Martel Wealth Advisors Inc Portfolio Holdings

Martel Wealth Advisors Inc

  • $539 Billion
  • Q2 2025

Martel Wealth Advisors Inc has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $539 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 $107B, Vanguard Growth ETF with a value of $102B, Vanguard Whitehall Fds (Vangua with a value of $92.3B, Vanguard Bd Index Fd Inc Short with a value of $62.7B, and Ishares Tr with a value of $23.4B.

Examining the 13F form we can see an increase of $37.4B in the current position value, from $502B to 539B.

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 $539 Billion
ETFs: $406 Billion
Consumer Cyclical: $10.7 Billion
Technology: $4.08 Billion
Consumer Defensive: $3.96 Billion
Industrials: $2.61 Billion
Financial Services: $1.83 Billion
Healthcare: $1.36 Billion
Energy: $882 Million
Other: $808 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.28T
$7.56 Billion 1.4% of portfolio
34,465
Q2 2025 Added 0.14%
$29.4B
$2.09 Billion 0.39% of portfolio
39,543
Q2 2025 Reduced 0.13%
$1.01T
$1.58 Billion 0.29% of portfolio
4,983
Q2 2025 Reduced 5.25%
$221B
$1.16 Billion 0.22% of portfolio
3,000
Q4 2024 New
$88.1B
$988 Million 0.18% of portfolio
3,615
Q4 2024 New
$3.81T
$996 Million 0.18% of portfolio
2,003
Q2 2025 Reduced 2.24%
$76.7B
$808 Million 0.15% of portfolio
3,000
Q4 2024 New
$79.2B
$742 Million 0.14% of portfolio
3,000
Q4 2024 New
$426B
$729 Million 0.14% of portfolio
1
Q1 2025 New
$369B
$725 Million 0.13% of portfolio
4,549
Q2 2025 Added 0.86%
$671B
$656 Million 0.12% of portfolio
3,000
Q4 2024 New
$368B
$614 Million 0.11% of portfolio
1,674
Q2 2025 Reduced 46.65%
$178B
$598 Million 0.11% of portfolio
2,000
Q4 2024 New
$3.38T
$563 Million 0.1% of portfolio
2,743
Q2 2025 Added 0.04%
$145B
$534 Million 0.1% of portfolio
2,000
Q4 2024 New
$116B
$540 Million 0.1% of portfolio
1,960
Q3 2024 Added 900.0%
$36.3B
$415 Million 0.08% of portfolio
5,078
Q4 2024 New
$147B
$414 Million 0.08% of portfolio
6,000
Q4 2024 New
$85.4B
$400 Million 0.07% of portfolio
3,000
Q4 2024 New
$280B
$358 Million 0.07% of portfolio
5,158
Q4 2024 New
$431B
$374 Million 0.07% of portfolio
2,367
Q2 2025 Added 9.94%
$200B
$396 Million 0.07% of portfolio
3,000
Q4 2024 New
$125B
$308 Million 0.06% of portfolio
1,000
Q4 2024 New
$169B
$274 Million 0.05% of portfolio
3,000
Q4 2024 New
$47.7B
$296 Million 0.05% of portfolio
3,000
Q4 2024 New
$24B
$290 Million 0.05% of portfolio
3,000
Q4 2024 New
$426B
$268 Million 0.05% of portfolio
1,752
Q2 2025 Added 2.94%
$47.1B
$209 Million 0.04% of portfolio
2,676
Q2 2025 New
$68B
$242 Million 0.04% of portfolio
7,788
Q2 2025 Added 7.57%
$296B
$226 Million 0.04% of portfolio
1,580
Q2 2025 Reduced 8.03%
$422B
$222 Million 0.04% of portfolio
224
Q1 2025 Reduced 27.04%
$258B
$235 Million 0.04% of portfolio
2,400
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $539 Billion
  • Prior Value $502 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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