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 $587.5M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCRB ($122.3M, 20.82%), VYM ($108.9M, 18.54%), VUG ($102.7M, 17.49%), BSV ($73.6M, 12.52%), IEFA ($23.5M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $122.3M | 20.82% | 1.6M | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $108.9M | 18.54% | 735,340 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $102.7M | 17.49% | 235,184 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $73.6M | 12.52% | 938,279 | Added |
| 5 | IEFA | ISHARES TR | $23.5M | 4.00% | 259,260 | Trimmed |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $16.2M | 2.76% | 75,362 | Trimmed |
| 7 | SCHV | SCHWAB STRATEGIC TR | $14.7M | 2.50% | 482,439 | Trimmed |
| 8 | SCHG | SCHWAB STRATEGIC TR | $13.3M | 2.26% | 455,431 | Trimmed |
| 9 | MUB | ISHARES TR | $11.0M | 1.87% | 103,592 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $10.9M | 1.85% | 169,909 | Trimmed |
| 11 | IEMG | ISHARES INC | $9.6M | 1.63% | 137,007 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $7.1M | 1.20% | 33,922 | Trimmed |
| 13 | VTV | VANGUARD INDEX FDS | $6.6M | 1.13% | 33,761 | Trimmed |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $6.1M | 1.05% | 113,697 | Trimmed |
| 15 | VB | VANGUARD INDEX FDS | $5.1M | 0.86% | 19,341 | Trimmed |
| 16 | VBR | VANGUARD INDEX FDS | $4.0M | 0.68% | 18,480 | Trimmed |
| 17 | VBK | VANGUARD INDEX FDS | $4.0M | 0.68% | 13,194 | Trimmed |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | $3.8M | 0.65% | 78,903 | Added |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $3.6M | 0.61% | 18,568 | Added |
| 20 | ADM | ARCHER DANIELS MIDLAND CO | $2.9M | 0.49% | 39,516 | Hold |
| 21 | CAT | CATERPILLAR INC | $2.8M | 0.48% | 4,000 | Added |
| 22 | HYLB | DBX ETF TR | $2.5M | 0.43% | 70,290 | Added |
| 23 | SPHY | SPDR SERIES TRUST | $2.2M | 0.38% | 95,251 | Added |
| 24 | EMB | ISHARES TR | $2.2M | 0.37% | 23,052 | Added |
| 25 | EMLC | VANECK ETF TRUST | $2.2M | 0.37% | 85,745 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31