MOTIVE WEALTH ADVISORS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, MOTIVE WEALTH ADVISORS held in its portfolio 86 assets valued at $234,804,125 (i.e. $234.80M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($25.36M), SPDR SERIES TRUST ($19.37M), and VANGUARD SPECIALIZED FUNDS ($16.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MOTIVE WEALTH ADVISORS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 405873 | 25354901 | VAN FTSE DEV MKT |
| SPDR SERIES TRUST | 249608 | 19373547 | STATE STREET SPD |
| VANGUARD SPECIALIZED FUNDS | 74567 | 16388283 | DIV APP ETF |
| ISHARES TR | 77663 | 15425363 | MSCI USA QLT FCT |
| ISHARES TR | 22440 | 15369755 | CORE S&P500 ETF |
| ISHARES TR | 144353 | 14417978 | CORE US AGGBD ET |
| ISHARES TR | 152209 | 13616617 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 475614 | 12475355 | US BRD MKT ETF |
| ISHARES TR | 48380 | 8124930 | CORE S&P US GWT |
| ISHARES TR | 75899 | 7782678 | CORE S&P US VLU |
| ISHARES TR | 70492 | 7075987 | 0-3 MNTH TREASRY |
| VANGUARD INTL EQUITY INDEX F | 124302 | 6682461 | FTSE EMR MKT ETF |
| VANGUARD BD INDEX FDS | 86615 | 6415573 | TOTAL BND MRKT |
| NVIDIA CORPORATION | 26307 | 4906256 | COM |
| ISHARES TR | 43630 | 4673209 | NATIONAL MUN ETF |
| APPLE INC | 16105 | 4378305 | COM |
| MICROSOFT CORP | 8121 | 3927478 | COM |
| ISHARES INC | 51864 | 3486298 | CORE MSCI EMKT |
| VANGUARD MUN BD FDS | 65554 | 3296711 | TAX EXEMPT BD |
| SCHWAB STRATEGIC TR | 123306 | 2964276 | INTL EQTY ETF |
| AMAZON COM INC | 10649 | 2458002 | COM |
| TESLA INC | 4731 | 2127625 | COM |
| ALPHABET INC | 6566 | 2055158 | CAP STK CL A |
| ISHARES TR | 4508 | 1743920 | RUSSELL 3000 ETF |
| BROADCOM INC | 5034 | 1742267 | COM |
| META PLATFORMS INC | 2468 | 1629102 | CL A |
| ALPHABET INC | 4765 | 1495257 | CAP STK CL C |
| ISHARES TR | 20785 | 1371810 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 1944 | 1219141 | S&P 500 ETF SHS |
| JPMORGAN CHASE & CO. | 3327 | 1072026 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2119 | 1065115 | CL B NEW |
| ELI LILLY & CO | 938 | 1008050 | COM |
| ISHARES TR | 4789 | 713465 | ESG AWR MSCI USA |
| ISHARES TR | 5814 | 698727 | CORE S&P SCP ETF |
| ISHARES TR | 9437 | 673896 | EAFE VALUE ETF |
| VISA INC | 1895 | 664595 | COM CL A |
| VANGUARD INDEX FDS | 1227 | 598604 | GROWTH ETF |
| WALMART INC | 5219 | 581449 | COM |
| MASTERCARD INCORPORATED | 1003 | 572593 | CL A |
| SCHWAB STRATEGIC TR | 20220 | 544120 | US LRG CAP ETF |
| NETFLIX INC | 5794 | 543245 | COM |
| SCHWAB STRATEGIC TR | 16986 | 510769 | US MID-CAP ETF |
| ABBVIE INC | 2194 | 501307 | COM |
| EXXON MOBIL CORP | 4040 | 486174 | COM |
| SCHWAB STRATEGIC TR | 13696 | 448544 | EMRG MKTEQ ETF |
| ADVANCED MICRO DEVICES INC | 2009 | 430247 | COM |
| INTERNATIONAL BUSINESS MACHS | 1404 | 415879 | COM |
| GE AEROSPACE | 1321 | 406908 | COM NEW |
| COSTCO WHSL CORP NEW | 463 | 399263 | COM |
| JOHNSON & JOHNSON | 1925 | 398379 | COM |
| VANGUARD INDEX FDS | 2030 | 387710 | VALUE ETF |
| PALANTIR TECHNOLOGIES INC | 2121 | 377008 | CL A |
| MCDONALDS CORP | 1191 | 364005 | COM |
| WELLS FARGO CO NEW | 3669 | 341951 | COM |
| ISHARES TR | 3512 | 333956 | ESG AW MSCI EAFE |
| ORACLE CORP | 1707 | 332711 | COM |
| CATERPILLAR INC | 570 | 326536 | COM |
| BANK AMERICA CORP | 5936 | 326480 | COM |
| HOME DEPOT INC | 945 | 325175 | COM |
| RTX CORPORATION | 1755 | 321867 | COM |
| ISHARES TR | 3343 | 321028 | MSCI EAFE ETF |
| GOLDMAN SACHS GROUP INC | 355 | 312045 | COM |
| SALESFORCE INC | 1153 | 305441 | COM |
| MICRON TECHNOLOGY INC | 1065 | 303962 | COM |
| CISCO SYS INC | 3878 | 298722 | COM |
| EXACT SCIENCES CORP | 2883 | 292797 | COM |
| VANGUARD SCOTTSDALE FDS | 2368 | 288304 | VNG RUS1000GRW |
| AMERICAN EXPRESS CO | 745 | 275613 | COM |
| LAM RESEARCH CORP | 1602 | 274230 | COM NEW |
| UNITEDHEALTH GROUP INC | 822 | 271350 | COM |
| AMPHENOL CORP NEW | 1977 | 267172 | CL A |
| VANGUARD WELLINGTON FD | 1942 | 257859 | US VALUE FACTR |
| INTUITIVE SURGICAL INC | 449 | 254296 | COM NEW |
| TJX COS INC NEW | 1615 | 248080 | COM |
| COCA COLA CO | 3410 | 238393 | COM |
| MORGAN STANLEY | 1313 | 233097 | COM NEW |
| MERCK & CO INC | 2204 | 231993 | COM |
| INTUIT | 349 | 231185 | COM |
| KLA CORP | 189 | 229650 | COM NEW |
| CITIGROUP INC | 1957 | 228362 | COM NEW |
| PHILIP MORRIS INTL INC | 1407 | 225683 | COM |
| GE VERNOVA INC | 337 | 220253 | COM |
| S&P GLOBAL INC | 413 | 215830 | COM |
| NEXTERA ENERGY INC | 2641 | 212019 | COM |
| CHEVRON CORP NEW | 1373 | 209259 | COM |
| LINDE PLC | 489 | 208505 | SHS |
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