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Martel Wealth Advisors LLC

Q2 2026 13F Holdings

  • Location
    vancouver, WA
  • Num holdings

    61

  • Value ($000)

    $635,688

  • Date Filed
    07/13/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$129.18M
20 %

1,672,614

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$125.11M
20 %

1,452,410

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$118.14M
19 %

747,548

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$77.63M
12 %

996,458

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$24.61M
4 %

254,771

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$17.69M
3 %

74,740

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$16.29M
3 %

467,996

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$15.16M
2 %

448,035

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$11.59M
2 %

162,690

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$11.26M
2 %

104,632

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