13F Insight
DOSSIER · 13F-HR · Q2 2026

MOTIVE WEALTH ADVISORS

$243M in tracked AUM across 96 positions as of Q2 2026.

MW
CIK 0001877093 · last filed Jun 30, 2026
Total AUM
$243M
as of Q2 2026
Holdings
96
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MOTIVE WEALTH ADVISORS filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$25M354K10.4%02
IVV
ISHARES TR
$17M22K6.9%03
VIG
VANGUARD SPECIALIZED FUNDS
$17M70K6.8%04
QUAL
ISHARES TR
$16M72K6.5%05
AGG
ISHARES TR
$15M152K6.2%06
IEFA
ISHARES TR
$14M146K5.8%07
SCHB
SCHWAB STRATEGIC TR
$14M474K5.6%08
SGOV
ISHARES TR
$10M98K4.1%09
IUSG
ISHARES TR
$9M48K3.7%10
IUSV
ISHARES TR
$8M75K3.4%

Filing history

2026Q2Jun 30
$243M▲ 14.2%
96 positionsView →2026Q1Mar 31
$213M▼ 9.3%
92 positionsView →2025Q4Dec 31
$235M▲ 1.2%
92 positionsView →2025Q3Sep 30
$232M▲ 5.6%
89 positionsView →2025Q2Jun 30
$220M▲ 17.5%
87 positionsLocked2025Q1Mar 31
$187M▲ 0.4%
71 positionsLocked2024Q4Dec 31
$186M▲ 11.8%
75 positionsLocked2024Q3Sep 30
$166M— 0.0%
65 positionsLocked2024Q2Jun 30
$166M▲ 0.8%
65 positionsLocked2024Q1Mar 31
$165M▲ 90.4%
71 positionsLocked2023Q4Dec 31
$87M▼ 4.8%
43 positionsLocked2023Q3Sep 30
$91M▼ 5.7%
50 positionsLocked
Showing 12 of 21