AI Portfolio Summary
In 2026 Q1, DRIVE WEALTH MANAGEMENT, LLC maintained a portfolio of 418 distinct positions. They heavily accumulated shares in VANGUARD TAX-MANAGED, increasing their position by 2.2%. The fund also reduced its exposure to ISHARES TR by 18.3%.
Total Positions
418
Quarter
2026 Q1
Top Holding
VEA (5.6%)
Top 10 Concentration
33.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 418
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 5.62% | 4.96% |
#1
1
Prev: #2
|
4.7 | 9,108 | 2.2% |
P
S
|
415,652 | $26,635,005 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IVV
ISHARES TR
|
ETF | 5.51% | 5.47% |
#2
1
Prev: #1
|
4.2 | -890 | -2.2% |
P
S
|
39,993 | $26,123,666 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BBUS
J P MORGAN EXCH...
|
ETF | 4.17% | 3.52% |
#3
Prev: #3
|
4.7 | 22,103 | 15.1% |
P
S
|
168,496 | $19,744,326 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.60% | 3.47% |
#4
Prev: #4
|
2.4 | 2,723 | 2.9% |
P
S
|
97,940 | $17,081,687 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AAPL
APPLE INC
|
Technology | 3.16% | 3.14% |
#5
Prev: #5
|
2.3 | -201 | -0.3% |
P
S
|
58,947 | $14,960,240 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.88% | 2.60% |
#6
2
Prev: #8
|
1.7 | 4,651 | 1.9% |
P
S
|
252,431 | $13,643,898 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.33% | 2.71% |
#7
Prev: #7
|
1.4 | 1,131 | 3.9% |
P
S
|
29,817 | $11,037,685 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.20% | 1.99% |
#8
2
Prev: #10
|
1.4 | 1,274 | 3.6% |
P
S
|
36,324 | $10,431,617 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CLOA
BLACKROCK ETF T...
|
ETF | 1.96% | 2.21% |
#9
Prev: #9
|
1.3 | -38,954 | -17.8% |
P
S
|
179,552 | $9,307,082 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.79% | 1.81% |
#10
1
Prev: #11
|
1.2 | 497 | 1.2% |
P
S
|
40,701 | $8,476,703 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CDX
SIMPLIFY EXCHAN...
|
ETF | 1.79% | 1.62% |
#11
3
Prev: #14
|
2.7 | 24,259 | 6.5% |
P
S
|
396,511 | $8,461,532 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IJR
ISHARES TR
|
ETF | 1.66% | 1.37% |
#12
3
Prev: #15
|
2.7 | 4,595 | 7.8% |
P
S
|
63,207 | $7,857,278 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.61% | 1.63% |
#13
Prev: #13
|
1.1 | -172 | -0.6% |
P
S
|
26,565 | $7,638,807 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JPLD
J P MORGAN EXCH...
|
Unknown | 1.49% | 1.68% |
#14
2
Prev: #12
|
1.1 | -28,649 | -17.5% |
P
S
|
134,983 | $7,044,765 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.37% | 1.17% |
#15
3
Prev: #18
|
2.5 | 1,641 | 13.7% |
P
S
|
13,580 | $6,507,275 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.21% | 1.24% |
#16
1
Prev: #17
|
1.0 | 465 | 4.8% |
P
S
|
10,057 | $5,753,864 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
EVTR
MORGAN STANLEY ...
|
ETF | 1.20% | 0.86% |
#17
6
Prev: #23
|
3.0 | 26,045 | 30.5% |
P
S
|
111,395 | $5,676,216 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CGMS
CAPITAL GRP FIX...
|
ETF | 1.12% | 1.26% |
#18
2
Prev: #16
|
0.9 | -38,016 | -16.3% |
P
S
|
194,938 | $5,308,160 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.09% | 0.75% |
#19
9
Prev: #28
|
0.9 | -1,327 | -4.2% |
P
S
|
30,478 | $5,170,977 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
EFV
ISHARES TR
|
ETF | 1.08% | 1.14% |
#20
1
Prev: #21
|
0.9 | -13,011 | -15.9% |
P
S
|
69,033 | $5,132,607 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.06% | 1.15% |
#21
1
Prev: #20
|
0.9 | -798 | -4.7% |
P
S
|
16,202 | $5,014,684 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.02% | 1.17% |
#22
3
Prev: #19
|
0.9 | -2,158 | -11.3% |
P
S
|
16,889 | $4,844,782 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.00% | 1.14% |
#23
1
Prev: #22
|
0.9 | -268 | -2.1% |
P
S
|
12,753 | $4,740,809 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 0.90% | 0.74% |
#24
5
Prev: #29
|
2.4 | 11,211 | 12.7% |
P
S
|
99,346 | $4,284,793 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GSID
GOLDMAN SACHS E...
|
Bond/Debt | 0.82% | 0.66% |
#25
9
Prev: #34
|
2.3 | 6,346 | 13.0% |
P
S
|
55,335 | $3,867,377 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.80% | 0.66% |
#26
7
Prev: #33
|
0.8 | -557 | -9.4% |
P
S
|
5,375 | $3,808,221 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.80% | 0.77% |
#27
2
Prev: #25
|
0.8 | 145 | 1.2% |
P
S
|
11,869 | $3,807,496 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.77% | 0.67% |
#28
4
Prev: #32
|
0.8 | -1,433 | -4.7% |
P
S
|
29,169 | $3,632,409 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TFLO
ISHARES TR
|
ETF | 0.74% | 0.84% |
#29
5
Prev: #24
|
0.8 | -15,555 | -18.3% |
P
S
|
69,659 | $3,526,798 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.67% | 0.53% |
#30
11
Prev: #41
|
2.3 | 8,324 | 12.6% |
P
S
|
74,388 | $3,151,802 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBDR
ISHARES TR
|
Bond/Debt | 0.65% | 0.70% |
#31
Prev: #31
|
0.8 | -21,510 | -14.5% |
P
S
|
126,419 | $3,064,388 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 0.63% | 0.71% |
#32
2
Prev: #30
|
0.8 | -24,565 | -17.0% |
P
S
|
119,857 | $2,994,028 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.59% | 0.62% |
#33
2
Prev: #35
|
0.7 | -371 | -3.8% |
P
S
|
9,448 | $2,779,080 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.57% | 0.58% |
#34
3
Prev: #37
|
2.2 | 188 | 6.8% |
P
S
|
2,952 | $2,715,308 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PXF
INVESCO EXCH TR...
|
Unknown | 0.54% | 0.42% |
#35
9
Prev: #44
|
2.2 | 3,572 | 10.9% |
P
S
|
36,335 | $2,539,851 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SRLN
SSGA ACTIVE ETF...
|
ETF | 0.51% | 0.59% |
#36
Prev: #36
|
0.7 | -13,042 | -17.8% |
P
S
|
60,062 | $2,410,899 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BALI
BLACKROCK ETF T...
|
ETF | 0.51% | 0.40% |
#37
10
Prev: #47
|
2.7 | 13,270 | 20.6% |
P
S
|
77,731 | $2,394,896 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.50% | 0.40% |
#38
10
Prev: #48
|
2.2 | 8,467 | 13.1% |
P
S
|
73,194 | $2,358,301 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.50% | 0.41% |
#39
6
Prev: #45
|
2.2 | 6,695 | 18.8% |
P
S
|
42,396 | $2,353,809 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
V
VISA INC
|
Financial Services | 0.49% | 0.56% |
#40
2
Prev: #38
|
0.7 | -547 | -6.7% |
P
S
|
7,672 | $2,318,628 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.48% | 0.56% |
#41
2
Prev: #39
|
0.7 | -755 | -16.5% |
P
S
|
3,834 | $2,291,018 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.48% | 0.35% |
#42
14
Prev: #56
|
2.2 | 221 | 10.7% |
P
S
|
2,277 | $2,268,754 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 0.47% | 0.54% |
#43
3
Prev: #40
|
0.7 | -10,361 | -17.5% |
P
S
|
48,742 | $2,245,531 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PXH
INVESCO EXCH TR...
|
Unknown | 0.47% | 0.38% |
#44
8
Prev: #52
|
2.2 | 8,048 | 10.8% |
P
S
|
82,658 | $2,224,324 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NUTX
NUTEX HEALTH IN...
|
Healthcare | 0.47% | 0.75% |
#45
18
Prev: #27
|
0.7 | 13 | 0.1% |
P
S
|
23,377 | $2,221,750 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XSOE
WISDOMTREE TR
|
ETF | 0.47% | 0.38% |
#46
5
Prev: #51
|
2.2 | 5,530 | 11.2% |
P
S
|
55,118 | $2,210,220 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.42% | 0.32% |
#47
12
Prev: #59
|
0.7 | -1,045 | -9.8% |
P
S
|
9,648 | $1,996,122 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.42% | 0.36% |
#48
6
Prev: #54
|
2.2 | 1,717 | 6.5% |
P
S
|
28,132 | $1,974,293 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
FNDE
SCHWAB STRATEGI...
|
Bond/Debt | 0.41% | 0.42% |
#49
6
Prev: #43
|
0.7 | -9,256 | -15.3% |
P
S
|
51,063 | $1,953,683 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.38% | 0.40% |
#50
4
Prev: #46
|
0.7 | 465 | 2.1% |
P
S
|
22,717 | $1,808,547 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 |
Showing 1-50 of 418 holdings