Latest DRIVE WEALTH MANAGEMENT, LLC Stock Portfolio

DRIVE WEALTH MANAGEMENT, LLC Performance:

2026 Q1: -2.85%YTD: -2.85%2025: 13.98%

Performance for 2026 Q1 is -2.85%, and YTD is -2.85%, and 2025 is 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 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, DRIVE WEALTH MANAGEMENT, LLC reported an equity portfolio of $473.9 Millions as of 31 Mar, 2026.

The top stock holdings of DRIVE WEALTH MANAGEMENT, LLC are VEA, IJR, BBAX. The fund has invested 5.6% of it's portfolio in VANGUARD TAX-MANAGED FDS and 5.5% of portfolio in ISHARES TR.

The fund managers got completely rid off STRATEGY INC (MSTR), CARVANA CO (CVNA) and DANAHER CORPORATION (DHR) stocks. They significantly reduced their stock positions in APPLOVIN CORP (APP), PURECYCLE TECHNOLOGIES INC (PCT) and CAPITAL ONE FINL CORP (COF). DRIVE WEALTH MANAGEMENT, LLC opened new stock positions in SANDISK CORP, TSAKOS ENERGY NAVIGATION LTD (TNP) and CORNING INC (GLW). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY WISE ORIGIN BITCOIN, KKR & CO INC (KKR) and MARSH & MCLENNAN COS INC (MMC).

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

Our best estimate is that DRIVE WEALTH MANAGEMENT, LLC made a return of -2.85% in the last quarter. In trailing 12 months, it's portfolio return was 12.54%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sandisk corp	432,349
astrazeneca plc	360,524
tsakos energy navigation ltd	334,058
corning inc	306,619
lumentum hldgs inc	283,915
linde plc	274,065
zto express cayman inc	266,674
lantheus hldgs inc	255,462

New stocks bought by DRIVE WEALTH MANAGEMENT, LLC

Additions

Ticker	% Inc.
fidelity wise origin bitcoin	75.68
kkr & co inc	74.27
marsh & mclennan cos inc	65.71
stifel finl corp	48.17
boeing co	35.31
honeywell intl inc	35.26
morgan stanley etf trust	30.52
synopsys inc	29.94

Additions to existing portfolio by DRIVE WEALTH MANAGEMENT, LLC

Reductions

Ticker	% Reduced
applovin corp	-95.46
purecycle technologies inc	-87.74
capital one finl corp	-52.21
schwab strategic tr	-44.52
sylvamo corp	-43.81
automatic data processing in	-38.26
roblox corp	-33.19
fiserv inc	-32.65

DRIVE WEALTH MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
wipro ltd	-85,917
strategy inc	-3,875,940
telefonica s a	-102,227
ishares tr	-307,531
bowhead specialty hldgs inc	-319,006
adt inc del	-89,579
medical pptys trust inc	-55,703
aspen aerogels inc	-30,153

DRIVE WEALTH MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

DRIVE WEALTH MANAGEMENT, LLC has about 53.9% of it's holdings in Others sector.

Sector	%
Others	53.9
Technology	16.7
Communication Services	4.8
Financial Services	4.7
Consumer Cyclical	4.6
Industrials	4.1
Healthcare	4
Consumer Defensive	2.5
Energy	2.4
Utilities	1.2

Market Cap. Distribution

DRIVE WEALTH MANAGEMENT, LLC has about 43.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	53.9
MEGA-CAP	29.2
LARGE-CAP	14.7
SMALL-CAP	1.3

Stocks belong to which Index?

About 43.3% of the stocks held by DRIVE WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	56.7
S&P 500	41.7
RUSSELL 2000	1.6

Top 5 Winners (%)		%
FTI	technipfmc plc	55.2 %
WDC	western digital corp	53.1 %
VRT	vertiv holdings co	53.0 %
VLO	valero energy corp	51.3 %
E	eni spa	50.4 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.5 M
CAT	caterpillar inc	0.8 M
VEA	vanguard tax-managed fds	0.7 M
CVX	chevron corporation	0.6 M
WMT	walmart inc	0.4 M

Top 5 Losers (%)		%
GOSS	gossamer bio inc	-81.5 %
	nvni group limited	-56.6 %
NUTX	nutex health inc	-42.3 %
SF	stifel finl corp	-36.8 %
INTU	intuit	-32.5 %

Top 5 Losers ($)		$
APP	applovin corp	-3.4 M
MSFT	microsoft corp	-3.3 M
NUTX	nutex health inc	-1.6 M
IJR	ishares tr	-1.3 M
NVDA	nvidia corporation	-1.2 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 373 stocks in it's portfolio. About 33.2% of the portfolio is in top 10 stocks. APP proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for DRIVE WEALTH MANAGEMENT, LLC last quarter.

Last Reported on: 14 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.16	58,947	14,960,200	reduced	-0.34

AAXJ	ishares tr	1.08	69,033	5,132,610	reduced	-15.86

AAXJ	ishares tr	0.19	20,981	892,937	added	11.83

ABBV	abbvie inc	0.31	6,837	1,486,950	added	2.23

ABT	abbott laboratories	0.28	12,911	1,325,610	reduced	-14.92

ACGL	arch cap group ltd	0.00	0.00	0.00	sold off	-100

ACN	accenture plc ireland	0.05	1,096	217,316	new

ACWF	ishares tr	0.74	69,659	3,526,800	reduced	-18.25

ACWF	ishares tr	0.42	28,132	1,974,290	added	6.5

ACWV	ishares inc	0.10	14,015	481,836	added	10.42

ADBE	adobe inc	0.14	2,800	680,643	added	0.86

ADI	analog devices inc	0.09	1,277	406,395	added	3.99

ADP	automatic data processing in	0.05	1,073	219,835	reduced	-38.26

ADT	adt inc del	0.00	0.00	0.00	sold off	-100

AEE	ameren corp	0.08	3,350	368,226	reduced	-4.39

AEM	agnico eagle mines ltd	0.05	1,114	226,120	new

AEMB	american centy etf tr	0.16	7,820	780,947	added	10.56

AEP	american elec pwr co inc	0.08	2,962	388,238	added	1.51

AFK	vaneck etf trust	0.06	2,681	259,293	reduced	-2.12

AFTY	pacer fds tr	0.35	37,097	1,664,560	reduced	-17.51