DRIVE WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
459
Total value ($000)
$561,019
Net value change ($000)
+87,162 (18.4%)
New positions
109
Sold out positions
26
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,569 38.3%
MU 4,525 252.8%
NVDA 3,615 21.2%
AAPL 3,171 21.2%
AMD 2,816 191.6%
VEA 2,671 10.0%
CAT 2,133 56.0%
GOOGL 1,768 23.1%
AMZN 1,644 19.4%
IJR 1,594 20.3%
Top Reduces (Value $000, Stocks/ETFs)
IBDR -3,064 -100.0%
NUTX -2,222 -100.0%
IBDS -1,539 -100.0%
SJNK -1,142 -38.1%
JPIE -856 -38.1%
SRLN -842 -34.9%
HLN -753 -76.4%
XOM -747 -14.4%
PLTR -587 -45.9%
HON -545 -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