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Madson Wealth Advisors Inc

Portfolio Manager
Madson Wealth Advisors Inc
Performance
0% (N/A)
AUM (13F)
$120.26M
# of Holdings
84
Performance Rank
N/A
Allocation (Top 20)
73.13%

Madson Wealth Advisors Inc Holdings Map

Top 50 Madson Wealth Advisors Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VIGI
VANGUARD WHITEHALL FDS
7.1%96.5K$8.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 96.5K shares
$89.95(+5.55%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
7.02%39.3K$8.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 39.3K shares
$217.42(+9.75%)
2026-03-31
DGRO
ISHARES TR
6.82%116.9K$8.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 116.9K shares
$69.80(+10.69%)
2026-03-31
SGOV
ISHARES TR
6.39%76.3K$7.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 76.3K shares
$100.52(-0.08%)
2026-03-31
GOVT
ISHARES TR
5.76%302.1K$6.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 302.1K shares
$22.97(-1.22%)
2026-03-31
JQUA
J P MORGAN EXCHANGE TRADED F
5.72%112.1K$6.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 112.1K shares
$62.25(+15.63%)
2026-03-31
IVV
ISHARES TR
4.93%9.1K$5.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 9.1K shares
$669.08(+11.86%)
2026-03-31
IJR
ISHARES TR
4.12%39.9K$5.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 39.9K shares
$122.24(+19.82%)
2026-03-31
TIP
ISHARES TR
3.54%38.5K$4.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 38.5K shares
$110.14(-1.64%)
2026-03-31
IJH
ISHARES TR
3.21%57.2K$3.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 57.2K shares
$66.76(+13.97%)
2026-03-31

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