Motive Wealth Advisors
Motive Wealth Advisors reported 96 holdings worth US$243M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Motive Wealth Advisors reported 96 holdings worth US$243M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 96
- Value as reported
- US$243M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 26,386 | US$5.28M | 2.2% |
| Apple Inc | 16,182 | US$4.68M | 1.9% |
| Alphabet Inc (google) Class C | 11,342 | US$4.05M | 1.7% |
| Microsoft Corp. | 7,840 | US$2.92M | 1.2% |
| Amazon.com, Inc. | 10,719 | US$2.55M | 1.1% |
| Tesla, Inc. | 4,896 | US$2.06M | 0.85% |
| Broadcom Inc. | 5,044 | US$1.91M | 0.78% |
| Meta Platforms, Inc. | 2,406 | US$1.36M | 0.56% |
| Micron Technology, Inc. | 1,152 | US$1.33M | 0.55% |
| Advanced Micro Devices Inc | 1,958 | US$1.14M | 0.47% |
| Eli Lilly And Company | 934 | US$1.12M | 0.46% |
| Jp Morgan Chase & Co. | 3,270 | US$1.07M | 0.44% |
| Berkshire Hathaway Inc. | 2,022 | US$1.01M | 0.42% |
| Lam Research Corporation | 1,499 | US$650K | 0.27% |
| Visa Inc. | 1,868 | US$641K | 0.26% |
| Intel Corporation | 4,467 | US$624K | 0.26% |
| Caterpillar, Inc. | 558 | US$594K | 0.24% |
| Kla Corporation | 1,953 | US$589K | 0.24% |
| Walmart Inc. | 5,138 | US$582K | 0.24% |
| Applied Materials, Inc. | 786 | US$568K | 0.23% |
| Abbvie Inc. | 2,188 | US$551K | 0.23% |
| Johnson & Johnson | 2,078 | US$528K | 0.22% |
| Ge Aerospace | 1,341 | US$501K | 0.21% |
| Costco Wholesale Corporation | 515 | US$482K | 0.20% |
| Cisco Systems, Inc. | 3,968 | US$466K | 0.19% |
| Mastercard Incorporated | 896 | US$460K | 0.19% |
| Ge Vernova Inc. | 344 | US$404K | 0.17% |
| Netflix, Inc. | 5,459 | US$390K | 0.16% |
| Goldman Sachs Group, Inc. (the) | 381 | US$385K | 0.16% |
| International Business Machines Corporation | 1,312 | US$369K | 0.15% |
| Unitedhealth Group Incorporated | 872 | US$362K | 0.15% |
| Sandisk Corporation | 159 | US$362K | 0.15% |
| Bank Of America Corporation | 6,184 | US$352K | 0.14% |
| Rtx Corporation | 1,815 | US$344K | 0.14% |
| Palo Alto Networks, Inc. | 960 | US$327K | 0.13% |
| Merck & Company, Inc. | 2,473 | US$318K | 0.13% |
| Amphenol Corporation | 1,761 | US$311K | 0.13% |
| Citigroup, Inc. | 2,123 | US$297K | 0.12% |
| Coca-cola Company (the) | 3,563 | US$290K | 0.12% |
| Oracle Corporation | 1,952 | US$286K | 0.12% |
| Wells Fargo & Company | 3,434 | US$284K | 0.12% |
| Philip Morris International Inc | 1,527 | US$276K | 0.11% |
| American Express Company | 782 | US$265K | 0.11% |
| Home Depot, Inc. (the) | 746 | US$263K | 0.11% |
| Western Digital Corporation | 406 | US$259K | 0.11% |
| Chevron Corporation | 1,513 | US$251K | 0.10% |
| Tjx Companies, Inc. (the) | 1,652 | US$250K | 0.10% |
| Morgan Stanley | 1,162 | US$243K | 0.10% |
| Mcdonald's Corporation | 874 | US$236K | 0.10% |
| Nextera Energy, Inc. | 2,628 | US$231K | 0.09% |
| Arista Networks, Inc. | 1,332 | US$226K | 0.09% |
| Amgen Inc. | 590 | US$214K | 0.09% |
| Analog Devices, Inc. | 536 | US$213K | 0.09% |
| Palantir Technologies Inc. | 1,811 | US$211K | 0.09% |
| Booking Holdings Inc. Common Stock | 1,135 | US$202K | 0.08% |
| Parker-hannifin Corporation | 206 | US$201K | 0.08% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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