13F filer

Drive Wealth Management

As of Jun 30, 2026 Filed Jul 22, 2026 CIK 1952781 SEC filings ↗

13F Value

$561.0M

Positions

459

Top Position

VEA5.2%

Top 5

21.9%

Latest filing changes

vs Mar 31, 2026

1 BBUS JPMorgan BetaBuilders U.S. Equity ETF +20.3%+$4.6M

2 NVDA NVIDIA +5.6%+$1.1M

3 PGR Progressive +198.3%+$1.1M

4 AAPL Apple +6.3%+$1.1M

5 JPLD JPMorgan Limited Duration Bond ETF +13.7%+$965K

Holdings459

#
1	VEA Vanguard Developed Markets Index Fund — ETF Shares	5.2%	$29.3M	-1.0%	411.3K	5.6%	ETF
2	BBUS JPMorgan BetaBuilders U.S. Equity ETF	4.9%	$27.3M	+20.3%	202.7K	4.2%	ETF
3	IVV iShares Core S&P 500 ETF	4.9%	$27.2M	-9.1%	36.4K	5.5%	ETF
4	NVDA NVIDIA	3.7%	$20.7M	+5.6%	103.4K	3.6%	Common Stock
5	AAPL Apple	3.2%	$18.1M	+6.3%	62.7K	3.2%	Common Stock
6	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	2.7%	$14.9M	-1.1%	249.6K	2.9%	ETF
7	MSFT Microsoft	2.0%	$11.3M	+1.9%	30.4K	2.3%	Common Stock
8	AMZN Amazon	1.8%	$10.1M	+4.3%	42.5K	1.8%	Common Stock
9	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	1.8%	$10.0M	-14.3%	124.6K	2.2%	ETF
10	IJR iShares Core S&P Small-Cap ETF	1.7%	$9.5M	+0.8%	63.7K	1.7%	ETF
11	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 26,321 reported quantity $9,406,502 reported value	1.7%	$9.4M	-0.9%	26.3K	1.6%	Common Stock
12	CLOA Blackrock ETF Trust II — iShares Aaa CLO	1.7%	$9.4M	+0.8%	180.9K	2.0%	ETF
13	JPLD JPMorgan Limited Duration Bond ETF	1.4%	$8.0M	+13.7%	153.5K	1.5%	ETF
14	CDX Simplify High Yield ETF	1.4%	$7.9M	-5.4%	374.9K	1.8%	ETF
15	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 14,528 reported quantity $7,269,519 reported value	1.3%	$7.3M	+7.0%	14.5K	1.4%	Common Stock
16	AVGO Broadcom	1.2%	$6.5M	+7.0%	17.3K	1.1%	Common Stock
17	EVTR Eaton Vance Total Return Bond ETF	1.1%	$6.4M	+12.0%	124.8K	1.2%	ETF
18	MU Micron Technology	1.1%	$6.3M	+3.3%	5.5K	0.4%	Common Stock
19	GOOG Alphabet Class C	1.1%	$6.3M	+4.9%	17.7K	1.0%	Common Stock
20	CGMS Capital Group U.S. Multi-Sector Income ETF — Share Class	1.1%	$6.0M	+12.3%	218.9K	1.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing25

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.