Madson Wealth Advisors Inc
Filing Date
Mar 31, 2026
Global Rank
#7,185
/ 8,232
Top Industry
Semiconductors
22.3%
3Y Alpha vs SPY
+16.9%
Period ended 2 months ago
Filed Apr 21, 2026 · 53d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.8%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−3.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
42 positions · as of Mar 31, 2026Top Position
8.3%
of portfolio value
Top 5
32.8%
of portfolio value
Top 10
53.1%
of portfolio value
HHI
388
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.1% | $9,014,254 |
| Healthcare | 18.8% | $4,828,359 |
| Industrials | 11.3% | $2,897,303 |
| Unclassified | 7.5% | $1,929,338 |
| Communication Services | 7.4% | $1,910,161 |
| Consumer Defensive | 6.3% | $1,617,162 |
| Consumer Cyclical | 6.0% | $1,545,054 |
| Financial Services | 4.8% | $1,243,493 |
| Energy | 1.9% | $498,866 |
| Utilities | 0.9% | $230,713 |
42 positions ·
$25,714,703 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 6,334 | $2,140,575 | 8.32% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 7,119 | $1,740,168 | 6.77% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 5,528 | $1,710,971 | 6.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 5,077 | $1,459,942 | 5.68% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,701 | $1,369,999 | 5.33% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1,295 | $1,290,376 | 5.02% | |
| AAPL |
Apple Inc.
Technology
|
First | 4,151 | $1,053,482 | 4.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 3,094 | $1,017,585 | 3.96% | |
| NVS |
Novartis AG
Healthcare
|
First | 6,559 | $1,001,887 | 3.90% | |
| EMR |
Emerson Electric Co
Industrials
|
First | 6,585 | $862,766 | 3.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 811 | $745,933 | 2.90% | |
| IAU |
Ishares Gold Trust
|
First | 8,226 | $725,204 | 2.82% | |
| V |
Visa Inc.
Financial Services
|
First | 2,320 | $701,196 | 2.73% | |
| SGOL |
abrdn Gold ETF Trust
|
First | 14,800 | $660,376 | 2.57% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 5,146 | $619,012 | 2.41% | |
| ASML |
Asml Holding NV
Technology
|
First | 464 | $612,865 | 2.38% | |
| TXN |
Texas Instruments Inc
Technology
|
First | 3,150 | $611,541 | 2.38% | |
| HON |
Honeywell International Inc
Industrials
|
First | 2,646 | $598,075 | 2.33% | |
| AZN |
Astrazeneca PLC
Healthcare
|
First | 2,585 | $509,813 | 1.98% | |
| KLAC |
Kla Corp
Technology
|
First | 311 | $457,919 | 1.78% | |
| NVDA |
Nvidia Corp
Technology
|
First | 2,331 | $406,526 | 1.58% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 525 | $371,941 | 1.45% | |
| CMI |
Cummins Inc
Industrials
|
First | 625 | $336,262 | 1.31% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 4,297 | $326,786 | 1.27% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 3,718 | $295,989 | 1.15% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
First | 1,336 | $289,417 | 1.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 479 | $276,469 | 1.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 411 | $267,289 | 1.04% | |
| CVX |
Chevron Corp
Energy
|
First | 1,282 | $265,245 | 1.03% | |
| RTX |
RTX Corp
Industrials
|
First | 1,372 | $264,658 | 1.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 434 | $248,304 | 0.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 514 | $246,308 | 0.96% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
First | 946 | $246,234 | 0.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,143 | $238,052 | 0.93% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 1,377 | $233,621 | 0.91% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 2,484 | $230,713 | 0.90% | |
| MU |
Micron Technology Inc
Technology
|
First | 672 | $227,028 | 0.88% | |
| GE |
General Electric Co
Industrials
|
First | 766 | $217,367 | 0.85% | |
| LRCX |
Lam Research Corp
Technology
|
First | 1,008 | $215,369 | 0.84% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
First | 1,856 | $211,546 | 0.82% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 1,615 | $207,979 | 0.81% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 2,100 | $201,915 | 0.79% |