Martel Wealth Advisors LLC
Martel Wealth Advisors LLC reported 58 holdings worth US$638M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Martel Wealth Advisors LLC reported 58 holdings worth US$638M as of Sep 30, 2026. Largest: Amazon.com, Inc., Archer-daniels-midland Company and Tesla, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$638M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 33,354 | US$8.31M | 1.3% |
| Archer-daniels-midland Company | 30,884 | US$2.45M | 0.38% |
| Tesla, Inc. | 4,848 | US$1.72M | 0.27% |
| Microsoft Corp. | 1,932 | US$991K | 0.16% |
| Ecolab Inc. | 3,000 | US$824K | 0.13% |
| Illinois Tool Works Inc. | 3,000 | US$772K | 0.12% |
| Berkshire Hathaway Inc. | 1 | US$747K | 0.12% |
| Apple Inc | 2,209 | US$736K | 0.12% |
| Nvidia Corporation | 3,017 | US$689K | 0.11% |
| Broadcom Inc. | 1,960 | US$688K | 0.11% |
| Johnson & Johnson | 2,024 | US$536K | 0.08% |
| Valero Energy Corporation | 1,273 | US$493K | 0.08% |
| Micron Technology, Inc. | 404 | US$430K | 0.07% |
| Pepsico, Inc. | 3,059 | US$388K | 0.06% |
| Chevron Corporation | 1,537 | US$314K | 0.05% |
| T. Rowe Price Group, Inc. | 3,000 | US$312K | 0.05% |
| Enterprise Products Partners L.p. | 7,240 | US$258K | 0.04% |
| Abbvie Inc. | 967 | US$253K | 0.04% |
| Unitedhealth Group Incorporated | 639 | US$235K | 0.04% |
| Novo Nordisk A/s Class B | 6,000 | US$227K | 0.04% |
| Procter & Gamble Company (the) | 1,495 | US$217K | 0.03% |
| Marriott International | 606 | US$216K | 0.03% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Edwards Lifesciences Corporation | 0 | US$0 | 0.00% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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