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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 23,514.0 $561K 0.10% -903.0 -3.7% $23.85 +2.9%
62 TOL TOLL BROTHERS INC Consumer Cyclical 3,388.0 $558K 0.10% -760.0 -18.3% $164.74 -11.9%
63 APP APPLOVIN CORP Technology 1,082.0 $558K 0.10% -23K -95.4% $515.37 -40.1%
64 COP CONOCOPHILLIPS Energy 5,354.0 $557K 0.10% -555.0 -9.4% $103.97 +29.7%
65 NOC NORTHROP GRUMMAN CORP Industrials 1,076.0 $548K 0.10% -131.0 -10.8% $509.20 +10.7%
66 PH PARKER-HANNIFIN CORP Industrials 543.0 $531K 0.10% -72.0 -11.7% $978.21 +2.2%
67 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 525.0 $507K 0.09% -259.0 -33.0% $965.74 -12.0%
68 DB DEUTSCHE BK AG Financial Services 14,642.0 $494K 0.09% -1K -8.1% $33.76 +11.3%
69 AMP AMERIPRISE FINL INC Financial Services 1,056.0 $484K 0.09% -174.0 -14.2% $458.67 +19.3%
70 QUAL ISHARES TR 2,203.0 $483K 0.09% -945.0 -30.0% $219.47 +1.3%
71 GTO INVESCO ACTIVELY MANAGED EXC 10,300.0 $483K 0.09% -2K -16.9% $46.87 -1.2%
72 CRM SALESFORCE INC Technology 2,956.0 $465K 0.08% -2K -37.8% $157.20 +30.7%
73 CMCSA COMCAST CORP NEW Communication Services 18,861.0 $463K 0.08% -6K -25.4% $24.55 +7.6%
74 ESLT ELBIT SYS LTD Industrials 606.0 $461K 0.08% -72.0 -10.6% $760.19 -2.2%
75 ENB ENBRIDGE INC Energy 8,285.0 $449K 0.08% -84.0 -1.0% $54.21 -5.9%
76 FAST FASTENAL CO Industrials 9,012.0 $433K 0.08% -94.0 -1.0% $48.03 +5.5%
77 ISRG INTUITIVE SURGICAL INC Healthcare 1,049.0 $417K 0.07% -112.0 -9.7% $397.73 -5.8%
78 ADBE ADOBE INC Technology 2,023.0 $415K 0.07% -753.0 -27.1% $205.03 +32.8%
79 SCCO SOUTHERN COPPER CORP Basic Materials 2,365.0 $412K 0.07% -166.0 -6.6% $174.25 +14.0%
80 TOTALENERGIES SE 5,279.0 $410K 0.07% -691.0 -11.6% $77.75
Page 4 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%