MW

Martel Wealth Advisors Inc

13F
Martel Wealth Advisors Inc
Last update 2025-07-18 70 Stocks (3 new)
Value $539.00 Mil Turnover 2 %
Countries:
Top Holdings: VCRB(19.91%)VUG(18.92%)VYM(17.11%)BSV(11.62%)IEFA(4.33%)
Summary Stock Picks Current Portfolio
Martel Wealth Advisors Inc Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCRB
Vanguard Core Bond ETF
1,384,604
107,417.6
+2.36%
19.910
+0.46%
3.590
+1.51%
+3.55%
2,958.2
 
VUG
Vanguard Growth ETF
232,840
102,077.2
+1.59%
18.920
+0.30%
0.060
+27.48%
+9.52%
167,127.0
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
692,364
92,299.0
+3.22%
17.110
+0.53%
0.160
+12.20%
+6.97%
58,807.4
 
BSV
Vanguard Short-Term Bond ETF
796,532
62,687.1
+2.01%
11.620
+0.23%
0.160
+1.08%
+3.32%
38,460.1
 
IEFA
iShares Core MSCI EAFE ETF
280,052
23,378.7
-4.78%
4.330
-0.21%
0.020
+11.52%
+19.59%
141,328.0
 
VIG
Vanguard Dividend Appreciation FTF
79,110
16,191.5
+2.11%
3.000
+0.06%
0.020
+12.58%
+6.21%
89,349.2
 
SCHG
Schwab U.S. Large-Cap Growth ETF
503,305
14,701.5
-1.03%
2.730
-0.03%
0.030
+25.66%
+6.92%
45,305.9
 
SCHV
Schwab U.S. Large-Cap Value ETF
522,059
14,445.4
-1.88%
2.680
-0.05%
0.110
+12.60%
+8.50%
12,794.2
 
VEA
Vanguard FTSE Developed Markets ETF
193,921
11,055.5
-3.92%
2.050
-0.08%
0.010
+12.49%
+19.94%
157,607.2
 
MUB
iShares National Muni Bond ETF
92,157
9,628.6
-1.89%
1.790
-0.04%
0.020
+0.46%
-1.56%
38,301.5
 

Martel Wealth Advisors Inc's Historical Top Holdings Breakdowns

Martel Wealth Advisors Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-06-30
Add
Add
+0.53%
●
114.78 ($126.73) 133.31
$134.69
6.28%
Add 3.22%
692,364
21,586
VCRB
Vanguard Core Bond ETF
2025-06-30
Add
Add
+0.46%
●
75.74 ($76.63) 77.9
$76.79
0.21%
Add 2.36%
1,384,604
31,915
HYD
VanEck High Yield Muni ETF
2025-06-30
Sold Out
Sold Out
-0.39%
●
49.08 ($49.94) 51.35
$48.85
-2.18%
Sold Out
0
-38,178
SPHY
SPDR Portfolio High Yield Bond ETF
2025-06-30
New Buy
New Buy
+0.37%
●
22.4 ($23.27) 23.8
$23.67
1.72%
New holding
84,256
84,256
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.30%
●
329.49 ($394.63) 438.4
$448.39
13.62%
Add 1.59%
232,840
3,653
BSV
Vanguard Short-Term Bond ETF
2025-06-30
Add
Add
+0.23%
●
77.74 ($78.19) 78.78
$78.35
0.20%
Add 2.01%
796,532
15,702
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Reduce
Reduce
-0.21%
●
67.83 ($79.31) 84.09
$82.56
4.10%
Reduce -4.78%
280,052
-14,062
HD
The Home Depot Inc
2025-06-30
Reduce
Reduce
-0.11%
●
335.24 ($361.94) 380.78
$359.40
-0.70%
Reduce -46.65%
1,674
-1,464
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Reduce
Reduce
-0.08%
●
45.65 ($53.52) 57.01
$56.64
5.83%
Reduce -3.92%
193,921
-7,902
BND
Vanguard Total Bond Market ETF
2025-06-30
Reduce
Reduce
-0.06%
●
71.88 ($72.74) 73.82
$72.85
0.15%
Reduce -58.33%
2,803
-3,924

Martel Wealth Advisors Inc Total Holding History ($B)

To

Martel Wealth Advisors Inc's Asset Allocation

To

Martel Wealth Advisors Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Martel Wealth Advisors Inc's Hypothetical Growth since 2025-06-30

Martel Wealth Advisors Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Martel Wealth Advisors Inc's Holdings Heat Map

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Martel Wealth Advisors Inc's Holdings Bubble Chart

Martel Wealth Advisors Inc News

  • 1

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