13F Insight
DOSSIER · 13F-HR · Q2 2026

DRIVE WEALTH MANAGEMENT, LLC

$561M in tracked AUM across 880 positions as of Q2 2026.

DW
CIK 0001952781 · last filed Jun 30, 2026
Total AUM
$561M
as of Q2 2026
Holdings
880
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

DRIVE WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$29M411K5.2%02
BBUS
J P MORGAN EXCHANGE TRADED F
$27M203K4.9%03
IVV
ISHARES TR
$27M36K4.9%04
NVDA
NVIDIA CORPORATION
$21M103K3.7%05
AAPL
APPLE INC
$18M63K3.2%06
VWO
VANGUARD INTL EQUITY INDEX F
$15M250K2.7%07
MSFT
MICROSOFT CORP
$11M30K2.0%08
AMZN
AMAZON COM INC
$10M42K1.8%09
VO
VANGUARD INDEX FDS
$10M125K1.8%10
IJR
ISHARES TR
$9M64K1.7%

Filing history

2026Q2Jun 30
$561M▲ 18.4%
880 positionsView →2026Q1Mar 31
$474M▼ 7.5%
710 positionsView →2025Q4Dec 31
$512M▲ 8.6%
703 positionsView →2025Q3Sep 30
$472M▲ 3.4%
358 positionsView →2025Q2Jun 30
$456M▲ 151.7%
346 positionsLocked2025Q1Mar 31
$181M▼ 55.6%
286 positionsLocked2024Q4Dec 31
$408M▲ 6.2%
342 positionsLocked2024Q3Sep 30
$384M▲ 3.6%
571 positionsLocked2024Q2Jun 30
$371M▲ 3.9%
320 positionsLocked2024Q1Mar 31
$357M▲ 15.1%
317 positionsLocked2023Q4Dec 31
$310M▲ 13.2%
306 positionsLocked2023Q3Sep 30
$274M▲ 1.5%
278 positionsLocked
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