Motive Wealth Advisors has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $228 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $25.1M, Ishares Msci Usa Quality Facto with a value of $15.2M, Ishares Core S&P 500 ETF with a value of $15M, Ishares Core U.S. Aggregate Bo with a value of $14.4M, and Vanguard Dividend Appreciation with a value of $13.6M.
Examining the 13F form we can see an increase of $10.7M in the current position value, from $217M to 228M.
Below you can find more details about Motive Wealth Advisors portfolio as well as his latest detailed transactions.
