§ 13F · FUND PROFILE
Madson Wealth Advisors Inc.
AUM · $147M (13F)Positions · 97Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 39K | $9M | — | ±0% |
| 2 | SGOV | ISHARES TR | 91K | $9M | — | +19% |
| 3 | VIGI | VANGUARD WHITEHALL FDS | 96K | $9M | — | ±0% |
| 4 | DGRO | ISHARES TR | 119K | $9M | — | +1% |
| 5 | GOVT | ISHARES TR | 363K | $8M | — | +20% |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | 106K | $8M | — | −6% |
| 7 | IJR | ISHARES TR | 43K | $6M | — | +7% |
| 8 | IVV | ISHARES TR | 8K | $6M | — | −14% |
| 9 | IJH | ISHARES TR | 64K | $5M | — | +12% |
| 10 | VPL | VANGUARD INTL EQUITY INDEX F | 43K | $5M | — | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MADSON SIGNAL
AC read
Madson Wealth Advisors Inc is a institutional fund managing $147 million in assets. The fund runs a portfolio of 97 positions.
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