Institutional Fund
Drive Wealth Management, LLC
Lehi, UTCIK 19527815 filings on record
Portfolio Value
$473.86M
Q1 2026
Holdings
376
Reported positions
New Buys
38
Opened this quarter
QoQ Change
-7.5%
from $512.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds5.6%
- Ishares Tr5.5%
- J P Morgan Exchange Traded F4.2%
- Nvidia Corporation3.6%
- Apple Inc3.2%
- Vanguard Intl Equity Index F2.9%
- Other75.1%
Portfolio Holdings
376 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 415.7K | $26.64M | 5.6% | +9.1K | Added |
| 2 | Ishares Tr | 40.0K | $26.12M | 5.5% | −890 | Reduced |
| 3 | J P Morgan Exchange Traded F | 168.5K | $19.74M | 4.2% | +22.1K | Added |
| 4 | Nvidia Corporation | 97.9K | $17.08M | 3.6% | +2.7K | Added |
| 5 | Apple Inc | 58.9K | $14.96M | 3.2% | −201 | Reduced |
| 6 | Vanguard Intl Equity Index F | 252.4K | $13.64M | 2.9% | +4.7K | Added |
| 7 | Microsoft Corp | 29.8K | $11.04M | 2.3% | +1.1K | Added |
| 8 | Vanguard Index Fds | 36.3K | $10.43M | 2.2% | +1.3K | Added |
| 9 | Blackrock ETF Trust II | 179.6K | $9.31M | 2.0% | −39.0K | Reduced |
| 10 | Amazon Com Inc | 40.7K | $8.48M | 1.8% | +497 | Added |
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