DOSSIER · 13F-HR · Q3 2026

Madson Wealth Advisors Inc

$144M in tracked AUM across 93 positions as of Q3 2026.

MW
CIK 0002129795 · last filed Sep 30, 2026
Total AUM
$144M
as of Q3 2026
Holdings
93
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Madson Wealth Advisors Inc filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SGOV
ISHARES TR
$10M97K6.8%
02
VIGI
VANGUARD WHITEHALL FDS
$9M94K6.2%
03
VIG
VANGUARD SPECIALIZED FUNDS
$9M38K6.2%
04
DGRO
ISHARES TR
$9M116K6.1%
05
GOVT
ISHARES TR
$9M389K5.9%
06
JQUA
J P MORGAN EXCHANGE TRADED F
$7M98K5.0%
07
IJR
ISHARES TR
$6M43K4.1%
08
DFUS
DIMENSIONAL ETF TRUST
$5M66K3.8%
09
VPL
VANGUARD INTL EQUITY INDEX F
$5M45K3.6%
10
IJH
ISHARES TR
$5M69K3.4%

Filing history

2026Q3Sep 30
$144M▼ 2.4%
93 positionsView →
2026Q2Jun 30
$147M▲ 22.3%
97 positionsView →
2026Q1Mar 31
$120M—
84 positionsView →