Martel Wealth Advisors Inc

Q3 2025 13F Holdings

  • Location
    vancouver, WA
  • Num holdings

    70

  • Value ($000)

    $570,828

  • Date Filed
    10/14/2025
  • Form type
    13F-HR
  • CIK
    0002039437
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$113.23M
20 %

1,444,032

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$110.14M
19 %

229,637

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$99.86M
18 %

708,503

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$66.28M
12 %

839,924

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$23.93M
4 %

274,059

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$16.75M
3 %

77,630

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$15.33M
3 %

480,307

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$14.65M
3 %

503,260

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$11.26M
2 %

187,953

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$10.51M
2 %

98,656

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