Martel Wealth Advisors Inc Portfolio Holdings

Martel Wealth Advisors Inc

  • $586 Billion
  • Q4 2025

Martel Wealth Advisors Inc has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $586 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Malvern Fds with a value of $117B, Vanguard Growth ETF with a value of $112B, Vanguard Whitehall Fds (Vangua with a value of $104B, Vanguard Bd Index Fd Inc Short with a value of $69.7B, and Ishares Tr with a value of $24.1B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $571B to 586B.

Martel Wealth Advisors Inc is based out at Vancouver, WA

Below you can find more details about Martel Wealth Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $586 Billion
ETFs: $439 Billion
Consumer Cyclical: $11.7 Billion
Technology: $4.67 Billion
Consumer Defensive: $3.95 Billion
Industrials: $3.14 Billion
Financial Services: $2.04 Billion
Healthcare: $1.51 Billion
Energy: $1.05 Billion
Other: $788 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $586 Billion
  • Prior Value $571 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Martel Wealth Advisors Inc Portfolio

Follow Martel Wealth Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email