Madson Wealth Advisors Inc: 13F holdings
CIK 21297952026Q2
| Positions | 97 |
|---|---|
| Reported value | $147.1m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VIG VANGUARD SPECIALIZED FUNDS | 39,095 | $9.3m | 6.3% |
| SGOV ISHARES TR | 91,162 | $9.2m | 6.2% |
| VIGI VANGUARD WHITEHALL FDS | 96,283 | $9.0m | 6.1% |
| DGRO ISHARES TR | 118,526 | $9.0m | 6.1% |
| GOVT ISHARES TR | 362,918 | $8.3m | 5.6% |
| JQUA J P MORGAN EXCHANGE TRADED F | 105,969 | $7.7m | 5.2% |
| IJR ISHARES TR | 42,805 | $6.3m | 4.3% |
| IVV ISHARES TR | 7,820 | $5.9m | 4.0% |
| IJH ISHARES TR | 64,300 | $5.0m | 3.4% |
| VPL VANGUARD INTL EQUITY INDEX F | 42,807 | $5.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2129795")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.