DRIVE WEALTH MANAGEMENT, LLC
377 holdingsFiling period: 2026-03-31Current AUM: $530.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 415.7K | $26.6M | $29.4M | 5.53% | +9.1K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 40.0K | $26.1M | $30.0M | 5.66% | -890 | 2026-03-31 |
| 3 | BBUS | J P MORGAN EXCHANGE TRADED F | 168.5K | $19.7M | $22.7M | 4.28% | +22.1K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 97.9K | $17.1M | $19.7M | 3.71% | +2.7K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 58.9K | $15.0M | $18.2M | 3.43% | -201 | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 252.4K | $13.6M | $14.8M | 2.80% | +4.7K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 29.8K | $11.0M | $13.9M | 2.61% | +1.1K | 2026-03-31 |
| 8 | VO | VANGUARD INDEX FDS | 36.3K | $10.4M | $11.8M | 2.22% | +1.3K | 2026-03-31 |
| 9 | CLOA | BLACKROCK ETF TRUST II | 179.6K | $9.3M | $9.3M | 1.76% | -38,954 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 40.7K | $8.5M | $11.1M | 2.08% | +497 | 2026-03-31 |
| 11 | CDX | SIMPLIFY EXCHANGE TRADED FUN | 396.5K | $8.5M | $8.2M | 1.54% | +24.3K | 2026-03-31 |
| 12 | IJR | ISHARES TR | 63.2K | $7.9M | $9.2M | 1.73% | +4.6K | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 26.6K | $7.6M | $9.5M | 1.78% | -172 | 2026-03-31 |
| 14 | JPLD | J P MORGAN EXCHANGE TRADED F | 135.0K | $7.0M | $7.0M | 1.32% | -28,649 | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.6K | $6.5M | $6.5M | 1.23% | +1.6K | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 10.1K | $5.8M | $5.6M | 1.06% | +465 | 2026-03-31 |
| 17 | EVTR | MORGAN STANLEY ETF TRUST | 111.4K | $5.7M | $5.6M | 1.05% | +26.0K | 2026-03-31 |
| 18 | CGMS | CAPITAL GRP FIXED INCM ETF T | 194.9K | $5.3M | $5.3M | 0.99% | -38,016 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 30.5K | $5.2M | $4.7M | 0.89% | -1,327 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 30.5K | $5.2M | $4.7M | 0.89% | -1,327 | 2026-03-31 |
| 21 | EFV | ISHARES TR | 69.0K | $5.1M | $5.6M | 1.05% | -13,011 | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 16.2K | $5.0M | $6.3M | 1.19% | -798 | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 16.9K | $4.8M | $6.0M | 1.14% | -2,158 | 2026-03-31 |
| 24 | TSLA | TESLA INC | 12.8K | $4.7M | $4.0M | 0.75% | -268 | 2026-03-31 |
| 25 | GSIE | GOLDMAN SACHS ETF TR | 99.3K | $4.3M | $4.7M | 0.88% | +11.2K | 2026-03-31 |
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