—

Madson Wealth Advisors Inc

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    santa rosa, CA
  • CIK
    0002129795
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

97

$147.12M
VIG, SGOV, VIGI, DGRO
13F-HR
Jul 21, 2026
000212979526000002

84

$120.26M
VIGI, VIG, DGRO, SGOV
13F-HR
Apr 21, 2026
000212979526000001
Madson Wealth Advisors Inc 13F Filings