Martel Wealth Advisors LLC
All 13F Filings
- Location
- Vancouver, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 587,478
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 73 | 587,478 | 13F-HR | Martel Wealth Advisors LLC |
| 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 | 31.49 K | 5.4% | 0 | 158.4 K | -158.4 K |
| ETFs | 482.4 K | 82.1% | 161.2 K | 0 | 161.2 K |
| Debt | 73.57 K | 12.5% | 3.875 K | 0 | 3.875 K |
| Other | 0 | 0.0% | 0 | 4.763 K | -4.763 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
587,478
Holdings
73
QoQ value change ($000)
1,889
(0.3%)
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.