Drive Wealth Management

LEHI, UTfiles as DRIVE WEALTH MANAGEMENT, LLC

$561m in 459 US stocks at the end of 30 June 2026. The top 10 are 31.8% of the money. It changed about 12.2% of the portfolio this quarter.

Value

$561m

Stocks

459

Top 10 share

31.8%

Turnover

12.2%

What changed this quarter

New

Bought for the first time this quarter.

RLIRLI
0.2% of the fund
Waystar HoldingWAY
0.2% of the fund
EverforthEFOR
0.1% of the fund
Baxter InternationalBAX
0.1% of the fund
Bellring BrandsBRBR
0.1% of the fund
Bowhead Specialty HoldingsBOW
0.1% of the fund
Verra MobilityVRRM
0.1% of the fund
Simply Good FoodsSMPL
0.1% of the fund
Option Care HealthOPCH
0.1% of the fund
Kimberly-ClarkKMB
0.1% of the fund
IntappINTA
<0.1% of the fund
MaxlinearMXL
<0.1% of the fund
Pattern GroupPTRN
<0.1% of the fund
Tractor SupplyTSCO
<0.1% of the fund
Select Sector Spdr TRXLU
<0.1% of the fund
Select Sector Spdr TRXLRE
<0.1% of the fund
Molina HealthcareMOH
<0.1% of the fund
Credo Technology Group HoldingCRDO
<0.1% of the fund
RubrikRBRK
<0.1% of the fund
ARM HoldingsARM
<0.1% of the fund
Elevance HealthELV
<0.1% of the fund
CienaCIEN
<0.1% of the fund
Brown & BrownBRO
<0.1% of the fund
Hunt J B Transport ServicesJBHT
<0.1% of the fund
Eversource EnergyES
<0.1% of the fund

Added

Bought more of a stock they already held.

J P Morgan Exchange Traded FBBUS
4.9% of the fund
+20%
NvidiaNVDA
3.7% of the fund
+6%
AppleAAPL
3.2% of the fund
+6%
Amazon.comAMZN
1.8% of the fund
+4%
J P Morgan Exchange Traded FJPLD
1.4% of the fund
+14%
Berkshire HathawayBRK-B
1.3% of the fund
+7%
BroadcomAVGO
1.2% of the fund
+7%
Morgan Stanley ETF TrustEVTR
1.1% of the fund
+12%
Micron TechnologyMU
1.1% of the fund
+3%
AlphabetGOOG
1.1% of the fund
+5%
Capital GRP Fixed Incm ETF TCGMS
1.1% of the fund
+12%
CaterpillarCAT
1.1% of the fund
+4%
TeslaTSLA
1.0% of the fund
+8%
ExxonMobil HoldingsXOM
0.8% of the fund
+6%
Advanced Micro DevicesAMD
0.8% of the fund
+2%
Ishares TRTFLO
0.7% of the fund
+13%
Eli LillyLLY
0.7% of the fund
+4%
WalmartWMT
0.6% of the fund
+9%
JPMorgan ChaseJPM
0.6% of the fund
+10%
VisaV
0.5% of the fund
+10%
Vanguard Index FDSVOO
0.5% of the fund
+9%
J P Morgan Exchange Traded FJEPQ
0.5% of the fund
+6%
Blackrock ETF TrustBALI
0.5% of the fund
+4%
Applied MaterialsAMAT
0.4% of the fund
+3%
Cisco SystemsCSCO
0.4% of the fund
+3%

Cut

Sold some of their stake.

Ishares TRIVV
4.9% of the fund
-9%
Vanguard Index FDSVO
1.8% of the fund
-14%
Simplify Exchange Traded FUNCDX
1.4% of the fund
-5%
Vanguard Index FDSVTI
0.7% of the fund
-6%
Dimensional ETF TrustDFSE
0.6% of the fund
-2%
Invesco Exch Traded FD TR IIPXF
0.5% of the fund
-2%
Wisdomtree TRXSOE
0.5% of the fund
-4%
Dimensional ETF TrustDIHP
0.4% of the fund
-3%
Spdr Series TrustSJNK
0.3% of the fund
-38%
Wells Fargo & CompanyWFC
0.3% of the fund
-3%
Ssga Active ETF TRSRLN
0.3% of the fund
-35%
SandiskSNDK
0.2% of the fund
-10%
J P Morgan Exchange Traded FJPIE
0.2% of the fund
-38%
Marvell TechnologyMRVL
0.2% of the fund
-2%
General ElectricGE
0.2% of the fund
-16%
Johnson & JohnsonJNJ
0.2% of the fund
-8%
Wisdomtree TRIHDG
0.2% of the fund
-13%
Wisdomtree TRNTSE
0.2% of the fund
-3%
McDonald'sMCD
0.2% of the fund
-17%
J P Morgan Exchange Traded FJQUA
0.2% of the fund
-6%
NetflixNFLX
0.2% of the fund
-11%
Bluerock Private Real Estate FundBPRE
0.2% of the fund
-7%
Wisdomtree TRDNL
0.2% of the fund
-3%
Invesco Exchange Traded FD TPID
0.2% of the fund
-2%
Procter & GamblePG
0.2% of the fund
-11%

Sold out

Sold their entire stake.

Holdings

Vanguard Tax-Managed FDSVEA
Share
5.2%
Value
$29m
Shares
411,307
Held
J P Morgan Exchange Traded FBBUS
Share
4.9%
Value
$27m
Shares
202,739
+20%
Ishares TRIVV
Share
4.9%
Value
$27m
Shares
36,359
-9%
NvidiaNVDA
Share
3.7%
Value
$21m
Shares
103,439
+6%
AppleAAPL
Share
3.2%
Value
$18m
Shares
62,659
+6%
Vanguard Intl Equity Index FVWO
Share
2.7%
Value
$15m
Shares
249,567
Held
MicrosoftMSFT
Share
2.0%
Value
$11m
Shares
30,380
Held
Amazon.comAMZN
Share
1.8%
Value
$10m
Shares
42,463
+4%
Vanguard Index FDSVO
Share
1.8%
Value
$10m
Shares
124,587
-14%
Ishares TRIJR
Share
1.7%
Value
$9m
Shares
63,722
Held
AlphabetGOOGL
Share
1.7%
Value
$9m
Shares
26,321
Held
Blackrock ETF Trust IICLOA
Share
1.7%
Value
$9m
Shares
180,919
Held
J P Morgan Exchange Traded FJPLD
Share
1.4%
Value
$8m
Shares
153,466
+14%
Simplify Exchange Traded FUNCDX
Share
1.4%
Value
$8m
Shares
374,924
-5%
Berkshire HathawayBRK-B
Share
1.3%
Value
$7m
Shares
14,528
+7%
BroadcomAVGO
Share
1.2%
Value
$7m
Shares
17,335
+7%
Morgan Stanley ETF TrustEVTR
Share
1.1%
Value
$6m
Shares
124,763
+12%
Micron TechnologyMU
Share
1.1%
Value
$6m
Shares
5,471
+3%
AlphabetGOOG
Share
1.1%
Value
$6m
Shares
17,715
+5%
Capital GRP Fixed Incm ETF TCGMS
Share
1.1%
Value
$6m
Shares
218,950
+12%
CaterpillarCAT
Share
1.1%
Value
$6m
Shares
5,579
+4%
TeslaTSLA
Share
1.0%
Value
$6m
Shares
13,765
+8%
Meta PlatformsMETA
Share
1.0%
Value
$6m
Shares
9,869
Held
Ishares TREFV
Share
0.9%
Value
$5m
Shares
69,271
Held
Goldman Sachs ETF TRGSIE
Share
0.8%
Value
$4m
Shares
98,265
Held
ExxonMobil HoldingsXOM
Share
0.8%
Value
$4m
Shares
32,359
+6%
Advanced Micro DevicesAMD
Share
0.8%
Value
$4m
Shares
7,379
+2%
Goldman Sachs ETF TRGSID
Share
0.7%
Value
$4m
Shares
54,769
Held
Vanguard Index FDSVTI
Share
0.7%
Value
$4m
Shares
11,111
-6%
Ishares TRTFLO
Share
0.7%
Value
$4m
Shares
78,911
+13%
Eli LillyLLY
Share
0.7%
Value
$4m
Shares
3,080
+4%
WalmartWMT
Share
0.6%
Value
$4m
Shares
31,910
+9%
Dimensional ETF TrustDFSE
Share
0.6%
Value
$4m
Shares
72,657
-2%
JPMorgan ChaseJPM
Share
0.6%
Value
$3m
Shares
10,377
+10%
VisaV
Share
0.5%
Value
$3m
Shares
8,429
+10%
Vanguard Index FDSVOO
Share
0.5%
Value
$3m
Shares
4,196
+9%
J P Morgan Exchange Traded FJEPQ
Share
0.5%
Value
$3m
Shares
44,805
+6%
Blackrock ETF TrustBALI
Share
0.5%
Value
$3m
Shares
80,714
+4%
Invesco Exch Traded FD TR IIPXF
Share
0.5%
Value
$3m
Shares
35,536
-2%
Wisdomtree TRXSOE
Share
0.5%
Value
$3m
Shares
53,032
-4%
Applied MaterialsAMAT
Share
0.4%
Value
$2m
Shares
3,452
+3%
Dimensional ETF TrustDIHP
Share
0.4%
Value
$2m
Shares
71,333
-3%
CrowdStrike HoldingsCRWD
Share
0.4%
Value
$2m
Shares
2,997
Held
Invesco Exch Traded FD TR IIPXH
Share
0.4%
Value
$2m
Shares
81,575
Held
Cisco SystemsCSCO
Share
0.4%
Value
$2m
Shares
18,626
+3%
Costco WholesaleCOST
Share
0.4%
Value
$2m
Shares
2,334
+3%
Ishares TRDGRO
Share
0.4%
Value
$2m
Shares
28,174
Held
Lam ResearchLRCX
Share
0.4%
Value
$2m
Shares
4,908
+6%
Taiwan Semiconductor ManufacturingTSM
Share
0.4%
Value
$2m
Shares
4,328
Held
IntelINTC
Share
0.4%
Value
$2m
Shares
14,593
+5%
Philip Morris InternationalPM
Share
0.4%
Value
$2m
Shares
11,050
+61%
Schwab Strategic TRFNDE
Share
0.4%
Value
$2m
Shares
50,762
Held
Pacer FDS TRCALF
Share
0.3%
Value
$2m
Shares
36,627
Held
Spdr Series TrustSJNK
Share
0.3%
Value
$2m
Shares
73,986
-38%
Wells Fargo & CompanyWFC
Share
0.3%
Value
$2m
Shares
22,128
-3%
KLAKLAC
Share
0.3%
Value
$2m
Shares
5,977
Held
DeereDE
Share
0.3%
Value
$2m
Shares
2,822
Held
ChevronCVX
Share
0.3%
Value
$2m
Shares
10,357
+7%
AbbVieABBV
Share
0.3%
Value
$2m
Shares
6,804
Held
BlackRockBLK
Share
0.3%
Value
$2m
Shares
1,718
+3%
ProgressivePGR
Share
0.3%
Value
$2m
Shares
7,476
+198%
Coca-ColaKO
Share
0.3%
Value
$2m
Shares
19,295
+3%
Ssga Active ETF TRSRLN
Share
0.3%
Value
$2m
Shares
38,950
-35%
Union PacificUNP
Share
0.3%
Value
$2m
Shares
5,588
+4%
MastercardMA
Share
0.3%
Value
$1m
Shares
2,806
+10%
MerckMRK
Share
0.3%
Value
$1m
Shares
10,904
+21%
Dimensional ETF TrustDFIV
Share
0.2%
Value
$1m
Shares
25,857
Held
SandiskSNDK
Share
0.2%
Value
$1m
Shares
613
-10%
J P Morgan Exchange Traded FJPIE
Share
0.2%
Value
$1m
Shares
30,183
-38%
NewmontNEM
Share
0.2%
Value
$1m
Shares
14,842
+8%
Ishares TRIBTG
Share
0.2%
Value
$1m
Shares
60,164
Held
GE VernovaGEV
Share
0.2%
Value
$1m
Shares
1,151
+17%
Ishares TRIBDV
Share
0.2%
Value
$1m
Shares
60,425
Held
Ishares TRIBDW
Share
0.2%
Value
$1m
Shares
63,169
Held
AmphenolAPH
Share
0.2%
Value
$1m
Shares
7,185
Held
Ishares TRIBDU
Share
0.2%
Value
$1m
Shares
54,549
Held
Marvell TechnologyMRVL
Share
0.2%
Value
$1m
Shares
4,192
-2%
Ishares TRIBDT
Share
0.2%
Value
$1m
Shares
49,213
Held
General ElectricGE
Share
0.2%
Value
$1m
Shares
3,269
-16%
Spdr Series TrustSPYG
Share
0.2%
Value
$1m
Shares
10,256
+9%
Johnson & JohnsonJNJ
Share
0.2%
Value
$1m
Shares
4,782
-8%
Wisdomtree TRIHDG
Share
0.2%
Value
$1m
Shares
23,136
-13%
Western DigitalWDC
Share
0.2%
Value
$1m
Shares
1,874
+10%
Arista NetworksANET
Share
0.2%
Value
$1m
Shares
7,045
Held
Bank of AmericaBAC
Share
0.2%
Value
$1m
Shares
20,503
+7%
Ishares Gold TRIAU
Share
0.2%
Value
$1m
Shares
15,199
+4%
OracleORCL
Share
0.2%
Value
$1m
Shares
7,663
+4%
TextronTXT
Share
0.2%
Value
$1m
Shares
12,157
+6%
Keysight TechnologiesKEYS
Share
0.2%
Value
$1m
Shares
3,124
Held
Wisdomtree TRNTSE
Share
0.2%
Value
$1m
Shares
22,493
-3%
McDonald'sMCD
Share
0.2%
Value
$1m
Shares
4,028
-17%
Comfort Systems USAFIX
Share
0.2%
Value
$1m
Shares
546
+53%
ChubbCB
Share
0.2%
Value
$1m
Shares
3,148
+30%
First TR Exchange Trad FD VIFTGC
Share
0.2%
Value
$1m
Shares
39,192
+3%
RTXRTX
Share
0.2%
Value
$1m
Shares
5,535
Held
KenvueKVUE
Share
0.2%
Value
$1m
Shares
54,898
+3%
RLIRLI
Share
0.2%
Value
$1m
Shares
17,407
New
J P Morgan Exchange Traded FJQUA
Share
0.2%
Value
$1m
Shares
14,002
-6%
Goldman Sachs GroupGS
Share
0.2%
Value
$1m
Shares
999
+8%
Dimensional ETF TrustDFUV
Share
0.2%
Value
$984,332
Shares
17,894
Held

Company	Share of fund	Value	Shares	Change
Vanguard Tax-Managed FDSVEA	5.2%	$29m	411,307	Held
J P Morgan Exchange Traded FBBUS	4.9%	$27m	202,739	+20%
Ishares TRIVV	4.9%	$27m	36,359	-9%
NvidiaNVDA	3.7%	$21m	103,439	+6%
AppleAAPL	3.2%	$18m	62,659	+6%
Vanguard Intl Equity Index FVWO	2.7%	$15m	249,567	Held
MicrosoftMSFT	2.0%	$11m	30,380	Held
Amazon.comAMZN	1.8%	$10m	42,463	+4%
Vanguard Index FDSVO	1.8%	$10m	124,587	-14%
Ishares TRIJR	1.7%	$9m	63,722	Held
AlphabetGOOGL	1.7%	$9m	26,321	Held
Blackrock ETF Trust IICLOA	1.7%	$9m	180,919	Held
J P Morgan Exchange Traded FJPLD	1.4%	$8m	153,466	+14%
Simplify Exchange Traded FUNCDX	1.4%	$8m	374,924	-5%
Berkshire HathawayBRK-B	1.3%	$7m	14,528	+7%
BroadcomAVGO	1.2%	$7m	17,335	+7%
Morgan Stanley ETF TrustEVTR	1.1%	$6m	124,763	+12%
Micron TechnologyMU	1.1%	$6m	5,471	+3%
AlphabetGOOG	1.1%	$6m	17,715	+5%
Capital GRP Fixed Incm ETF TCGMS	1.1%	$6m	218,950	+12%
CaterpillarCAT	1.1%	$6m	5,579	+4%
TeslaTSLA	1.0%	$6m	13,765	+8%
Meta PlatformsMETA	1.0%	$6m	9,869	Held
Ishares TREFV	0.9%	$5m	69,271	Held
Goldman Sachs ETF TRGSIE	0.8%	$4m	98,265	Held
ExxonMobil HoldingsXOM	0.8%	$4m	32,359	+6%
Advanced Micro DevicesAMD	0.8%	$4m	7,379	+2%
Goldman Sachs ETF TRGSID	0.7%	$4m	54,769	Held
Vanguard Index FDSVTI	0.7%	$4m	11,111	-6%
Ishares TRTFLO	0.7%	$4m	78,911	+13%
Eli LillyLLY	0.7%	$4m	3,080	+4%
WalmartWMT	0.6%	$4m	31,910	+9%
Dimensional ETF TrustDFSE	0.6%	$4m	72,657	-2%
JPMorgan ChaseJPM	0.6%	$3m	10,377	+10%
VisaV	0.5%	$3m	8,429	+10%
Vanguard Index FDSVOO	0.5%	$3m	4,196	+9%
J P Morgan Exchange Traded FJEPQ	0.5%	$3m	44,805	+6%
Blackrock ETF TrustBALI	0.5%	$3m	80,714	+4%
Invesco Exch Traded FD TR IIPXF	0.5%	$3m	35,536	-2%
Wisdomtree TRXSOE	0.5%	$3m	53,032	-4%
Applied MaterialsAMAT	0.4%	$2m	3,452	+3%
Dimensional ETF TrustDIHP	0.4%	$2m	71,333	-3%
CrowdStrike HoldingsCRWD	0.4%	$2m	2,997	Held
Invesco Exch Traded FD TR IIPXH	0.4%	$2m	81,575	Held
Cisco SystemsCSCO	0.4%	$2m	18,626	+3%
Costco WholesaleCOST	0.4%	$2m	2,334	+3%
Ishares TRDGRO	0.4%	$2m	28,174	Held
Lam ResearchLRCX	0.4%	$2m	4,908	+6%
Taiwan Semiconductor ManufacturingTSM	0.4%	$2m	4,328	Held
IntelINTC	0.4%	$2m	14,593	+5%
Philip Morris InternationalPM	0.4%	$2m	11,050	+61%
Schwab Strategic TRFNDE	0.4%	$2m	50,762	Held
Pacer FDS TRCALF	0.3%	$2m	36,627	Held
Spdr Series TrustSJNK	0.3%	$2m	73,986	-38%
Wells Fargo & CompanyWFC	0.3%	$2m	22,128	-3%
KLAKLAC	0.3%	$2m	5,977	Held
DeereDE	0.3%	$2m	2,822	Held
ChevronCVX	0.3%	$2m	10,357	+7%
AbbVieABBV	0.3%	$2m	6,804	Held
BlackRockBLK	0.3%	$2m	1,718	+3%
ProgressivePGR	0.3%	$2m	7,476	+198%
Coca-ColaKO	0.3%	$2m	19,295	+3%
Ssga Active ETF TRSRLN	0.3%	$2m	38,950	-35%
Union PacificUNP	0.3%	$2m	5,588	+4%
MastercardMA	0.3%	$1m	2,806	+10%
MerckMRK	0.3%	$1m	10,904	+21%
Dimensional ETF TrustDFIV	0.2%	$1m	25,857	Held
SandiskSNDK	0.2%	$1m	613	-10%
J P Morgan Exchange Traded FJPIE	0.2%	$1m	30,183	-38%
NewmontNEM	0.2%	$1m	14,842	+8%
Ishares TRIBTG	0.2%	$1m	60,164	Held
GE VernovaGEV	0.2%	$1m	1,151	+17%
Ishares TRIBDV	0.2%	$1m	60,425	Held
Ishares TRIBDW	0.2%	$1m	63,169	Held
AmphenolAPH	0.2%	$1m	7,185	Held
Ishares TRIBDU	0.2%	$1m	54,549	Held
Marvell TechnologyMRVL	0.2%	$1m	4,192	-2%
Ishares TRIBDT	0.2%	$1m	49,213	Held
General ElectricGE	0.2%	$1m	3,269	-16%
Spdr Series TrustSPYG	0.2%	$1m	10,256	+9%
Johnson & JohnsonJNJ	0.2%	$1m	4,782	-8%
Wisdomtree TRIHDG	0.2%	$1m	23,136	-13%
Western DigitalWDC	0.2%	$1m	1,874	+10%
Arista NetworksANET	0.2%	$1m	7,045	Held
Bank of AmericaBAC	0.2%	$1m	20,503	+7%
Ishares Gold TRIAU	0.2%	$1m	15,199	+4%
OracleORCL	0.2%	$1m	7,663	+4%
TextronTXT	0.2%	$1m	12,157	+6%
Keysight TechnologiesKEYS	0.2%	$1m	3,124	Held
Wisdomtree TRNTSE	0.2%	$1m	22,493	-3%
McDonald'sMCD	0.2%	$1m	4,028	-17%
Comfort Systems USAFIX	0.2%	$1m	546	+53%
ChubbCB	0.2%	$1m	3,148	+30%
First TR Exchange Trad FD VIFTGC	0.2%	$1m	39,192	+3%
RTXRTX	0.2%	$1m	5,535	Held
KenvueKVUE	0.2%	$1m	54,898	+3%
RLIRLI	0.2%	$1m	17,407	New
J P Morgan Exchange Traded FJQUA	0.2%	$1m	14,002	-6%
Goldman Sachs GroupGS	0.2%	$1m	999	+8%
Dimensional ETF TrustDFUV	0.2%	$984,332	17,894	Held

Showing the largest 100 of 459.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.9% since 30 June 2025.

Where the money is

Technology19.9%

Financial services8.5%

Industrials5.8%

Retail & consumer5.0%

Media & telecom4.8%

Health care4.1%

Everyday goods3.2%

Energy2.1%

Utilities1.1%

Materials1.0%

Real estate0.2%

Other44.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.