account_balance
Investment manager · 13F filer · SEC CIK 2129795
Madson Wealth Advisors Inc
Reported value$143Mas of Sep 30, 2026
Positions92 3 new, 8 sold out
Top 10 weight51.4%SGOV alone is 7%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
6.8%Added +6%
VIGIVanguard Whitehall FDS
6.2%
VIGVanguard Specialized Funds
6.2%Trimmed −3%
DGROiShares Tr
6.1%
GOVTiShares Tr
6.0%Added +7%
JQUAJ P Morgan Exchange Traded F
5.1%Trimmed −8%
IJRiShares Tr
4.1%
DFUSDimensional ETF Trust
3.8%Added +44%
VPLVanguard Intl Equity Index F
3.6%Added +4%
IJHiShares Tr
3.5%Added +7%
IVViShares Tr
3.5%Trimmed −18%
TIPiShares Tr
3.0%
SGOViShares Tr
6.8%+6%
VIGIVanguard Whitehall FDS
6.2%
VIGVanguard Specialized Funds
6.2%
DGROiShares Tr
6.1%
GOVTiShares Tr
6.0%
JQUAJ P Morgan Exchange Traded F
5.1%−8%
IJRiShares Tr
4.1%
DFUSDimensional ETF Trust
3.8%
VPLVanguard Intl Equity Index F
3.6%
IJH3.5%
IVV3.5%
TIP3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares Tr 6.8% Added +6%
VIGI Vanguard Whitehall FDS 6.2% Held
VIG Vanguard Specialized Funds 6.2% Trimmed −3%
DGRO iShares Tr 6.1% Held
GOVT iShares Tr 6.0% Added +7%
JQUA J P Morgan Exchange Traded F 5.1% Trimmed −8%
IJR iShares Tr 4.1% Held
DFUS Dimensional ETF Trust 3.8% Added +44%
VPL Vanguard Intl Equity Index F 3.6% Added +4%
IJH iShares Tr 3.5% Added +7%
IVV iShares Tr 3.5% Trimmed −18%
TIP iShares Tr 3.0% Held
What changed
Biggest moves since Jun 30, 2026
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