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Madson Wealth Advisors

Latest statistics and disclosures from Madson Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002129795

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Positions held by Madson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Madson Wealth Advisors

Madson Wealth Advisors holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	7.1	$8.5M	97k	88.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.0	$8.4M	39k	215.06	View chart
Ishares Tr Core Div Grwth (DGRO)	6.8	$8.2M	117k	70.18	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	6.4	$7.7M	76k	100.66	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	5.8	$6.9M	302k	22.91	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	5.7	$6.9M	112k	61.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.9	$5.9M	9.1k	653.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$5.0M	40k	124.31	View chart
Ishares Tr Tips Bd Etf (TIP)	3.5	$4.3M	39k	110.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.2	$3.9M	57k	67.53	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	3.1	$3.8M	39k	97.73	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.3	$2.7M	33k	82.43	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	2.1	$2.6M	23k	110.39	View chart
Ishares Tr Core Msci Total (IXUS)	2.1	$2.5M	29k	86.64	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.9	$2.3M	49k	46.19	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.8	$2.1M	6.3k	337.95	View chart
Johnson & Johnson (JNJ)	1.4	$1.7M	7.1k	244.44	View chart
Broadcom (AVGO)	1.4	$1.7M	5.5k	309.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$1.5M	5.1k	287.54	View chart
Microsoft Corporation (MSFT)	1.1	$1.4M	3.7k	370.18	View chart
Costco Wholesale Corporation (COST)	1.1	$1.3M	1.3k	996.43	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$1.3M	13k	94.95	View chart
Apple (AAPL)	0.9	$1.1M	4.2k	253.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$1.0M	4.9k	211.14	View chart
Home Depot (HD)	0.8	$1.0M	3.1k	328.84	View chart
Novartis Sponsored Adr (NVS)	0.8	$1.0M	6.6k	152.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$939k	16k	58.18	View chart
Emerson Electric (EMR)	0.7	$863k	6.6k	131.02	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$799k	12k	69.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$761k	10k	74.35	View chart
Eli Lilly & Co. (LLY)	0.6	$746k	811.00	919.72	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$735k	7.3k	100.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$732k	6.5k	113.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$725k	8.2k	88.16	View chart
Visa Com Cl A (V)	0.6	$701k	2.3k	302.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$687k	1.6k	426.52	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$672k	13k	52.56	View chart
Ishares Tr Investment Grade (IGEB)	0.5	$661k	15k	45.06	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.5	$660k	15k	44.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$649k	2.0k	318.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$642k	1.1k	597.58	View chart
Merck & Co (MRK)	0.5	$619k	5.1k	120.29	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$613k	464.00	1320.83	View chart
Texas Instruments Incorporated (TXN)	0.5	$612k	3.2k	194.14	View chart
Honeywell International (HON)	0.5	$598k	2.6k	226.01	View chart
Astrazeneca Ord (AZN)	0.4	$510k	2.6k	197.21	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$461k	8.9k	51.93	View chart
Kla Corp Com New (KLAC)	0.4	$458k	311.00	1472.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$454k	2.4k	191.80	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.4	$431k	3.8k	113.60	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$417k	4.0k	103.43	View chart
NVIDIA Corporation (NVDA)	0.3	$407k	2.3k	174.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$402k	2.2k	181.40	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.3	$378k	3.8k	99.08	View chart
Caterpillar (CAT)	0.3	$372k	525.00	708.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$368k	3.8k	97.23	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$368k	11k	32.95	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$346k	6.9k	50.04	View chart
Cummins (CMI)	0.3	$336k	625.00	538.02	View chart
Coca-Cola Company (KO)	0.3	$327k	4.3k	76.05	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$323k	3.2k	100.57	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$321k	4.5k	71.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$320k	1.3k	240.02	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$304k	1.5k	205.76	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$303k	8.4k	36.22	View chart
Wells Fargo & Company (WFC)	0.2	$296k	3.7k	79.61	View chart
Ross Stores (ROST)	0.2	$289k	1.3k	216.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$277k	479.00	577.48	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$267k	411.00	650.34	View chart
Chevron Corporation (CVX)	0.2	$265k	1.3k	206.85	View chart
Raytheon Technologies Corp (RTX)	0.2	$265k	1.4k	192.95	View chart
Meta Platforms Cl A (META)	0.2	$248k	434.00	572.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$246k	514.00	479.20	View chart
Illinois Tool Works (ITW)	0.2	$246k	946.00	260.29	View chart
Amazon (AMZN)	0.2	$238k	1.1k	208.27	View chart
Exxon Mobil Corporation (XOM)	0.2	$234k	1.4k	169.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$233k	1.8k	132.91	View chart
Nextera Energy (NEE)	0.2	$231k	2.5k	92.89	View chart
Micron Technology (MU)	0.2	$227k	672.00	337.84	View chart
Ge Aerospace Com New (GE)	0.2	$217k	766.00	283.77	View chart
Lam Research Corp Com New (LRCX)	0.2	$215k	1.0k	213.66	View chart
Agilent Technologies Inc C ommon (A)	0.2	$212k	1.9k	113.98	View chart
Qualcomm (QCOM)	0.2	$208k	1.6k	128.76	View chart
Netflix (NFLX)	0.2	$202k	2.1k	96.15	View chart

Past Filings by Madson Wealth Advisors

SEC 13F filings are viewable for Madson Wealth Advisors going back to 2026

Madson Wealth Advisors 2026 Q1 filed April 21, 2026

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