Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MOTIVE WEALTH ADVISORS (CIK 1877093) reported $213.0M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($22.2M, 10.42%), VIG ($14.9M, 6.99%), IVV ($14.7M, 6.88%), AGG ($14.2M, 6.68%), QUAL ($13.7M, 6.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $22.2M | 10.42% | 346,246 | Trimmed |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $14.9M | 6.99% | 69,171 | Trimmed |
| 3 | IVV | ISHARES TR | $14.7M | 6.88% | 22,440 | Hold |
| 4 | AGG | ISHARES TR | $14.2M | 6.68% | 143,330 | Trimmed |
| 5 | QUAL | ISHARES TR | $13.7M | 6.44% | 71,553 | Trimmed |
| 6 | IEFA | ISHARES TR | $13.6M | 6.38% | 150,015 | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $11.9M | 5.59% | 474,496 | Trimmed |
| 8 | IUSV | ISHARES TR | $7.7M | 3.61% | 75,222 | Trimmed |
| 9 | IUSG | ISHARES TR | $7.6M | 3.56% | 48,902 | Added |
| 10 | SGOV | ISHARES TR | $6.8M | 3.19% | 67,493 | Trimmed |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $5.9M | 2.76% | 108,876 | Trimmed |
| 12 | BND | VANGUARD BD INDEX FDS | $5.3M | 2.51% | 72,528 | Trimmed |
| 13 | MUB | ISHARES TR | $4.9M | 2.29% | 45,965 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $4.6M | 2.14% | 26,181 | Trimmed |
| 15 | SPYV | SPDR SERIES TRUST | $4.2M | 1.96% | 73,955 | Trimmed |
| 16 | AAPL | APPLE INC | $4.0M | 1.90% | 15,937 | Trimmed |
| 17 | SPYG | SPDR SERIES TRUST | $4.0M | 1.89% | 41,165 | Trimmed |
| 18 | IEMG | ISHARES INC | $3.5M | 1.66% | 50,777 | Trimmed |
| 19 | VTEB | VANGUARD MUN BD FDS | $3.3M | 1.57% | 66,840 | Added |
| 20 | SCHF | SCHWAB STRATEGIC TR | $3.0M | 1.41% | 121,035 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $3.0M | 1.39% | 7,996 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $2.2M | 1.04% | 10,653 | Added |
| 23 | GOOGL | ALPHABET INC | $1.9M | 0.88% | 6,551 | Trimmed |
| 24 | TSLA | TESLA INC | $1.8M | 0.83% | 4,731 | Hold |
| 25 | IWV | ISHARES TR | $1.7M | 0.78% | 4,508 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31