§ 13F · FUND PROFILE
MOTIVE WEALTH ADVISORS.
AUM · $243M (13F)Positions · 96Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 354K | $25M | 10.4% | +2% |
| 2 | IVV | ISHARES TR | 22K | $17M | 6.9% | ±0% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 70K | $17M | 6.8% | +2% |
| 4 | QUAL | ISHARES TR | 72K | $16M | 6.5% | +1% |
| 5 | AGG | ISHARES TR | 152K | $15M | 6.2% | +6% |
| 6 | IEFA | ISHARES TR | 146K | $14M | 5.8% | −2% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 474K | $14M | 5.6% | ±0% |
| 8 | SGOV | ISHARES TR | 98K | $10M | 4.1% | +45% |
| 9 | IUSG | ISHARES TR | 48K | $9M | 3.7% | −1% |
| 10 | IUSV | ISHARES TR | 75K | $8M | 3.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOTIVE SIGNAL
AC read
MOTIVE WEALTH ADVISORS is a Other fund managing $243 million in assets. The fund runs a portfolio of 96 positions.
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