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Madson Wealth Advisors Inc Portfolio
$143.6M across 93 positions as of 2026-09-30, with 51% of it in the ten largest. 3 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SGOViShares 0-3 Month Treasury Bond ETF | $9.8M | 6.8% | 97,013 |
| VIGIVanguard International Dividend Appreciation ETF | $8.9M | 6.2% | 94,477 |
| VIGVanguard Div Appreciation ETF | $8.9M | 6.2% | 38,017 |
| DGROiShares Core Dividend Growth ETF | $8.8M | 6.1% | 116,160 |
| GOVTiShares U.S. Treasury Bond ETF | $8.5M | 5.9% | 389,326 |
| J P MORGAN EXCHANGE TRADED F | $7.2M | 5.0% | 97,872 |
| IJRiShares Core S&P Small-Cap ETF | $5.9M | 4.1% | 43,375 |
| DIMENSIONAL ETF TRUST | $5.4M | 3.8% | 65,594 |
| VPLVanguard FTSE Pacific ETF | $5.2M | 3.6% | 44,722 |
| IJHiShares Core S&P Mid-Cap ETF | $5M | 3.4% | 68,843 |
| IVViShares Core S&P 500 ETF | $4.9M | 3.4% | 6,447 |
| TIPiShares TIPS Bond ETF | $4.3M | 3.0% | 40,936 |
| VGKVanguard FTSEEuropean ETF | $3.9M | 2.7% | 44,445 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.8M | 1.9% | 6,124 |
| AMATApplied Materials Inc | $2.6M | 1.8% | 5,123 |
| DFAIDimensional International Core Equity Market ETF | $2.4M | 1.7% | 58,911 |
| IXUSiShares Core MSCI Total International Stock ETF | $2.4M | 1.6% | 24,822 |
| IUSBiShares Core Total USD Bond Market ETF | $2.2M | 1.5% | 50,179 |
| SHViShares 0-1 Year Treasury Bond ETF | $2.1M | 1.5% | 19,275 |
| MSFTMicrosoft Corp | $2M | 1.4% | 3,966 |
| JNJJohnson & Johnson | $2M | 1.4% | 7,603 |
| GOOGLAlphabet Inc | $1.9M | 1.4% | 5,640 |
| AVGOBroadcom Inc | $1.9M | 1.3% | 5,425 |
| IGSBISHARES TR | $1.5M | 1.1% | 29,974 |
| AAPLApple Inc | $1.3M | 0.9% | 4,007 |
| COSTCostco Wholesale Corp | $1.2M | 0.9% | 1,369 |
| LLYEli Lilly and Co | $1.1M | 0.8% | 972 |
| NVSNovartis AG | $1M | 0.7% | 7,272 |
| EMREmerson Electric Co | $1M | 0.7% | 6,585 |
| HDHome Depot Inc | $926.6K | 0.6% | 3,257 |
| VVisa Inc | $908.8K | 0.6% | 2,529 |
| TXNTexas Instruments Inc | $892.2K | 0.6% | 3,185 |
| ASML HLDG NV | $880.5K | 0.6% | 486 |
| MRKMerck & Co Inc | $858.5K | 0.6% | 5,908 |
| DFAEDimensional Emerging Core Equity Market ETF | $855.1K | 0.6% | 21,753 |
| VGTVanguard Information Tech ETF | $762.3K | 0.5% | 6,066 |
| IWFiShares Russell 1000 Growth ETF | $742.7K | 0.5% | 5,930 |
| VHTVanguard Health Care ETF | $742.3K | 0.5% | 2,348 |
| CVXChevron Corp | $742.2K | 0.5% | 3,634 |
| MBBiShares MBS ETF | $682.9K | 0.5% | 7,620 |
| APPLIED MATLS INCput — a bet against | $613.7K | 0.4% | 1,200 |
| MUMicron Technology Inc | $609.5K | 0.4% | 572 |
| SGOLETFS GOLD TR | $585.5K | 0.4% | 14,800 |
| KLACKLA Corp | $579.5K | 0.4% | 2,973 |
| ISHARES TR | $567.3K | 0.4% | 13,257 |
| NVDANVIDIA Corp | $542.8K | 0.4% | 2,377 |
| ASTRAZENECA PLC | $539.9K | 0.4% | 3,344 |
| VOOVanguard S&P 500 ETF | $528.5K | 0.4% | 754 |
| IYWiShares U.S. Technology ETF | $514.9K | 0.4% | 1,944 |
| ISHARES TR | $485K | 0.3% | 3,559 |
| CATCaterpillar Inc | $462.2K | 0.3% | 570 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $427.8K | 0.3% | 4,255 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $417.1K | 0.3% | 5,341 |
| VANGUARD CALIF TAX FREE FDS | $412.3K | 0.3% | 4,373 |
| KOCoca-Cola Co | $370.6K | 0.3% | 4,305 |
| VSGXVanguard ESG International Stock ETF | $367.3K | 0.3% | 4,530 |
| STIPiShares 0-5 Year TIPS Bond ETF | $349.1K | 0.2% | 3,501 |
| AAgilent Technologies Inc | $348.2K | 0.2% | 2,021 |
| RTXRTX Corp | $338.1K | 0.2% | 1,821 |
| VXFVanguard Extended Market ETF | $336.6K | 0.2% | 1,453 |
| CMICummins Inc | $336.2K | 0.2% | 651 |
| METAMeta Platforms Inc | $335.5K | 0.2% | 463 |
| XLKState Street Technology Select Sector SPDR ETF | $333.2K | 0.2% | 1,702 |
| LRCXLam Research Corp | $331.1K | 0.2% | 1,008 |
| AMDAdvanced Micro Devices Inc | $324.2K | 0.2% | 530 |
| IVEiShares S&P 500 Value ETF | $321.9K | 0.2% | 1,410 |
| HONHoneywell International Inc | $315.1K | 0.2% | 1,494 |
| ROSTRoss Stores Inc | $311.8K | 0.2% | 1,336 |
| IWRiShares Russell Mid-Cap ETF | $306.7K | 0.2% | 2,874 |
| WFCWells Fargo & Co | $297.6K | 0.2% | 3,718 |
| AMZNAmazon.com Inc | $296K | 0.2% | 1,188 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $282.4K | 0.2% | 4,078 |
| JPMJPMorgan Chase & Co | $276.9K | 0.2% | 837 |
| SPYState Street SPDR S&P 500 ETF Trust | $276.8K | 0.2% | 363 |
| TLHiShares 10-20 Year Treasury Bond ETF | $269.4K | 0.2% | 2,923 |
| IEMGiShares Core MSCI Emerging Markets ETF | $265K | 0.2% | 3,266 |
| IVWiShares S&P 500 Growth ETF | $264.3K | 0.2% | 1,858 |
| HONAHoneywell Aerospace Inc | $256.2K | 0.2% | 1,653 |
| BRK.BBerkshire Hathaway Inc | $255.9K | 0.2% | 514 |
| GEGeneral Electric Co | $248K | 0.2% | 794 |
| EFViShares MSCI EAFE Value ETF | $246.7K | 0.2% | 3,117 |
| XLEState Street Energy Select Sector SPDR ETF | $246K | 0.2% | 4,000 |
| OEFiShares S&P 100 Fund | $244.9K | 0.2% | 641 |
| QCOMQualcomm Inc | $241.5K | 0.2% | 1,312 |
| BACBank of America Corp | $241.1K | 0.2% | 4,429 |
| UBS GROUP AG | $240.7K | 0.2% | 5,000 |
| ITWIllinois Tool Works Inc | $240.3K | 0.2% | 934 |
| TMOThermo Fisher Scientific Inc | $239.2K | 0.2% | 354 |
| XOMExxonmobil Holdings Corp | $224.3K | 0.2% | 1,378 |
| VUGVanguard Growth ETF | $216.8K | 0.2% | 2,406 |
| GOOGAlphabet Inc | $215.5K | 0.2% | 633 |
| IOOiShares Global 100 ETF | $214.2K | 0.1% | 1,488 |
| KRKroger Co | $208.7K | 0.1% | 3,561 |
Quarter ending 2026-09-30.
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