# EDGAR Filing Document

**Accession Number:** 0002129795
**File Stem:** 0002129795-26-000001
**Filing Date:** 2026-4
**Character Count:** 11910
**Document Hash:** 32f0a3a7f8788000a733066704927a36
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002129795-26-000001.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0002129795-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260421

**EFFECTIVENESS DATE**: 20260421

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Madson Wealth Advisors Inc
- **CENTRAL INDEX KEY:** 0002129795

**ORGANIZATION NAME:**
- **EIN:** 990724433
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26819
- **FILM NUMBER:** 26877746

**BUSINESS ADDRESS:**
- **STREET 1:** 1160 NORTH DUTTON AVE STE 210
- **CITY:** SANTA ROSA
- **STATE:** CA
- **ZIP:** 95401
- **BUSINESS PHONE:** 7075786850

**MAIL ADDRESS:**
- **STREET 1:** 1160 NORTH DUTTON AVE STE 210
- **CITY:** SANTA ROSA
- **STATE:** CA
- **ZIP:** 95401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Madson Wealth Advisors Inc<br>**Address:** 1160 NORTH DUTTON AVE STE 210<br>SANTA ROSA, CA 95401

**Form 13F File Number:** 028-26819

**CRD Number (if applicable):** 000338608

**SEC File Number (if applicable):** 801-135220

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Maxwell Madson<br>**Title:** CEO<br>**Phone:** 707-578-6850

**Signature, Place, and Date of Signing:**

Maxwell Madson  Santa Rosa, CA  04-21-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $120256022

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 2283726 | 49442 | SH |  | SOLE |  | 49442 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5931960 | 9081 | SH |  | SOLE |  | 9081 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1037948 | 4916 | SH |  | SOLE |  | 4916 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 938751 | 16135 | SH |  | SOLE |  | 16135 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 798986 | 11455 | SH |  | SOLE |  | 11455 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 1271001 | 13386 | SH |  | SOLE |  | 13386 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 731537 | 6467 | SH |  | SOLE |  | 6467 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 460723 | 8872 | SH |  | SOLE |  | 8872 | 0 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 735055 | 7298 | SH |  | SOLE |  | 7298 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 761270 | 10239 | SH |  | SOLE |  | 10239 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 |  | 648800 | 2040 | SH |  | SOLE |  | 2040 | 0 | 0 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 345576 | 6906 | SH |  | SOLE |  | 6906 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 725204 | 8226 | SH |  | SOLE |  | 8226 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 367788 | 11162 | SH |  | SOLE |  | 11162 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 319708 | 1332 | SH |  | SOLE |  | 1332 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 302752 | 8359 | SH |  | SOLE |  | 8359 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 454371 | 2369 | SH |  | SOLE |  | 2369 | 0 | 0 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 6921203 | 302104 | SH |  | SOLE |  | 302104 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 8207375 | 116947 | SH |  | SOLE |  | 116947 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 8540217 | 96543 | SH |  | SOLE |  | 96543 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 8443931 | 39263 | SH |  | SOLE |  | 39263 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 7681446 | 76311 | SH |  | SOLE |  | 76123 | 0 | 188 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 4953876 | 39851 | SH |  | SOLE |  | 39851 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 4253716 | 38544 | SH |  | SOLE |  | 38544 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 6876643 | 112144 | SH |  | SOLE |  | 112144 | 0 | 0 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 2580256 | 23374 | SH |  | SOLE |  | 23374 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 3762507 | 38499 | SH |  | SOLE |  | 38499 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 2709185 | 32866 | SH |  | SOLE |  | 32866 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3864322 | 57224 | SH |  | SOLE |  | 57224 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 2140575 | 6334 | SH |  | SOLE |  | 6334 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1459835 | 5077 | SH |  | SOLE |  | 5077 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 1001887 | 6559 | SH |  | SOLE |  | 6559 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1740157 | 7119 | SH |  | SOLE |  | 7119 | 0 | 0 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 509775 | 2585 | SH |  | SOLE |  | 2585 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1290377 | 1295 | SH |  | SOLE |  | 1295 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 598034 | 2646 | SH |  | SOLE |  | 2646 | 0 | 0 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 612865 | 464 | SH |  | SOLE |  | 464 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 611541 | 3150 | SH |  | SOLE |  | 3150 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 701197 | 2320 | SH |  | SOLE |  | 2320 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1017421 | 3094 | SH |  | SOLE |  | 3094 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 619012 | 5146 | SH |  | SOLE |  | 5146 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1370044 | 3701 | SH |  | SOLE |  | 3701 | 0 | 0 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 671874 | 12783 | SH |  | SOLE |  | 12783 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 417340 | 4035 | SH |  | SOLE |  | 4035 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1710901 | 5528 | SH |  | SOLE |  | 5528 | 0 | 0 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 |  | 378089 | 3816 | SH |  | SOLE |  | 3816 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 303902 | 1477 | SH |  | SOLE |  | 1477 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 246309 | 514 | SH |  | SOLE |  | 514 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 745892 | 811 | SH |  | SOLE |  | 811 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 336263 | 625 | SH |  | SOLE |  | 625 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 457920 | 311 | SH |  | SOLE |  | 311 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 211547 | 1856 | SH |  | SOLE |  | 1856 | 0 | 0 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 2518018 | 29063 | SH |  | SOLE |  | 29063 | 0 | 0 |
| ISHARES TR | INVESTMENT GRADE | 46435G219 |  | 660489 | 14658 | SH |  | SOLE |  | 14658 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 368194 | 3787 | SH |  | SOLE |  | 3787 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 248446 | 434 | SH |  | SOLE |  | 434 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 402355 | 2218 | SH |  | SOLE |  | 2218 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 320455 | 4468 | SH |  | SOLE |  | 4468 | 0 | 0 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 430767 | 3792 | SH |  | SOLE |  | 3792 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 686699 | 1610 | SH |  | SOLE |  | 1610 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 267290 | 411 | SH |  | SOLE |  | 411 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 295990 | 3718 | SH |  | SOLE |  | 3718 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 371942 | 525 | SH |  | SOLE |  | 525 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 246234 | 946 | SH |  | SOLE |  | 946 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 265180 | 1282 | SH |  | SOLE |  | 1282 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 642395 | 1075 | SH |  | SOLE |  | 1075 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 207950 | 1615 | SH |  | SOLE |  | 1615 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 238053 | 1143 | SH |  | SOLE |  | 1118 | 0 | 25 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 276615 | 479 | SH |  | SOLE |  | 479 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 406526 | 2331 | SH |  | SOLE |  | 2331 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 322940 | 3211 | SH |  | SOLE |  | 3211 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 264724 | 1372 | SH |  | SOLE |  | 1372 | 0 | 0 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 660376 | 14800 | SH |  | SOLE |  | 14800 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 227028 | 672 | SH |  | SOLE |  | 672 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 289418 | 1336 | SH |  | SOLE |  | 1336 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 217368 | 766 | SH |  | SOLE |  | 766 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1053482 | 4151 | SH |  | SOLE |  | 4151 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 233249 | 1755 | SH |  | SOLE |  | 1755 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 230728 | 2484 | SH |  | SOLE |  | 2484 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 233691 | 1377 | SH |  | SOLE |  | 1377 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 326787 | 4297 | SH |  | SOLE |  | 4297 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 215369 | 1008 | SH |  | SOLE |  | 1008 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 201915 | 2100 | SH |  | SOLE |  | 2100 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 862759 | 6585 | SH |  | SOLE |  | 6585 | 0 | 0 |

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