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CIK: 0002129795
Total reported value
$147.1M
$147.1M
84 檔
27.0%
During the Q1 2026 filing period, Madson Wealth Advisors Inc (CIK: 0002129795) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $147.1M across 84 reported positions.
During Q1 2026, Madson Wealth Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 7.10% | -0.99% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.02% | -0.73% | — | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.82% | -0.71% | — | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.39% | -0.15% | — | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.76% | -0.14% | — | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.72% | -0.51% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.93% | -0.95% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.12% | +0.20% | — | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.54% | -0.45% | — | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.21% | +0.16% | — | |
| 11 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.13% | +0.24% | — | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.25% | +0.17% | — | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.15% | -0.56% | — | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.09% | -0.25% | — | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.90% | -0.43% | — | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.78% | +0.28% | — | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | -0.14% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | -0.02% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.16% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.13% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.20% | — | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 1.06% | -0.37% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.88% | -0.08% | — | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.86% | -0.40% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.06% | — | |
| 26 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.83% | -0.05% | — | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.78% | -0.34% | — | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 0.72% | -0.08% | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | -0.26% | — | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.30% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.18% | — | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.61% | -0.26% | — | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | -0.24% | — | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.60% | -0.25% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.01% | — | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | -0.06% | — | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.56% | +0.29% | — | |
| 38 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.55% | -0.09% | — | |
| 39 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.55% | -0.17% | — | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.54% | -0.22% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.18% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.01% | — | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.51% | +0.15% | — | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.51% | +0.13% | — | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.50% | EXIT | |
| 46 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.42% | -0.01% | — | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.38% | -0.20% | — | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.38% | +0.25% | — | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.38% | -0.20% | — | |
| 50 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.36% | -0.04% | — |
According to official SEC Form 13F filings, Madson Wealth Advisors Inc reported a total U.S. public equity portfolio value of $147.1M across 84 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VIGI, VIG, DGRO) accounted for 27.0% of total reported equity market value during Q1 2026.
During Q1 2026, Madson Wealth Advisors Inc's top holdings by market value included VIGI (7.1%)、VIG (7.0%)、DGRO (6.8%). The largest single position, VIGI, represented 7.1% of total portfolio value.
In Q1 2026, Madson Wealth Advisors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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