DOSSIER · 13F-HR · Q2 2026

Madson Wealth Advisors Inc

$147M in tracked AUM across 97 positions as of Q2 2026.

MW
CIK 0002129795 · last filed Jun 30, 2026
Total AUM
$147M
as of Q2 2026
Holdings
97
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Madson Wealth Advisors Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$9M39K6.3%
02
SGOV
ISHARES TR
$9M91K6.2%
03
VIGI
VANGUARD WHITEHALL FDS
$9M96K6.1%
04
DGRO
ISHARES TR
$9M119K6.1%
05
GOVT
ISHARES TR
$8M363K5.6%
06
JQUA
J P MORGAN EXCHANGE TRADED F
$8M106K5.2%
07
IJR
ISHARES TR
$6M43K4.3%
08
IVV
ISHARES TR
$6M8K4.0%
09
IJH
ISHARES TR
$5M64K3.4%
10
VPL
VANGUARD INTL EQUITY INDEX F
$5M43K3.4%

Filing history

2026Q2Jun 30
$147M 22.3%
97 positionsView →
2026Q1Mar 31
$120M
84 positionsView →