# EDGAR Filing Document

**Accession Number:** 0001877093
**File Stem:** 0001754960-26-000068
**Filing Date:** 2026-1
**Character Count:** 12485
**Document Hash:** bfe54a62647f0fc65d54b7e05a937788
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-26-000068.hdr.sgml**: 20260115

**ACCESSION NUMBER**: 0001754960-26-000068

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260115

**DATE AS OF CHANGE**: 20260115

**EFFECTIVENESS DATE**: 20260115

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MOTIVE WEALTH ADVISORS
- **CENTRAL INDEX KEY:** 0001877093

**ORGANIZATION NAME:**
- **EIN:** 845160774
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21346
- **FILM NUMBER:** 26535486

**BUSINESS ADDRESS:**
- **STREET 1:** 525 W MERRILL ST
- **CITY:** BIRMINGHAM
- **STATE:** MI
- **ZIP:** 48009
- **BUSINESS PHONE:** (248) 987-5731

**MAIL ADDRESS:**
- **STREET 1:** 525 W MERRILL ST
- **CITY:** BIRMINGHAM
- **STATE:** MI
- **ZIP:** 48009

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MOTIVE WEALTH ADVISORS<br>**Address:** 525 W MERRILL ST<br>BIRMINGHAM, MI 48009

**Form 13F File Number:** 028-21346

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  01-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 92

**Form 13F Information Table Value Total:** $234804125

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| LINDE PLC | SHS | G54950103 |  | 208505 | 489 | SH |  | SOLE |  | 0 | 0 | 489 |
| ABBVIE INC | COM | 00287Y109 |  | 501307 | 2194 | SH |  | SOLE |  | 0 | 0 | 2194 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 430247 | 2009 | SH |  | SOLE |  | 0 | 0 | 2009 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1495257 | 4765 | SH |  | SOLE |  | 0 | 0 | 4765 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2055158 | 6566 | SH |  | SOLE |  | 0 | 0 | 6566 |
| AMAZON COM INC | COM | 023135106 |  | 2458002 | 10649 | SH |  | SOLE |  | 0 | 0 | 10649 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 275613 | 745 | SH |  | SOLE |  | 0 | 0 | 745 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 267172 | 1977 | SH |  | SOLE |  | 0 | 0 | 1977 |
| APPLE INC | COM | 037833100 |  | 4378305 | 16105 | SH |  | SOLE |  | 0 | 0 | 16105 |
| BANK AMERICA CORP | COM | 060505104 |  | 326480 | 5936 | SH |  | SOLE |  | 0 | 0 | 5936 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1065115 | 2119 | SH |  | SOLE |  | 0 | 0 | 2119 |
| BROADCOM INC | COM | 11135F101 |  | 1742267 | 5034 | SH |  | SOLE |  | 0 | 0 | 5034 |
| CATERPILLAR INC | COM | 149123101 |  | 326536 | 570 | SH |  | SOLE |  | 0 | 0 | 570 |
| CHEVRON CORP NEW | COM | 166764100 |  | 209259 | 1373 | SH |  | SOLE |  | 0 | 0 | 1373 |
| CISCO SYS INC | COM | 17275R102 |  | 298722 | 3878 | SH |  | SOLE |  | 0 | 0 | 3878 |
| CITIGROUP INC | COM NEW | 172967424 |  | 228362 | 1957 | SH |  | SOLE |  | 0 | 0 | 1957 |
| COCA COLA CO | COM | 191216100 |  | 238393 | 3410 | SH |  | SOLE |  | 0 | 0 | 3410 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 399263 | 463 | SH |  | SOLE |  | 0 | 0 | 463 |
| EXACT SCIENCES CORP | COM | 30063P105 |  | 292797 | 2883 | SH |  | SOLE |  | 0 | 0 | 2883 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 486174 | 4040 | SH |  | SOLE |  | 0 | 0 | 4040 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1629102 | 2468 | SH |  | SOLE |  | 0 | 0 | 2468 |
| GE VERNOVA INC | COM | 36828A101 |  | 220253 | 337 | SH |  | SOLE |  | 0 | 0 | 337 |
| GE AEROSPACE | COM NEW | 369604301 |  | 406908 | 1321 | SH |  | SOLE |  | 0 | 0 | 1321 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 312045 | 355 | SH |  | SOLE |  | 0 | 0 | 355 |
| HOME DEPOT INC | COM | 437076102 |  | 325175 | 945 | SH |  | SOLE |  | 0 | 0 | 945 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 415879 | 1404 | SH |  | SOLE |  | 0 | 0 | 1404 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 254296 | 449 | SH |  | SOLE |  | 0 | 0 | 449 |
| INTUIT | COM | 461202103 |  | 231185 | 349 | SH |  | SOLE |  | 0 | 0 | 349 |
| ISHARES TR | CORE S ETF | 464287200 |  | 15369755 | 22440 | SH |  | SOLE |  | 0 | 0 | 22440 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 14417978 | 144353 | SH |  | SOLE |  | 0 | 0 | 144353 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 321028 | 3343 | SH |  | SOLE |  | 0 | 0 | 3343 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1371810 | 20785 | SH |  | SOLE |  | 0 | 0 | 20785 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 7782678 | 75899 | SH |  | SOLE |  | 0 | 0 | 75899 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 8124930 | 48380 | SH |  | SOLE |  | 0 | 0 | 48380 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 1743920 | 4508 | SH |  | SOLE |  | 0 | 0 | 4508 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 698727 | 5814 | SH |  | SOLE |  | 0 | 0 | 5814 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 4673209 | 43630 | SH |  | SOLE |  | 0 | 0 | 43630 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 673896 | 9437 | SH |  | SOLE |  | 0 | 0 | 9437 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 15425363 | 77663 | SH |  | SOLE |  | 0 | 0 | 77663 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 13616617 | 152209 | SH |  | SOLE |  | 0 | 0 | 152209 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 3486298 | 51864 | SH |  | SOLE |  | 0 | 0 | 51864 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 713465 | 4789 | SH |  | SOLE |  | 0 | 0 | 4789 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 333956 | 3512 | SH |  | SOLE |  | 0 | 0 | 3512 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 7075987 | 70492 | SH |  | SOLE |  | 0 | 0 | 70492 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1072026 | 3327 | SH |  | SOLE |  | 0 | 0 | 3327 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 398379 | 1925 | SH |  | SOLE |  | 0 | 0 | 1925 |
| KLA CORP | COM NEW | 482480100 |  | 229650 | 189 | SH |  | SOLE |  | 0 | 0 | 189 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 274230 | 1602 | SH |  | SOLE |  | 0 | 0 | 1602 |
| ELI LILLY  CO | COM | 532457108 |  | 1008050 | 938 | SH |  | SOLE |  | 0 | 0 | 938 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 572593 | 1003 | SH |  | SOLE |  | 0 | 0 | 1003 |
| MCDONALDS CORP | COM | 580135101 |  | 364005 | 1191 | SH |  | SOLE |  | 0 | 0 | 1191 |
| MERCK  CO INC | COM | 58933Y105 |  | 231993 | 2204 | SH |  | SOLE |  | 0 | 0 | 2204 |
| MICROSOFT CORP | COM | 594918104 |  | 3927478 | 8121 | SH |  | SOLE |  | 0 | 0 | 8121 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 303962 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 233097 | 1313 | SH |  | SOLE |  | 0 | 0 | 1313 |
| NETFLIX INC | COM | 64110L106 |  | 543245 | 5794 | SH |  | SOLE |  | 0 | 0 | 5794 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 212019 | 2641 | SH |  | SOLE |  | 0 | 0 | 2641 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4906256 | 26307 | SH |  | SOLE |  | 0 | 0 | 26307 |
| ORACLE CORP | COM | 68389X105 |  | 332711 | 1707 | SH |  | SOLE |  | 0 | 0 | 1707 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 377008 | 2121 | SH |  | SOLE |  | 0 | 0 | 2121 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 225683 | 1407 | SH |  | SOLE |  | 0 | 0 | 1407 |
| RTX CORPORATION | COM | 75513E101 |  | 321867 | 1755 | SH |  | SOLE |  | 0 | 0 | 1755 |
| S GLOBAL INC | COM | 78409V104 |  | 215830 | 413 | SH |  | SOLE |  | 0 | 0 | 413 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A201 |  | 1333269 | 14155 | SH |  | SOLE |  | 0 | 0 | 14155 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 |  | 1410057 | 15500 | SH |  | SOLE |  | 0 | 0 | 15500 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 7898147 | 74022 | SH |  | SOLE |  | 0 | 0 | 74022 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 7737238 | 136195 | SH |  | SOLE |  | 0 | 0 | 136195 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 |  | 211809 | 878 | SH |  | SOLE |  | 0 | 0 | 878 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A821 |  | 394399 | 4267 | SH |  | SOLE |  | 0 | 0 | 4267 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A839 |  | 388628 | 4591 | SH |  | SOLE |  | 0 | 0 | 4591 |
| SALESFORCE INC | COM | 79466L302 |  | 305441 | 1153 | SH |  | SOLE |  | 0 | 0 | 1153 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 12475355 | 475614 | SH |  | SOLE |  | 0 | 0 | 475614 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 544120 | 20220 | SH |  | SOLE |  | 0 | 0 | 20220 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 510769 | 16986 | SH |  | SOLE |  | 0 | 0 | 16986 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 448544 | 13696 | SH |  | SOLE |  | 0 | 0 | 13696 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 2964276 | 123306 | SH |  | SOLE |  | 0 | 0 | 123306 |
| TJX COS INC NEW | COM | 872540109 |  | 248080 | 1615 | SH |  | SOLE |  | 0 | 0 | 1615 |
| TESLA INC | COM | 88160R101 |  | 2127625 | 4731 | SH |  | SOLE |  | 0 | 0 | 4731 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 271350 | 822 | SH |  | SOLE |  | 0 | 0 | 822 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 16388283 | 74567 | SH |  | SOLE |  | 0 | 0 | 74567 |
| VANGUARD WELLINGTON FD | US VALUE FACTR | 921935805 |  | 257859 | 1942 | SH |  | SOLE |  | 0 | 0 | 1942 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 6415573 | 86615 | SH |  | SOLE |  | 0 | 0 | 86615 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 25354901 | 405873 | SH |  | SOLE |  | 0 | 0 | 405873 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 6682461 | 124302 | SH |  | SOLE |  | 0 | 0 | 124302 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 288304 | 2368 | SH |  | SOLE |  | 0 | 0 | 2368 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 3296711 | 65554 | SH |  | SOLE |  | 0 | 0 | 65554 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1219141 | 1944 | SH |  | SOLE |  | 0 | 0 | 1944 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 598604 | 1227 | SH |  | SOLE |  | 0 | 0 | 1227 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 387710 | 2030 | SH |  | SOLE |  | 0 | 0 | 2030 |
| VISA INC | COM CL A | 92826C839 |  | 664595 | 1895 | SH |  | SOLE |  | 0 | 0 | 1895 |
| WALMART INC | COM | 931142103 |  | 581449 | 5219 | SH |  | SOLE |  | 0 | 0 | 5219 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 341951 | 3669 | SH |  | SOLE |  | 0 | 0 | 3669 |

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