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MOTIVE WEALTH ADVISORS - Portfolio Stock Holdings

MOTIVE WEALTH ADVISORS disclosed 102 stock positions in a recent SEC 13F filing. $243,159,914 of stock holdings were filed, with the largest holdings including VEA, IVV, and VIG. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

102

Est. Stock Holding Value:

$243,159,914

Top Stock Holdings By Sector

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Portfolio Stock Holdings - MOTIVE WEALTH ADVISORS

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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