Grufity logo
Grufity logo

Latest DRIVE WEALTH MANAGEMENT, LLC Stock Portfolio

$561Million | No. of Holdings #458

DRIVE WEALTH MANAGEMENT, LLC Performance

2026 Q2+6.97%
YTD+3.92%
2025+13.98%

About DRIVE WEALTH MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

DRIVE WEALTH MANAGEMENT, LLC is a hedge fund based in Lehi, UT. On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, DRIVE WEALTH MANAGEMENT, LLC reported an equity portfolio of $561 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of DRIVE WEALTH MANAGEMENT, LLC are VEA, BBAX, IJR. The fund has invested 5.2% of it's portfolio in VANGUARD TAX-MANAGED FDS and 4.9% of portfolio in J P MORGAN EXCHANGE TRADED F. <br><br> The fund managers got completely rid off NUTEX HEALTH INC (NUTX), HONEYWELL INTL INC (HON) and REGENERON PHARMACEUTICALS (REGN) stocks. They significantly reduced their stock positions in HALEON PLC (HLN), INTERNATIONAL BUSINESS MACHS (IBM) and MARSH & MCLENNAN COS INC (MMC). DRIVE WEALTH MANAGEMENT, LLC opened new stock positions in RLI CORP (RLI), WAYSTAR HLDG CORP and EVERFORTH INC (ASGN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
DRIVE WEALTH MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$561Million
  as of Jul 22, 2026

DRIVE WEALTH MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that DRIVE WEALTH MANAGEMENT, LLC made a return of 6.97% in the last quarter. In trailing 12 months, it's portfolio return was 11.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
rli corp1,028,230
waystar hldg corp852,129
everforth inc835,012
baxter intl inc762,533
bellring brands inc714,780
bowhead specialty hldgs inc673,724
verra mobility corp665,718
simply good foods co647,148
New stocks bought by DRIVE WEALTH MANAGEMENT, LLC

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds242
ishares tr229
progressive corp198
capital one finl corp111
gallagher arthur j & co62.77
philip morris intl inc61.27
edison intl58.21
Additions to existing portfolio by DRIVE WEALTH MANAGEMENT, LLC

Reductions

Ticker% Reduced
haleon plc-74.65
international business machs-49.87
marsh & mclennan cos inc-45.2
spdr series trust-38.27
j p morgan exchange traded f-38.08
invesco qqq tr-37.83
servicenow inc-37.13
salesforce inc-36.7
DRIVE WEALTH MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-3,064,390
ishares tr-1,538,830
purecycle technologies inc-161,451
nutex health inc-2,221,750
aquestive therapeutics inc-85,229
ftai infrastructure inc-59,927
hawaiian elec inds inc mtn b-168,968
centrais elet bras sa-126,265
DRIVE WEALTH MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

DRIVE WEALTH MANAGEMENT, LLC has about 50.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Energy
Sector%
Others50.4
Technology19.8
Financial Services5.3
Industrials4.7
Consumer Cyclical4.6
Communication Services4.4
Healthcare3.9
Consumer Defensive2.8
Energy2

Market Cap. Distribution

DRIVE WEALTH MANAGEMENT, LLC has about 46.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED50.4
MEGA-CAP29.9
LARGE-CAP16.4
MID-CAP2
SMALL-CAP1.3

Stocks belong to which Index?

About 46.3% of the stocks held by DRIVE WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others53.8
S&P 50043.4
RUSSELL 20002.9
Top 5 Winners (%)%
sandisk corp
245.0 %
MU
micron technology inc
228.8 %
INTC
intel corp
201.4 %
MRVL
marvell technology inc
198.4 %
AMD
advanced micro devices inc
180.1 %
Top 5 Winners ($)$
MU
micron technology inc
4.4 M
IJR
ishares tr
3.7 M
BBAX
j p morgan exchange traded f
3.3 M
VEA
vanguard tax-managed fds
3.0 M
AMD
advanced micro devices inc
2.8 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-62.4 %
IJR
ishares tr
-61.3 %
GOSS
gossamer bio inc
-49.9 %
INTU
intuit
-34.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-16.6 M
XOM
exxon mobil corp
-1.0 M
VAW
vanguard world fd
-0.8 M
IJR
ishares tr
-0.6 M
CVX
chevron corporation
-0.4 M

DRIVE WEALTH MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of DRIVE WEALTH MANAGEMENT, LLC

DRIVE WEALTH MANAGEMENT, LLC has 458 stocks in it's portfolio. About 31.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. MU was the most profitable stock for DRIVE WEALTH MANAGEMENT, LLC last quarter.

$561.02MTotal Value
485Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of DRIVE WEALTH MANAGEMENT, LLC, last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DRIVE WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.94%69,271
$5.30M
0.94%
increased 0.34 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DRIVE WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.16%21,557
$893.1K
0.16%
increased 2.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DRIVE WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.04%1,919
$238.8K
0.04%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
DRIVE WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.71%78,911
$4.00M
0.71%
increased 13.28 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
DRIVE WEALTH MANAGEMENT, LLC's holding in Ishares Tr over time
0.38%28,174
$2.14M
0.38%
increased 0.15 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
DRIVE WEALTH MANAGEMENT, LLC's holding in Ishares Inc over time
0.09%15,015
$483.9K
0.09%
increased 7.14 percentadded
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
DRIVE WEALTH MANAGEMENT, LLC's holding in Agnico Eagle Mines Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
DRIVE WEALTH MANAGEMENT, LLC's holding in American Centy Etf Tr over time
0.15%8,121
$836.8K
0.15%
increased 3.85 percentadded