Investor
Madson Wealth Advisors Inc
CIK 0002129795 · filed 2026-04-21 · SEC filing
13F book
$120.3M
Positions
84
Largest name
7.1%
Vanguard Whitehall Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds | — | 96.5K | $8.54M | 7.1% | — | Held |
| Vanguard Specialized Funds | — | 39.3K | $8.44M | 7.0% | — | Held |
| Ishares Tr | — | 116.9K | $8.21M | 6.8% | — | Held |
| Ishares 0-3 Month | — | 76.3K | $7.68M | 6.4% | — | Held |
| Ishares Tr | — | 302.1K | $6.92M | 5.8% | — | Held |
| J P Morgan Exchange Traded F | — | 112.1K | $6.88M | 5.7% | — | Held |
| Ishares Tr | — | 9.08K | $5.93M | 4.9% | — | Held |
| Ishares Tr | — | 39.9K | $4.95M | 4.1% | — | Held |
| Ishares Tr | — | 38.5K | $4.25M | 3.5% | — | Held |
| Ishares Tr | — | 57.2K | $3.86M | 3.2% | — | Held |
| Vanguard Intl Equity Index F | — | 38.5K | $3.76M | 3.1% | — | Held |
| Vanguard Intl Equity Index F | — | 32.9K | $2.71M | 2.3% | — | Held |
| Ishares Tr | — | 23.4K | $2.58M | 2.1% | — | Held |
| Ishares Tr | — | 29.1K | $2.52M | 2.1% | — | Held |
| Ishares Tr | — | 49.4K | $2.28M | 1.9% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 6.33K | $2.14M | 1.8% | — | Held |
| Johnson & Johnson | JNJ | 7.12K | $1.74M | 1.4% | — | Held |
| Broadcom Inc. | AVGO | 5.53K | $1.71M | 1.4% | — | Held |
| Alphabet Inc | — | 5.08K | $1.46M | 1.2% | — | Held |
| Microsoft Corp | MSFT | 3.7K | $1.37M | 1.1% | — | Held |
| Costco Whsl Corp New | — | 1.29K | $1.29M | 1.1% | — | Held |
| Ishares Tr | — | 13.4K | $1.27M | 1.1% | — | Held |
| Apple Inc. | AAPL | 4.15K | $1.05M | 0.9% | — | Held |
| Ishares Tr | — | 4.92K | $1.04M | 0.9% | — | Held |
| Home Depot, Inc. | HD | 3.09K | $1.02M | 0.8% | — | Held |
| Novartis Ag | — | 6.56K | $1M | 0.8% | — | Held |
| Blackrock Etf Trust | — | 16.1K | $938.8K | 0.8% | — | Held |
| Emerson Elec Co | — | 6.58K | $862.8K | 0.7% | — | Held |
| Ishares Inc | — | 11.5K | $799K | 0.7% | — | Held |
| Ishares Tr | — | 10.2K | $761.3K | 0.6% | — | Held |
| Eli Lilly & Co | LLY | 811 | $745.9K | 0.6% | — | Held |
| Ishares Tr | — | 7.3K | $735.1K | 0.6% | — | Held |
| Ishares Tr | — | 6.47K | $731.5K | 0.6% | — | Held |
| Ishares Gold Tr | — | 8.23K | $725.2K | 0.6% | — | Held |
| Visa Inc. | V | 2.32K | $701.2K | 0.6% | — | Held |
| Ishares Tr | — | 1.61K | $686.7K | 0.6% | — | Held |
| Ishares Tr | — | 12.8K | $671.9K | 0.6% | — | Held |
| Ishares Invest Grd Sys | — | 14.7K | $660.5K | 0.5% | — | Held |
| Etfs Gold Tr | — | 14.8K | $660.4K | 0.5% | — | Held |
| Ishares Tr | — | 2.04K | $648.8K | 0.5% | — | Held |
| Vanguard Index Fds | — | 1.07K | $642.4K | 0.5% | — | Held |
| Merck & Co., Inc. | MRK | 5.15K | $619K | 0.5% | — | Held |
| Asml Holding N V | — | 464 | $612.9K | 0.5% | — | Held |
| Texas Instrs Inc | — | 3.15K | $611.5K | 0.5% | — | Held |
| Honeywell Intl Inc | — | 2.65K | $598K | 0.5% | — | Held |
| Astrazeneca Plc Ord | AZN | 2.58K | $509.8K | 0.4% | — | Held |
| Blackrock Etf Trust Ii | — | 8.87K | $460.7K | 0.4% | — | Held |
| Kla Corp | KLAC | 311 | $457.9K | 0.4% | — | Held |
| Ishares Tr | — | 2.37K | $454.4K | 0.4% | — | Held |
| Ishares Tr | — | 3.79K | $430.8K | 0.4% | — | Held |
| Ishares Tr | — | 4.04K | $417.3K | 0.3% | — | Held |
| Nvidia Corp | NVDA | 2.33K | $406.5K | 0.3% | — | Held |
| Ishares Tr | — | 2.22K | $402.4K | 0.3% | — | Held |
| Vanguard Calif Tax Free Fds | — | 3.82K | $378.1K | 0.3% | — | Held |
| Caterpillar Inc | CAT | 525 | $371.9K | 0.3% | — | Held |
| Ishares Tr | — | 3.79K | $368.2K | 0.3% | — | Held |
| Blackrock Etf Trust | — | 11.2K | $367.8K | 0.3% | — | Held |
| Ishares Tr | — | 6.91K | $345.6K | 0.3% | — | Held |
| Cummins Inc | CMI | 625 | $336.3K | 0.3% | — | Held |
| Coca Cola Co | KO | 4.3K | $326.8K | 0.3% | — | Held |
| Pimco Etf Tr | — | 3.21K | $322.9K | 0.3% | — | Held |
| Vanguard World Fd | — | 4.47K | $320.5K | 0.3% | — | Held |
| Ishares Tr | — | 1.33K | $319.7K | 0.3% | — | Held |
| Vanguard Index Fds | — | 1.48K | $303.9K | 0.3% | — | Held |
| Blackrock Etf Trust | — | 8.36K | $302.8K | 0.3% | — | Held |
| Wells Fargo Co New | — | 3.72K | $296K | 0.2% | — | Held |
| Ross Stores, Inc. | ROST | 1.34K | $289.4K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 479 | $276.6K | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 411 | $267.3K | 0.2% | — | Held |
| Chevron Corp New | CVX | 1.28K | $265.2K | 0.2% | — | Held |
| RTX Corp | RTX | 1.37K | $264.7K | 0.2% | — | Held |
| Meta Platforms, Inc. | META | 434 | $248.4K | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 514 | $246.3K | 0.2% | — | Held |
| Illinois Tool Wks Inc | — | 946 | $246.2K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 1.14K | $238.1K | 0.2% | — | Held |
| Exxon Mobil Corp | — | 1.38K | $233.7K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 1.75K | $233.2K | 0.2% | — | Held |
| Nextera Energy Inc | — | 2.48K | $230.7K | 0.2% | — | Held |
| Micron Technology Inc | MU | 672 | $227K | 0.2% | — | Held |
| Ge Aerospace | — | 766 | $217.4K | 0.2% | — | Held |
| Lam Research Corp | LRCX | 1.01K | $215.4K | 0.2% | — | Held |
| Agilent Technologies, Inc. | A | 1.86K | $211.5K | 0.2% | — | Held |
| Qualcomm Inc | — | 1.61K | $207.9K | 0.2% | — | Held |
| Netflix Inc | NFLX | 2.1K | $201.9K | 0.2% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.