§ 13F · FUND PROFILE
MOTIVE WEALTH ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $220M (13F)Positions · 87Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 346K | $22M | 10.4% | −15% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 69K | $15M | 7.0% | −7% |
| 3 | IVV | ISHARES TR | 22K | $15M | 6.9% | ±0% |
| 4 | AGG | ISHARES TR | 143K | $14M | 6.7% | −1% |
| 5 | QUAL | ISHARES TR | 72K | $14M | 6.4% | −8% |
| 6 | IEFA | ISHARES TR | 150K | $14M | 6.4% | −1% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 474K | $12M | 5.6% | ±0% |
| 8 | IUSV | ISHARES TR | 75K | $8M | 3.6% | −1% |
| 9 | IUSG | ISHARES TR | 49K | $8M | 3.6% | +1% |
| 10 | SGOV | ISHARES TR | 67K | $7M | 3.2% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOTIVE SIGNAL
AC read
MOTIVE WEALTH ADVISORS is a Other fund managing $220 million in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed