Madson Wealth Advisors Inc - Portfolio overview

Madson Wealth Advisors Inc has 84 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VIGI - VANGUARD WHITEHALL FDS, 7.10%
2. VIG - VANGUARD SPECIALIZED FUNDS, 7.02%
3. DGRO - ISHARES TR, 6.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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