§ 13F · FUND PROFILE
MOTIVE WEALTH ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $219.6T (13F)Positions · 87Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$234.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 406K | $25.4T | 10.8% | NEW |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 75K | $16.4T | 7.0% | NEW |
| 3 | QUAL | ISHARES TR | 78K | $15.4T | 6.6% | NEW |
| 4 | IVV | ISHARES TR | 22K | $15.4T | 6.5% | NEW |
| 5 | AGG | ISHARES TR | 144K | $14.4T | 6.1% | NEW |
| 6 | IEFA | ISHARES TR | 152K | $13.6T | 5.8% | NEW |
| 7 | SCHB | SCHWAB STRATEGIC TR | 476K | $12.5T | 5.3% | NEW |
| 8 | IUSG | ISHARES TR | 48K | $8.1T | 3.5% | NEW |
| 9 | SPYG | SPDR SERIES TRUST | 74K | $7.9T | 3.4% | NEW |
| 10 | IUSV | ISHARES TR | 76K | $7.8T | 3.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOTIVE SIGNAL
AC read
MOTIVE WEALTH ADVISORS is a Other fund managing $219625.1 trillion in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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