Martel Wealth Advisors Inc

**Martel Wealth Advisors Inc.** manages $586M across a portfolio of 70 distinct positions. The strategy exhibits a significant tilt toward large-cap growth and value, evidenced by top holdings including VCRB ($117.2M), VUG ($111.7M), and VYM ($104.2M). The firm maintains substantial exposure to U.S. equity sectors, with the top three holdings representing over 333 million dollars in the portfolio. Notable diversification is also visible through allocations to international and sector-specific indices.

📌 Top Holdings