Motive Wealth Advisors ETF holdings
Birmingham, MI
Reported $196.3M in 37 ETFs in its Form 13F for June 30, 2026.
ETF value
$196.3M
ETFs held
37
Change from prior quarter
+12.7%
With price moves
ETFs as a share of its 13F
80.7%
of $243.2M
Top 10 of 37 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $25.2M | 353,513 | +7,267 shares |
| IVV | iShares Core S&P 500 ETF | $16.8M | 22,414 | −26 shares |
| VIG | Vanguard Dividend Appreciation ETF | $16.6M | 70,324 | +1,153 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $15.9M | 72,291 | +738 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $15.0M | 151,575 | +8,245 shares |
| IEFA | iShares Core MSCI EAFE ETF | $14.1M | 146,415 | −3,600 shares |
| SCHB | Schwab U.S. Broad Market ETF | $13.7M | 473,585 | −911 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $9.9M | 98,027 | +30,534 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $9.1M | 48,463 | −439 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $8.3M | 75,144 | −78 shares |
27 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001877093. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Motive Wealth Advisors own?
Motive Wealth Advisors reported 37 ETF positions worth $196.3M in its Form 13F for June 30, 2026. The largest was VEA, at $25.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.