Madson Wealth Advisors Inc

CIK

2129795

Location

SANTA ROSA, CA

Portfolio Value

Micro $1,910,161

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#7,537 / 8,586

Top Industry

Semiconductors 22.3%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

Clone Performance

May 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+0.4%

SPY

+2.1%

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, 2026

Top 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	Positions
Technology	35.1%	$9,014,254	11
Healthcare	18.8%	$4,828,359	6
Industrials	11.3%	$2,897,303	7
Unclassified	7.5%	$1,929,338	4
Communication Services	7.4%	$1,910,161	3
Consumer Defensive	6.3%	$1,617,162	2
Consumer Cyclical	6.0%	$1,545,054	3
Financial Services	4.8%	$1,243,493	3
Energy	1.9%	$498,866	2
Utilities	0.9%	$230,713	1

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,910,161 total · Communication Services only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NFLX	Netflix Inc Communication Services	First	2,100	—	$201,915	—	10.57%
META	Meta Platforms, Inc. Communication Services	First	434	—	$248,304	—	13.00%
GOOGL	Alphabet Inc. Communication Services	First	5,077	—	$1,459,942	—	76.43%