DRIVE WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
376
Total value ($000)
$473,857
Net value change ($000)
-38,518 (-7.5%)
New positions
38
Sold out positions
41
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BBUS 1,692 9.4%
XOM 1,344 35.1%
EVTR 1,280 29.1%
VEA 1,238 4.9%
IJR 813 11.5%
BRK-B 506 8.4%
GSIE 500 13.2%
COST 495 27.9%
GSID 471 13.9%
SNDK 432 NEW
Top Reduces (Value $000, Stocks/ETFs)
APP -15,478 -97.3%
MSTR -3,876 -100.0%
MSFT -2,835 -20.4%
PCT -2,019 -92.6%
CLOA -2,000 -17.7%
IVV -1,879 -6.7%
NUTX -1,624 -42.2%
JPLD -1,551 -18.0%
CVNA -1,218 -100.0%
GOOGL -1,132 -18.9%
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