Motive Wealth Advisors Portfolio Holdings

Motive Wealth Advisors

  • $228 Million
  • Q4 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $228 Million
  • Prior Value $228 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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