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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 1 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 36,359.0 $27.2M 4.85% -5K -11.1% $748.89 +2.4%
2 GOOGL ALPHABET INC Communication Services 26,321.0 $9.4M 1.68% -416.0 -1.6% $357.38 -4.8%
3 CLOA BLACKROCK ETF TRUST II 180,919.0 $9.4M 1.67% -38K -17.2% $51.91 +0.0%
4 JPLD J P MORGAN EXCHANGE TRADED F 153,466.0 $8.0M 1.43% -10K -6.2% $52.19 -0.3%
5 GOOG ALPHABET INC Communication Services 17,715.0 $6.3M 1.12% -1K -7.0% $353.33 -4.4%
6 CGMS CAPITAL GRP FIXED INCM ETF T 218,950.0 $6.0M 1.07% -14K -6.0% $27.33 -0.7%
7 CAT CATERPILLAR INC Industrials 5,579.0 $5.9M 1.06% -353.0 -6.0% $1064.81 -24.7%
8 EFV ISHARES TR 69,271.0 $5.3M 0.94% -13K -15.6% $76.55 +6.3%
9 VTI VANGUARD INDEX FDS 11,111.0 $4.1M 0.73% -613.0 -5.2% $370.05 +1.9%
10 TFLO ISHARES TR 78,911.0 $4.0M 0.71% -6K -7.4% $50.63 -0.1%
11 VOO VANGUARD INDEX FDS 4,196.0 $2.9M 0.51% -393.0 -8.6% $686.83 +2.2%
12 CRWD CROWDSTRIKE HLDGS INC Technology 2,997.0 $2.3M 0.41% -489.0 -14.0% $190.81 -0.0%
13 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,328.0 $2.1M 0.37% -669.0 -13.4% $478.46 -13.1%
14 FNDE SCHWAB STRATEGIC TR 50,762.0 $2.0M 0.36% -10K -15.8% $39.68 +4.4%
15 CALF PACER FDS TR 36,627.0 $1.9M 0.33% -8K -18.6% $50.61 +13.2%
16 SJNK SPDR SERIES TRUST 73,986.0 $1.9M 0.33% -70K -48.8% $25.03 -0.7%
17 WFC WELLS FARGO & CO Financial Services 22,128.0 $1.8M 0.33% -124.0 -0.6% $82.64 +1.8%
18 DE DEERE & CO Industrials 2,822.0 $1.8M 0.32% -396.0 -12.3% $635.94 -3.0%
19 CVX CHEVRON CORPORATION Energy 10,357.0 $1.7M 0.31% -336.0 -3.1% $165.76 +24.7%
20 BLK BLACKROCK INC Financial Services 1,718.0 $1.7M 0.29% -90.0 -5.0% $961.72 +19.3%
Page 1 of 7  ·  139 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%