Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DRIVE WEALTH MANAGEMENT, LLC (CIK 1952781) reported $473.9M across 375 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($26.6M, 5.62%), IVV ($26.1M, 5.51%), BBUS ($19.7M, 4.17%), NVDA ($17.1M, 3.60%), AAPL ($15.0M, 3.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $26.6M | 5.62% | 415,652 | Added |
| 2 | IVV | ISHARES TR | $26.1M | 5.51% | 39,993 | Trimmed |
| 3 | BBUS | J P MORGAN EXCHANGE TRADED F | $19.7M | 4.17% | 168,496 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $17.1M | 3.60% | 97,940 | Added |
| 5 | AAPL | APPLE INC | $15.0M | 3.16% | 58,947 | Trimmed |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $13.6M | 2.88% | 252,431 | Added |
| 7 | MSFT | MICROSOFT CORP | $11.0M | 2.33% | 29,817 | Added |
| 8 | VO | VANGUARD INDEX FDS | $10.4M | 2.20% | 36,324 | Added |
| 9 | CLOA | BLACKROCK ETF TRUST II | $9.3M | 1.96% | 179,552 | Trimmed |
| 10 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $8.5M | 1.79% | 396,511 | Added |
| 11 | AMZN | AMAZON COM INC | $8.5M | 1.79% | 40,701 | Added |
| 12 | IJR | ISHARES TR | $7.9M | 1.66% | 63,207 | Added |
| 13 | GOOGL | ALPHABET INC | $7.6M | 1.61% | 26,565 | Trimmed |
| 14 | JPLD | J P MORGAN EXCHANGE TRADED F | $7.0M | 1.49% | 134,983 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.5M | 1.37% | 13,580 | Added |
| 16 | META | META PLATFORMS INC | $5.8M | 1.21% | 10,057 | Added |
| 17 | EVTR | MORGAN STANLEY ETF TRUST | $5.7M | 1.20% | 111,395 | Added |
| 18 | CGMS | CAPITAL GRP FIXED INCM ETF T | $5.3M | 1.12% | 194,938 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $5.2M | 1.09% | 30,478 | Trimmed |
| 20 | EFV | ISHARES TR | $5.1M | 1.08% | 69,033 | Trimmed |
| 21 | AVGO | BROADCOM INC | $5.0M | 1.06% | 16,202 | Trimmed |
| 22 | GOOG | ALPHABET INC | $4.8M | 1.02% | 16,889 | Trimmed |
| 23 | TSLA | TESLA INC | $4.7M | 1.00% | 12,753 | Trimmed |
| 24 | GSIE | GOLDMAN SACHS ETF TR | $4.3M | 0.90% | 99,346 | Added |
| 25 | GSID | GOLDMAN SACHS ETF TR | $3.9M | 0.82% | 55,335 | Added |
Source: SEC Form 13F filings · as of 2026-03-31