StockDriftsStockDriftsTop 50 Motive Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 10.36% | 353.5K | $25.2M | +2.10%(+7.27K) | $50.11(+47.70%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.9% | 22.4K | $16.8M | -0.12%(-26) | $471.77(+65.11%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.84% | 70.3K | $16.6M | +1.67%(+1.15K) | $165.55(+48.03%) | 2026-06-30 | |
| QUAL | ISHARES TR | 6.52% | 72.3K | $15.9M | +1.03%(+738) | $141.54(+58.99%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.17% | 151.6K | $15.0M | +5.75%(+8.24K) | $100.45(-3.03%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.82% | 146.4K | $14.1M | -2.40%(-3.60K) | $68.44(+48.05%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 5.64% | 473.6K | $13.7M | -0.19%(-911) | $16.70(+79.71%) | 2026-06-30 | |
| SGOV | ISHARES TR | 4.06% | 98.0K | $9.9M | +45.24%(+30.53K) | $100.56(+0.00%) | 2026-06-30 | |
| IUSG | ISHARES TR | 3.75% | 48.5K | $9.1M | -0.90%(-439) | $104.92(+85.15%) | 2026-06-30 | |
| IUSV | ISHARES TR | 3.4% | 75.1K | $8.3M | -0.10%(-78) | $80.18(+43.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.47% | +46.08% | +7.13% | +41.13% |
| Top 20 Holdings Unweighted | +13.75% | +47.17% | +7.33% | +42.43% |
Motive Wealth Advisors reports $243.16M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are VEA (10.4%), IVV (6.9%) and VIG (6.8%). The top 20 holdings account for 78.7% of reported assets. Its disclosed equity book has returned +46.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Motive Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1877093). View Motive Wealth Advisors’s 13F filings on SEC