Motive Wealth Advisors has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $228 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $24.9M, Ishares Core S&P 500 ETF with a value of $15.2M, Ishares Msci Usa Quality Facto with a value of $15.1M, Ishares Core U.S. Aggregate Bo with a value of $14.4M, and Vanguard Dividend Appreciation with a value of $13.6M.
Examining the 13F form we can see an decrease of $400K in the current position value, from $228M to 228M.
Below you can find more details about Motive Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
ETFs: $188 Million
Technology: $18.2 Million
Consumer Cyclical: $5.37 Million
Communication Services: $5.32 Million
Financial Services: $4.97 Million
Healthcare: $2.76 Million
Consumer Defensive: $1.41 Million
Industrials: $1.02 Million
Other: $913,000
Stock Holdings Table Market Cap. of $200 Billions or more
