DRIVE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Lehi, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 473,857
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 376 | 473,857 | 13F-HR | DRIVE WEALTH MANAGEMENT, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 256.2 K | 54.5% | 0 | 142 K | -142 K |
| ETFs | 204.2 K | 43.4% | 106.2 K | 0 | 106.2 K |
| Debt | 9.919 K | 2.1% | 0 | 1.994 K | -1.994 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
473,857
Holdings
376
QoQ value change ($000)
-38,518
(-7.5%)
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.