StockDriftsStockDriftsTop 50 Madson Wealth Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 6.29% | 39.1K | $9.3M | -0.43%(-168) | $217.42(+13.43%) | 2026-06-30 | |
| SGOV | ISHARES TR | 6.24% | 91.2K | $9.2M | +19.46%(+14.85K) | $100.54(-0.04%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 6.11% | 96.3K | $9.0M | -0.27%(-260) | $89.95(+10.67%) | 2026-06-30 | |
| DGRO | ISHARES TR | 6.11% | 118.5K | $9.0M | +1.35%(+1.58K) | $69.83(+14.36%) | 2026-06-30 | |
| GOVT | ISHARES TR | 5.62% | 362.9K | $8.3M | +20.13%(+60.81K) | $22.95(-2.17%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 5.21% | 106.0K | $7.7M | -5.51%(-6.17K) | $62.25(+19.90%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.32% | 42.8K | $6.3M | +7.41%(+2.95K) | $123.10(+20.84%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.98% | 7.8K | $5.9M | -13.89%(-1.26K) | $669.08(+16.18%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.37% | 64.3K | $5.0M | +12.37%(+7.08K) | $67.27(+15.83%) | 2026-06-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 3.37% | 42.8K | $5.0M | +11.19%(+4.31K) | $95.17(+19.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.82% |
Madson Wealth Advisors Inc reports $147.11M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are VIG (6.3%), SGOV (6.2%) and VIGI (6.1%). The top 20 holdings account for 70.91% of reported assets. Its disclosed equity book has returned +9.49% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Madson Wealth Advisors Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2129795). View Madson Wealth Advisors Inc’s 13F filings on SEC