Martel Wealth Advisors Inc
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$587.5M
Holdings
73
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VCRB
VANGUARD MALVERN FDS
Q4 2025: Exited (was 1.44M shares)
20.8%
02
$VYM
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 708.5k shares)
18.5%
03
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 229.6k shares)
17.5%
04
$BSV
VANGUARD BD INDEX FDS
Q1 2026: Sold 3.7% (12.0k → 11.5k shares)
12.5%
05
$IEFA
ISHARES TR
Q4 2025: Exited (was 274.1k shares)
4.0%
06
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 77.6k shares)
2.8%
07
$SCHV
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 503.3k shares)
2.5%
08
$SCHG
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 480.3k shares)
2.3%
09
$MUB
ISHARES TR
Q4 2025: Exited (was 98.7k shares)
1.9%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 188.0k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:54 UTC.