§ 13F · FUND PROFILE
Martel Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $570.8T (13F)Positions · 70Turnover · — · Q3Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | 1.44M | $113.2T | 19.8% | — |
| 2 | VUG | VANGUARD INDEX FDS | 230K | $110.1T | 19.3% | — |
| 3 | VYM | VANGUARD WHITEHALL FDS | 709K | $99.9T | 17.5% | — |
| 4 | BSV | VANGUARD BD INDEX FDS | 840K | $66.3T | 11.6% | — |
| 5 | IEFA | ISHARES TR | 274K | $23.9T | 4.2% | — |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 78K | $16.8T | 2.9% | — |
| 7 | SCHG | SCHWAB STRATEGIC TR | 480K | $15.3T | 2.7% | — |
| 8 | SCHV | SCHWAB STRATEGIC TR | 503K | $14.6T | 2.6% | — |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 188K | $11.3T | 2.0% | — |
| 10 | MUB | ISHARES TR | 99K | $10.5T | 1.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARTEL SIGNAL
AC read
Martel Wealth Advisors LLC is a Other fund managing $570828.3 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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