Holdings

Martel Wealth Advisors LLC

As of Sep 30, 2026, Martel Wealth Advisors LLC reported 22 positions worth US$21.8M. Largest: Amazon.com, Inc., Archer-daniels-midland Company and Tesla, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Amazon.com, Inc.33,354US$8.31M−160Sep 30, 2026
Archer-daniels-midland Company30,884US$2.45M−8,632Sep 30, 2026
Tesla, Inc.4,848US$1.72Mno changeSep 30, 2026
Microsoft Corp.1,932US$991K−314Sep 30, 2026
Ecolab Inc.3,000US$824Kno changeSep 30, 2026
Illinois Tool Works Inc.3,000US$772Kno changeSep 30, 2026
Berkshire Hathaway Inc.1US$747K−1,496Sep 30, 2026
Apple Inc2,209US$736Kno changeSep 30, 2026
Nvidia Corporation3,017US$689K−1,323Sep 30, 2026
Broadcom Inc.1,960US$688K−310Sep 30, 2026