StockDriftsStockDriftsTop 50 Martel Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | 20.32% | 1.67M | $129.2M | +5.81%(+91.83K) | $77.28(-1.61%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 19.68% | 1.45M | $125.1M | +2.93%(+41.31K) | $34.11(+161.41%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 18.58% | 747.5K | $118.1M | +1.66%(+12.21K) | $94.76(+75.47%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 12.21% | 996.5K | $77.6M | +6.20%(+58.18K) | $80.25(-3.28%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.87% | 254.8K | $24.6M | -1.73%(-4.49K) | $61.49(+64.77%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.78% | 74.7K | $17.7M | -0.83%(-622) | $119.43(+105.20%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 2.56% | 468.0K | $16.3M | -2.99%(-14.44K) | $21.17(+67.29%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.39% | 448.0K | $15.2M | -1.62%(-7.40K) | $14.83(+140.14%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.82% | 162.7K | $11.6M | -4.25%(-7.22K) | $39.22(+88.68%) | 2026-06-30 | |
| MUB | ISHARES TR | 1.77% | 104.6K | $11.3M | +1.00%(+1.04K) | $109.92(-3.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.85% | +36.20% | +4.90% | +27.02% |
| Top 20 Holdings Unweighted | +12.05% | +40.69% | +5.09% | +28.17% |
Martel Wealth Advisors LLC reports $635.69M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are VCRB (20.3%), VUG (19.7%) and VYM (18.6%). The top 20 holdings account for 95.03% of reported assets. Its disclosed equity book has returned +36.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Martel Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039437). View Martel Wealth Advisors LLC’s 13F filings on SEC