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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 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 4,782.0 $1.2M 0.22% +665.0 +16.1% $253.93 +5.3%
82 IHDG WISDOMTREE TR 23,136.0 $1.2M 0.22% $52.38 +1.2%
83 WDC WESTERN DIGITAL CORP Technology 1,874.0 $1.2M 0.21% +326.0 +21.1% $638.84 -26.6%
84 ANET ARISTA NETWORKS INC Technology 7,045.0 $1.2M 0.21% -508.0 -6.7% $169.88 +8.2%
85 BAC BANK OF AMER CORP Financial Services 20,503.0 $1.2M 0.21% -3K -13.0% $56.98 +8.6%
86 IAU ISHARES GOLD TR Financial Services 15,199.0 $1.1M 0.20% +2K +14.7% $75.51 +12.7%
87 ORCL ORACLE CORP Technology 7,663.0 $1.1M 0.20% +417.0 +5.8% $146.54 -3.1%
88 TXT TEXTRON INC Industrials 12,157.0 $1.1M 0.20% -1K -9.5% $91.75 -8.0%
89 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,124.0 $1.1M 0.20% -939.0 -23.1% $350.01 -9.6%
90 NTSE WISDOMTREE TR 22,493.0 $1.1M 0.20% +2K +10.0% $48.61 -4.2%
91 MCD MCDONALDS CORP Consumer Cyclical 4,028.0 $1.1M 0.19% -1K -23.4% $270.31 -0.4%
92 FIX COMFORT SYS USA INC Industrials 546.0 $1.1M 0.19% +185.0 +51.2% $1981.97 -15.6%
93 CB CHUBB LIMITED Financial Services 3,148.0 $1.1M 0.19% +751.0 +31.3% $341.65 +0.4%
94 FTGC FIRST TR EXCHANGE TRAD FD VI 39,192.0 $1.1M 0.19% +9K +29.9% $27.05 +12.4%
95 RTX RTX CORPORATION Industrials 5,535.0 $1.1M 0.19% $189.73 +11.9%
96 KVUE KENVUE INC Consumer Defensive 54,898.0 $1.0M 0.19% -2K -3.7% $19.11 -0.9%
97 RLI RLI CORP Financial Services 17,407.0 $1.0M 0.18% NEW $59.07 +10.2%
98 J P MORGAN EXCHANGE TRADED F 14,002.0 $1.0M 0.18% -3K -17.9% $72.28
99 GS GOLDMAN SACHS GROUP INC Financial Services 999.0 $1.0M 0.18% -14.0 -1.4% $1011.07 -0.9%
100 DFUV DIMENSIONAL ETF TRUST 17,894.0 $984K 0.17% -195.0 -1.1% $55.01 +3.8%
Page 5 of 23  ·  459 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%