Drive Wealth Management, LLC ETF holdings
Lehi, UT
Reported $241.9M in 78 ETFs in its Form 13F for June 30, 2026.
ETF value
$241.9M
ETFs held
78
Change from prior quarter
+6.6%
With price moves
ETFs as a share of its 13F
43.1%
of $561.0M
Top 10 of 78 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $29.3M | 411,307 | −4,345 shares |
| BBUS | JPMorgan BetaBuilders U.S. Equity ETF | $27.3M | 202,739 | +34,243 shares |
| IVV | iShares Core S&P 500 ETF | $27.2M | 36,359 | −3,634 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $14.9M | 249,567 | −2,864 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $10.0M | 124,587 | +88,263 shares |
| IJR | iShares Core S&P Small-Cap ETF | $9.5M | 63,722 | +515 shares |
| CLOA | iShares AAA CLO Active ETF | $9.4M | 180,919 | +1,367 shares |
| JPLD | JPMorgan Limited Duration Bond ETF | $8.0M | 153,466 | +18,483 shares |
| CDX | Simplify High Yield ETF | $7.9M | 374,924 | −21,587 shares |
| EVTR | Eaton Vance Total Return Bond ETF | $6.4M | 124,763 | +13,368 shares |
68 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001952781. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Drive Wealth Management, LLC own?
Drive Wealth Management, LLC reported 78 ETF positions worth $241.9M in its Form 13F for June 30, 2026. The largest was VEA, at $29.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.