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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $561M AUM 880 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 126 New 178 Added 139 Reduced 47 Exited
Page 3 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PGR PROGRESSIVE CORP Financial Services 7,476.0 $1.6M 0.29% +4K +133.8% $218.45 +0.9%
42 KO COCA COLA CO Consumer Defensive 19,295.0 $1.6M 0.28% +693.0 +3.7% $81.80 +10.6%
43 MRK MERCK & CO INC Healthcare 10,904.0 $1.4M 0.25% +3K +37.5% $129.34 +15.4%
44 DFIV DIMENSIONAL ETF TRUST 25,857.0 $1.4M 0.25% +498.0 +2.0% $54.02 +7.0%
45 NEM NEWMONT CORP Basic Materials 14,842.0 $1.4M 0.25% +1K +8.3% $93.40 +36.7%
46 GEV GE VERNOVA INC Utilities 1,151.0 $1.4M 0.24% +271.0 +30.8% $1175.03 -17.8%
47 MRVL MARVELL TECHNOLOGY INC Technology 4,192.0 $1.2M 0.22% +341.0 +8.8% $297.86 -15.7%
48 SPYG SPDR SERIES TRUST 10,256.0 $1.2M 0.22% +452.0 +4.6% $118.99 +0.7%
49 JNJ JOHNSON & JOHNSON Healthcare 4,782.0 $1.2M 0.22% +665.0 +16.1% $253.93 +5.3%
50 WDC WESTERN DIGITAL CORP Technology 1,874.0 $1.2M 0.21% +326.0 +21.1% $638.84 -26.6%
51 IAU ISHARES GOLD TR Financial Services 15,199.0 $1.1M 0.20% +2K +14.7% $75.51 +12.7%
52 ORCL ORACLE CORP Technology 7,663.0 $1.1M 0.20% +417.0 +5.8% $146.54 -3.1%
53 NTSE WISDOMTREE TR 22,493.0 $1.1M 0.20% +2K +10.0% $48.61 -4.0%
54 FIX COMFORT SYS USA INC Industrials 546.0 $1.1M 0.19% +185.0 +51.2% $1981.97 -15.6%
55 CB CHUBB LIMITED Financial Services 3,148.0 $1.1M 0.19% +751.0 +31.3% $341.65 +0.4%
56 FTGC FIRST TR EXCHANGE TRAD FD VI 39,192.0 $1.1M 0.19% +9K +29.9% $27.05 +12.4%
57 TRIPLE FLAG PRECIOUS METAL 32,721.0 $981K 0.17% +599.0 +1.9% $29.97
58 ANGLOGOLD ASHANTI PLC 11,957.0 $967K 0.17% +3K +36.5% $80.89
59 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,919.0 $953K 0.17% +266.0 +16.1% $496.62 +8.8%
60 TJX TJX COS INC NEW Consumer Cyclical 6,130.0 $929K 0.17% +349.0 +6.0% $151.49 -7.2%
Page 3 of 9  ·  178 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.5%
Financial Services 13.9%
Consumer Cyclical 9.0%
Industrials 9.0%
Communication Services 8.5%
Healthcare 7.6%
Consumer Defensive 5.8%
Energy 4.2%
Utilities 2.4%
Basic Materials 1.7%