Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Motiv8 Investments LLC 13F Holdings -- Portfolio & Top Positions (2025-12-31)

Motiv8 Investments LLC (CIK 2024873) reported $183.4M across 1,020 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: ($9.3M, 5.09%), SPY ($8.5M, 4.66%), FJUL ($6.5M, 3.53%), VUG ($6.4M, 3.51%), PJAN ($5.8M, 3.17%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CASH USD$9.3M5.09%9.3MNew
2SPYSPDR S&P 500 ETF TR$8.5M4.66%12,527Trimmed
3FJULFIRST TR EXCHNG TRADED FD VI$6.5M3.53%115,835Trimmed
4VUGVANGUARD INDEX FDS$6.4M3.51%13,190Added
5PJANINNOVATOR ETFS TRUST$5.8M3.17%123,710Trimmed
6PAPRINNOVATOR ETFS TRUST$5.8M3.15%147,421Trimmed
7PJULINNOVATOR ETFS TRUST$5.8M3.15%124,582Trimmed
8POCTINNOVATOR ETFS TRUST$5.8M3.15%131,475Trimmed
9VTVVANGUARD INDEX FDS$5.0M2.75%26,371Added
10TDGTRANSDIGM GROUP INC$4.1M2.22%3,056Added
11IWRISHARES TR$3.0M1.63%30,982Added
12AAPLAPPLE INC$2.5M1.37%9,269Trimmed
13QQQMINVESCO EXCH TRADED FD TR II$2.4M1.30%9,410Added
14CATCATERPILLAR INC$2.2M1.23%3,926Trimmed
15BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M1.23%4,493Trimmed
16XOMEXXON MOBIL CORP$2.2M1.18%18,049Trimmed
17GOOGLALPHABET INC$2.1M1.16%6,770Trimmed
18JNJJOHNSON & JOHNSON$2.0M1.11%9,854Trimmed
19BJANINNOVATOR ETFS TRUST$2.0M1.07%35,622Trimmed
20BAPRINNOVATOR ETFS TRUST$1.9M1.05%40,301Trimmed
21BJULINNOVATOR ETFS TRUST$1.9M1.05%38,104Trimmed
22BOCTINNOVATOR ETFS TRUST$1.9M1.05%39,080Trimmed
23KNGFIRST TR EXCHANGE-TRADED FD$1.9M1.05%39,130Added
24MRKMERCK & CO INC$1.9M1.02%17,826Trimmed
25CVXCHEVRON CORP NEW$1.9M1.02%12,234Trimmed

Source: SEC Form 13F filings · as of 2025-12-31