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Latest MOTIVE WEALTH ADVISORS Stock Portfolio

MOTIVE WEALTH ADVISORS Performance:
2025 Q4: 0.67%YTD: 13.4%2024: 0.26%
Performance for 2025 Q4 is 0.67%, and YTD is 13.4%, and 2024 is 0.26%.

About MOTIVE WEALTH ADVISORS and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MOTIVE WEALTH ADVISORS reported an equity portfolio of $234.8 Millions as of 31 Dec, 2025.

The top stock holdings of MOTIVE WEALTH ADVISORS are VEA, VIG, IBCE. The fund has invested 10.8% of it's portfolio in VANGUARD TAX-MANAGED FDS and 7% of portfolio in VANGUARD SPECIALIZED FUNDS.

The fund managers got completely rid off PROCTER AND GAMBLE CO (PG), ABBOTT LABS (ABT) and SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in LINDE PLC (LIN), CHEVRON CORP NEW (CVX) and VANGUARD WELLINGTON FD (VFLQ). MOTIVE WEALTH ADVISORS opened new stock positions in ISHARES TR (AGT), MICRON TECHNOLOGY INC (MU) and EXACT SCIENCES CORP (EXAS). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SALESFORCE INC (CRM) and COCA COLA CO (KO).

MOTIVE WEALTH ADVISORS Annual Return Estimates Vs S&P 500

Our best estimate is that MOTIVE WEALTH ADVISORS made a return of 0.67% in the last quarter. In trailing 12 months, it's portfolio return was 13.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr713,465
ishares tr333,956
micron technology inc303,962
exact sciences corp292,797
vanguard scottsdale fds288,304
intuitive surgical inc254,296
merck & co inc231,993
citigroup inc228,362
New stocks bought by MOTIVE WEALTH ADVISORS

Additions

Ticker% Inc.
netflix inc821
salesforce inc20.73
coca cola co12.99
vanguard index fds12.4
palantir technologies inc7.07
vanguard index fds4.51
cisco sys inc3.5
johnson & johnson3.33
Additions to existing portfolio by MOTIVE WEALTH ADVISORS

Reductions

Ticker% Reduced
linde plc-21.13
chevron corp new-16.64
vanguard wellington fd-11.73
schwab strategic tr-11.27
ishares tr-10.08
home depot inc-10.00
costco whsl corp new-8.86
ge vernova inc-7.92
MOTIVE WEALTH ADVISORS reduced stake in above stock

Sold off

Ticker$ Sold
at&t inc-214,257
procter and gamble co-294,854
abbott labs-218,456
eaton corp plc-214,445
servicenow inc-215,346
booking holdings inc-205,172
MOTIVE WEALTH ADVISORS got rid off the above stocks

Sector Distribution

MOTIVE WEALTH ADVISORS has about 82.8% of it's holdings in Others sector.

Sector%
Others82.8
Technology7.8
Consumer Cyclical2.4
Communication Services2.4
Financial Services1.8
Healthcare1.3

Market Cap. Distribution

MOTIVE WEALTH ADVISORS has about 17.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED82.8
MEGA-CAP14.4
LARGE-CAP2.8

Stocks belong to which Index?

About 17% of the stocks held by MOTIVE WEALTH ADVISORS either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others83
S&P 50017
Top 5 Winners (%)%
LLY
eli lilly & co
40.6 %
AMD
advanced micro devices inc
32.2 %
GOOG
alphabet inc
28.7 %
GOOG
alphabet inc
28.7 %
LRCX
lam research corp
27.6 %
Top 5 Winners ($)$
VEA
vanguard tax-managed fds
1.1 M
GOOG
alphabet inc
0.5 M
IJR
ishares tr
0.4 M
GOOG
alphabet inc
0.3 M
IBCE
ishares tr
0.3 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.7 %
ORCL
oracle corp
-29.7 %
HD
home depot inc
-14.3 %
META
meta platforms inc
-10.1 %
LIN
linde plc
-9.2 %
Top 5 Losers ($)$
NFLX
netflix inc
-3.5 M
MSFT
microsoft corp
-0.3 M
META
meta platforms inc
-0.2 M
ORCL
oracle corp
-0.2 M
HD
home depot inc
-0.1 M

MOTIVE WEALTH ADVISORS Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MOTIVE WEALTH ADVISORS

MOTIVE WEALTH ADVISORS has 92 stocks in it's portfolio. About 58.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for MOTIVE WEALTH ADVISORS last quarter.

Last Reported on: 15 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions