Martel Wealth Advisors Inc Top Holdings and 13F Report (2025) About Martel Wealth Advisors IncInvestment ActivityMartel Wealth Advisors Inc has $502.02 million in total holdings as of March 31, 2025.Martel Wealth Advisors Inc owns shares of 69 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.75% of the portfolio was purchased this quarter.About 5.12% of the portfolio was sold this quarter.This quarter, Martel Wealth Advisors Inc has purchased 70 new stocks and bought additional shares in 15 stocks.Martel Wealth Advisors Inc sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings VANGUARD MALVERN FDS $104,738,736Vanguard High Dividend Yield ETF $86,503,518Vanguard Growth ETF $84,987,211Vanguard Short-Term Bond ETF $61,123,359iShares Core MSCI EAFE ETF $22,249,724 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $798,442 Holding855244109 - Starbucks $243,947 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 255,537 shares (about $19.79M)Vanguard Short-Term Bond ETF 13,368 shares (about $1.05M)Berkshire Hathaway 1 shares (about $798.44K)iShares Core MSCI EAFE ETF 10,043 shares (about $759.75K)iShares Core MSCI Emerging Markets ETF 5,918 shares (about $319.39K) Largest Sales this Quarter Vanguard Total Bond Market ETF 232,433 shares (about $17.07M)Vanguard Growth ETF 6,320 shares (about $2.34M)Vanguard FTSE Developed Markets ETF 22,802 shares (about $1.16M)Vanguard Dividend Appreciation ETF 5,764 shares (about $1.12M)Vanguard High Dividend Yield ETF 6,808 shares (about $877.96K) 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$104,738,736$19,786,235 ▲23.3%1,352,68920.9%CORE BD ETFVYMVanguard High Dividend Yield ETF$86,503,518$877,960 ▼-1.0%670,77817.2%ETFVUGVanguard Growth ETF$84,987,211$2,343,585 ▼-2.7%229,18716.9%ETFBSVVanguard Short-Term Bond ETF$61,123,359$1,046,447 ▲1.7%780,83012.2%ETFIEFAiShares Core MSCI EAFE ETF$22,249,724$759,753 ▲3.5%294,1144.4%ETFVIGVanguard Dividend Appreciation ETF$15,029,449$1,118,164 ▼-6.9%77,4753.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$14,141,809$210,912 ▲1.5%532,0472.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$12,733,892$684,293 ▼-5.1%508,5422.5%ETFVEAVanguard FTSE Developed Markets ETF$10,258,660$1,159,025 ▼-10.2%201,8232.0%ETFMUBiShares National Muni Bond ETF$9,903,979$169,758 ▲1.7%93,9302.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,836,219$319,394 ▲3.8%163,7251.8%ETFAMZNAmazon.com$6,548,178$292,430 ▼-4.3%34,4171.3%Retail/WholesaleVTVVanguard Value ETF$5,961,776$50,095 ▼-0.8%34,5131.2%ETFVWOVanguard FTSE Emerging Markets ETF$5,860,489$433,410 ▼-6.9%129,4851.2%ETFVBVanguard Small-Cap ETF$4,353,804$172,298 ▼-3.8%19,6340.9%ETFBNDXVanguard Total International Bond ETF$3,692,530$161,886 ▲4.6%75,6360.7%ETFVBRVanguard Small-Cap Value ETF$3,607,692$14,531 ▲0.4%19,3660.7%ETFVBKVanguard Small-Cap Growth ETF$3,395,622$143,761 ▼-4.1%13,4870.7%ETFRSPInvesco S&P 500 Equal Weight ETF$3,159,196$88,694 ▲2.9%18,2370.6%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$2,543,514$64,094 ▲2.6%70,3600.5%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2,125,950$120,612 ▲6.0%89,1010.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,118,085$73,378 ▲3.6%23,3810.4%ETFHYDVanEck High Yield Muni ETF$1,953,950$9,264 ▼-0.5%38,1780.4%ETFVOOVanguard S&P 500 ETF$1,907,946$130,519 ▼-6.4%3,7130.4%ETFADMArcher-Daniels-Midland$1,901,0040.0%39,5960.4%Consumer StaplesTSLATesla$1,362,922$38,097 ▼-2.7%5,2590.3%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$1,186,582$195,806 ▼-14.2%2,1210.2%FinanceHDHome Depot$1,150,0460.0%3,1380.2%Retail/WholesaleVNQVanguard Real Estate ETF$1,044,568$23,450 ▼-2.2%11,5370.2%ETFCATCaterpillar$989,4000.0%3,0000.2%IndustrialsMARMarriott International$861,0930.0%3,6150.2%Consumer DiscretionaryBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.2%FinanceMSFTMicrosoft$769,258$11,263 ▼-1.4%2,0490.2%Computer and TechnologyPGProcter & Gamble$768,5940.0%4,5100.2%Consumer StaplesECLEcolab$760,5600.0%3,0000.2%Basic MaterialsITWIllinois Tool Works$744,0300.0%3,0000.1%IndustrialsACNAccenture$624,0800.0%2,0000.1%Computer and TechnologyAAPLApple$609,1760.0%2,7420.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$579,784$24,181 ▼-4.0%2,1100.1%ETFPGRProgressive$566,0200.0%2,0000.1%FinanceMGVVanguard Mega Cap Value ETF$508,265$2,706 ▲0.5%3,9450.1%ETFOKEONEOK$503,8390.0%5,0780.1%EnergyBNDVanguard Total Bond Market ETF$494,133$17,073,408 ▼-97.2%6,7270.1%ETFZTSZoetis$493,9500.0%3,0000.1%MedicalVEUVanguard FTSE All-World ex-US ETF$491,649$1,516 ▲0.3%8,1050.1%ETFPEPPepsiCo$449,8200.0%3,0000.1%Consumer StaplesSCHXSchwab US Large-Cap ETF$442,052$155 ▲0.0%20,0200.1%ETFORCLOracle$419,4300.0%3,0000.1%Computer and TechnologyNVONovo Nordisk A/S$416,6400.0%6,0000.1%MedicalEMREmerson Electric$328,9200.0%3,0000.1%IndustrialsAVGOBroadcom$328,1630.0%1,9600.1%Computer and TechnologyCSCOCisco Systems$318,3000.0%5,1580.1%Computer and TechnologyTGTTarget$313,0800.0%3,0000.1%Retail/WholesaleADPAutomatic Data Processing$305,5300.0%1,0000.1%Business ServicesXLKTechnology Select Sector SPDR Fund$298,983$14,454 ▼-4.6%1,4480.1%ETFCVXChevron$287,404$18,736 ▼-6.1%1,7180.1%EnergyJNJJohnson & Johnson$282,2600.0%1,7020.1%MedicalTROWT. Rowe Price Group$275,6100.0%3,0000.1%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$268,9520.0%6,6470.1%ETFVSGXVanguard ESG International Stock ETF$256,799$3,008 ▼-1.2%4,3540.1%ETFBIVVanguard Intermediate-Term Bond ETF$253,330$8,347 ▼-3.2%3,3080.1%ETFEPDEnterprise Products Partners$247,1740.0%7,2400.0%EnergySBUXStarbucks$243,947$243,947 ▲New Holding2,4870.0%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$238,4760.0%9750.0%ETFSCHWCharles Schwab$234,8400.0%3,0000.0%FinanceNVDANVIDIA$233,342$76,625 ▼-24.7%2,1530.0%Computer and TechnologyESGVVanguard ESG US Stock ETF$215,4900.0%2,2000.0%ETFCOSTCostco Wholesale$211,855$78,500 ▼-27.0%2240.0%Retail/WholesaleWMTWalmart$210,6960.0%2,4000.0%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$328,105 ▼-100.0%00.0%ManufacturingNKENIKE$0$204,612 ▼-100.0%00.0%Consumer DiscretionarySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$0$204,195 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. 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