Long-term investor
Madson Wealth Advisors Inc. @madsonwealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002129795).
Record
- Tracked since 2026-03-31 (197 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days -9.1% · 6 months n/a · 1 year n/a · all -9.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E718 · 6.8% · long · since 2026-03-31
- 921946810 · 6.2% · long · since 2026-03-31
- 921908844 · 6.2% · long · since 2026-03-31
- 46434V621 · 6.1% · long · since 2026-03-31
- 46429B267 · 5.9% · long · since 2026-03-31
- 46641Q761 · 5.0% · long · since 2026-03-31
- 464287804 · 4.1% · long · since 2026-03-31
- 25434V401 · 3.8% · long · since 2026-06-30
- 922042866 · 3.6% · long · since 2026-03-31
- 464287507 · 3.4% · long · since 2026-03-31
- 464287200 · 3.4% · long · since 2026-03-31
- 464287176 · 3.0% · long · since 2026-03-31