MOTIVE WEALTH ADVISORS
•CIK: 1877093•Filing: Q4 2025
**MOTIVE WEALTH ADVISORS** manages $235M across a diversified portfolio of 92 positions. The strategy exhibits a notable allocation to international and quality-screened equity exposure, highlighted by the top holdings in VEA ($25.4M) and VIG ($16.4M). Significant weight is also placed in core market indices and fixed income, with substantial allocations to QUAL ($15.4M), IVV ($15.4M), and AGG ($14.4M). This structure suggests a disciplined, multi-asset approach targeting global market breadth and quality factor premiums.
Total AUM
$234.8M
QoQ Performance
+1.2%
Positions
65
Top 10 Concentration
58.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
VIG
QUAL
IVV
AGG
IEFA
SCHB
VEA10.8%
VIG7.0%
QUAL6.6%
IVV6.5%
AGG6.1%
IEFA5.8%
SCHB5.3%
IUSG3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.6%
Technology9.5%
ETF7.1%
Consumer2.7%
Financial2.0%
Healthcare1.0%
Industrial0.4%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW9 new positions
↑22 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023