Drive Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationlehi, UT
- CIK0001952781
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
346 | $456.32 M | IVV, VEA, BBUS, AAPL | 13F-HR | Jul 29, 2025 | 000175496025000500 | ||
324 | $425.70 M | IVV, VEA, BRK.A, AAPL | 13F-HR | May 7, 2025 | 000175496025000281 | ||
342 | $408.00 M | IVV, BRK.A, AAPL, VEA | 13F-HR | Jan 21, 2025 | 000175496025000055 | ||
321 | $384.07 M | IVV, BRK.A, VEA, AAPL | RESTATEMENT | Nov 7, 2024 | 000175496024000550 | ||
320 | $370.70 M | IVV, BRK.A, VEA, AAPL | 13F-HR | Aug 1, 2024 | 000175496024000370 | ||
317 | $356.90 M | IVV, BRK.A, VEA, VWO | 13F-HR | Apr 22, 2024 | 000175496024000166 | ||
306 | $310.01 M | IVV, BRK.A, VEA, AAPL | 13F-HR | Jan 22, 2024 | 000175496024000045 | ||
278 | $273.88 M | BRK.A, IVV, AAPL, VEA | 13F-HR | Oct 11, 2023 | 000175496023000265 | ||
282 | $269.70 M | BRK.A, AAPL, IVV, VTI | 13F-HR | Jul 14, 2023 | 000175496023000190 | ||
290 | $238.85 M | BRK.A, AAPL, SPYV, FSK | 13F-HR | Apr 13, 2023 | 000175496023000102 | ||
252 | $200.06 M | BRK.A, VTI, SPYV, SQQQ | 13F-HR | Jan 27, 2023 | 000175496023000047 | ||
161 | $105.20 M | BRK.A, VTI, BRK.B, AAPL | 13F-HR | Nov 15, 2022 | 000175496022000312 | ||
168 | $109.49 M | BRK.A, SPDR SER TR, VTI, BRK.B | 13F-HR | Nov 15, 2022 | 000175496022000313 | ||
165 | $118.61 M | BRK.A, SPDR SER TR, BRK.B, SQQQ | 13F-HR | Nov 15, 2022 | 000175496022000314 | ||
155 | $113.73 M | COIN, BRK.A, VVNT, SPDR SER TR | 13F-HR | Nov 15, 2022 | 000175496022000315 |