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Madson Wealth Advisors Inc

Q2 2026 13F Holdings

  • Location
    santa rosa, CA
  • Num holdings

    97

  • Value ($000)

    $147,115

  • Date Filed
    07/21/2026
  • Form type
    13F-HR
  • CIK
    0002129795
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$9.25M
6 %

39,095

S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$9.18M
6 %

91,162

V
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
921946810
$8.99M
6 %

96,283

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$8.98M
6 %

118,526

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$8.27M
6 %

362,918

J
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$7.66M
5 %

105,969

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$6.35M
4 %

42,805

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.86M
4 %

7,820

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$4.96M
3 %

64,300

V
VPL

VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF
922042866
$4.95M
3 %

42,807

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