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CIK: 0002129795
Total reported value
$143.6M
$143.6M
97 檔
31.1%
As reported in its official Q2 2026 Form 13F filing, Madson Wealth Advisors Inc's tracked investment portfolio stood at $143.6M with 97 total positions.
In Q2 2026, Madson Wealth Advisors Inc displayed an active expansion posture, initiating 17 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.29% | -0.12% | -0.43% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.24% | +0.56% | +19.46% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 6.11% | +0.10% | -0.27% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.11% | -0.01% | +1.35% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.62% | +0.31% | +20.13% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.21% | -0.18% | -5.51% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.32% | -0.21% | +7.41% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.98% | -0.54% | -13.89% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.37% | +0.08% | +12.37% | |
| 10 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.37% | +0.24% | +11.19% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.09% | -0.13% | +7.80% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.53% | +1.26% | — | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 2.52% | -0.70% | — | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.42% | +0.27% | +22.31% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.06% | -0.12% | +0.24% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.84% | -0.20% | -2.26% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.59% | -0.11% | -9.49% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.47% | +0.07% | -4.93% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | -0.07% | -1.09% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | -0.02% | +11.31% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | +0.09% | +6.71% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 1.26% | +0.44% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | +0.41% | +7.21% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | — | +5.71% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.85% | +0.22% | +85.93% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | -0.02% | +21.58% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.13% | -1.64% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.14% | +6.85% | |
| 29 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.78% | -0.06% | +11.28% | |
| 30 | MBB | Ishares Mbs ETF | ETF-Other | 0.69% | -0.21% | -20.12% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.66% | -0.05% | +5.39% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.64% | -0.02% | +0.73% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.64% | +0.07% | — | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.63% | -0.23% | +890.35% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.04% | +8.66% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.01% | +275.47% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | +0.10% | +11.35% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.24% | -39.34% | |
| 39 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.46% | -0.07% | +1.38% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.45% | -0.03% | -14.88% | |
| 41 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.44% | -0.24% | -40.50% | |
| 42 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.41% | -0.03% | +24.49% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | -0.09% | +8.57% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.41% | +0.11% | +183.46% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.40% | -0.22% | -38.75% | |
| 46 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.38% | +0.03% | — | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | -0.19% | -38.49% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.36% | — | -5.41% | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.35% | -0.16% | -30.20% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.35% | -0.06% | -17.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | +2.5% | NEW | New buy |
| 2 | AMAT | Applied Materials Inc | +2.5% | NEW | New buy |
| 3 | DFAI | Dimensional International Co | +1.3% | NEW | New buy |
| 4 | VGT | Vanguard Info Tech ETF | +0.3% | NEW | New buy |
| 5 | DFAE | Dimensional Emerging Core Eq | +0.3% | NEW | New buy |
| 6 | VHT | Vanguard Health Care ETF | +0.3% | NEW | New buy |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +85.93% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.24% | Add |
| 9 | MU | Micron Technology Inc | +0.3% | -14.88% | Trim |
| 10 | KLAC | Kla CORP | +0.3% | +890.35% | Add |
| 11 | VPL | Vanguard Ftse Pacific ETF | +0.2% | +11.19% | Add |
| 12 | ✓ | +0.2% | NEW | New buy | |
| 13 | ✓ | +0.2% | NEW | New buy | |
| 14 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.2% | +7.41% | Add |
| 16 | CVX | Chevron CORP | +0.2% | +183.46% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | NEW | New buy |
| 18 | LLY | Eli Lilly & Co | +0.2% | +21.58% | Add |
| 19 | VGK | Vanguard Ftse Europe ETF | +0.2% | +22.31% | Add |
| 20 | BAC | Bank Of America CORP | +0.2% | NEW | New buy |
| 21 | UBS | UBS Group AG | +0.2% | NEW | New buy |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +12.37% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.31% | Add |
| 24 | ASML | ASML Holding N.V. | +0.2% | +5.39% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | New buy |
| 26 | XLE | Ss Energy Select Sector | +0.2% | NEW | New buy |
| 27 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 28 | IOO | Ishares Global 100 ETF | +0.1% | NEW | New buy |
| 29 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 30 | TXN | Texas Instruments Inc | +0.1% | +0.73% | Add |
| 31 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 32 | CAT | Caterpillar Inc | +0.1% | +8.57% | Add |
| 33 | IYW | Ishares Ustechnology ETF | 0% | -5.41% | Trim |
| 34 | CMI | Cummins Inc | 0% | +3.84% | Add |
| 35 | XLK | Ss Technology Select Sector | 0% | -3.02% | Trim |
| 36 | MINT | Pimco Enhanced Short Maturit | 0% | +32.95% | Add |
| 37 | GE | General Electric | 0% | +3.66% | Add |
| 38 | V | Visa Inc-class A Shares | 0% | +8.66% | Add |
| 39 | RTX | Rtx CORP | 0% | +32.73% | Add |
| 40 | QCOM | Qualcomm Inc | 0% | -12.07% | Trim |
| 41 | A | Agilent Technologies Inc | — | +8.78% | Add |
| 42 | MRK | Merck & Co. Inc. | 0% | +11.35% | Add |
| 43 | AZN | AstraZeneca PLC | 0% | +24.49% | Add |
| 44 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +14.47% | Add |
| 45 | VXF | Vanguard Extended Market ETF | 0% | -1.62% | Trim |
| 46 | AMZN | Amazon.com Inc | 0% | +3.94% | Add |
| 47 | AVGO | Broadcom Inc | 0% | -1.09% | Trim |
| 48 | NVDA | Nvidia CORP | 0% | +0.09% | Add |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +0.83% | Add |
| 50 | KO | Coca-cola Co/the | 0% | +0.09% | Add |
According to official SEC Form 13F filings, Madson Wealth Advisors Inc reported a total U.S. public equity portfolio value of $143.6M across 97 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, SGOV, VIGI) accounted for 31.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFUS
市值: $3.7M
Top Position Liquidated / Trimmed
HON
前期市值: $598.0K
During Q2 2026, Madson Wealth Advisors Inc's top holdings by market value included VIG (6.3%)、SGOV (6.2%)、VIGI (6.1%). The largest single position, VIG, represented 6.3% of total portfolio value.
In Q2 2026, Madson Wealth Advisors Inc made 95 total portfolio adjustments, initiating 17 new buys, adding to 39 positions, trimming 35 holdings, and fully liquidating 4 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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