Madson Wealth Advisors Inc
All 13F Filings
- Location
- Santa Rosa, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 143,642
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 93 | 143,642 | 13F-HR | Madson Wealth Advisors Inc |
| Q2 2026 | 7/21/2026 | 97 | 147,115 | 13F-HR | Madson Wealth Advisors Inc |
| Q1 2026 | 4/21/2026 | 84 | 120,256 | 13F-HR | Madson Wealth Advisors Inc |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
614
(0.4% of total reported value)
· QoQ Δ:
+614
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.09 K | 23.8% | 0 | 1.489 K | -1.489 K |
| ETFs | 108.9 K | 76.2% | 0 | 2.595 K | -2.595 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
143,642
Holdings
93
QoQ value change ($000)
-3,473
(-2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.