Institutions / Martel Wealth Advisors Inc

Martel Wealth Advisors Inc

CIK 2039437 · Institution · as of Dec 31, 2025

Portfolio value

$585.59M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 70 →

Company	Class	Value	Shares	% of portfolio
Vanguard Malvern Fds	—	$117.24M	1,505,108	20.0%
Vanguard Index Fds	—	$111.65M	228,862	19.1%
Vanguard Whitehall Fds	—	$104.20M	726,001	17.8%
Vanguard Bd Index Fds	—	$69.69M	884,339	11.9%
iShares Tr	—	$24.07M	269,109	4.1%
Vanguard Specialized Funds	—	$17.09M	77,767	2.9%
Schwab Strategic Tr	—	$15.13M	463,758	2.6%
Schwab Strategic Tr	—	$14.76M	498,411	2.5%
Vanguard Tax-Managed Fds	—	$11.47M	183,530	2.0%
iShares Tr	—	$10.81M	100,952	1.8%
iShares Inc	—	$9.81M	145,886	1.7%
Amazon.com Inc	—	$7.86M	34,047	1.3%
Vanguard Index Fds	—	$6.62M	34,644	1.1%
Vanguard Intl Equity Index F	—	$6.34M	118,015	1.1%
Vanguard Index Fds	—	$5.01M	19,422	0.9%
Vanguard Index Fds	—	$4.10M	13,568	0.7%
Vanguard Index Fds	—	$4.01M	18,950	0.7%
Vanguard Charlotte Fds	—	$3.62M	74,947	0.6%
Invesco Exchange Traded Fd T	—	$3.47M	18,115	0.6%
Dbx ETF Tr	—	$2.57M	69,848	0.4%
Archer-Daniels-Midland Co	—	$2.27M	39,516	0.4%
VanEck ETF Trust	—	$2.22M	85,852	0.4%
iShares Tr	—	$2.19M	22,747	0.4%
Tesla Inc	—	$2.18M	4,848	0.4%
SPDR Series Trust	—	$2.15M	91,038	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.