Martel Wealth Advisors Inc Portfolio Holdings

Martel Wealth Advisors Inc has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $512 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $96.7B, Vanguard Whitehall Fds (Vangua with a value of $86.5B, Vanguard Malvern Fds with a value of $83.2B, Vanguard Bd Index Fd Inc Short with a value of $59.3B, and Ishares Tr with a value of $20B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $489B to 512B.

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.