Martel Wealth Advisors Inc Top Holdings and 13F Report (2025) About Martel Wealth Advisors IncInvestment ActivityMartel Wealth Advisors Inc has $512.09 million in total holdings as of December 31, 2024.Martel Wealth Advisors Inc owns shares of 70 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 24.39% of the portfolio was purchased this quarter.About 15.69% of the portfolio was sold this quarter.This quarter, Martel Wealth Advisors Inc has purchased 53 new stocks and bought additional shares in 19 stocks.Martel Wealth Advisors Inc sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Growth ETF $96,661,687Vanguard High Dividend Yield ETF $86,453,185VANGUARD MALVERN FDS $83,175,093Vanguard Short-Term Bond ETF $59,301,806iShares Core MSCI EAFE ETF $19,964,510 Largest New Holdings this Quarter VANGUARD MALVERN FDS $83,175,093 HoldingHome Depot $1,220,651 HoldingCaterpillar $1,088,280 HoldingMarriott International $1,008,368 HoldingIllinois Tool Works $760,680 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 1,097,152 shares (about $83.18M)Schwab U.S. Large-Cap Growth ETF 400,312 shares (about $11.16M)Schwab U.S. Large-Cap Value ETF 349,472 shares (about $9.11M)Vanguard Short-Term Bond ETF 58,261 shares (about $4.50M)Vanguard High Dividend Yield ETF 30,321 shares (about $3.87M) Largest Sales this Quarter Vanguard Total Bond Market ETF 1,059,179 shares (about $76.17M)Vanguard Dividend Appreciation ETF 2,955 shares (about $578.68K)Vanguard Value ETF 2,320 shares (about $392.78K)Vanguard FTSE Developed Markets ETF 6,232 shares (about $298.01K)Vanguard Small-Cap ETF 852 shares (about $204.72K) 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 PortfolioSectorVUGVanguard Growth ETF$96,661,687$1,018,304 ▲1.1%235,50718.9%ETFVYMVanguard High Dividend Yield ETF$86,453,185$3,868,656 ▲4.7%677,58616.9%ETFVANGUARD MALVERN FDS$83,175,093$83,175,093 ▲New Holding1,097,15216.2%CORE BD ETFBSVVanguard Short-Term Bond ETF$59,301,806$4,501,829 ▲8.2%767,46211.6%ETFIEFAiShares Core MSCI EAFE ETF$19,964,510$27,831 ▼-0.1%284,0713.9%ETFBNDVanguard Total Bond Market ETF$17,198,029$76,165,710 ▼-81.6%239,1603.4%ETFVIGVanguard Dividend Appreciation ETF$16,300,753$578,680 ▼-3.4%83,2393.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$14,934,697$11,156,696 ▲295.3%535,8702.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$13,663,600$9,110,735 ▲200.1%524,1122.7%ETFVEAVanguard FTSE Developed Markets ETF$10,741,552$298,014 ▼-2.7%224,6252.1%ETFMUBiShares National Muni Bond ETF$9,836,696$249,327 ▲2.6%92,3201.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,240,663$56,502 ▲0.7%157,8071.6%ETFAMZNAmazon.com$7,887,948$127,904 ▼-1.6%35,9541.5%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$6,124,233$140,663 ▼-2.2%139,0611.2%ETFVTVVanguard Value ETF$5,892,148$392,776 ▼-6.2%34,8031.2%ETFVBVanguard Small-Cap ETF$4,904,344$204,718 ▼-4.0%20,4111.0%ETFVBKVanguard Small-Cap Growth ETF$3,937,083$180,919 ▼-4.4%14,0580.8%ETFVBRVanguard Small-Cap Value ETF$3,822,496$142,491 ▼-3.6%19,2880.7%ETFBNDXVanguard Total International Bond ETF$3,547,285$32,618 ▲0.9%72,3200.7%ETFRSPInvesco S&P 500 Equal Weight ETF$3,105,952$87,089 ▼-2.7%17,7250.6%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$2,474,619$13,530 ▲0.5%68,5870.5%ETFTSLATesla$2,183,159$55,730 ▼-2.5%5,4060.4%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$2,137,305$140,619 ▼-6.2%3,9670.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,009,722$28,582 ▲1.4%22,5710.4%ETFADMArcher-Daniels-Midland$2,000,390$2,374 ▼-0.1%39,5960.4%Consumer StaplesHYDVanEck High Yield Muni ETF$1,991,216$20,764 ▲1.1%38,3590.4%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,942,303$300 ▼0.0%84,0460.4%ETFSPYSPDR S&P 500 ETF Trust$1,448,373$33,997 ▼-2.3%2,4710.3%FinanceHDHome Depot$1,220,651$1,220,651 ▲New Holding3,1380.2%Retail/WholesaleCATCaterpillar$1,088,280$1,088,280 ▲New Holding3,0000.2%Industrial ProductsVNQVanguard Real Estate ETF$1,050,820$50,777 ▼-4.6%11,7960.2%ETFMARMarriott International$1,008,368$1,008,368 ▲New Holding3,6150.2%Consumer DiscretionaryMSFTMicrosoft$876,402$45,527 ▼-4.9%2,0790.2%Computer and TechnologyITWIllinois Tool Works$760,680$760,680 ▲New Holding3,0000.1%Industrial ProductsPGProcter & Gamble$756,102$502,950 ▲198.7%4,5100.1%Consumer StaplesACNAccenture$703,580$703,580 ▲New Holding2,0000.1%Computer and TechnologyECLEcolab$702,960$702,960 ▲New Holding3,0000.1%Basic MaterialsAAPLApple$686,744$21,038 ▼-3.0%2,7420.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$637,081$11,304 ▼-1.7%2,1980.1%ETFNVONovo Nordisk A/S$516,120$516,120 ▲New Holding6,0000.1%MedicalOKEONEOK$509,831$509,831 ▲New Holding5,0780.1%Oils/EnergyORCLOracle$499,920$499,920 ▲New Holding3,0000.1%Computer and TechnologyMGVVanguard Mega Cap Value ETF$490,140$2,748 ▲0.6%3,9240.1%ETFZTSZoetis$488,790$488,790 ▲New Holding3,0000.1%MedicalPGRProgressive$479,220$479,220 ▲New Holding2,0000.1%FinanceSCHXSchwab US Large-Cap ETF$463,900$297,584 ▲178.9%20,0130.1%ETFVEUVanguard FTSE All-World ex-US ETF$463,887$7,406 ▲1.6%8,0800.1%ETFPEPPepsiCo$456,180$456,180 ▲New Holding3,0000.1%Consumer StaplesAVGOBroadcom$454,4060.0%1,9600.1%Computer and TechnologyTGTTarget$405,540$405,540 ▲New Holding3,0000.1%Retail/WholesaleNVDANVIDIA$384,0690.0%2,8600.1%Computer and TechnologyEMREmerson Electric$371,790$371,790 ▲New Holding3,0000.1%Industrial ProductsXLKTechnology Select Sector SPDR Fund$352,9650.0%1,5180.1%ETFTROWT. Rowe Price Group$339,270$339,270 ▲New Holding3,0000.1%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$328,105$194 ▲0.1%6,7760.1%ManufacturingCSCOCisco Systems$305,354$305,354 ▲New Holding5,1580.1%Computer and TechnologyADPAutomatic Data Processing$292,730$292,730 ▲New Holding1,0000.1%Business ServicesCOSTCostco Wholesale$281,2950.0%3070.1%Retail/WholesaleCVXChevron$265,0570.0%1,8300.1%Oils/EnergyVNQIVanguard Global ex-U.S. Real Estate ETF$262,970$12,858 ▲5.1%6,6470.1%ETFBIVVanguard Intermediate-Term Bond ETF$255,352$17,337 ▼-6.4%3,4170.0%ETFVSGXVanguard ESG International Stock ETF$249,764$19,108 ▲8.3%4,4050.0%ETFVOTVanguard Mid-Cap Growth ETF$247,356$507 ▼-0.2%9750.0%ETFJNJJohnson & Johnson$246,143$246,143 ▲New Holding1,7020.0%MedicalESGVVanguard ESG US Stock ETF$230,7580.0%2,2000.0%ETFEPDEnterprise Products Partners$227,0460.0%7,2400.0%Oils/EnergySCHWCharles Schwab$222,030$222,030 ▲New Holding3,0000.0%FinanceWMTWalmart$216,840$216,840 ▲New Holding2,4000.0%Retail/WholesaleNKENIKE$204,612$4,919 ▼-2.3%2,7040.0%Consumer DiscretionarySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$204,195$6,002 ▲3.0%8,2670.0%ManufacturingMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$0$938,916 ▼-100.0%00.0%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$0$270,365 ▼-100.0%00.0%ETFFLEEFranklin FTSE Europe ETF$0$225,786 ▼-100.0%00.0%ETFSBUXStarbucks$0$200,065 ▼-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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