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Madison Wealth Partners

Latest statistics and disclosures from Madison Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSG, DGRO, BINC, DYNF, IUSV, and represent 41.57% of Madison Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DYNF, BINC, VOO, UBND, IUSV, DGRO, BOXX, USTB, VTI, LNT.
Started 15 new stock positions in RTX, QUAL, VOT, ANET, MU, ABBV, VDC, EFA, PDEC, BND. VPU, PAUG, GEV, QCOM, MGK.
Reduced shares in these 10 stocks: IUSG, ONEQ, FBND, BRK.B, DAL, RSP, NOVT, , PGR, .
Sold out of its positions in ADBE, DAL, FTNT, NOVT, PGR.
Madison Wealth Partners was a net buyer of stock by $14M.
Madison Wealth Partners has $506M in assets under management (AUM), dropping by 10.38%.
Central Index Key (CIK): 0001844424

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Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 184 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Us Gwt (IUSG)	12.8	$65M	-3%	393k	164.54	View chart
Ishares Tr Core Div Grwth (DGRO)	8.5	$43M	+2%	633k	68.08	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	7.7	$39M	+10%	735k	53.24	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.6	$34M	+15%	566k	59.20	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	5.9	$30M	+3%	299k	99.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.8	$29M		246k	118.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.5	$23M		34k	669.30	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	4.2	$21M	-5%	236k	89.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.7	$14M	+2%	530k	25.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.5	$13M		192k	65.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$11M		18k	600.38	View chart
Apple (AAPL)	2.1	$11M	+2%	41k	254.63	View chart
Microsoft Corporation (MSFT)	1.9	$9.5M		18k	517.95	View chart
Ishares Tr Core Msci Total (IXUS)	1.6	$8.0M		97k	82.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$6.1M	-2%	9.2k	666.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$5.3M	+2%	25k	215.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$5.0M	-18%	109k	46.24	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	1.0	$5.0M	+41%	226k	22.05	View chart
Amazon (AMZN)	0.9	$4.4M		20k	219.57	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.8	$4.2M		41k	104.30	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$4.2M		8.8k	479.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$4.2M	-5%	22k	189.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$3.9M	+2%	16k	247.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$3.6M	+123%	5.8k	612.42	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.7	$3.5M	+40%	31k	113.86	View chart
NVIDIA Corporation (NVDA)	0.7	$3.4M		18k	186.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$3.3M		38k	87.31	View chart
Ishares Tr Morningstar Valu (ILCV)	0.6	$3.1M		34k	90.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.1M		13k	243.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.0M	+17%	9.2k	328.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$2.6M	+4%	114k	23.28	View chart
MGE Energy (MGEE)	0.5	$2.5M		30k	84.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$2.4M		77k	31.91	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$2.2M	+2%	61k	35.28	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.0M	+10%	19k	106.49	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.4	$2.0M	+36%	39k	50.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.9M		5.3k	355.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.9M	-17%	3.8k	502.75	View chart
Tesla Motors (TSLA)	0.4	$1.8M		4.1k	444.73	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.8M	-4%	60k	29.64	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M		5.2k	315.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.5M	+11%	11k	145.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.4M		1.9k	746.79	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$1.4M	+2%	36k	39.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$1.4M	-7%	4.1k	332.86	View chart
Alliant Energy Corporation (LNT)	0.3	$1.3M	+41%	19k	67.41	View chart
Visa Com Cl A (V)	0.2	$1.2M		3.6k	341.38	View chart
Bank of America Corporation (BAC)	0.2	$1.2M	-3%	23k	51.59	View chart
Meta Platforms Cl A (META)	0.2	$1.2M		1.6k	734.38	View chart
Costco Wholesale Corporation (COST)	0.2	$1.2M		1.2k	925.29	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$1.1M	+5%	41k	27.29	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$1.1M	+4%	34k	32.82	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M		16k	65.92	View chart
Netflix (NFLX)	0.2	$1.1M		888.00	1198.92	View chart
Oracle Corporation (ORCL)	0.2	$1.0M		3.7k	281.20	View chart
Danaher Corporation (DHR)	0.2	$1.0M		5.2k	198.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$989k	-9%	7.0k	140.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$988k	+13%	9.9k	100.25	View chart
Broadcom (AVGO)	0.2	$943k	+3%	2.9k	329.91	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$909k		3.0k	307.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$897k		3.7k	243.56	View chart
Lam Research Corp Com New (LRCX)	0.2	$875k		6.5k	133.89	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$817k		70k	11.60	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$796k		6.7k	118.38	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$795k	+3%	9.6k	82.73	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$792k		6.9k	115.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$775k	-17%	6.4k	120.72	View chart
Deere & Company (DE)	0.2	$772k	-19%	1.7k	457.35	View chart
Vanguard World Energy Etf (VDE)	0.1	$755k	+6%	6.0k	125.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$747k	+57%	10k	73.46	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$745k	-7%	33k	22.72	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$738k	+3%	14k	52.28	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$736k	+28%	11k	65.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$734k	+3%	13k	57.10	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$724k		17k	41.58	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$722k	+4%	9.0k	80.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$711k		3.4k	208.72	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$670k		14k	49.72	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$632k	-3%	2.8k	222.16	View chart
Eli Lilly & Co. (LLY)	0.1	$603k		790.00	762.85	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$590k	+3%	41k	14.44	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$588k		2.2k	271.12	View chart
Palantir Technologies Cl A (PLTR)	0.1	$554k	-3%	3.0k	182.42	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$542k		7.6k	71.37	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$541k	+7%	5.1k	106.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$529k	+3%	2.2k	241.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$528k	-26%	19k	27.30	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$493k	+3%	12k	42.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$486k		1.9k	254.26	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$481k		1.7k	279.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$479k		2.6k	186.52	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$476k	-13%	13k	36.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$470k		4.2k	112.74	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$469k		3.8k	122.44	View chart
Johnson & Johnson (JNJ)	0.1	$446k		2.4k	185.44	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$444k		5.0k	89.33	View chart
Applied Materials (AMAT)	0.1	$439k		2.1k	204.76	View chart
At&t (T)	0.1	$437k		16k	28.24	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$435k	+8%	8.0k	54.31	View chart
Caterpillar (CAT)	0.1	$412k		863.00	477.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$404k		1.4k	293.76	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$399k		2.8k	142.41	View chart
Home Depot (HD)	0.1	$397k		980.00	405.28	View chart
Chevron Corporation (CVX)	0.1	$397k		2.6k	155.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$390k	-29%	832.00	468.26	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$388k	+9%	5.8k	66.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$386k		1.1k	365.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$386k	-3%	787.00	490.38	View chart
Cisco Systems (CSCO)	0.1	$380k		5.6k	68.42	View chart
Nextera Energy (NEE)	0.1	$378k		5.0k	75.49	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$377k	-13%	10k	37.27	View chart
Advanced Micro Devices (AMD)	0.1	$376k		2.3k	161.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$373k	+3%	1.8k	203.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$370k	-20%	7.4k	50.07	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$369k		5.7k	65.01	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$363k		4.8k	76.01	View chart
Kla Corp Com New (KLAC)	0.1	$354k		328.00	1079.80	View chart
Cummins (CMI)	0.1	$346k		819.00	422.56	View chart
Citigroup Com New (C)	0.1	$344k		3.4k	101.51	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$334k	-16%	9.2k	36.15	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$332k	NEW	7.8k	42.47	View chart
Procter & Gamble Company (PG)	0.1	$325k		2.1k	153.67	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$314k	+45%	10k	30.68	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$312k	+3%	3.1k	100.71	View chart
McDonald's Corporation (MCD)	0.1	$311k	-3%	1.0k	303.81	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$296k	-3%	6.8k	43.78	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$292k		2.6k	113.88	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$292k		11k	26.58	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$289k		7.5k	38.36	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$288k		3.4k	84.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$287k		505.00	569.03	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$286k		5.6k	50.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$285k	-9%	3.9k	72.77	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$283k	-7%	3.1k	89.77	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$281k	-17%	5.6k	50.47	View chart
Pepsi (PEP)	0.1	$279k		2.0k	140.41	View chart
Snap-on Incorporated (SNA)	0.1	$276k		795.00	346.74	View chart
Tractor Supply Company (TSCO)	0.1	$270k		4.8k	56.87	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.1	$269k		4.3k	63.30	View chart
Vistra Energy (VST)	0.1	$268k		1.4k	195.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$262k		5.7k	45.79	View chart
Arista Networks Com Shs (ANET)	0.1	$259k	NEW	1.8k	145.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$259k		9.8k	26.34	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$257k		9.6k	26.85	View chart
Northrop Grumman Corporation (NOC)	0.1	$253k		416.00	608.65	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$251k		1.8k	139.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$251k		6.3k	39.69	View chart
Micron Technology (MU)	0.0	$250k	NEW	1.5k	167.28	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.0	$248k		7.8k	31.74	View chart
Us Bancorp Del Com New (USB)	0.0	$246k		5.1k	48.33	View chart
Ge Vernova (GEV)	0.0	$245k	NEW	399.00	614.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$239k		8.6k	27.90	View chart
Marathon Petroleum Corp (MPC)	0.0	$238k		1.2k	192.74	View chart
Qualcomm (QCOM)	0.0	$237k	NEW	1.4k	166.32	View chart
Abbvie (ABBV)	0.0	$236k	NEW	1.0k	231.59	View chart
EXACT Sciences Corporation (EXAS)	0.0	$230k		4.2k	54.71	View chart
Lowe's Companies (LOW)	0.0	$228k		909.00	251.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$227k	NEW	3.1k	74.37	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$226k	-2%	4.5k	50.57	View chart
International Business Machines (IBM)	0.0	$225k		798.00	282.07	View chart
Nrg Energy Com New (NRG)	0.0	$225k		1.4k	161.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$224k		1.1k	206.48	View chart
Raytheon Technologies Corp (RTX)	0.0	$224k	NEW	1.3k	167.30	View chart
Carrier Global Corporation (CARR)	0.0	$224k		3.7k	59.70	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$222k	-16%	2.7k	81.20	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$219k	NEW	1.0k	213.66	View chart
Tidal Trust Ii Defiance Large (XMAG)	0.0	$217k		9.8k	22.15	View chart
Constellation Energy (CEG)	0.0	$215k	+4%	653.00	329.05	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$215k		3.7k	57.30	View chart
Walt Disney Company (DIS)	0.0	$214k		1.9k	114.50	View chart
Vanguard World Utilities Etf (VPU)	0.0	$213k	NEW	1.1k	189.49	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$212k	-7%	3.1k	67.83	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$211k	+3%	4.5k	46.71	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.0	$210k	-27%	5.4k	38.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$205k	NEW	1.1k	194.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$205k	NEW	4.9k	42.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$204k	NEW	2.2k	93.35	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$203k	NEW	504.00	402.42	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$202k	NEW	686.00	293.87	View chart
Ford Motor Company (F)	0.0	$156k		13k	11.96	View chart
American Airls (AAL)	0.0	$117k		10k	11.24	View chart
Pimco High Income Com Shs (PHK)	0.0	$107k		21k	4.99	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$51k		14k	3.71	View chart
Duluth Hldgs Com Cl B (DLTH)	0.0	$39k		10k	3.91	View chart

Past Filings by Madison Wealth Partners

SEC 13F filings are viewable for Madison Wealth Partners going back to 2020

Madison Wealth Partners 2025 Q3 filed Nov. 12, 2025
Madison Wealth Partners 2025 Q2 filed July 29, 2025
Madison Wealth Partners 2025 Q1 filed April 22, 2025
Madison Wealth Partners 2024 Q4 filed Feb. 10, 2025
Madison Wealth Partners 2024 Q3 filed Oct. 24, 2024
Madison Wealth Partners 2024 Q2 filed Aug. 9, 2024
Madison Wealth Partners 2024 Q1 filed April 29, 2024
Madison Wealth Partners 2023 Q4 filed Feb. 12, 2024
Madison Wealth Partners 2023 Q3 filed Nov. 1, 2023
Madison Wealth Partners 2023 Q2 filed July 20, 2023
Madison Wealth Partners 2023 Q1 filed April 20, 2023
Madison Wealth Partners 2022 Q4 filed Jan. 24, 2023
Madison Wealth Partners 2022 Q3 filed Oct. 24, 2022
Madison Wealth Partners 2022 Q2 filed July 22, 2022
Madison Wealth Partners 2022 Q1 filed May 2, 2022
Madison Wealth Partners 2021 Q4 filed Jan. 19, 2022

View all past filings

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