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Motiv8 Investments LLC
Motiv8 Investments LLC is a registered investment adviser headquartered in Port St. Lucie, Florida. Founded in 2016 by Michael G. Terrio, the firm specializes in providing investment advisory services, portfolio management, and strategic planning to individuals—with a focus on high net worth clients and retirement plan participants. Motiv8 is staffed by over 40 employees and is managed by Michael Terrio (Manager) and Cassie Ottofarro (COO). The firm serves primarily U.S. persons and manages client assets across various retirement, brokerage, and taxable accounts.
Investment Strategy
Motiv8 Investments LLC primarily manages discretionary portfolios for individuals and retirement plans, seeking growth through diversified public equities, fixed income, and tailored investment strategies. The firm emphasizes individualized financial planning, risk management, and retirement solutions, utilizing both strategic asset allocation and tactical oversight to help clients build, preserve, and transfer wealth. Motiv8 does not operate pooled vehicles; its approach centers on personalized advice and ongoing direct client engagement. Accounts are managed with an emphasis on confidentiality, regulatory compliance, and fiduciary responsibility.
Latest 13F Filing Activity
Motiv8 Investments LLC filed their most recent 13F report on Sep 30, 2025 disclosing 103 equity positions with a total 13F market value of $188M. The fund increased holdings in First TR Exchng Traded FD VI, Transdigm Group Inc., Vanguard BD Index FDS among other positions. Motiv8 Investments LLC reduced exposure to Innovator Etfs Trust, World Gold TR, Innovator Etfs Trust among others.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 4.47% | $8.4M | 12,605 | $494.05 | $666.18 | +$435.0K |
P POCT | INNOVATOR ETFS TRUST | 3.99% | $7.5M | 173,893 | $36.75 | $43.10 | +$169.9K |
P PJUL | INNOVATOR ETFS TRUST | 3.98% | $7.5M | 164,250 | $36.98 | $45.60 | -$34.2K |
P PJAN | INNOVATOR ETFS TRUST | 3.98% | $7.5M | 163,454 | $38.07 | $45.80 | +$141.9K |
P PAPR | INNOVATOR ETFS TRUST | 3.94% | $7.4M | 192,876 | $33.17 | $38.36 | +$164.9K |
Industry Allocation
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