• 13F History

Martel Wealth Advisors Inc

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$502M
Signature - Title
Michele Madasz - CCO
Location
Vancouver, WA
Summary
This page shows a list of all the recent 13F filings made by Martel Wealth Advisors Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Martel Wealth Advisors Inc reported 69 stock holdings with total value $502M as of Q1 2025. Top holdings included VCRB, VYM, VUG, BSV, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 69 $502M +$23.9M -$25.7M -$1.86M VCRB, VYM, VUG, BSV, IEFA 13F-HR 4/16/2025, 01:52 PM
Q4 2024 70 $512M +$125M -$80.4M +$44.5M VUG, VYM, VCRB, BSV, IEFA 13F-HR 1/16/2025, 04:22 PM
Q3 2024 53 $489M +$6.85M -$5.34M +$1.52M BND, VUG, VYM, BSV, IEFA 13F-HR 10/9/2024, 12:12 PM
Q2 2024 53 $466M +$5.99M -$6.67M -$688K BND, VUG, VYM, BSV, IEFA 13F-HR 10/9/2024, 12:12 PM
Q1 2024 54 $461M +$8.95M -$9.81M -$861K BND, VUG, VYM, BSV, IEFA 13F-HR 10/9/2024, 12:12 PM
Q4 2023 54 $440M +$7.3M -$2.51M +$4.8M BND, VUG, VYM, BSV, IEFA 13F-HR 10/9/2024, 12:12 PM
Q3 2023 50 $402M +$9.1M -$5.71M +$3.39M BND, VUG, VYM, BSV, IEFA 13F-HR 10/9/2024, 12:12 PM
Q2 2023 54 $412M +$17.8M -$11.3M +$6.54M BND, VUG, VYM, BSV, IEFA 13F-HR 10/9/2024, 12:12 PM
Q1 2023 49 $392M +$13M -$7.41M +$5.61M BND, VUG, VYM, BSV, VIG 13F-HR 10/9/2024, 12:12 PM
Q4 2022 48 $369M +$37.6M -$33.9M +$3.73M BND, VYM, VUG, BSV, VIG 13F-HR 10/9/2024, 12:09 PM
Q3 2022 47 $349M +$11.5M -$9.85M +$1.61M BND, VYM, VUG, BSV, VEA 13F-HR 10/9/2024, 12:09 PM
Q2 2022 47 $366M +$17.3M -$9.76M +$7.51M BND, VYM, VUG, BSV, VEA 13F-HR 10/9/2024, 12:09 PM
Q1 2022 50 $411M +$25.9M -$1.96M +$23.9M BND, VUG, VYM, BSV, VEA 13F-HR 10/9/2024, 12:09 PM
Q4 2021 47 $422M +$10.1M -$2.11M +$7.99M BND, VUG, VYM, BSV, VEA 13F-HR 10/9/2024, 12:09 PM
Q3 2021 45 $398M +$7.53M -$3.53M +$4M BND, VUG, VYM, BSV, VEA 13F-HR 10/9/2024, 12:09 PM
Q2 2021 45 $397M +$21.9M -$2.8M +$19.1M BND, VUG, VYM, BSV, VEA 13F-HR 10/9/2024, 12:09 PM
Q1 2021 44 $361M +$12.7M -$4.52M +$8.13M BND, VUG, VYM, BSV, VEA 13F-HR 10/9/2024, 12:09 PM
Q4 2020 45 $345M +$20.7M -$8.67M +$12M BND, VUG, VYM, BSV, VEA 13F-HR 10/9/2024, 12:09 PM
Q3 2020 40 $308M +$13.6M -$8.23M +$5.38M BND, VUG, VYM, BSV, VEA 13F-HR 10/18/2024, 02:35 PM
Q2 2020 41 $289M +$4.16M -$4.86M -$704K BND, VUG, VYM, BSV, VEA 13F-HR 10/18/2024, 02:35 PM
Q1 2020 40 $256M +$7.51M -$3.7M +$3.82M BND, VUG, VYM, BSV, VEA 13F-HR 10/18/2024, 02:35 PM
Q4 2019 41 $290M +$4.08M -$3.45M +$631K BND, VUG, VYM, BSV, VEA 13F-HR 10/18/2024, 02:35 PM
Q3 2019 38 $277M +$4.9M -$3.94M +$959K BND, VUG, VYM, BSV, VEA 13F-HR 10/18/2024, 02:35 PM
Q2 2019 39 $274M +$10.2M -$8.53M +$1.69M BND, VUG, VYM, BSV, VEA 13F-HR 10/18/2024, 02:35 PM
Q1 2019 37 $266M +$9.23M -$7.24M +$1.99M BND, VUG, VYM, BSV, VEA 13F-HR 10/18/2024, 02:35 PM
Q4 2018 39 $243M +$12.9M -$9.56M +$3.33M BND, VUG, VYM, BSV, VEA 13F-HR 10/18/2024, 02:35 PM
Q3 2018 37 $263M $0 $0 BND, VUG, VYM, VEA, BSV 13F-HR 10/18/2024, 02:35 PM