Madson Wealth Advisors Inc

CIK 0002129795 • 2 13F filings • Apr 21, 2026 – Jul 21, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 2 quarters

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $147.1M97 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$308K	0.2%	530 SH	New
AGILENT TECHNOLOGIES INC	COM	$268K	0.2%Prev: 0.2%	2,019 SH	Increased+163 SH
ALPHABET INC	CAP STK CL A	$2.0M	1.4%Prev: 1.2%	5,651 SH	Increased+574 SH
ALPHABET INC	CAP STK CL C	$227K	0.2%	643 SH	New
AMAZON COM INC	COM	$283K	0.2%Prev: 0.2%	1,188 SH	Increased+45 SH
APPLE INC	COM	$1.2M	0.8%Prev: 0.9%	4,083 SH	Increased-68 SH
APPLIED MATLS INC	COM	$3.7M	2.5%	5,123 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$973K	0.7%Prev: 0.5%	489 SH	Increased+25 SH
ASTRAZENECA PLC	ORD	$610K	0.4%Prev: 0.4%	3,218 SH	Increased+633 SH
BANK OF AMER CORP	COM	$252K	0.2%	4,429 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$257K	0.2%Prev: 0.2%	514 SH	Increased
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$348K	0.2%	6,599 SH	New
BLACKROCK ETF TRUST	ISHA US THEM ETF	$213K	0.1%	4,941 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$653K	0.4%Prev: 0.8%	9,601 SH	Decreased-6,534 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$263K	0.2%	5,030 SH	New
BROADCOM INC	COM	$2.1M	1.4%Prev: 1.4%	5,468 SH	Increased-60 SH
CATERPILLAR INC	COM	$607K	0.4%Prev: 0.3%	570 SH	Increased+45 SH
CHEVRON CORPORATION	COM	$602K	0.4%Prev: 0.2%	3,634 SH	Increased+2,352 SH
COCA COLA CO	COM	$350K	0.2%Prev: 0.3%	4,301 SH	Increased+4 SH
COSTCO WHOLESALE CORPORATION	COM	$1.3M	0.9%Prev: 1.1%	1,369 SH	Decreased+74 SH
CUMMINS INC	COM	$463K	0.3%Prev: 0.3%	649 SH	Increased+24 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$474K	0.3%	11,795 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.8M	1.3%	44,791 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$3.7M	2.5%	45,490 SH	New
ELI LILLY & CO	COM	$1.2M	0.8%Prev: 0.6%	986 SH	Increased+175 SH
EMERSON ELEC CO	COM	$943K	0.6%Prev: 0.7%	6,585 SH	Increased
ETFS GOLD TR	PHYSCL GOLD SHS	$566K	0.4%Prev: 0.5%	14,800 SH	Decreased
GE AEROSPACE	COM NEW	$297K	0.2%Prev: 0.2%	794 SH	Increased+28 SH
HOME DEPOT INC	COM	$1.2M	0.8%Prev: 0.8%	3,306 SH	Increased+212 SH
HONEYWELL AEROSPACE INC	COM	$344K	0.2%	1,554 SH	New
HONEYWELL INTL INC	COM	$348K	0.2%Prev: 0.5%	1,554 SH	Decreased-1,092 SH
ILLINOIS TOOL WKS INC	COM	$253K	0.2%Prev: 0.2%	934 SH	Increased-12 SH
ISHARES GOLD TR	ISHARES NEW	$510K	0.3%Prev: 0.6%	6,754 SH	Decreased-1,472 SH
ISHARES INC	CORE MSCI EMKT	$581K	0.4%Prev: 0.7%	7,016 SH	Decreased-4,439 SH
ISHARES TR	0-3 MTH TREASURY	$9.2M	6.2%	91,162 SH	New
ISHARES TR	0-5 YR TIPS ETF	$393K	0.3%Prev: 0.3%	3,846 SH	Decreased-189 SH
ISHARES TR	10-20 YR TRS ETF	$511K	0.3%Prev: 0.6%	5,094 SH	Decreased-2,204 SH
ISHARES TR	CORE DIV GRWTH	$9.0M	6.1%Prev: 6.8%	118,526 SH	Increased+1,579 SH
ISHARES TR	CORE INTL AGGR	$209K	0.1%Prev: 0.3%	4,135 SH	Decreased-2,771 SH
ISHARES TR	CORE MSCI TOTAL	$2.7M	1.8%Prev: 2.1%	28,407 SH	Increased-656 SH
ISHARES TR	CORE S&P MCP ETF	$5.0M	3.4%Prev: 3.2%	64,300 SH	Increased+7,076 SH
ISHARES TR	CORE S&P SCP ETF	$6.3M	4.3%Prev: 4.1%	42,805 SH	Increased+2,954 SH
ISHARES TR	CORE S&P500 ETF	$5.9M	4.0%Prev: 4.9%	7,820 SH	Decreased-1,261 SH
ISHARES TR	CORE UNIVRSL USD	$2.2M	1.5%Prev: 1.9%	47,003 SH	Decreased-2,439 SH
ISHARES TR	EAFE VALUE ETF	$492K	0.3%Prev: 0.6%	6,427 SH	Decreased-3,812 SH
ISHARES TR	ESG MSCI LEADR	$471K	0.3%Prev: 0.4%	3,550 SH	Increased-242 SH
ISHARES TR	GLOBAL 100 ETF	$203K	0.1%	1,488 SH	New
ISHARES TR	INVT GRAD SY ETF	$670K	0.5%	14,861 SH	New
ISHARES TR	ISHS 1-5YR INVS	$1.2M	0.8%Prev: 0.6%	23,768 SH	Increased+10,985 SH
ISHARES TR	MBS ETF	$1.0M	0.7%Prev: 1.1%	10,693 SH	Decreased-2,693 SH
ISHARES TR	MSCI USA MMENTM	$258K	0.2%Prev: 0.3%	751 SH	Decreased-581 SH
ISHARES TR	MSCI USA QLT FCT	$270K	0.2%Prev: 0.4%	1,232 SH	Decreased-1,137 SH
ISHARES TR	RUS 1000 GRW ETF	$751K	0.5%Prev: 0.6%	6,045 SH	Increased+4,435 SH
ISHARES TR	RUS MID CAP ETF	$347K	0.2%Prev: 0.3%	3,147 SH	Decreased-640 SH
ISHARES TR	S&P 100 ETF	$468K	0.3%Prev: 0.5%	1,279 SH	Decreased-761 SH
ISHARES TR	S&P 500 GRWT ETF	$547K	0.4%Prev: 0.6%	3,978 SH	Decreased-2,489 SH
ISHARES TR	S&P 500 VAL ETF	$677K	0.5%Prev: 0.9%	2,982 SH	Decreased-1,934 SH
ISHARES TR	TIPS BD ETF	$4.5M	3.1%Prev: 3.5%	41,552 SH	Increased+3,008 SH
ISHARES TR	TRUST ISHARE 0-1	$2.3M	1.6%Prev: 2.1%	21,156 SH	Decreased-2,218 SH
ISHARES TR	U.S. TECH ETF	$529K	0.4%Prev: 0.3%	2,098 SH	Increased-120 SH
ISHARES TR	US TREAS BD ETF	$8.3M	5.6%Prev: 5.8%	362,918 SH	Increased+60,814 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$7.7M	5.2%Prev: 5.7%	105,969 SH	Increased-6,175 SH
JOHNSON & JOHNSON	COM	$1.9M	1.3%Prev: 1.4%	7,597 SH	Increased+478 SH
JPMORGAN CHASE & CO	COM	$274K	0.2%	837 SH	New
KLA CORP	COM NEW	$929K	0.6%Prev: 0.4%	3,080 SH	Increased+2,769 SH
LAM RESEARCH CORP	COM NEW	$437K	0.3%Prev: 0.2%	1,008 SH	Increased
MERCK & CO INC	COM	$736K	0.5%Prev: 0.5%	5,730 SH	Increased+584 SH
META PLATFORMS INC	CL A	$260K	0.2%Prev: 0.2%	462 SH	Increased+28 SH
MICRON TECHNOLOGY INC	COM	$660K	0.4%Prev: 0.2%	572 SH	Increased-100 SH
MICROSOFT CORP	COM	$1.5M	1.0%Prev: 1.1%	3,968 SH	Increased+267 SH
NEXTERA ENERGY INC	COM	$218K	0.1%Prev: 0.2%	2,486 SH	Decreased+2 SH
NOVARTIS AG	SPONSORED ADR	$1.1M	0.8%Prev: 0.8%	7,299 SH	Increased+740 SH
NVIDIA CORPORATION	COM	$467K	0.3%Prev: 0.3%	2,333 SH	Increased+2 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$430K	0.3%Prev: 0.3%	4,269 SH	Increased+1,058 SH
QUALCOMM INC	COM	$262K	0.2%Prev: 0.2%	1,420 SH	Increased-195 SH
ROSS STORES INC	COM	$284K	0.2%Prev: 0.2%	1,336 SH	Decreased
RTX CORPORATION	COM	$346K	0.2%Prev: 0.2%	1,821 SH	Increased+449 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$217K	0.1%	4,081 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$324K	0.2%	1,702 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$270K	0.2%Prev: 0.2%	362 SH	Increased-49 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.0M	2.1%Prev: 1.8%	6,349 SH	Increased+15 SH
TESLA INC	COM	$203K	0.1%	483 SH	New
TEXAS INSTRS INC	COM	$946K	0.6%Prev: 0.5%	3,173 SH	Increased+23 SH
UBS GROUP AG	SHS	$248K	0.2%	5,000 SH	New
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$439K	0.3%Prev: 0.3%	4,368 SH	Increased+552 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$358K	0.2%Prev: 0.3%	1,453 SH	Increased-24 SH
VANGUARD INDEX FDS	GROWTH ETF	$207K	0.1%	2,406 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$509K	0.3%Prev: 0.5%	741 SH	Decreased-334 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$3.6M	2.4%Prev: 2.3%	40,199 SH	Increased+7,333 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$5.0M	3.4%Prev: 3.1%	42,807 SH	Increased+4,308 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.3M	6.3%Prev: 7.0%	39,095 SH	Increased-168 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$9.0M	6.1%Prev: 7.1%	96,283 SH	Increased-260 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$371K	0.3%Prev: 0.3%	4,505 SH	Increased+37 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$474K	0.3%	1,584 SH	New
VANGUARD WORLD FD	INF TECH ETF	$501K	0.3%	4,189 SH	New
VISA INC	COM CL A	$865K	0.6%Prev: 0.6%	2,521 SH	Increased+201 SH
WELLS FARGO & CO	COM	$307K	0.2%Prev: 0.2%	3,718 SH	Increased

Sold (vs prior filing)

BLACKROCK ETF TRUST — $368K
BLACKROCK ETF TRUST — $303K
BLACKROCK ETF TRUST II — $461K
EXXON MOBIL CORP — $234K
INVESCO QQQ TR — $277K
ISHARES TR — $7.7M
ISHARES TR — $660K
NETFLIX INC. — $202K
SELECT SECTOR SPDR TR — $233K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002129795-26-000003	—	View
Jul 21, 2026	Q2 2026	13F-HR	0002129795-26-000002	$147.1M	View
Apr 21, 2026	Q1 2026