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 3 · 47 positions

← Prev 1 2 3

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	CMS	CMS ENERGY CORP	Utilities	2,916	$204K	0.04%	SOLD
42	—	TELEFONICA S A	—	24,173	$102K	0.02%	SOLD
43	ADT	ADT INC DEL	Industrials	11,025	$90K	0.02%	SOLD
44	WIT	WIPRO LTD	Technology	30,252	$86K	0.02%	SOLD
45	FIP	FTAI INFRASTRUCTURE INC	Industrials	12,748	$59K	0.01%	SOLD
46	MPT	MEDICAL PPTYS TRUST INC	Financial Services	10,917	$56K	0.01%	SOLD
47	ASPN	ASPEN AEROGELS INC	Industrials	10,655	$30K	0.01%	SOLD

Page 3 of 3 · 47 positions

← Prev 1 2 3

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%