Martel Wealth Advisors Inc Top Holdings and 13F Report (2025) About Martel Wealth Advisors IncInvestment ActivityMartel Wealth Advisors Inc has $570.83 million in total holdings as of September 30, 2025.Martel Wealth Advisors Inc owns shares of 70 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.09% of the portfolio was purchased this quarter.About 1.17% of the portfolio was sold this quarter.This quarter, Martel Wealth Advisors Inc has purchased 70 new stocks and bought additional shares in 14 stocks.Martel Wealth Advisors Inc sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings VANGUARD MALVERN FDS $113,226,514Vanguard Growth ETF $110,136,422Vanguard High Dividend Yield ETF $99,863,501Vanguard Short-Term Bond ETF $66,278,419iShares Core MSCI EAFE ETF $23,928,091 Largest New Holdings this Quarter 00287Y109 - AbbVie $223,899 Holding91913Y100 - Valero Energy $216,741 Holding534187109 - Lincoln National $205,522 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 59,428 shares (about $4.66M)Vanguard Short-Term Bond ETF 43,392 shares (about $3.42M)Vanguard High Dividend Yield ETF 16,139 shares (about $2.27M)iShares National Muni Bond ETF 6,499 shares (about $692.08K)AbbVie 967 shares (about $223.90K) Largest Sales this Quarter Vanguard Growth ETF 3,203 shares (about $1.54M)Schwab U.S. Large-Cap Growth ETF 22,998 shares (about $733.87K)Schwab U.S. Large-Cap Value ETF 18,799 shares (about $547.24K)iShares Core MSCI EAFE ETF 5,993 shares (about $523.25K)iShares Core MSCI Emerging Markets ETF 6,484 shares (about $427.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMartel Wealth Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVANGUARD MALVERN FDS$113,226,514$4,659,748 ▲4.3%1,444,03219.8%CORE BD ETFVUGVanguard Growth ETF$110,136,422$1,536,194 ▼-1.4%229,63719.3%ETFVYMVanguard High Dividend Yield ETF$99,863,501$2,274,792 ▲2.3%708,50317.5%ETFBSVVanguard Short-Term Bond ETF$66,278,419$3,424,064 ▲5.4%839,92411.6%ETFIEFAiShares Core MSCI EAFE ETF$23,928,091$523,249 ▼-2.1%274,0594.2%ETFVIGVanguard Dividend Appreciation ETF$16,751,715$319,368 ▼-1.9%77,6302.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$15,326,596$733,866 ▼-4.6%480,3072.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$14,649,899$547,239 ▼-3.6%503,2602.6%ETFVEAVanguard FTSE Developed Markets ETF$11,262,115$357,602 ▼-3.1%187,9532.0%ETFMUBiShares National Muni Bond ETF$10,505,877$692,078 ▲7.1%98,6561.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,133,330$427,424 ▼-4.0%153,7221.8%ETFAMZNAmazon.com$7,503,585$63,895 ▼-0.8%34,1741.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$6,524,387$355,961 ▼-5.2%120,4211.1%ETFVTVVanguard Value ETF$6,480,900$39,536 ▲0.6%34,7521.1%ETFVBVanguard Small-Cap ETF$4,876,785$158,415 ▼-3.1%19,1790.9%ETFVBKVanguard Small-Cap Growth ETF$4,122,037$111,012 ▼-2.6%13,8500.7%ETFVBRVanguard Small-Cap Value ETF$3,975,508$100,807 ▼-2.5%19,0480.7%ETFBNDXVanguard Total International Bond ETF$3,664,145$18,449 ▼-0.5%74,0830.6%ETFRSPInvesco S&P 500 Equal Weight ETF$3,420,481$75,311 ▲2.3%18,0310.6%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$2,569,274$4,305 ▼-0.2%69,2340.5%ETFADMArcher Daniels Midland$2,362,2990.0%39,5430.4%Consumer StaplesEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2,189,447$35,791 ▼-1.6%85,8270.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,177,566$9,138 ▼-0.4%22,8760.4%ETFTSLATesla$2,156,003$60,037 ▼-2.7%4,8480.4%Auto/Tires/TrucksSPHYSPDR Portfolio High Yield Bond ETF$2,102,961$85,873 ▲4.3%87,8430.4%ETFVOOVanguard S&P 500 ETF$1,934,711$339,294 ▼-14.9%3,1590.3%ETFSPYSPDR S&P 500 ETF Trust$1,609,851$3,996 ▼-0.2%2,4170.3%FinanceCATCaterpillar$1,431,4500.0%3,0000.3%IndustrialsMSFTMicrosoft$1,033,859$3,626 ▼-0.3%1,9960.2%Computer and TechnologyVNQVanguard Real Estate ETF$966,530$89,595 ▼-8.5%10,5720.2%ETFMARMarriott International$941,4910.0%3,6150.2%Consumer DiscretionaryORCLOracle$843,7200.0%3,0000.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$838,967$8,206 ▼-1.0%2,5560.1%ETFECLEcolab$821,5800.0%3,0000.1%Basic MaterialsITWIllinois Tool Works$782,2800.0%3,0000.1%IndustrialsBRK.ABerkshire Hathaway$754,2000.0%10.1%FinancePGProcter & Gamble$698,9540.0%4,5490.1%Consumer StaplesHDHome Depot$678,2880.0%1,6740.1%Retail/WholesaleAVGOBroadcom$646,6240.0%1,9600.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$585,431$2,926 ▲0.5%8,2030.1%ETFMGVVanguard Mega Cap Value ETF$546,160$2,755 ▲0.5%3,9650.1%ETFSCHXSchwab US Large-Cap ETF$528,849$184 ▲0.0%20,0780.1%ETFAAPLApple$511,443$186,859 ▼-26.8%2,0090.1%Computer and TechnologyPGRProgressive$493,9000.0%2,0000.1%FinanceACNAccenture$493,2000.0%2,0000.1%Computer and TechnologyNVDANVIDIA$441,6350.0%2,3670.1%Computer and TechnologyZTSZoetis$438,9600.0%3,0000.1%MedicalPEPPepsiCo$421,3200.0%3,0000.1%Consumer StaplesEMREmerson Electric$393,5400.0%3,0000.1%IndustrialsOKEONEOK$370,5420.0%5,0780.1%EnergyCSCOCisco Systems$366,594$13,684 ▲3.9%5,3580.1%Computer and TechnologyJNJJohnson & Johnson$334,127$9,271 ▲2.9%1,8020.1%MedicalNVONovo Nordisk A/S$332,9400.0%6,0000.1%MedicalVNQIVanguard Global ex-U.S. Real Estate ETF$317,3450.0%6,6470.1%ETFTROWT. Rowe Price Group$307,9200.0%3,0000.1%FinanceADPAutomatic Data Processing$293,5000.0%1,0000.1%Computer and TechnologyVSGXVanguard ESG International Stock ETF$292,464$9,573 ▼-3.2%4,2160.1%ETFSCHWCharles Schwab$286,4100.0%3,0000.1%FinanceVOTVanguard Mid-Cap Growth ETF$286,3870.0%9750.1%ETFWMTWalmart$278,262$30,918 ▲12.5%2,7000.0%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$275,9410.0%9790.0%ETFTGTTarget$269,1000.0%3,0000.0%Retail/WholesaleESGVVanguard ESG U.S. Stock ETF$260,5680.0%2,2000.0%ETFCVXChevron$245,3580.0%1,5800.0%EnergyEPDEnterprise Products Partners$226,395$17,136 ▼-7.0%7,2400.0%EnergyABBVAbbVie$223,899$223,899 ▲New Holding9670.0%MedicalVLOValero Energy$216,741$216,741 ▲New Holding1,2730.0%EnergySCHDSchwab US Dividend Equity ETF$210,738$956 ▲0.5%7,7190.0%ETFLNCLincoln National$205,522$205,522 ▲New Holding5,0960.0%FinanceCOSTCostco Wholesale$202,713$4,628 ▼-2.2%2190.0%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$0$258,494 ▼-100.0%00.0%ETFEWEdwards Lifesciences$0$209,290 ▼-100.0%00.0%MedicalBNDVanguard Total Bond Market ETF$0$206,419 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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