MOTIVE WEALTH ADVISORS

Q3 2026 13F Holdings

Location
Birmingham, MI
Holdings as of
9/30/2026
Value
$249M
Value excl. options
$249M
Num holdings
103
Date filed
10/26/2026
Form type
13F-HR
Prev filing
7/21/2026
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type