Drive Wealth Management, LLC reported 380 positions worth $319.46M for the quarter ended Jun 30, 2026, up 29.2% on the prior quarter. It opened 102 new positions, added to 181, trimmed 90 and exited 22. Its largest holding is Nvidia Corp at 6.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +5,499 | +5.6% | $1.10M | 6.48% |
| PGR Progressive Corp | +4,970 | +198.3% | $1.09M | 0.511% |
| AAPL Apple Inc. | +3,712 | +6.3% | $1.07M | 5.68% |
| RLI Rli Corp | +17.4K | – | $1.03M | 0.322% |
| WAY Waystar Holding Corp. | +41.5K | – | $852.13K | 0.267% |
| EFOR Everforth Inc | +46.7K | – | $835.01K | 0.261% |
| PM Philip Morris International Inc. | +4,198 | +61.3% | $765.59K | 0.631% |
| BAX Baxter International Inc | +35.8K | – | $762.53K | 0.239% |
| BRBR Bellring Brands, Inc. | +55.2K | – | $714.78K | 0.224% |
| BOW Bowhead Specialty Holdings Inc. | +22.5K | – | $673.72K | 0.211% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NUTX Nutex Health Inc. | -23.4K | -100.0% | $2.22M | Exited |
| HLN Haleon plc | -73.5K | -74.7% | $686.14K | 0.073% |
| ABT Abbott Laboratories | -4,031 | -31.2% | $365.78K | 0.252% |
| IBM International Business Machines Corp | -1,190 | -49.9% | $334.52K | 0.105% |
| PLTR Palantir Technologies Inc. | -2,809 | -32.1% | $327.73K | 0.217% |
| REGN Regeneron Pharmaceuticals, Inc. | -420 | -100.0% | $324.62K | Exited |
| HD Home Depot, Inc. | -831 | -30.2% | $293.10K | 0.212% |
| ICE Intercontinental Exchange, Inc. | -1,829 | -100.0% | $287.66K | Exited |
| SCHW Schwab Charles Corp | -2,983 | -100.0% | $280.35K | Exited |
| CRM Salesforce, Inc. | -1,714 | -36.7% | $269.44K | 0.145% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| RLI Rli Corp | +17.4K | $1.03M | 0.322% |
| WAY Waystar Holding Corp. | +41.5K | $852.13K | 0.267% |
| EFOR Everforth Inc | +46.7K | $835.01K | 0.261% |
| BAX Baxter International Inc | +35.8K | $762.53K | 0.239% |
| BRBR Bellring Brands, Inc. | +55.2K | $714.78K | 0.224% |
| BOW Bowhead Specialty Holdings Inc. | +22.5K | $673.72K | 0.211% |
| VRRM VERRA MOBILITY Corp | +156.6K | $665.72K | 0.208% |
| SMPL Simply Good Foods Co | +48.7K | $647.15K | 0.203% |
| OPCH Option Care Health, Inc. | +27.8K | $582.35K | 0.182% |
| KMB Kimberly Clark Corp | +5,053 | $561.11K | 0.176% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NUTX Nutex Health Inc. | -23.4K | $2.22M | 0.898% |
| REGN Regeneron Pharmaceuticals, Inc. | -420 | $324.62K | 0.131% |
| ICE Intercontinental Exchange, Inc. | -1,829 | $287.66K | 0.116% |
| SCHW Schwab Charles Corp | -2,983 | $280.35K | 0.113% |
| CEG Constellation Energy Corp | -878 | $245.10K | 0.099% |
| SLVM Sylvamo Corp | -5,629 | $237.75K | 0.096% |
| AEM Agnico Eagle Mines Ltd | -1,114 | $226.12K | 0.091% |
| RBLX Roblox Corp | -3,948 | $223.30K | 0.09% |
| BMRN Biomarin Pharmaceutical Inc | -3,929 | $221.95K | 0.09% |
| FISV Fiserv Inc | -3,964 | $221.19K | 0.089% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 103.4K | $20.70M | 6.48% | +5,499 | +5.6% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 62.7K | $18.13M | 5.68% | +3,712 | +6.3% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 30.4K | $11.33M | 3.55% | +563 | +1.9% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 42.5K | $10.12M | 3.17% | +1,762 | +4.3% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 26.3K | $9.41M | 2.94% | -244 | -0.9% | Reduced | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 14.5K | $7.27M | 2.28% | +948 | +7.0% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 17.3K | $6.55M | 2.05% | +1,133 | +7.0% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 5,471 | $6.31M | 1.98% | +175 | +3.3% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 17.7K | $6.26M | 1.96% | +826 | +4.9% | Added | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 5,579 | $5.94M | 1.86% | +204 | +3.8% | Added | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 13.8K | $5.79M | 1.81% | +1,012 | +7.9% | Added | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 9,869 | $5.56M | 1.74% | -188 | -1.9% | Reduced | 0% |
| 13 | XOM ExxonMobil Holdings Corp | Energy | 32.4K | $4.42M | 1.38% | +1,881 | +6.2% | Added | 0% |
| 14 | AMD Advanced Micro Devices Inc | Technology | 7,379 | $4.29M | 1.34% | +155 | +2.1% | Added | 0% |
| 15 | LLY ELI LILLY & Co | Healthcare | 3,080 | $3.69M | 1.16% | +128 | +4.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Drive Wealth Management.
As of its Q2 2026 13F filing, Drive Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 6.5%, Apple Inc. (AAPL) at 5.7%, Microsoft Corp (MSFT) at 3.5%, Amazon Com Inc (AMZN) at 3.2%, Alphabet Inc. (GOOGL) at 2.9% of the reported portfolio.
Drive Wealth Management, LLC reported a 13F portfolio worth $319.46M across 380 positions for Q2 2026. That is up 29.2% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($1.10M), Progressive Corp ($1.09M), Apple Inc. ($1.07M). It opened 102 new positions.
Its largest sales by value were Nutex Health Inc. ($2.22M), Haleon plc ($686.14K), Abbott Laboratories ($365.78K). It exited 22 positions entirely.
From the Form 13F-HR reports Drive Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.