Martel Wealth Advisors Portfolio Changes in Q2 2026
This analysis details the observable purchases and sales made by Martel Wealth Advisors Llc during the second quarter of 2026, highlighting significant shifts in their holdings.
As reported for the period ending June 30th, 2026, Martel Wealth Advisors Llc, a registered investment advisor, saw changes in its portfolio holdings. The total portfolio value remained substantial at approximately $635.7 million.
Significant Increases This Quarter
Martel demonstrated considerable buying activity during Q2 2026, most notably adding shares to Vanguard Index Funds (VUG). They purchased an additional 1,217,226 shares of VUG, representing a massive increase in their position. This ETF allocation rose significantly by 517.56%, now accounting for nearly 19.68% ($125 million) of the total portfolio value.
In addition to this large move, Martel also increased its stake in Vanguard Balanced Index Fund (BSV). They added 58,179 shares to BSV during the quarter, boosting its allocation by 6.2%. Furthermore, they made a smaller but still noteworthy purchase of Vanguard World Funds (VSGX), acquiring an additional 5,125 shares and increasing its percentage from 0.12% to 0.13%, albeit with a substantial share growth increase.
Notable Decreases and Exits This Quarter
Martel also disposed of some significant holdings during the quarter, although their total portfolio value remained unchanged at $635 million (as per prior period data). The largest reduction was observed in Schwab Strategic Allocation Fund (SCHV), where they sold 14,443 shares. This resulted in a 2.99% decrease in its allocation.
The firm also reduced its position in Vanguard Tax-Managed Balanced Fund (VEA) by selling an additional 7,219 shares (-4.25%), and decreased holdings of Vanguard Whitehall Fund (VYM) slightly with a sale of just over 10k shares (-1.66%). However, the most significant reduction in absolute terms was noted for iShares Core MSCI Emerging Markets ETF (IEMG), where Martel sold approximately 9,326 shares, lowering its allocation by 6.81%.
New Positions and Minor Changes
Beyond the major shifts in existing funds, Martel initiated new positions or made minor adjustments to others during Q2. They purchased Enterprise Products Partners L.P. (EPD), adding shares of this Energy sector company. Conversely, they disposed of a small stake in Marriott International Inc New (MAR) stock.
Additionally, the firm bought shares of DBX ETF TR (HYLB). This was part of their overall strategy to diversify holdings slightly outside major index funds and target specific sectors or themes, though these changes remain relatively minor compared to the large movements seen in VUG, BSV, and SCHV.
Overall Portfolio Dynamics
Martel's portfolio continues to be dominated by exchange-traded funds (ETFs), particularly those tracking broad market indices or themes like innovation. The top five holdings accounted for 74.68% of the total value, maintaining a high concentration strategy.
Conclusion
In summary, Martel Wealth Advisors showed strong buying momentum in Q2 2026, especially towards broad-based index funds like VUG and Vanguard's BSV fund. They also strategically reduced exposure to specific tactical or thematic ETFs such as SCHV and VEA.