13F Filings History of Martel Wealth Advisors Inc

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$585,588,760
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 70 stock holdings with total value $585,588,760 as of Q4 2025. Top holdings included VCRB, VUG, VYM, BSV, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 70 $585,588,760 +$12,202,459 -$3,134,061 +$9,068,398 VCRB, VUG, VYM, BSV, IEFA 13F-HR 21 Jan 2026, 13:07
Q3 2025 70 $570,828,266 +$11,958,258 -$6,699,868 +$5,258,390 VCRB, VUG, VYM, BSV, IEFA 13F-HR 14 Oct 2025, 14:46
Q2 2025 70 $539,404,237 +$11,638,406 -$6,139,694 +$5,498,712 VCRB, VUG, VYM, BSV, IEFA 13F-HR 17 Jul 2025, 18:58
Q1 2025 69 $502,023,776 +$23,862,460 -$25,717,591 -$1,855,131 VCRB, VYM, VUG, BSV, IEFA 13F-HR 16 Apr 2025, 13:52
Q4 2024 70 $512,088,150 +$124,915,762 -$80,366,358 +$44,549,404 VUG, VYM, VCRB, BSV, IEFA 13F-HR 16 Jan 2025, 16:22
Q3 2024 53 $488,928,899 +$6,853,709 -$5,335,365 +$1,518,344 BND, VUG, VYM, BSV, IEFA 13F-HR 09 Oct 2024, 12:12
Q2 2024 53 $466,139,498 +$5,986,531 -$6,674,660 -$688,129 BND, VUG, VYM, BSV, IEFA 13F-HR 09 Oct 2024, 12:12
Q1 2024 54 $461,108,242 +$8,953,830 -$9,814,489 -$860,659 BND, VUG, VYM, BSV, IEFA 13F-HR 09 Oct 2024, 12:12
Q4 2023 54 $440,321,272 +$7,304,797 -$2,505,116 +$4,799,681 BND, VUG, VYM, BSV, IEFA 13F-HR 09 Oct 2024, 12:12
Q3 2023 50 $401,925,721 +$9,104,394 -$5,712,442 +$3,391,952 BND, VUG, VYM, BSV, IEFA 13F-HR 09 Oct 2024, 12:12
Q2 2023 54 $412,450,717 +$17,844,568 -$11,302,016 +$6,542,552 BND, VUG, VYM, BSV, IEFA 13F-HR 09 Oct 2024, 12:12
Q1 2023 49 $391,808,458 +$13,023,803 -$7,409,649 +$5,614,154 BND, VUG, VYM, BSV, VIG 13F-HR 09 Oct 2024, 12:12
Q4 2022 48 $368,897,494 +$37,565,325 -$33,860,926 +$3,704,399 BND, VYM, VUG, BSV, VIG 13F-HR 09 Oct 2024, 12:09
Q3 2022 47 $348,982,057 +$11,456,565 -$9,447,130 +$2,009,435 BND, VYM, VUG, BSV, VEA 13F-HR 09 Oct 2024, 12:09
Q2 2022 47 $365,738,443 +$17,250,038 -$9,763,923 +$7,486,115 BND, VYM, VUG, BSV, VEA 13F-HR 09 Oct 2024, 12:09
Q1 2022 50 $411,126,593 +$25,872,349 -$1,957,111 +$23,915,238 BND, VUG, VYM, BSV, VEA 13F-HR 09 Oct 2024, 12:09
Q4 2021 47 $422,495,410 +$10,107,033 -$2,114,070 +$7,992,963 BND, VUG, VYM, BSV, VEA 13F-HR 09 Oct 2024, 12:09
Q3 2021 45 $397,709,781 +$7,533,453 -$3,534,468 +$3,998,985 BND, VUG, VYM, BSV, VEA 13F-HR 09 Oct 2024, 12:09
Q2 2021 45 $397,288,153 +$21,840,434 -$2,481,012 +$19,359,422 BND, VUG, VYM, BSV, VEA 13F-HR 09 Oct 2024, 12:09
Q1 2021 44 $358,198,734 +$12,626,001 -$4,467,139 +$8,158,862 BND, VUG, VYM, BSV, VEA 13F-HR 09 Oct 2024, 12:09
Q4 2020 45 $343,331,054 +$19,534,900 -$8,669,557 +$10,865,343 BND, VUG, VYM, BSV, VEA 13F-HR 09 Oct 2024, 12:09
Q3 2020 40 $308,233,035 +$13,604,482 -$8,225,280 +$5,379,202 BND, VUG, VYM, BSV, VEA 13F-HR 18 Oct 2024, 14:35
Q2 2020 41 $288,530,587 +$4,158,140 -$4,861,969 -$703,829 BND, VUG, VYM, BSV, VEA 13F-HR 18 Oct 2024, 14:35
Q1 2020 40 $256,269,937 +$7,514,520 -$3,695,840 +$3,818,680 BND, VUG, VYM, BSV, VEA 13F-HR 18 Oct 2024, 14:35
Q4 2019 41 $290,454,284 +$4,082,828 -$3,452,275 +$630,553 BND, VUG, VYM, BSV, VEA 13F-HR 18 Oct 2024, 14:35
Q3 2019 38 $277,093,109 +$4,895,087 -$3,936,423 +$958,664 BND, VUG, VYM, BSV, VEA 13F-HR 18 Oct 2024, 14:35
Q2 2019 39 $274,458,138 +$10,217,709 -$8,525,326 +$1,692,383 BND, VUG, VYM, BSV, VEA 13F-HR 18 Oct 2024, 14:35
Q1 2019 37 $265,858,232 +$9,231,224 -$7,240,415 +$1,990,809 BND, VUG, VYM, BSV, VEA 13F-HR 18 Oct 2024, 14:35
Q4 2018 39 $243,474,100 +$12,888,181 -$9,558,838 +$3,329,343 BND, VUG, VYM, BSV, VEA 13F-HR 18 Oct 2024, 14:35
Q3 2018 37 $262,506,686 $0 $0 $0 BND, VUG, VYM, VEA, BSV 13F-HR 18 Oct 2024, 14:35