Martel Wealth Advisors LLC
Martel Wealth Advisors LLC reported 61 holdings worth US$636M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Martel Wealth Advisors LLC reported 61 holdings worth US$636M as of Jun 30, 2026. Largest: Amazon.com, Inc., Archer-daniels-midland Company and Tesla, Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$636M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 33,514 | US$7.99M | 1.3% |
| Archer-daniels-midland Company | 39,516 | US$3.02M | 0.47% |
| Tesla, Inc. | 4,848 | US$2.04M | 0.32% |
| Nvidia Corporation | 4,340 | US$868K | 0.14% |
| Broadcom Inc. | 2,270 | US$857K | 0.13% |
| Microsoft Corp. | 2,246 | US$838K | 0.13% |
| Ecolab Inc. | 3,000 | US$836K | 0.13% |
| Illinois Tool Works Inc. | 3,000 | US$811K | 0.13% |
| Berkshire Hathaway Inc. | 1,497 | US$749K | 0.12% |
| Procter & Gamble Company (the) | 4,718 | US$692K | 0.11% |
| Apple Inc | 2,209 | US$639K | 0.10% |
| Chevron Corporation | 3,580 | US$593K | 0.09% |
| Johnson & Johnson | 2,023 | US$514K | 0.08% |
| Pepsico, Inc. | 3,059 | US$414K | 0.07% |
| T. Rowe Price Group, Inc. | 3,000 | US$341K | 0.05% |
| Valero Energy Corporation | 1,273 | US$332K | 0.05% |
| Lowe's Companies, Inc. | 1,350 | US$298K | 0.05% |
| Novo Nordisk A/s Class B | 6,000 | US$288K | 0.05% |
| Walmart Inc. | 2,400 | US$272K | 0.04% |
| Enterprise Products Partners L.p. | 7,240 | US$266K | 0.04% |
| Unitedhealth Group Incorporated | 639 | US$266K | 0.04% |
| Zoetis Inc. | 3,512 | US$252K | 0.04% |
| Abbvie Inc. | 967 | US$243K | 0.04% |
| Marriott International | 606 | US$225K | 0.04% |
| Edwards Lifesciences Corporation | 2,400 | US$217K | 0.03% |
| Starbucks Corporation | 2,011 | US$206K | 0.03% |
| Costco Wholesale Corporation | 217 | US$203K | 0.03% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Oneok, Inc. | 0 | US$0 | 0.00% |
| Oracle Corporation | 0 | US$0 | 0.00% |
| Progressive Corporation (the) | 0 | US$0 | 0.00% |
| Charles Schwab Corporation (the) | 0 | US$0 | 0.00% |
| Somnigroup International Inc. | 0 | US$0 | 0.00% |
| Target Corporation | 0 | US$0 | 0.00% |
| Trimble Inc. | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Automatic Data Processing, Inc. | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Cisco Systems, Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Emerson Electric Company | 0 | US$0 | 0.00% |
Source
View original at SEC
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