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 Market Cap. of $50 Millions to $300 Millions

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

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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