Motive Wealth Advisors has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on September 30, 2026. The filing lists a total of 103 separate positions held by the firm.
The portfolio is heavily weighted toward technology and semiconductor companies. The largest holding is NVIDIA Corporation, with 27,163 shares. Other major technology positions include Microsoft Corporation with 8,173 shares, Apple Inc. with 16,535 shares, and Advanced Micro Devices Inc. with 2,039 shares.
The filing also lists significant positions in consumer staples and healthcare. Procter & Gamble Co. is held in the amount of 1,532 shares, while Eli Lilly & Co. is held in the amount of 952 shares.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds shares of the iShares Core S&P 500 ETF, the Vanguard Total Bond Market ETF, and the Schwab Strategic Trust US Broad Market ETF.
Other notable individual stock holdings include Tesla Inc. with 4,993 shares, Visa Inc. with 1,927 shares, and Mastercard Incorporated with 949 shares.
