Madson Wealth Advisors Inc - Portfolio Stock Holdings
Madson Wealth Advisors Inc disclosed 100 stock positions in a recent SEC 13F filing. $147,114,901 of stock holdings were filed, with the largest holdings including VIG, SGOV, and VIGI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $208,732,967 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
100Est. Stock Holding Value:
$147,114,901Top Stock Holdings By Sector
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Portfolio Stock Holdings - Madson Wealth Advisors Inc
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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