Madson Wealth Advisors Inc
Q1 2026 13F Holdings
- Locationsanta rosa, CA
- Num holdings
84
- Value ($000)
$120,256
- Date Filed 04/21/2026
- Form type13F-HR
- CIK 0002129795
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $8.54M | 7 % | 96,543 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.44M | 7 % | 39,263 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $8.21M | 7 % | 116,947 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $7.68M | 6 % | 76,311 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $6.92M | 6 % | 302,104 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $6.88M | 6 % | 112,144 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $5.93M | 5 % | 9,081 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $4.95M | 4 % | 39,851 | ||
ISHARES TR | TIPS BD ETF | 464287176 | $4.25M | 4 % | 38,544 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.86M | 3 % | 57,224 |
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