Martel Wealth Advisors LLC: 13F holdings
CIK 20394372026Q2
| Positions | 61 |
|---|---|
| Reported value | $635.7m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VANGUARD MALVERN FDS | 1,672,614 | $129.2m | 20.3% |
| VUG VANGUARD INDEX FDS | 1,452,410 | $125.1m | 19.7% |
| VYM VANGUARD WHITEHALL FDS | 747,548 | $118.1m | 18.6% |
| BSV VANGUARD BD INDEX FDS | 996,458 | $77.6m | 12.2% |
| IEFA ISHARES TR | 254,771 | $24.6m | 3.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 74,740 | $17.7m | 2.8% |
| SCHV SCHWAB STRATEGIC TR | 467,996 | $16.3m | 2.6% |
| SCHG SCHWAB STRATEGIC TR | 448,035 | $15.2m | 2.4% |
| VEA VANGUARD TAX-MANAGED FDS | 162,690 | $11.6m | 1.8% |
| MUB ISHARES TR | 104,632 | $11.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2039437")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.