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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 DGRO, IUSG, IUSV, ONEQ, IVV, and represent 46.90% of Madison Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$7.7M), IUSG (+$6.7M), DGRO, SCHG, FBND, SCHF, SCHM, SCHD, VTI, UBND.
Started 10 new stock positions in GBTC, FESM, NXE, LRCX, NFLX, DIS, VXUS, JAAA, PDEC, FELC.
Reduced shares in these 10 stocks: QQQ, Lam Research Corporation, TSLA, IAU, MUB, , EFA, , AMGN, BOXX.
Sold out of its positions in ABBV, AMGN, IAU, EFA, Lam Research Corporation, MPC.
Madison Wealth Partners was a net buyer of stock by $27M.
Madison Wealth Partners has $358M in assets under management (AUM), dropping by 5.99%.
Central Index Key (CIK): 0001844424

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Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 152 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	15.3	$55M	+5%	895k	61.34	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	15.2	$54M	+14%	390k	139.35	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	6.2	$22M		241k	92.59	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	5.1	$18M	+2%	242k	76.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.0	$18M	+2%	31k	588.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$12M		187k	62.31	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.2	$11M	+214%	500k	22.70	View chart
Apple (AAPL)	2.8	$10M		40k	250.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$9.0M	-6%	18k	511.22	View chart
Microsoft Corporation (MSFT)	2.2	$7.7M		18k	421.49	View chart
Ishares Tr Core Msci Total (IXUS)	1.7	$6.1M	-2%	92k	66.14	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.7	$6.1M	+30%	135k	44.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$6.0M		52k	115.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$5.5M		9.4k	586.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$4.8M		27k	175.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$4.5M		23k	195.83	View chart
Amazon (AMZN)	1.2	$4.3M	-3%	20k	219.39	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.1	$4.1M		45k	89.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$3.4M		8.2k	410.42	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	0.9	$3.2M	+21%	148k	21.37	View chart
Ishares Tr Morningstar Valu (ILCV)	0.9	$3.1M	+2%	38k	80.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$2.9M	-2%	42k	70.28	View chart
MGE Energy (MGEE)	0.8	$2.9M	-4%	31k	93.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.8M	-2%	15k	189.30	View chart
NVIDIA Corporation (NVDA)	0.7	$2.5M		19k	134.29	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$2.4M	-8%	23k	106.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$2.3M	+332%	83k	27.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.3M	+39%	7.8k	289.83	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$2.0M	+6%	9.5k	210.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.0M	+19%	4.3k	453.28	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.8M		7.6k	239.72	View chart
Tesla Motors (TSLA)	0.5	$1.8M	-14%	4.4k	403.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$1.7M	+247%	94k	18.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.5M	+241%	54k	27.71	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.4	$1.5M	-7%	30k	49.82	View chart
Global X Fds S&p 500 Covered (XYLD)	0.4	$1.3M	+9%	31k	41.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.3M	+9%	5.2k	242.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.2M	-6%	2.0k	621.87	View chart
Danaher Corporation (DHR)	0.3	$1.2M		5.2k	229.55	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$1.2M		4.2k	288.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.2M		2.2k	538.89	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M		1.2k	915.98	View chart
Visa Com Cl A (V)	0.3	$1.1M		3.6k	316.01	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$1.1M	+3%	36k	31.42	View chart
Bank of America Corporation (BAC)	0.3	$1.1M		24k	43.95	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$1.0M	-8%	90k	11.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.0M		7.9k	128.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$976k	+5%	7.7k	127.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$970k	+202%	36k	27.32	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$905k	-16%	8.2k	110.27	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$903k	-3%	34k	26.92	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$879k	-6%	17k	52.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$860k	-9%	8.9k	96.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$831k		3.1k	269.74	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$818k	+5%	16k	51.73	View chart
Meta Platforms Cl A (META)	0.2	$796k	+3%	1.4k	585.51	View chart
Alliant Energy Corporation (LNT)	0.2	$793k	-7%	13k	59.14	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$777k	+22%	35k	22.20	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$770k	+191%	15k	50.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$749k	+93%	29k	25.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$741k		7.3k	101.53	View chart
Deere & Company (DE)	0.2	$719k		1.7k	423.72	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$713k		17k	41.73	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$695k		9.2k	75.53	View chart
Eli Lilly & Co. (LLY)	0.2	$687k		890.00	772.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$684k	-2%	3.5k	198.20	View chart
Vanguard World Energy Etf (VDE)	0.2	$675k		5.6k	121.31	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$644k		6.4k	100.11	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$641k		6.6k	96.81	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$632k	+3%	44k	14.37	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.2	$624k		8.4k	74.26	View chart
Broadcom (AVGO)	0.2	$615k	-7%	2.7k	231.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$614k	-8%	12k	50.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$543k	+126%	9.4k	57.53	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$529k	+47%	19k	27.53	View chart
Oracle Corporation (ORCL)	0.1	$521k		3.1k	166.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$516k		9.0k	57.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$505k	-9%	4.8k	105.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$469k		2.0k	240.30	View chart
Lam Research Corp Com New (LRCX)	0.1	$468k	NEW	6.5k	72.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$464k		1.2k	401.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$463k		2.1k	220.95	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$461k		2.1k	215.52	View chart
Exxon Mobil Corporation (XOM)	0.1	$447k	+3%	4.2k	107.58	View chart
Home Depot (HD)	0.1	$443k	-10%	1.1k	388.99	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$423k		3.8k	112.26	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$418k		1.7k	243.17	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$388k		7.8k	49.46	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$385k		6.4k	60.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$384k	+5%	2.0k	190.44	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$381k	NEW	6.5k	58.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$380k		2.2k	169.30	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$377k		15k	25.31	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$375k	NEW	11k	32.93	View chart
Chevron Corporation (CVX)	0.1	$372k		2.6k	144.82	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$371k	NEW	12k	32.35	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$366k		2.9k	126.75	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$365k	-4%	10k	36.36	View chart
Mastercard Incorporated Cl A (MA)	0.1	$362k	+3%	688.00	526.37	View chart
Johnson & Johnson (JNJ)	0.1	$361k		2.5k	144.60	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$356k		5.6k	63.41	View chart
Citigroup Com New (C)	0.1	$355k		5.0k	70.39	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$349k		5.8k	60.50	View chart
Procter & Gamble Company (PG)	0.1	$347k		2.1k	167.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$343k		3.9k	89.09	View chart
At&t (T)	0.1	$342k	-6%	15k	22.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$340k		1.3k	264.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$336k		1.0k	322.18	View chart
Cisco Systems (CSCO)	0.1	$334k	-18%	5.6k	59.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$331k		1.8k	185.18	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$329k	-11%	6.6k	49.84	View chart
Caterpillar (CAT)	0.1	$322k		888.00	362.76	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$321k	+48%	6.4k	50.15	View chart
McDonald's Corporation (MCD)	0.1	$318k	+2%	1.1k	289.78	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$312k	-19%	8.1k	38.66	View chart
Novanta (NOVT)	0.1	$303k		2.0k	152.77	View chart
Pepsi (PEP)	0.1	$297k	+2%	2.0k	152.05	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$296k	+6%	5.7k	52.16	View chart
Applied Materials (AMAT)	0.1	$295k		1.8k	162.62	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$293k	+13%	4.7k	62.04	View chart
Cummins (CMI)	0.1	$285k		818.00	348.68	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$284k	+2%	829.00	342.16	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$281k	-3%	3.6k	78.65	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$271k	+2%	4.3k	63.45	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$269k		1.5k	184.82	View chart
Us Bancorp Del Com New (USB)	0.1	$267k		5.6k	47.83	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$267k		7.3k	36.71	View chart
Carrier Global Corporation (CARR)	0.1	$260k		3.8k	68.26	View chart
Lowe's Companies (LOW)	0.1	$254k		1.0k	246.80	View chart
Tractor Supply Company (TSCO)	0.1	$252k	+400%	4.8k	53.06	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$252k	-5%	2.6k	96.83	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$251k	NEW	3.4k	74.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$242k		5.7k	42.25	View chart
Nike CL B (NKE)	0.1	$239k		3.2k	75.67	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$236k		1.8k	129.34	View chart
Nextera Energy (NEE)	0.1	$235k	+2%	3.3k	71.69	View chart
EXACT Sciences Corporation (EXAS)	0.1	$231k	+3%	4.1k	56.20	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$231k	NEW	4.6k	50.71	View chart
Netflix (NFLX)	0.1	$230k	NEW	258.00	891.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$229k	+198%	9.9k	23.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$228k		6.2k	36.80	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$227k	+9%	5.0k	45.20	View chart
Adobe Systems Incorporated (ADBE)	0.1	$225k		505.00	444.68	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$224k	-19%	3.3k	67.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$211k		4.0k	52.47	View chart
Kla Corp Com New (KLAC)	0.1	$207k		329.00	629.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$202k	NEW	5.3k	38.42	View chart
Walt Disney Company (DIS)	0.1	$201k	NEW	1.8k	111.33	View chart
American Airls (AAL)	0.1	$181k		10k	17.43	View chart
Nexgen Energy (NXE)	0.0	$127k	NEW	19k	6.60	View chart
Pimco High Income Com Shs (PHK)	0.0	$104k		21k	4.86	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$32k		15k	2.10	View chart

Past Filings by Madison Wealth Partners

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

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
Madison Wealth Partners 2021 Q3 filed Nov. 9, 2021
Madison Wealth Partners 2021 Q2 filed July 19, 2021
Madison Wealth Partners 2021 Q1 filed May 18, 2021

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