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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 5 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VRT VERTIV HOLDINGS CO Industrials 1,861.0 $623K 0.11% +199.0 +12.0% $334.74 -20.9%
82 ED CONSOLIDATED EDISON INC Utilities 5,510.0 $610K 0.11% +1K +36.3% $110.63 -2.1%
83 EIX EDISON INTL Utilities 8,099.0 $603K 0.11% +3K +74.0% $74.45 +0.3%
84 SN SHARKNINJA INC Consumer Cyclical 3,929.0 $598K 0.11% +53.0 +1.4% $152.25 +18.2%
85 ADI ANALOG DEVICES INC Technology 1,493.0 $593K 0.11% +265.0 +21.6% $397.26 -6.8%
86 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,457.0 $585K 0.10% +5K +89.6% $51.05 +23.9%
87 PCG PG&E CORP Utilities 34,569.0 $583K 0.10% +7K +24.8% $16.87 +6.5%
88 JMUB J P MORGAN EXCHANGE TRADED F 11,395.0 $577K 0.10% +2K +16.3% $50.65 -1.8%
89 BA BOEING CO Industrials 2,662.0 $576K 0.10% +977.0 +58.0% $216.47 -0.6%
90 NEE NEXTERA ENERGY INC Utilities 6,393.0 $561K 0.10% +663.0 +11.6% $87.77 -3.1%
91 GILD GILEAD SCIENCES INC Healthcare 4,429.0 $560K 0.10% +68.0 +1.6% $126.35 +13.5%
92 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,140.0 $560K 0.10% +3K +1625.3% $178.21 +17.8%
93 AMGN AMGEN INC Healthcare 1,537.0 $556K 0.10% +132.0 +9.4% $361.92 +19.8%
94 TECHNIPFMC PLC 8,386.0 $556K 0.10% +3K +43.6% $66.30
95 SHEL SHELL PLC Energy 7,161.0 $555K 0.10% +73.0 +1.0% $77.55 +20.8%
96 LMT LOCKHEED MARTIN CORP Industrials 1,082.0 $551K 0.10% +238.0 +28.2% $509.39 +12.2%
97 CNC CENTENE CORP DEL Healthcare 8,569.0 $550K 0.10% +481.0 +6.0% $64.19 -0.1%
98 FORTINET INC 3,572.0 $549K 0.10% +346.0 +10.7% $153.60
99 DFEV DIMENSIONAL ETF TRUST 12,814.0 $547K 0.10% +962.0 +8.1% $42.67 -2.0%
100 TXN TEXAS INSTRS INC Technology 1,780.0 $531K 0.10% +544.0 +44.0% $298.11 -10.9%
Page 5 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%