Martel Wealth Advisors LLC - Portfolio Stock Holdings

Martel Wealth Advisors LLC disclosed 78 stock positions in a recent SEC 13F filing. $635,688,133 of stock holdings were filed, with the largest holdings including VCRB, VUG, and VYM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,459,415,057 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.