Top 50 Madson Wealth Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIGI | VANGUARD WHITEHALL FDS | 7.1% | 96.5K | $8.5M | new | $89.95(+5.55%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.02% | 39.3K | $8.4M | new | $217.42(+9.75%) | 2026-03-31 | |
| DGRO | ISHARES TR | 6.82% | 116.9K | $8.2M | new | $69.80(+10.69%) | 2026-03-31 | |
| SGOV | ISHARES TR | 6.39% | 76.3K | $7.7M | new | $100.52(-0.08%) | 2026-03-31 | |
| GOVT | ISHARES TR | 5.76% | 302.1K | $6.9M | new | $22.97(-1.22%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 5.72% | 112.1K | $6.9M | new | $62.25(+15.63%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.93% | 9.1K | $5.9M | new | $669.08(+11.86%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.12% | 39.9K | $5.0M | new | $122.24(+19.82%) | 2026-03-31 | |
| TIP | ISHARES TR | 3.54% | 38.5K | $4.3M | new | $110.14(-1.64%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.21% | 57.2K | $3.9M | new | $66.76(+13.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Madson Wealth Advisors Inc, compare funds side by side, and get alerts the moment positions change.