Martel Wealth Advisors LLC - Portfolio overview

Martel Wealth Advisors LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VCRB - VANGUARD MALVERN FDS, 20.79%
2. VYM - VANGUARD WHITEHALL FDS, 18.51%
3. VUG - VANGUARD INDEX FDS, 17.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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