DRIVE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Lehi, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 512,375
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 380 | 512,375 | 13F-HR | DRIVE WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/31/2025 | 358 | 471,723 | 13F-HR | DRIVE WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/30/2025 | 346 | 456,320 | 13F-HR | DRIVE WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 398.2 K | 78.4% | 48.29 K | 0 | 48.29 K |
| ETFs | 98.01 K | 19.3% | 1.443 K | 0 | 1.443 K |
| Debt | 11.91 K | 2.3% | 0 | 7.547 K | -7.547 K |
| Other | 0 | 0.0% | 0 | 2.872 K | -2.872 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
512,375
Holdings
380
QoQ value change ($000)
40,652
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.