Martel Wealth Advisors LLC ETF holdings
Vancouver, WA
Reported $611.4M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$611.4M
ETFs held
34
Change from prior quarter
+10.0%
With price moves
ETFs as a share of its 13F
96.2%
of $635.7M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VCRB | Vanguard Core Bond ETF | $129.2M | 1,672,614 | +91,834 shares |
| VUG | Vanguard Morningstar Growth ETF | $125.1M | 1,452,410 | +1,217,226 shares |
| VYM | Vanguard High Dividend Yield ETF | $118.1M | 747,548 | +12,208 shares |
| BSV | Vanguard Short-Term Bond ETF | $77.6M | 996,458 | +58,179 shares |
| IEFA | iShares Core MSCI EAFE ETF | $24.6M | 254,771 | −4,489 shares |
| VIG | Vanguard Dividend Appreciation ETF | $17.7M | 74,740 | −622 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $16.3M | 467,996 | −14,443 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $15.2M | 448,035 | −7,396 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $11.6M | 162,690 | −7,219 shares |
| MUB | iShares National Muni Bond ETF | $11.3M | 104,632 | +1,040 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002039437. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Martel Wealth Advisors LLC own?
Martel Wealth Advisors LLC reported 34 ETF positions worth $611.4M in its Form 13F for June 30, 2026. The largest was VCRB, at $129.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.