Motive Wealth Advisors - Q12026 Holdings

Motive Wealth Advisors holds 92 stocks with a total portfolio value of $ 212.96M as of Q12026. In Q12026, Motive Wealth Advisors added 6 new positions, increased stakes in 25 stocks, reduced 48 holdings, and fully exited 6 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 10.42% of the total portfolio.