Motive Wealth Advisors 13F Holdings · Q2 2026
Motive Wealth Advisors reported 96 securities worth $243.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEA (10.36%), IVV (6.90%), VIG (6.84%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $25.2M | 10.36% | 353,513 | Added |
| 2 | IVV | ISHARES TR | $16.8M | 6.90% | 22,414 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $16.6M | 6.84% | 70,324 | Added |
| 4 | QUAL | ISHARES TR | $15.9M | 6.52% | 72,291 | Added |
| 5 | AGG | ISHARES TR | $15.0M | 6.17% | 151,575 | Added |
| 6 | IEFA | ISHARES TR | $14.1M | 5.82% | 146,415 | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $13.7M | 5.64% | 473,585 | Trimmed |
| 8 | SGOV | ISHARES TR | $9.9M | 4.06% | 98,027 | Added |
| 9 | IUSG | ISHARES TR | $9.1M | 3.75% | 48,463 | Trimmed |
| 10 | IUSV | ISHARES TR | $8.3M | 3.40% | 75,144 | Trimmed |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $6.7M | 2.75% | 111,824 | Added |
| 12 | BND | VANGUARD BD INDEX FDS | $5.3M | 2.18% | 72,136 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $5.3M | 2.17% | 26,386 | Added |
| 14 | MUB | ISHARES TR | $4.9M | 2.03% | 45,971 | Added |
| 15 | SPYG | SPDR SERIES TRUST | $4.8M | 1.95% | 39,922 | Trimmed |
| 16 | AAPL | APPLE INC | $4.7M | 1.93% | 16,182 | Added |
| 17 | SPYV | SPDR SERIES TRUST | $4.4M | 1.83% | 73,114 | Trimmed |
| 18 | IEMG | ISHARES INC | $4.1M | 1.70% | 49,760 | Trimmed |
| 19 | VTEB | VANGUARD MUN BD FDS | $3.3M | 1.38% | 66,228 | Trimmed |
| 20 | SCHF | SCHWAB STRATEGIC TR | $3.2M | 1.32% | 115,671 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $2.9M | 1.20% | 7,840 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $2.6M | 1.05% | 10,719 | Added |
| 23 | GOOGL | ALPHABET INC | $2.3M | 0.97% | 6,571 | Added |
| 24 | TSLA | TESLA INC | $2.1M | 0.85% | 4,896 | Added |
| 25 | IWV | ISHARES TR | $1.9M | 0.79% | 4,508 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR