EQUITY INDEX F
$14M252K2.9%
07
MSFT
MICROSOFT CORP
$11M30K2.3%
08
VO
VANGUARD INDEX FDS
$10M36K2.2%
09
CLOA
BLACKROCK ETF TRUST II
$9M180K2.0%
10
AMZN
AMAZON COM INC
$8M41K1.8%

Filing history

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