Motive Wealth Advisors
Motive Wealth Advisors reported 102 stocks worth $249M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VEA (10.1%), IVV (6.9%) and VIG (6.6%). Compared with Q2 2026, the fund opened new positions in XOM, CRWD and GILD, added to VEA, VIG and QUAL, trimmed IEFA, AGG and IUSG and sold out of HD, WDC and MCD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $25M | 10.1% | 354K | +616 (+0%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $17.1M | 6.9% | 22K | No change | 8 of 8 | |
| 3 |  VIG Vanguard Dividend Appreciation ETF | $16.5M | 6.6% | 71K | +464 (+1%) | 8 of 8 | |
| 4 |  QUAL Ishares TR | $16.2M | 6.5% | 73K | +416 (+1%) | 8 of 8 | |
| 5 |  IEFA Ishares TR | $14.2M | 5.7% | 146K | −213 (−0%) | 8 of 8 | |
| 6 |  SCHB Schwab US Broad Market ETF | $13.9M | 5.6% | 474K | No change | 8 of 8 | |
| 7 |  AGG Ishares TR | $13.1M | 5.3% | 139K | −13K (−8%) | 8 of 8 | |
| 8 |  IUSG Ishares TR | $9.1M | 3.6% | 47K | −1,645 (−3%) | 8 of 8 | |
| 9 |  SGOV Ishares TR | $8.9M | 3.6% | 88K | −9,615 (−10%) | 8 of 8 | |
| 10 |  IUSV Ishares TR | $8.2M | 3.3% | 74K | −812 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 INTC Intel Corp | Put | $760K | 333 | +333 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Motive Wealth Advisors 13F FAQ
What does Motive Wealth Advisors own?
Motive Wealth Advisors reported 102 stocks worth $249M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VEA (10.1%), IVV (6.9%) and VIG (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Motive Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 44 added to, 35 trimmed and 4 sold out. New positions include XOM, CRWD and GILD. It sold all of HD, WDC and MCD.
When will Motive Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Motive Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $249M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.