Motive Wealth Advisors - Q42025 Holdings

Motive Wealth Advisors holds 92 stocks with a total portfolio value of $ 234.8M as of Q42025. In Q42025, Motive Wealth Advisors added 9 new positions, increased stakes in 22 stocks, reduced 52 holdings, and fully exited 6 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 10.80% of the total portfolio.