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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 9 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BA BOEING CO Industrials 2,662.0 $576K 0.10% +977.0 +58.0% $216.47 -0.6%
162 MCK MCKESSON CORP Healthcare 746.0 $565K 0.10% -10.0 -1.3% $756.79 +10.8%
163 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,053.0 $561K 0.10% NEW $111.04 -2.1%
164 NEE NEXTERA ENERGY INC Utilities 6,393.0 $561K 0.10% +663.0 +11.6% $87.77 -3.1%
165 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 23,514.0 $561K 0.10% -903.0 -3.7% $23.85 +2.9%
166 GILD GILEAD SCIENCES INC Healthcare 4,429.0 $560K 0.10% +68.0 +1.6% $126.35 +13.5%
167 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,140.0 $560K 0.10% +3K +1625.3% $178.21 +17.8%
168 TOL TOLL BROTHERS INC Consumer Cyclical 3,388.0 $558K 0.10% -760.0 -18.3% $164.74 -11.9%
169 APP APPLOVIN CORP Technology 1,082.0 $558K 0.10% -23K -95.4% $515.37 -40.1%
170 COP CONOCOPHILLIPS Energy 5,354.0 $557K 0.10% -555.0 -9.4% $103.97 +29.7%
171 AMGN AMGEN INC Healthcare 1,537.0 $556K 0.10% +132.0 +9.4% $361.92 +19.8%
172 TECHNIPFMC PLC 8,386.0 $556K 0.10% +3K +43.6% $66.30
173 SHEL SHELL PLC Energy 7,161.0 $555K 0.10% +73.0 +1.0% $77.55 +20.8%
174 LMT LOCKHEED MARTIN CORP Industrials 1,082.0 $551K 0.10% +238.0 +28.2% $509.39 +12.2%
175 CNC CENTENE CORP DEL Healthcare 8,569.0 $550K 0.10% +481.0 +6.0% $64.19 -0.1%
176 FORTINET INC 3,572.0 $549K 0.10% +346.0 +10.7% $153.60
177 NOC NORTHROP GRUMMAN CORP Industrials 1,076.0 $548K 0.10% -131.0 -10.8% $509.20 +10.7%
178 DFEV DIMENSIONAL ETF TRUST 12,814.0 $547K 0.10% +962.0 +8.1% $42.67 -2.0%
179 INTA INTAPP INC Technology 21,256.0 $536K 0.10% NEW $25.21 +59.3%
180 PH PARKER-HANNIFIN CORP Industrials 543.0 $531K 0.10% -72.0 -11.7% $978.21 +2.2%
Page 9 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%