Notify me when MOTIVE WEALTH ADVISORS files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 92 | $234,804,125 | +$4,097,306 | -$5,738,762 | -$1,641,456 | VEA, VIG, QUAL, IVV, AGG | 13F-HR | 15 Jan 2026, 12:56 |
| Q3 2025 | 89 | $231,971,300 | +$3,937,129 | -$5,658,471 | -$1,721,342 | VEA, VIG, QUAL, IVV, AGG | 13F-HR | 20 Oct 2025, 15:50 |
| Q2 2025 | 87 | $219,625,130 | +$21,285,612 | -$3,994,247 | +$17,291,365 | VEA, VIG, AGG, IVV, QUAL | 13F-HR | 15 Jul 2025, 20:16 |
| Q1 2025 | 71 | $186,947,552 | +$10,990,324 | -$6,651,925 | +$4,338,399 | VEA, AGG, VIG, IVV, QUAL | 13F-HR | 16 Apr 2025, 20:49 |
| Q4 2024 | 75 | $186,193,692 | +$25,847,855 | -$4,316,041 | +$21,531,814 | VEA, IVV, VIG, QUAL, SCHB | 13F-HR | 21 Jan 2025, 08:08 |
| Q3 2024 | 65 | $165,867,073 | $0 | $0 | $0 | VEA, IVV, VIG, QUAL, IEFA | 13F-HR | 15 Oct 2024, 16:27 |
| Q2 2024 | 65 | $166,494,835 | +$5,229,138 | -$5,051,022 | +$178,116 | VEA, IVV, VIG, QUAL, IEFA | 13F-HR | 22 Jul 2024, 14:42 |
| Q1 2024 | 71 | $165,159,063 | +$72,743,587 | $0 | +$72,743,587 | VEA, IVV, VIG, IEFA, QUAL | 13F-HR | 06 May 2024, 15:17 |
| Q4 2023 | 43 | $86,737,139 | +$1,318,237 | -$14,383,340 | -$13,065,103 | SCHB, IEFA, VIG, VEA, QUAL | 13F-HR | 13 Feb 2024, 13:58 |
| Q3 2023 | 50 | $91,075,506 | +$992,579 | -$3,004,996 | -$2,012,417 | VEA, IEFA, SCHB, VIG, QUAL | 13F-HR | 14 Nov 2023, 14:20 |
| Q2 2023 | 55 | $96,598,821 | +$3,152,456 | -$3,091,946 | +$60,510 | IEFA, VEA, SCHB, VIG, QUAL | 13F-HR | 01 Aug 2023, 13:26 |
| Q1 2023 | 51 | $91,441,150 | +$703,356 | -$47,872,816 | -$47,169,460 | VEA, IEFA, VIG, SCHB, QUAL | 13F-HR | 03 May 2023, 11:42 |
| Q4 2022 | 58 | $130,831,609 | +$6,782,346 | -$9,218,335 | -$2,435,989 | VEA, VIG, IEFA, IVV, QUAL | 13F-HR | 27 Jan 2023, 13:16 |
| Q3 2022 | 60 | $123,446,000 | +$24,188,718 | -$20,134,196 | +$4,054,522 | VEA, VIG, IVV, IEFA, QUAL | 13F-HR | 21 Oct 2022, 17:26 |
| Q2 2022 | 77 | $126,837,000 | +$9,451,355 | -$7,186,707 | +$2,264,648 | VEA, VIG, IVV, SCHB, IEFA | 13F-HR | 03 Aug 2022, 15:38 |
| Q1 2022 | 78 | $145,951,000 | +$16,906,044 | -$21,755,288 | -$4,849,244 | VEA, IVV, VIG, SCHB, IEFA | 13F-HR | 03 May 2022, 13:26 |
| Q4 2021 | 78 | $166,096,000 | +$23,092,242 | -$15,272,364 | +$7,819,878 | IVV, VEA, VIG, SCHB, VTEB | 13F-HR | 08 Feb 2022, 13:19 |
| Q3 2021 | 75 | $148,094,000 | +$12,558,078 | -$3,022,419 | +$9,535,659 | IVV, VEA, VIG, SCHB, MUB | 13F-HR | 16 Nov 2021, 10:39 |
| Q2 2021 | 75 | $139,798,000 | $0 | $0 | $0 | IVV, VEA, VIG, SCHB, MUB | 13F-HR | 16 Aug 2021, 13:32 |