Drive Wealth Management, LLC
462 holdingsFiling period: 2026-06-30Current AUM: $572.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Tax-Managed Fds | 411.3K | $29.3M | $28.5M | 4.98% | -4,345 | 2026-06-30 |
| 2 | BBUS | J P Morgan Exchange Traded F | 202.7K | $27.3M | $28.0M | 4.88% | +34.2K | 2026-06-30 |
| 3 | IVV | iShares TR | 36.4K | $27.2M | $27.9M | 4.88% | -3,634 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 103.4K | $20.7M | $22.3M | 3.90% | +5.5K | 2026-06-30 |
| 5 | AAPL | Apple Inc | 62.7K | $18.1M | $21.5M | 3.76% | +3.7K | 2026-06-30 |
| 6 | VWO | Vanguard Intl Equity Index F | 249.6K | $14.9M | $14.1M | 2.46% | -2,864 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 30.4K | $11.3M | $16.2M | 2.83% | +563 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 42.5K | $10.1M | $10.6M | 1.85% | +1.8K | 2026-06-30 |
| 9 | VO | Vanguard Index Fds | 124.6K | $10.0M | $10.1M | 1.77% | +88.3K | 2026-06-30 |
| 10 | IJR | iShares TR | 63.7K | $9.4M | $8.9M | 1.55% | +515 | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 26.3K | $9.4M | $8.3M | 1.46% | -244 | 2026-06-30 |
| 12 | CLOA | BlackRock ETF Trust II | 180.9K | $9.4M | $9.4M | 1.64% | +1.4K | 2026-06-30 |
| 13 | JPLD | J P Morgan Exchange Traded F | 153.5K | $8.0M | $7.9M | 1.38% | +18.5K | 2026-06-30 |
| 14 | CDX | Simplify Exchange Traded Fun | 374.9K | $7.9M | $7.6M | 1.33% | -21,587 | 2026-06-30 |
| 15 | BRK-B | Berkshire Hathaway Inc Del | 14.5K | $7.3M | $7.3M | 1.27% | +948 | 2026-06-30 |
| 16 | AVGO | Broadcom Inc | 17.3K | $6.5M | $5.7M | 1.00% | +1.1K | 2026-06-30 |
| 17 | EVTR | Morgan Stanley ETF Trust | 124.8K | $6.4M | $6.1M | 1.07% | +13.4K | 2026-06-30 |
| 18 | MU | Micron Technology Inc | 5.5K | $6.3M | $4.9M | 0.86% | +175 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 17.7K | $6.3M | $5.6M | 0.97% | +826 | 2026-06-30 |
| 20 | CGMS | Capital Grp Fixed Incm ETF T | 218.9K | $6.0M | $5.8M | 1.01% | +24.0K | 2026-06-30 |
| 21 | CAT | Caterpillar Inc | 5.6K | $5.9M | $3.9M | 0.67% | +204 | 2026-06-30 |
| 22 | TSLA | Tesla Inc | 13.8K | $5.8M | $5.4M | 0.94% | +1.0K | 2026-06-30 |
| 23 | META | Meta Platforms Inc | 9.9K | $5.6M | $6.2M | 1.09% | -188 | 2026-06-30 |
| 24 | EFV | iShares TR | 69.3K | $5.3M | $5.5M | 0.96% | +238 | 2026-06-30 |
| 25 | GSIE | Goldman Sachs ETF TR | 98.3K | $4.5M | $4.5M | 0.79% | -1,081 | 2026-06-30 |
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