Motive Wealth Advisors

Motive Wealth Advisors as of June 30, 2026

Portfolio Holdings for Motive Wealth Advisors

Motive Wealth Advisors holds 96 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.4 $25M 354k 71.25
Ishares Tr Core S&p500 Etf (IVV) 6.9 $17M 22k 748.88
Vanguard Specialized Funds Div App Etf (VIG) 6.8 $17M 70k 236.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.5 $16M 72k 219.43
Ishares Tr Core Us Aggbd Et (AGG) 6.2 $15M 152k 98.98
Ishares Tr Core Msci Eafe (IEFA) 5.8 $14M 146k 96.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.6 $14M 474k 28.96
Ishares Tr 0-3 Mth Treasury (SGOV) 4.1 $9.9M 98k 100.67
Ishares Tr Core S&p Us Gwt (IUSG) 3.7 $9.1M 49k 188.09
Ishares Tr Core S&p Us Vlu (IUSV) 3.4 $8.3M 75k 110.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $6.7M 112k 59.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $5.3M 72k 73.41
NVIDIA Corporation (NVDA) 2.2 $5.3M 26k 200.09
Ishares Tr National Mun Etf (MUB) 2.0 $4.9M 46k 107.62
Spdr Series Trust ST STR P500GRW (SPYG) 2.0 $4.8M 40k 118.99
Apple (AAPL) 1.9 $4.7M 16k 289.36
Spdr Series Trust St Str P500val (SPYV) 1.8 $4.4M 73k 60.79
Ishares Core Msci Emkt (IEMG) 1.7 $4.1M 50k 82.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $3.3M 66k 50.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $3.2M 116k 27.70
Microsoft Corporation (MSFT) 1.2 $2.9M 7.8k 373.02
Amazon (AMZN) 1.1 $2.6M 11k 238.34
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.3M 6.6k 357.37
Tesla Motors (TSLA) 0.8 $2.1M 4.9k 420.60
Ishares Tr Russell 3000 Etf (IWV) 0.8 $1.9M 4.5k 426.40
Broadcom (AVGO) 0.8 $1.9M 5.0k 377.75
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.7M 4.8k 353.33
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.6M 21k 77.11
Spdr Series Trust St Str Sp600grwo (SLYG) 0.6 $1.5M 13k 119.13
Spdr Series Trust ST STR SP600SM C (SLYV) 0.6 $1.5M 14k 109.11
Meta Platforms Cl A (META) 0.6 $1.4M 2.4k 563.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.3M 1.9k 686.81
Micron Technology (MU) 0.5 $1.3M 1.2k 1154.29
Advanced Micro Devices (AMD) 0.5 $1.1M 2.0k 580.91
Eli Lilly & Co. (LLY) 0.5 $1.1M 934.00 1199.43
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 3.3k 327.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 2.0k 500.39
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $860k 5.8k 148.31
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $784k 4.8k 163.67
Ishares Tr Eafe Value Etf (EFV) 0.3 $722k 9.4k 76.55
Lam Research Corp Com New (LRCX) 0.3 $650k 1.5k 433.33
Visa Com Cl A (V) 0.3 $641k 1.9k 343.09
Vanguard Index Fds Growth Etf (VUG) 0.3 $638k 7.4k 86.14
Intel Corporation (INTC) 0.3 $624k 4.5k 139.63
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $621k 17k 36.87
Caterpillar (CAT) 0.2 $594k 558.00 1064.90
Kla Corp Com New (KLAC) 0.2 $589k 2.0k 301.71
Wal-Mart Stores (WMT) 0.2 $582k 5.1k 113.26
Applied Materials (AMAT) 0.2 $568k 786.00 723.00
Abbvie (ABBV) 0.2 $551k 2.2k 251.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $530k 18k 29.43
Johnson & Johnson (JNJ) 0.2 $528k 2.1k 253.97
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $502k 4.3k 117.09
Ge Aerospace Com New (GE) 0.2 $501k 1.3k 373.73
Costco Wholesale Corporation (COST) 0.2 $482k 515.00 935.47
Cisco Systems (CSCO) 0.2 $466k 4.0k 117.46
Mastercard Incorporated Cl A (MA) 0.2 $460k 896.00 513.60
Vanguard Index Fds Value Etf (VTV) 0.2 $442k 2.0k 217.93
Ge Vernova (GEV) 0.2 $404k 344.00 1174.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $399k 11k 36.26
Netflix (NFLX) 0.2 $390k 5.5k 71.40
Goldman Sachs (GS) 0.2 $385k 381.00 1011.37
International Business Machines (IBM) 0.2 $369k 1.3k 281.21
UnitedHealth (UNH) 0.1 $362k 872.00 415.63
Sandisk Corp (SNDK) 0.1 $362k 159.00 2273.73
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $361k 3.5k 102.81
Bank of America Corporation (BAC) 0.1 $352k 6.2k 56.98
Raytheon Technologies Corp (RTX) 0.1 $344k 1.8k 189.73
Ishares Tr Msci Eafe Etf (EFA) 0.1 $337k 3.2k 103.88
Palo Alto Networks (PANW) 0.1 $327k 960.00 341.02
Merck & Co (MRK) 0.1 $318k 2.5k 128.50
Amphenol Corp Cl A (APH) 0.1 $311k 1.8k 176.32
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $303k 2.4k 127.81
Citigroup Com New (C) 0.1 $297k 2.1k 139.96
Linde SHS (LIN) 0.1 $295k 568.00 518.94
Coca-Cola Company (KO) 0.1 $290k 3.6k 81.27
Oracle Corporation (ORCL) 0.1 $286k 2.0k 146.55
Wells Fargo & Company (WFC) 0.1 $284k 3.4k 82.64
Philip Morris International (PM) 0.1 $276k 1.5k 180.91
American Express Company (AXP) 0.1 $265k 782.00 338.25
Home Depot (HD) 0.1 $263k 746.00 352.68
Vanguard Wellington Us Value Factr (VFVA) 0.1 $262k 1.8k 148.43
Western Digital (WDC) 0.1 $259k 406.00 638.72
Eaton Corp SHS (ETN) 0.1 $254k 596.00 426.12
Chevron Corporation (CVX) 0.1 $251k 1.5k 165.76
TJX Companies (TJX) 0.1 $250k 1.7k 151.50
Spdr Series Trust St Str Sp Aero (XAR) 0.1 $249k 878.00 283.79
Morgan Stanley Com New (MS) 0.1 $243k 1.2k 209.04
McDonald's Corporation (MCD) 0.1 $236k 874.00 270.31
Nextera Energy (NEE) 0.1 $231k 2.6k 87.77
Arista Networks Com Shs (ANET) 0.1 $226k 1.3k 169.88
Amgen (AMGN) 0.1 $214k 590.00 362.12
Analog Devices (ADI) 0.1 $213k 536.00 397.17
Palantir Technologies Cl A (PLTR) 0.1 $211k 1.8k 116.67
Booking Holdings (BKNG) 0.1 $202k 1.1k 178.24
Parker-Hannifin Corporation (PH) 0.1 $202k 206.00 978.12