Martel Wealth Advisors Inc - Q42025 Holdings

Martel Wealth Advisors Inc holds 70 stocks with a total portfolio value of $ 585.59M as of Q42025. In Q42025, Martel Wealth Advisors Inc added 2 new positions, increased stakes in 20 stocks, reduced 19 holdings, and fully exited 2 positions. The largest holding is Vanguard Malvern Fds (VCRB), representing 20.02% of the total portfolio.