MOTIVE WEALTH ADVISORS - Portfolio overview
MOTIVE WEALTH ADVISORS has 101 reported holdings in this dataset, with the latest filing dated 2026-04-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- VEA - VANGUARD TAX-MANAGED FDS, 10.30%
- VIG - VANGUARD SPECIALIZED FUNDS, 6.91%
- IVV - ISHARES TR, 6.81%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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