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MICHELE MADASZ

Martel Wealth Advisors Llc

Assets Managed
$635.688M
Holdings
61
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.21%(2Q avg: 4.27%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Martel Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 61 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 635.688M in assets, with a quarterly growth rate of 8.21% and a 2-quarter average growth rate of 4.27%. The portfolio is managed by MICHELE MADASZ, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 5.81%
20.33%
$129.18M
1.673M shares@ $77.24 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 517.57%
19.69%
$125.111M
1.452M shares@ $86.15 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.67%
18.59%
$118.135M
747,548 shares@ $158.04 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 6.21%
12.22%
$77.634M
996,458 shares@ $77.91 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.73%
3.88%
$24.606M
254,771 shares@ $96.58 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.82%
2.79%
$17.685M
74,740 shares@ $236.63 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -2.99%
2.57%
$16.291M
467,996 shares@ $34.82 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -1.62%
2.39%
$15.162M
448,035 shares@ $33.84 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -4.24%
1.83%
$11.592M
162,690 shares@ $71.26 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 1.01%
1.78%
$11.26M
104,632 shares@ $107.63 avg price

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