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DRIVE WEALTH MANAGEMENT, LLC
RIA/Wealth
DRIVE WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Lehi, UT led by Lowell Charles Crabb, reporting $2.2B in AUM as of Q3 2025 with 50% ETF concentration.
PresidentLowell Charles Crabb
- Portfolio Value
- $469.0M
- Positions
- 355
- Top Holding
- IVV at 6.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DRIVE WEALTH MANAGEMENT, LLC's portfolio (33.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $28.6M | 6.10% | -$2.4M Sold | — 42.7K shares | |
ETF ETF | $22.3M | 4.75% | +$407.0K Bought | — 371.5K shares | |
ETF ETF | $19.0M | 4.04% | +$2.9M Bought | — 157.1K shares | |
Semiconductors Technology | $17.6M | 3.75% | +$1.4M Bought | 0.00% 94.2K shares | |
Consumer Electronics Technology | $14.4M | 3.08% | -$2.8M Sold | 0.00% 56.7K shares | |
Software - Infrastructure Technology | $14.4M | 3.07% | +$440.8K Bought | 0.00% 27.8K shares | |
ETF ETF | $13.5M | 2.88% | -$1.6M Sold | — 249.2K shares | |
ETF ETF | $11.6M | 2.47% | -$905.5K Sold | — 39.3K shares | |
ETF ETF | $8.4M | 1.79% | -$380.4K Sold | — 362.3K shares | |
Specialty Retail Consumer Cyclical | $8.3M | 1.78% | +$62.8K Bought | 0.00% 38.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DRIVE WEALTH MANAGEMENT, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for DRIVE WEALTH MANAGEMENT, LLC
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