§ 13F · FUND PROFILE
Martel Wealth Advisors Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $539.4T (13F)Positions · 70Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$674.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | 1.51M | $117.2T | 20.0% | +4% |
| 2 | VUG | VANGUARD INDEX FDS | 229K | $111.7T | 19.1% | ±0% |
| 3 | VYM | VANGUARD WHITEHALL FDS | 726K | $104.2T | 17.8% | +2% |
| 4 | BSV | VANGUARD BD INDEX FDS | 884K | $69.7T | 11.9% | +5% |
| 5 | IEFA | ISHARES TR | 269K | $24.1T | 4.1% | −2% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 78K | $17.1T | 2.9% | ±0% |
| 7 | SCHG | SCHWAB STRATEGIC TR | 464K | $15.1T | 2.6% | −3% |
| 8 | SCHV | SCHWAB STRATEGIC TR | 498K | $14.8T | 2.5% | −1% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 184K | $11.5T | 2.0% | −2% |
| 10 | MUB | ISHARES TR | 101K | $10.8T | 1.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARTEL SIGNAL
AC read
Martel Wealth Advisors Inc is a Other fund managing $539404.2 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed