Madson Wealth Advisors Inc
Filing Date
Mar 31, 2026
Global Rank
#7,185
/ 8,232
Top Industry
Semiconductors
22.3%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
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
-0.6%
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 |
1 positions ·
$230,713 total
· Utilities 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
First | 2,484 | $230,713 | 100.00% |