Martel Wealth Advisors Inc

Name: Martel Wealth Advisors Inc 13F Holdings
Creator: 13F Insight

$638M in tracked AUM across 58 positions as of Q3 2026.

CIK 0002039437 · last filed Sep 30, 2026

Total AUM

$638M

as of Q3 2026

Holdings

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positions

Whale Score

strong

Activity

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no data

changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

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