DRIVE WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Lehi, UT
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
380
Total value ($000)
$512,375
Net value change ($000)
+40,652 (8.6%)
New positions
76
Sold out positions
54
Turnover %
12.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/31/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
APP 15,006 1671.0%
CDX 5,213 169.4%
EVTR 4,396 NEW
MSTR 3,633 1495.1%
VEA 3,139 14.1%
CLOA 3,074 37.3%
JPLD 2,638 44.3%
PCT 2,180 NEW
BALI 2,056 NEW
CGMS 1,999 45.1%
Top Reduces (Value $000, Stocks/ETFs)
GOVT -8,069 -96.3%
VCIT -5,148 -100.0%
SRLN -4,185 -58.1%
IBDQ -3,951 -100.0%
USHY -2,872 -100.0%
iSHARES TRUST -2,491 -100.0%
JGRO -1,468 -100.0%
VO -1,423 -12.3%
MORT -1,373 -100.0%
HYG -927 -100.0%
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