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MICHELE MADASZ

Martel Wealth Advisors Llc

Assets Managed
$587.478M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
0.33%(2Q avg: 1.46%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Martel Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Martel Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 587.478M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 1.46%. The portfolio is managed by MICHELE MADASZ, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 5.03%
20.83%
$122.321M
1.581M shares@ $77.39 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.29%
18.54%
$108.904M
735,340 shares@ $148.1 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 2.77%
17.49%
$102.726M
235,184 shares@ $436.8 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 6.1%
12.53%
$73.57M
938,279 shares@ $78.41 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -3.65%
4%
$23.471M
259,260 shares@ $90.54 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -3.09%
2.76%
$16.207M
75,362 shares@ $215.06 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -3.2%
2.51%
$14.714M
482,439 shares@ $30.51 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -1.79%
2.26%
$13.267M
455,431 shares@ $29.13 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 2.62%
1.88%
$10.996M
103,592 shares@ $106.16 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -7.42%
1.86%
$10.888M
169,909 shares@ $64.09 avg price

1-10 of 73