Martel Wealth Advisors LLC
All 13F Filings
- Location
- Vancouver, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 635,688
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 61 | 635,688 | 13F-HR | Martel Wealth Advisors LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.27 K | 3.8% | 0 | 7.227 K | -7.227 K |
| ETFs | 533.8 K | 84.0% | 51.37 K | 0 | 51.37 K |
| Debt | 77.63 K | 12.2% | 4.064 K | 0 | 4.064 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
635,688
Holdings
61
QoQ value change ($000)
48,210
(8.2%)
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.