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Martel Wealth Advisors - Q2 2026 13F Filings

MA

Martel Wealth Advisors LLC

CIK: 0002039437
Address: Washington Vancouver 2001 Se Columbia River Dr Suite 200
$635.69 M
Portfolio Value
61
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$104.85 M
2. VCRB Vanguard Core Bond Etf
+$7.09 M
3. BSV Vanguard Short-Term Bond Etf
+$4.53 M
4. VYM Vanguard High Dividend Yield Index Etf
+$1.93 M
5. VSGX Vanguard Esg International Stock Etf
+$421,992.76

Top Sells

Q2 2026
1. CAT Caterpillar
−$2.83 M
2. MAR Marriott International
−$1.12 M
3. IEMG Ishares Core Msci Emerging Markets Etf
−$772,563.65
4. SGI Somnigroup International
−$679,029
5. GOOG Alphabet
−$579,457

Asset Allocation

Stocks/ETFs
+8.21%
$635.69 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Martel Wealth Advisors Q2 2026 Filing Summary

Martel Wealth Advisors LLC filed its 13F report for Q2 2026 on July 13, 2026. The portfolio totaled 635.69 M reflecting a +8.21% change from the prior quarter, spanning 61 assets. The top 10 holdings comprised 86.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 17 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Martel Wealth Advisors’s Q2 2026 Filing

Martel Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/13/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Martel Wealth Advisors reported a managed portfolio value of 635.69 M, consisting of 61 individual positions.

This page displays the raw filing documents. To see which stocks Martel Wealth Advisors bought or sold during Q2 2026, please visit Martel Wealth Advisors's Portfolio Analysis page.