First seen by DFX
Sep 12, 2026
date not stated
Drive Wealth Advisers: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Drive Wealth Advisers found on the SEC adviser roster (services_description)
Drive Wealth Management, LLC reported $473,857,469 across 710 13(f) positions for the quarter ended 2026-03-31
Drive Wealth Management, LLC reduced Purecycle Technologies Inc 253,752 -> 31,108 shares ($2,179,730 -> $161,451)
Drive Wealth Management, LLC reduced Applovin Corp 23,603 -> 1,071 shares ($15,904,372 -> $426,375)
Drive Wealth Management, LLC exited Strategy Inc (was $3,875,941, 25,508 shares)
Drive Wealth Management, LLC increased Morgan Stanley Etf Trust 85,350 -> 111,395 shares ($4,395,543 -> $5,676,216)
Drive Wealth Management, LLC reported $512,375,251 across 703 13(f) positions for the quarter ended 2025-12-31
Drive Wealth Management, LLC reduced Ishares Tr 362,305 -> 13,356 shares ($8,376,503 -> $307,531)
Drive Wealth Management, LLC opened a $4,395,543 position in Morgan Stanley Etf Trust (85,350 shares)
Drive Wealth Management, LLC opened a $2,179,730 position in Purecycle Technologies Inc (253,752 shares)
Drive Wealth Management, LLC reduced Ssga Active Etf Tr 173,203 -> 73,104 shares ($7,201,795 -> $3,016,990)
Drive Wealth Management, LLC increased Simplify Exchange Traded Fun 134,300 -> 372,252 shares ($3,076,803 -> $8,290,064)
Drive Wealth Management, LLC increased Blackrock Etf Trust II 158,424 -> 218,506 shares ($8,232,525 -> $11,306,522)
Drive Wealth Management, LLC opened a $2,056,397 position in Blackrock Etf Trust (64,461 shares)
Drive Wealth Management, LLC exited Vanguard Scottsdale Fds (was $5,147,691, 61,202 shares)
Drive Wealth Management, LLC exited Ishares Tr (was $3,951,294, 156,860 shares)
Drive Wealth Management, LLC exited Ishares Tr (was $2,872,073, 76,021 shares)
Drive Wealth Management, LLC exited Ishares Tr (was $2,491,396, 106,629 shares)
Drive Wealth Management, LLC increased Applovin Corp 1,250 -> 23,603 shares ($898,387 -> $15,904,372)
Drive Wealth Management, LLC increased Capital Grp Fixed Incm Etf T 159,829 -> 232,954 shares ($4,435,241 -> $6,434,184)
Drive Wealth Management, LLC increased Ishares Tr 58,503 -> 85,214 shares ($2,959,657 -> $4,299,913)
Drive Wealth Management, LLC increased J P Morgan Exchange Traded F 15,195 -> 35,701 shares ($874,029 -> $2,095,537)
Drive Wealth Management, LLC increased J P Morgan Exchange Traded F 113,547 -> 163,632 shares ($5,958,356 -> $8,595,652)
Drive Wealth Management, LLC increased Strategy Inc 753 -> 25,508 shares ($242,624 -> $3,875,941)
Drive Wealth Management, LLC reported $471,723,499 across 358 13(f) positions for the quarter ended 2025-09-30
Drive Wealth Management, LLC reduced Abrdn Income Credit Strategi 442,646 -> 124,553 shares ($2,611,614 -> $722,407)
Drive Wealth Management, LLC reduced Blackstone Long Short Cr Inc 176,966 -> 44,510 shares ($2,196,151 -> $534,114)
Drive Wealth Management, LLC reduced Ssga Active Etf Tr 233,961 -> 173,203 shares ($9,730,435 -> $7,201,795)
Drive Wealth Management, LLC reduced Vaneck Etf Trust 344,425 -> 127,503 shares ($3,637,127 -> $1,373,204)
Drive Wealth Management, LLC reduced Invesco Actively Managed Exc 158,056 -> 8,134 shares ($7,924,914 -> $408,606)
Drive Wealth Management, LLC increased Ishares Tr 42,810 -> 58,747 shares ($4,678,745 -> $6,980,929)
Drive Wealth Management, LLC reduced Ishares Tr 43,473 -> 11,415 shares ($3,506,066 -> $926,765)
Drive Wealth Management, LLC reduced Ishares Tr 72,195 -> 3,696 shares ($7,971,725 -> $408,316)
Drive Wealth Management, LLC opened a $2,959,657 position in Ishares Tr (58,503 shares)
Drive Wealth Management, LLC reduced Pimco Dynamic Income Fd 136,010 -> 24,354 shares ($2,609,143 -> $487,561)
Drive Wealth Management, LLC exited Ishares Tr (was $3,039,192, 142,151 shares)
Drive Wealth Management, LLC exited Accenture Plc Ireland (was $2,344,917, 7,845 shares)
Drive Wealth Management, LLC opened a $8,232,525 position in Blackrock Etf Trust II (158,424 shares)
Drive Wealth Management, LLC opened a $4,435,241 position in Capital Grp Fixed Incm Etf T (159,829 shares)