MOTIVE WEALTH ADVISORS: 13F holdings
CIK 18770932026Q2
| Positions | 96 |
|---|---|
| Reported value | $243.2m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD TAX-MANAGED FDS | 353,513 | $25.2m | 10.4% |
| IVV ISHARES TR | 22,414 | $16.8m | 6.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 70,324 | $16.6m | 6.8% |
| QUAL ISHARES TR | 72,291 | $15.9m | 6.5% |
| AGG ISHARES TR | 151,575 | $15.0m | 6.2% |
| IEFA ISHARES TR | 146,415 | $14.1m | 5.8% |
| SCHB SCHWAB STRATEGIC TR | 473,585 | $13.7m | 5.6% |
| SGOV ISHARES TR | 98,027 | $9.9m | 4.1% |
| IUSG ISHARES TR | 48,463 | $9.1m | 3.7% |
| QQQE ISHARES TR | 75,144 | $8.3m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1877093")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.