account_balance

Investment manager · 13F filer · SEC CIK 1877093

Motive Wealth Advisors

Reported value$249Mas of Sep 30, 2026

Positions102 10 new, 4 sold out

Top 10 weight57.2%VEA alone is 10%

FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VEAVanguard Tax-Managed FDS

10.1%

IVViShares Tr

6.9%

VIGVanguard Specialized Funds

6.6%

QUALiShares Tr

6.5%

IEFAiShares Tr

5.7%

SCHBSchwab Strategic Tr

5.6%

AGGiShares Tr

5.3%Trimmed −8%

IUSGiShares Tr

3.6%Trimmed −3%

SGOViShares Tr

3.6%Trimmed −10%

IUSViShares Tr

3.3%

VWOVanguard Intl Equity Index F

2.7%Added +2%

NVDANVIDIA Corp

2.5%+3%

VEAVanguard Tax-Managed FDS

10.1%

IVViShares Tr

6.9%

VIGVanguard Specialized Funds

6.6%

QUALiShares Tr

6.5%

IEFAiShares Tr

5.7%

SCHBSchwab Strategic Tr

5.6%

AGGiShares Tr

5.3%

IUSGiShares Tr

3.6%

SGOViShares Tr

3.6%

IUSV3.3%

VWO2.7%

NVDA2.5%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VEA Vanguard Tax-Managed FDS 10.1% Held

IVV iShares Tr 6.9% Held

VIG Vanguard Specialized Funds 6.6% Held

QUAL iShares Tr 6.5% Held

IEFA iShares Tr 5.7% Held

SCHB Schwab Strategic Tr 5.6% Held

AGG iShares Tr 5.3% Trimmed −8%

IUSG iShares Tr 3.6% Trimmed −3%

SGOV iShares Tr 3.6% Trimmed −10%

IUSV iShares Tr 3.3% Held

VWO Vanguard Intl Equity Index F 2.7% Added +2%

NVDA NVIDIA Corp 2.5% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 21, 2026 filing

add_circleNew

XOM $710K
CRWD $283K
GILD $258K
VZ $236K

arrow_upwardAdded

INTC +746%
VTEB +55%
MA +6%
MU +5%

arrow_downwardTrimmed

SGOV −10%
AGG −8%
SPYG −7%
BND −7%

remove_circleSold out

HD $263K
WDC $259K
MCD $236K
BKNG $202K

Motive Wealth Advisors

Where the money is

Biggest moves since Jun 30, 2026

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