Martel Wealth Advisors Inc
All 13F Filings
- Location
- Vancouver, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 585,589
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 70 | 585,589 | 13F-HR | Martel Wealth Advisors Inc |
| Q3 2025 | 10/14/2025 | 70 | 570,828 | 13F-HR | Martel Wealth Advisors Inc |
| Q2 2025 | 7/18/2025 | 70 | 539,404 | 13F-HR | Martel Wealth Advisors Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 189.9 K | 32.4% | 5.205 K | 0 | 5.205 K |
| ETFs | 321.2 K | 54.9% | 6.125 K | 0 | 6.125 K |
| Debt | 69.7 K | 11.9% | 3.417 K | 0 | 3.417 K |
| Other | 4.763 K | 0.8% | 16 | 0 | 16 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
585,589
Holdings
70
QoQ value change ($000)
14,761
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.