StockDriftsStockDriftsTop 50 Madson Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 6.83% | 97.0K | $9.8M | +6.42%(+5.85K) | $100.55(+0.04%) | 2026-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 6.24% | 94.5K | $8.9M | -1.88%(-1.81K) | $89.95(+7.03%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.2% | 38.0K | $8.9M | -2.76%(-1.08K) | $217.42(+10.86%) | 2026-09-30 | |
| DGRO | ISHARES TR | 6.12% | 116.2K | $8.8M | -2.00%(-2.37K) | $69.83(+12.39%) | 2026-09-30 | |
| GOVT | ISHARES TR | 5.95% | 389.3K | $8.5M | +7.28%(+26.41K) | $22.91(-3.91%) | 2026-09-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 5.05% | 97.9K | $7.2M | -7.64%(-8.10K) | $62.25(+20.80%) | 2026-09-30 | |
| IJR | ISHARES TR | 4.13% | 43.4K | $5.9M | +1.33%(+570) | $123.35(+10.11%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.81% | 65.6K | $5.4M | +44.19%(+20.10K) | $77.58(+7.46%) | 2026-09-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 3.62% | 44.7K | $5.2M | +4.47%(+1.92K) | $96.05(+14.54%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.46% | 68.8K | $5.0M | +7.07%(+4.54K) | $67.75(+6.84%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.92% |
Madson Wealth Advisors INC reports $143.64M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (6.8%), VIGI (6.2%) and VIG (6.2%). The top 20 holdings account for 72.14% of reported assets. Its disclosed equity book has returned +6.59% cumulatively over 2 quarters. Figures reflect the Q3 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