Martel Wealth Advisors Inc Top Holdings and 13F Report (2025) About Martel Wealth Advisors IncInvestment ActivityMartel Wealth Advisors Inc has $539.40 million in total holdings as of June 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 2.16% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Martel Wealth Advisors Inc has purchased 69 new stocks and bought additional shares in 21 stocks.Martel Wealth Advisors Inc sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings VANGUARD MALVERN FDS $107,417,616Vanguard Growth ETF $102,077,186Vanguard High Dividend Yield ETF $92,298,992Vanguard Short-Term Bond ETF $62,687,105iShares Core MSCI EAFE ETF $23,378,741 Largest New Holdings this Quarter 78468R606 - SPDR Portfolio High Yield Bond ETF $2,005,293 Holding28176E108 - Edwards Lifesciences $209,290 Holding808524797 - Schwab US Dividend Equity ETF $203,623 Holding Largest Purchases this Quarter Vanguard High Dividend Yield ETF 21,586 shares (about $2.88M)VANGUARD MALVERN FDS 31,915 shares (about $2.48M)SPDR Portfolio High Yield Bond ETF 84,256 shares (about $2.01M)Vanguard Growth ETF 3,653 shares (about $1.60M)Vanguard Short-Term Bond ETF 15,702 shares (about $1.24M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 14,062 shares (about $1.17M)Home Depot 1,464 shares (about $536.76K)Vanguard FTSE Developed Markets ETF 7,902 shares (about $450.49K)Vanguard Total Bond Market ETF 3,924 shares (about $288.97K)Schwab U.S. Large-Cap Value ETF 9,988 shares (about $276.37K) 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$107,417,616$2,475,967 ▲2.4%1,384,60419.9%CORE BD ETFVUGVanguard Growth ETF$102,077,186$1,601,477 ▲1.6%232,84018.9%ETFVYMVanguard High Dividend Yield ETF$92,298,992$2,877,628 ▲3.2%692,36417.1%ETFBSVVanguard Short-Term Bond ETF$62,687,105$1,235,748 ▲2.0%796,53211.6%ETFIEFAiShares Core MSCI EAFE ETF$23,378,741$1,173,896 ▼-4.8%280,0524.3%ETFVIGVanguard Dividend Appreciation ETF$16,191,456$334,636 ▲2.1%79,1103.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$14,701,539$152,973 ▼-1.0%503,3052.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$14,445,373$276,368 ▼-1.9%522,0592.7%ETFVEAVanguard FTSE Developed Markets ETF$11,055,454$450,494 ▼-3.9%193,9212.0%ETFMUBiShares National Muni Bond ETF$9,628,563$185,243 ▼-1.9%92,1571.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,617,144$211,245 ▼-2.1%160,2061.8%ETFAMZNAmazon.com$7,561,276$10,531 ▲0.1%34,4651.4%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$6,280,997$123,354 ▼-1.9%126,9911.2%ETFVTVVanguard Value ETF$6,104,600$4,772 ▲0.1%34,5401.1%ETFVBVanguard Small-Cap ETF$4,692,639$39,812 ▲0.9%19,8020.9%ETFVBKVanguard Small-Cap Growth ETF$3,938,918$203,828 ▲5.5%14,2230.7%ETFVBRVanguard Small-Cap Value ETF$3,808,740$32,177 ▲0.9%19,5310.7%ETFBNDXVanguard Total International Bond ETF$3,686,329$58,422 ▼-1.6%74,4560.7%ETFRSPInvesco S&P 500 Equal Weight ETF$3,204,803$109,589 ▼-3.3%17,6340.6%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$2,560,402$37,289 ▼-1.4%69,3500.5%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2,211,281$47,430 ▼-2.1%87,2300.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,127,667$37,882 ▼-1.7%22,9720.4%ETFVOOVanguard S&P 500 ETF$2,108,8730.0%3,7130.4%ETFADMArcher Daniels Midland$2,087,080$2,797 ▼-0.1%39,5430.4%Consumer StaplesSPHYSPDR Portfolio High Yield Bond ETF$2,005,293$2,005,293 ▲New Holding84,2560.4%ETFTSLATesla$1,582,900$87,674 ▼-5.2%4,9830.3%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$1,497,091$186,596 ▲14.2%2,4230.3%FinanceCATCaterpillar$1,164,6300.0%3,0000.2%IndustrialsVNQVanguard Real Estate ETF$1,028,787$1,336 ▲0.1%11,5520.2%ETFMSFTMicrosoft$996,394$22,883 ▼-2.2%2,0030.2%Computer and TechnologyMARMarriott International$987,6540.0%3,6150.2%Consumer DiscretionaryECLEcolab$808,3200.0%3,0000.1%Basic MaterialsVTIVanguard Total Stock Market ETF$784,302$143,125 ▲22.3%2,5810.1%ETFITWIllinois Tool Works$741,7500.0%3,0000.1%IndustrialsBRK.ABerkshire Hathaway$728,8000.0%10.1%FinancePGProcter & Gamble$724,747$6,213 ▲0.9%4,5490.1%Consumer StaplesORCLOracle$655,8900.0%3,0000.1%Computer and TechnologyHDHome Depot$613,755$536,761 ▼-46.7%1,6740.1%Retail/WholesaleACNAccenture$597,7800.0%2,0000.1%Computer and TechnologyAAPLApple$562,680$205 ▲0.0%2,7430.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$548,683$3,832 ▲0.7%8,1620.1%ETFAVGOBroadcom$540,2740.0%1,9600.1%Computer and TechnologyPGRProgressive$533,7200.0%2,0000.1%FinanceMGVVanguard Mega Cap Value ETF$517,5750.0%3,9450.1%ETFSCHXSchwab US Large-Cap ETF$490,531$1,246 ▲0.3%20,0710.1%ETFZTSZoetis$467,8500.0%3,0000.1%MedicalOKEONEOK$414,5170.0%5,0780.1%EnergyNVONovo Nordisk A/S$414,1200.0%6,0000.1%MedicalEMREmerson Electric$399,9900.0%3,0000.1%IndustrialsPEPPepsiCo$396,1200.0%3,0000.1%Consumer StaplesNVDANVIDIA$373,962$33,810 ▲9.9%2,3670.1%Computer and TechnologyCSCOCisco Systems$357,8620.0%5,1580.1%Computer and TechnologyADPAutomatic Data Processing$308,4000.0%1,0000.1%Computer and TechnologyVNQIVanguard Global ex-U.S. Real Estate ETF$306,7760.0%6,6470.1%ETFTGTTarget$295,9500.0%3,0000.1%Retail/WholesaleTROWT. Rowe Price Group$289,5000.0%3,0000.1%FinanceVSGXVanguard ESG International Stock ETF$285,1870.0%4,3540.1%ETFVOTVanguard Mid-Cap Growth ETF$277,2240.0%9750.1%ETFSCHWCharles Schwab$273,7200.0%3,0000.1%FinanceJNJJohnson & Johnson$267,618$7,638 ▲2.9%1,7520.0%MedicalBIVVanguard Intermediate-Term Bond ETF$258,494$2,630 ▲1.0%3,3420.0%ETFXLKTechnology Select Sector SPDR Fund$247,912$118,765 ▼-32.4%9790.0%ETFEPDEnterprise Products Partners$241,506$16,993 ▲7.6%7,7880.0%EnergyESGVVanguard ESG U.S. Stock ETF$241,2080.0%2,2000.0%ETFWMTWalmart$234,6720.0%2,4000.0%Retail/WholesaleCVXChevron$226,240$19,760 ▼-8.0%1,5800.0%EnergyCOSTCostco Wholesale$221,7470.0%2240.0%Retail/WholesaleEWEdwards Lifesciences$209,290$209,290 ▲New Holding2,6760.0%MedicalBNDVanguard Total Bond Market ETF$206,419$288,972 ▼-58.3%2,8030.0%ETFSCHDSchwab US Dividend Equity ETF$203,623$203,623 ▲New Holding7,6840.0%ETFHYDVanEck High Yield Muni ETF$0$1,953,950 ▼-100.0%00.0%ETFSBUXStarbucks$0$243,947 ▼-100.0%00.0%Retail/WholesaleShowing 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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