MOTIVE WEALTH ADVISORS
All 13F Filings
- Location
- Birmingham, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 243,160
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 96 | 243,160 | 13F-HR | MOTIVE WEALTH ADVISORS |
| Q1 2026 | 4/14/2026 | 92 | 212,959 | 13F-HR | MOTIVE WEALTH ADVISORS |
| Q4 2025 | 1/15/2026 | 92 | 234,804 | 13F-HR | MOTIVE WEALTH ADVISORS |
| Q3 2025 | 10/20/2025 | 89 | 231,971 | 13F-HR | MOTIVE WEALTH ADVISORS |
| Q2 2025 | 7/16/2025 | 87 | 219,625 | 13F-HR | MOTIVE WEALTH ADVISORS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.39 K | 19.5% | 8.626 K | 0 | 8.626 K |
| ETFs | 195.8 K | 80.5% | 21.57 K | 0 | 21.57 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
243,160
Holdings
96
QoQ value change ($000)
30,201
(14.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.