Drive Wealth Management
Drive Wealth Management reported 459 stocks worth $561M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are VEA (5.2%), BBUS (4.9%) and IVV (4.8%). Compared with Q1 2026, the fund opened new positions in RLI, added to BBUS, NVDA and AAPL, trimmed VEA, IVV and VWO and sold out of IBDR, NUTX and IBDS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $29.3M | 5.2% | 411K | −4,345 (−1%) | 8 of 8 | |
| 2 |  BBUS Jpmorgan Betabuilders U.s. Equity ETF | $27.3M | 4.9% | 203K | +34K (+20%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $27.2M | 4.8% | 36K | −3,634 (−9%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $20.7M | 3.7% | 103K | +5,499 (+6%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $18.1M | 3.2% | 63K | +3,712 (+6%) | 8 of 8 | |
| 6 |  VWO Vanguard Intl Equity Index F | $14.9M | 2.7% | 250K | −2,864 (−1%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $11.3M | 2.0% | 30K | +563 (+2%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $10.1M | 1.8% | 42K | +1,762 (+4%) | 8 of 8 | |
| 9 |  VO Vanguard Index Fds | $10M | 1.8% | 125K | +88K (+243%) | 8 of 8 | |
| 10 |  IJR Ishares TR | $9.5M | 1.7% | 64K | +515 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBDR Ishares TR | $3.1M | 126K |
 NUTX Nutex Health Inc | $2.2M | 23K |
 IBDS Ishares TR | $1.5M | 63K |
HONEYWELL INTL INC | $545K | 2,413 |
 REGN Regeneron Pharmaceutical | $325K | 420 |
🔒 Free account: see all 26.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Drive Wealth Management 13F FAQ
What does Drive Wealth Management own?
Drive Wealth Management reported 459 stocks worth $561M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are VEA (5.2%), BBUS (4.9%) and IVV (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Drive Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 109 new positions, 204 added to, 125 trimmed and 26 sold out. New positions include RLI. It sold all of IBDR, NUTX and IBDS.
When will Drive Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Drive Wealth Management's portfolio worth?
The Q2 2026 filing reports $561M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.