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Fund Overview
13F Filed: 2026-04-21As of 2026 Q1, Madson Wealth Advisors Inc manages $120M in reported 13F assets , holds 84 positions with +54.61% top-10 concentration . Filing 13F reports since 2026.
About
Investment Strategy
Official 13F Filings — SEC EDGAR
Key personnel and Fund Overview may contain mistakes
Activity Summary — 2026 Q1
Q1 2026 13F Filed:
Apr 21, 2026
Top Buys
%
$
| Stock | % Impact |
|---|---|
|
VIGI
VANGUARD WHITEH..
Bond/Debt
|
+7.10% |
| VIG VANGUARD SPECIA.. | +7.02% |
|
DGRO
ISHARES TR..
Warrant
|
+6.82% |
|
SGOV
ISHARES TR..
Bond/Debt
|
+6.39% |
| GOVT ISHARES TR.. | +5.76% |
| JQUA J P MORGAN EXCH.. | +5.72% |
Top Sells
%
$
| Stock | % Impact |
|---|---|
| No major sells detected | |
Activity Summary
Market Value
$120M
AUM Change
N/A
New Positions
84
Increased Positions
0
Closed Positions
0
Top 10 Concentration
+54.61%
Portfolio Turnover
+0.00%
Alt Turnover
+50.00%
Sector Allocation Trends
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Holdings Analysis
Size: % of Portfolio
Color: Last Full-Quarter Return
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Positions Dynamics
Visualizing Top 20 holdings weight history over the last 10 quarters.
Portfolio Analytics — Latest
Madson Wealth Advisors Inc risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.
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High-Conviction Alpha
AAPL
92.4
NVDA
88.1
MSFT
74.3
Strategy Guardian
Style Drift
0.12
Sector Rotation
0.38
Tracking institutional benchmark deviation
Scenario Lab
2008 GFC
-32.4%
Covid-19
-18.1%
2022 Bear
-24.7%
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Strategy Backtester: Madson Wealth Advisors Inc
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Backtest Snapshot — Top 10 Holdings (Mn-Weighted)
The ticker-level breakdown shows how each of Madson Wealth Advisors Inc's top holdings contributed to portfolio returns quarter by quarter. Current top positions: VIGI (7.1%), VIG (7.0%), DGRO (6.8%), SGOV (6.4%) .
Frequently Asked Questions
What does Madson Wealth Advisors Inc invest in?
Madson Wealth Advisors Inc is a hedge fund that files quarterly 13F reports with the SEC disclosing its publicly traded equity holdings.
What is Madson Wealth Advisors Inc's AUM?
Madson Wealth Advisors Inc reported $120M in 13F assets as of 2026 Q1. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.
How concentrated is Madson Wealth Advisors Inc's portfolio?
Madson Wealth Advisors Inc holds 84 disclosed positions. The top 10 holdings represent +54.61% of the reported portfolio, indicating a highly concentrated investment approach.
How to track Madson Wealth Advisors Inc 13F filings?
Track Madson Wealth Advisors Inc's quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.
Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.