DOSSIER · 13F-HR · Q1 2026

Martel Wealth Advisors Inc

Martel Wealth's family office based in Greenwich, CT — $587M in tracked AUM across 73 positions as of Q1 2026.

MW

Martel Wealth·Greenwich, CT·Family Office

CIK 0002039437 · last filed Mar 31, 2026

Total AUM

$587M

▼ 13.5%

vs prior

Holdings

73

—

positions

Whale Score

75

75

strong

Activity

—

no data

changes this Q

Top sector

Tech

5% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Martel Wealth Advisors Inc SEC 13F Filing

Portfolio Overview

The filing for Martel Wealth Advisors Inc reveals a dramatic transformation in the firm's portfolio management strategy during the quarter ending December 31, 2025. The total portfolio value surged by 991.2%, growing from approximately $53.66 million to $585.59 million. This exponential increase—nearly an elevenfold rise—is not merely a result of market appreciation but indicates a significan...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD MALVERN FDS

$122M1.6M20.8%

02

VANGUARD WHITEHALL FDS

$109M735K18.5%

03

VANGUARD INDEX FDS

$103M235K17.5%

04

VANGUARD BD INDEX FDS

$74M938K12.5%

05

ISHARES TR

$23M259K4.0%

06

VANGUARD SPECIALIZED FUNDS

$16M75K2.8%

07

SCHWAB STRATEGIC TR

$15M482K2.5%

08

SCHWAB STRATEGIC TR

$13M455K2.3%

09

ISHARES TR

$11M104K1.9%

10

VANGUARD TAX-MANAGED FDS

$11M170K1.9%

Filing history

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