DRIVE WEALTH MANAGEMENT, LLC
•CIK: 1952781•Filing: Q4 2025
DRIVE WEALTH MANAGEMENT, LLC manages $512M across a diversified portfolio of 380 positions. The fund exhibits notable allocations to core indices and technology leaders, highlighted by significant holdings in IVV ($28.0M) and VEA ($25.4M). Further concentration is evident in mega-cap technology names, including NVDA ($17.8M) and AAPL ($16.1M). This structure suggests a disciplined, large-cap growth orientation across global equity markets.
Total AUM
$512.4M
QoQ Performance
+8.6%
Positions
337
Top 10 Concentration
36.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.5%
VEA5.0%
BBUS3.5%
NVDA3.5%
AAPL3.1%
APP3.1%
MSFT2.7%
VWO2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.2%
Technology18.1%
ETF6.6%
Consumer5.6%
Financial4.8%
Healthcare2.3%
Industrial1.9%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$2.5M
+166 more exited positions
Changes from Q3 2025
NEW13 new positions
↑122 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023