account_balance
Investment manager · 13F filer · SEC CIK 2039437
Martel Wealth Advisors LLC
Reported value$638Mas of Sep 30, 2026
Positions58 4 new, 7 sold out
Top 10 weight87.0%VUG alone is 21%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
20.9%
VCRBVanguard Malvern FDS
20.4%Added +6%
VYMVanguard Whitehall FDS
18.5%
BSVVanguard Bd Index FDS
12.7%Added +6%
IEFAiShares Tr
3.8%
VIGVanguard Specialized Funds
2.7%
SCHGSchwab Strategic Tr
2.4%−4%
SCHVSchwab Strategic Tr
2.3%−7%
MUBiShares Tr
1.7%
VEA1.7%
IEMG1.6%
AMZNVUGVanguard Index FDS
20.9%
VCRBVanguard Malvern FDS
20.4%Added +6%
VYMVanguard Whitehall FDS
18.5%
BSVVanguard Bd Index FDS
12.7%Added +6%
IEFA3.8%
VIG2.7%
SCHG
SCHV
MUB
VEA
IEMG
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 20.9% Held
VCRB Vanguard Malvern FDS 20.4% Added +6%
VYM Vanguard Whitehall FDS 18.5% Held
BSV Vanguard Bd Index FDS 12.7% Added +6%
IEFA iShares Tr 3.8% Trimmed −3%
VIG Vanguard Specialized Funds 2.7% Held
SCHG Schwab Strategic Tr 2.4% Trimmed −4%
SCHV Schwab Strategic Tr 2.3% Trimmed −7%
MUB iShares Tr 1.7% Held
VEA Vanguard Tax-Managed FDS 1.7% Trimmed −6%
IEMG iShares Inc 1.6% Trimmed −3%
AMZN Amazon.com Inc 1.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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