13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001877093
Total reported value
$243.2M
$243.2M
71 檔
28.7%
As reported in its official Q1 2025 Form 13F filing, Motive Wealth Advisors's tracked investment portfolio stood at $243.2M with 71 total positions.
In Q1 2025, Motive Wealth Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.39% | -0.06% | +3.43% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.84% | -0.51% | +39.56% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.02% | -0.15% | -1.42% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.90% | +0.02% | -2.01% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.17% | +0.08% | +1.13% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.16% | -0.56% | +0.21% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.53% | +0.05% | — | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.32% | +0.87% | +38.98% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 3.74% | -0.33% | +7.76% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.65% | -0.21% | -2.18% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.55% | +0.19% | -9.86% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.00% | -0.13% | +0.78% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.84% | +0.06% | -3.91% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.52% | -0.02% | +2.47% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.50% | -0.19% | +60.96% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 2.18% | -0.26% | -18.08% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.71% | +0.03% | -5.27% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.57% | +0.04% | +0.39% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.55% | -0.09% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.19% | -3.93% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.03% | -6.50% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.01% | -2.06% | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.77% | +0.01% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.10% | -4.29% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | — | -10.07% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.02% | -4.13% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.06% | -3.83% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.09% | -7.05% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.47% | +0.01% | +0.66% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.47% | +0.07% | +0.76% | |
| 31 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.43% | — | -6.94% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.01% | -4.56% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.05% | -5.35% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.06% | -3.32% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.06% | -5.62% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.01% | -13.20% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.01% | — | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.30% | -0.03% | -7.25% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | -0.11% | -6.16% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | -0.04% | -1.30% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | -0.02% | -2.46% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.24% | +0.02% | -52.15% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.24% | -0.02% | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.04% | -0.64% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | +0.01% | -1.92% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.32% | EXIT | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.01% | -0.85% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.06% | -6.08% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | +0.05% | +1.06% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.07% | -8.99% |
According to official SEC Form 13F filings, Motive Wealth Advisors reported a total U.S. public equity portfolio value of $243.2M across 71 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, AGG, VIG) accounted for 28.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VEA
市值: $17.5M
During Q1 2025, Motive Wealth Advisors's top holdings by market value included VEA (9.4%)、AGG (7.8%)、VIG (7.0%). The largest single position, VEA, represented 9.4% of total portfolio value.
In Q1 2025, Motive Wealth Advisors made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.