DRIVE WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Lehi, UT
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
358
Total value ($000)
$471,723
Net value change ($000)
+15,403 (3.4%)
New positions
47
Sold out positions
35
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/30/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CLOA 8,233 NEW
JPLD 5,958 NEW
CGMS 4,435 NEW
BBUS 4,083 27.4%
NVDA 3,911 28.6%
SJNK 3,113 NEW
CDX 3,077 NEW
TFLO 2,960 NEW
USHY 2,872 NEW
JPIE 2,321 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHV -7,564 -94.9%
GSY -7,516 -94.8%
REM -3,039 -100.0%
HYG -2,579 -73.6%
SRLN -2,528 -26.0%
ACN -2,345 -100.0%
MORT -2,264 -62.2%
PDI -2,121 -81.3%
ACP -1,890 -72.4%
BGX -1,662 -75.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type