DRIVE WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
423
Total value ($000)
$582,574
Net value change ($000)
+21,555 (3.8%)
New positions
74
Sold out positions
110
Turnover %
15.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 11,877 43.5%
DFAI 6,674 NEW
ICSH 6,387 NEW
XOM 5,454 NEW
MSFT 5,373 47.4%
AAPL 4,446 24.5%
NVDA 3,653 17.6%
IBDR 2,962 NEW
SHV 2,820 NEW
SCHX 2,563 NEW
Top Reduces (Value $000, Stocks/ETFs)
VO -9,502 -94.7%
CDX -5,188 -65.5%
XOM -4,424 -100.0%
CAT -1,479 -24.9%
TSLA -1,258 -21.7%
BPRE -945 -100.0%
AMAT -900 -36.1%
LRCX -752 -35.3%
WMT -725 -20.1%
BRBR -715 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type