Madson Wealth Advisors Inc
Madson Wealth Advisors Inc reported 97 holdings worth US$147M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Madson Wealth Advisors Inc reported 97 holdings worth US$147M as of Jun 30, 2026. Largest: Applied Materials, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Alphabet Inc (google) Class C. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 97
- Value as reported
- US$147M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Applied Materials, Inc. | 5,123 | US$3.7M | 2.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 6,349 | US$3.03M | 2.1% |
| Alphabet Inc (google) Class C | 6,287 | US$2.25M | 1.5% |
| Broadcom Inc. | 5,468 | US$2.07M | 1.4% |
| Johnson & Johnson | 7,597 | US$1.93M | 1.3% |
| Microsoft Corp. | 3,968 | US$1.48M | 1.0% |
| Costco Wholesale Corporation | 1,369 | US$1.28M | 0.87% |
| Eli Lilly And Company | 986 | US$1.18M | 0.80% |
| Apple Inc | 4,083 | US$1.18M | 0.80% |
| Home Depot, Inc. (the) | 3,306 | US$1.17M | 0.79% |
| Novartis Ag | 7,299 | US$1.14M | 0.78% |
| Asml Holding Nv | 489 | US$973K | 0.66% |
| Texas Instruments Incorporated | 3,173 | US$946K | 0.64% |
| Emerson Electric Company | 6,585 | US$943K | 0.64% |
| Kla Corporation | 3,080 | US$929K | 0.63% |
| Visa Inc. | 2,521 | US$865K | 0.59% |
| Merck & Company, Inc. | 5,730 | US$736K | 0.50% |
| Micron Technology, Inc. | 572 | US$660K | 0.45% |
| Caterpillar, Inc. | 570 | US$607K | 0.41% |
| Chevron Corporation | 3,634 | US$602K | 0.41% |
| Nvidia Corporation | 2,333 | US$467K | 0.32% |
| Cummins Inc. | 649 | US$463K | 0.31% |
| Lam Research Corporation | 1,008 | US$437K | 0.30% |
| Coca-cola Company (the) | 4,301 | US$350K | 0.24% |
| Rtx Corporation | 1,821 | US$346K | 0.23% |
| Advanced Micro Devices Inc | 530 | US$308K | 0.21% |
| Wells Fargo & Company | 3,718 | US$307K | 0.21% |
| Ge Aerospace | 794 | US$297K | 0.20% |
| Ross Stores, Inc. | 1,336 | US$284K | 0.19% |
| Amazon.com, Inc. | 1,188 | US$283K | 0.19% |
| Jp Morgan Chase & Co. | 837 | US$274K | 0.19% |
| Agilent Technologies, Inc. | 2,019 | US$268K | 0.18% |
| Qualcomm Incorporated | 1,420 | US$262K | 0.18% |
| Meta Platforms, Inc. | 462 | US$260K | 0.18% |
| Berkshire Hathaway Inc. | 514 | US$257K | 0.17% |
| Illinois Tool Works Inc. | 934 | US$253K | 0.17% |
| Bank Of America Corporation | 4,429 | US$252K | 0.17% |
| Nextera Energy, Inc. | 2,486 | US$218K | 0.15% |
| Tesla, Inc. | 483 | US$203K | 0.14% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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