Martel Wealth Advisors LLC AAPL — APPLE INC

Ownership history in Martel Wealth Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Martel Wealth Advisors LLC reported APPLE INC (AAPL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows AAPL at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Martel Wealth Advisors LLC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AAPL was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page Martel Wealth Advisors LLC fund profile Martel Wealth Advisors LLC full holdings
How Martel Wealth Advisors LLC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,159 — 0% 0.09% $548K 2026-05-01 $279.88
2025 Q4 ADDED — — — 2,159 +150 +7.5% 0.10% $587K 2026-01-21 $247.19
2025 Q3 REDUCED 26.8% +7.6% ❌ 2,009 -734 -26.8% 0.09% $511K 2025-10-14 $247.07
2025 Q2 ADDED — — — 2,743 +1 +0.0% 0.10% $563K 2025-07-18 $210.35
2025 Q1 UNCHANGED — — — 2,742 — 0% 0.12% $609K 2025-04-16 $193.25
2024 Q4 INITIATED — — — 2,742 — — 0.13% $687K 2025-01-16 $226.81

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% Prospect Hill Management, LLC 3Y 57.18% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% Circle Wealth Management, LLC 3Y 7Y 43.21% Stembrook Asset Management, LLC 34.72% FIDUCIARY FAMILY OFFICE, LLC 32.29% TRB Advisors LP 3Y 7Y 30.45%

FAQ About Martel Wealth Advisors LLC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Martel Wealth Advisors LLC reported owning AAPL?

Martel Wealth Advisors LLC reported AAPL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AAPL position in Martel Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for AAPL was 0.13% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Martel Wealth Advisors LLC reported 2,159 shares, equal to 0.09% of portfolio, with an estimated market value of $548K.

What does the chart on this AAPL ownership page compare?

The chart compares Martel Wealth Advisors LLC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Martel Wealth Advisors LLC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, Martel Wealth Advisors LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AAPL relative to SPY over the holding period was -0.1%.

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