Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Martel Wealth Advisors Inc (CIK 2039437) reported $635.7M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VCRB ($129.2M, 20.32%), VUG ($125.1M, 19.68%), VYM ($118.1M, 18.58%), BSV ($77.6M, 12.21%), IEFA ($24.6M, 3.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $129.2M | 20.32% | 1.7M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $125.1M | 19.68% | 1.5M | Added |
| 3 | VYM | VANGUARD WHITEHALL FDS | $118.1M | 18.58% | 747,548 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $77.6M | 12.21% | 996,458 | Added |
| 5 | IEFA | ISHARES TR | $24.6M | 3.87% | 254,771 | Trimmed |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $17.7M | 2.78% | 74,740 | Trimmed |
| 7 | SCHV | SCHWAB STRATEGIC TR | $16.3M | 2.56% | 467,996 | Trimmed |
| 8 | SCHG | SCHWAB STRATEGIC TR | $15.2M | 2.39% | 448,035 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $11.6M | 1.82% | 162,690 | Trimmed |
| 10 | MUB | ISHARES TR | $11.3M | 1.77% | 104,632 | Added |
| 11 | IEMG | ISHARES INC | $10.6M | 1.66% | 127,681 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $8.0M | 1.26% | 33,514 | Trimmed |
| 13 | VTV | VANGUARD INDEX FDS | $7.3M | 1.14% | 33,392 | Trimmed |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $6.5M | 1.02% | 108,318 | Trimmed |
| 15 | VB | VANGUARD INDEX FDS | $5.5M | 0.87% | 18,192 | Trimmed |
| 16 | VBK | VANGUARD INDEX FDS | $4.5M | 0.71% | 12,427 | Trimmed |
| 17 | VBR | VANGUARD INDEX FDS | $4.4M | 0.69% | 18,106 | Trimmed |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | $3.9M | 0.62% | 81,483 | Added |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 0.61% | 18,352 | Trimmed |
| 20 | ADM | ARCHER DANIELS MIDLAND CO | $3.0M | 0.47% | 39,516 | Hold |
| 21 | HYLB | DBX ETF TR | $2.7M | 0.42% | 72,929 | Added |
| 22 | SPHY | SPDR SERIES TRUST | $2.3M | 0.36% | 97,475 | Added |
| 23 | EMB | ISHARES TR | $2.3M | 0.35% | 23,372 | Added |
| 24 | EMLC | VANECK ETF TRUST | $2.2M | 0.35% | 87,596 | Added |
| 25 | TSLA | TESLA INC | $2.0M | 0.32% | 4,848 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30