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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 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLD SPDR GOLD TR Financial Services 867.0 $319K 0.06% -50.0 -5.5% $368.38 +12.7%
102 SAP SAP SE Technology 2,071.0 $319K 0.06% -217.0 -9.5% $154.09 +40.9%
103 KYMR KYMERA THERAPEUTICS INC Healthcare 2,773.0 $318K 0.06% -24.0 -0.9% $114.67 +6.0%
104 CME CME GROUP INC Financial Services 1,431.0 $316K 0.06% -239.0 -14.3% $220.83 +22.7%
105 SCHD SCHWAB STRATEGIC TR 9,908.0 $314K 0.06% -11K -52.0% $31.71 +9.8%
106 DFUS DIMENSIONAL ETF TRUST 3,773.0 $309K 0.06% -1K -24.8% $81.93 +1.6%
107 AZO AUTOZONE INC Consumer Cyclical 96.0 $307K 0.06% -6.0 -5.9% $3195.94 -7.3%
108 LOW LOWES COS INC Consumer Cyclical 1,333.0 $294K 0.05% -444.0 -25.0% $220.57 -1.5%
109 LYG LLOYDS BANKING GROUP PLC Financial Services 49,961.0 $291K 0.05% -459.0 -0.9% $5.83 +1.2%
110 CTAS CINTAS CORP Industrials 1,610.0 $274K 0.05% -172.0 -9.7% $170.12 +19.6%
111 PJAN INNOVATOR ETFS TRUST 5,484.0 $271K 0.05% -32.0 -0.6% $49.49 +1.7%
112 ECL ECOLAB INC Basic Materials 967.0 $270K 0.05% -85.0 -8.1% $279.29 +0.8%
113 INTU INTUIT Technology 1,034.0 $270K 0.05% -541.0 -34.4% $261.02 +38.6%
114 NOW SERVICENOW INC Technology 2,713.0 $269K 0.05% -2K -42.2% $99.26 +30.7%
115 WTFC WINTRUST FINL CORP Financial Services 1,619.0 $260K 0.05% -20.0 -1.2% $160.76 -5.1%
116 MOAT VANECK ETF TRUST 2,458.0 $255K 0.05% -281.0 -10.3% $103.95 +9.0%
117 DHR DANAHER CORP DEL Healthcare 1,332.0 $254K 0.04% -402.0 -23.2% $190.88 +13.1%
118 PSTG EVERPURE INC 3,158.0 $249K 0.04% -597.0 -15.9% $78.78
119 MLM MARTIN MARIETTA MATLS INC Basic Materials 431.0 $249K 0.04% -57.0 -11.7% $577.14 -9.0%
120 EHC ENCOMPASS HEALTH CORP Healthcare 2,411.0 $244K 0.04% -43.0 -1.8% $101.07 +19.6%
Page 6 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%