MOTIVE WEALTH ADVISORS — 13F holdings

MOTIVE WEALTH ADVISORS reported 96 holdings worth $243M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

1. VEA VANGUARD TAX-MANAGED FDS — $25.2M (10.4%)
2. IVV ISHARES TR — $16.8M (6.9%)
3. VIG VANGUARD SPECIALIZED FUNDS — $16.6M (6.8%)
4. QUAL ISHARES TR — $15.9M (6.5%)
5. AGG ISHARES TR — $15.0M (6.2%)
6. IEFA ISHARES TR — $14.1M (5.8%)
7. SCHB Schwab Strategic Tr — $13.7M (5.6%)
8. SGOV ISHARES TR — $9.87M (4.1%)
9. IUSG ISHARES TR — $9.12M (3.7%)
10. IUSV ISHARES TR — $8.28M (3.4%)