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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, BINC, FMDE, DYNF, UBND, and represent 35.56% of Madison Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FMDE (+$44M), UBND (+$27M), CGDV (+$26M), QQQM (+$18M), BINC, IUSG, USTB, DYNF, AAPL, NVDA.
Started 24 new stock positions in VGIT, LIN, CGDV, SPYM, IHE, VZ, EDF, WEC, UNOV, AGNC. MRK, XSMO, VOT, ZECP, XLV, FAST, FDVV, UOCT, KO, REMX, CBSH, VEA, ORC, FVAL.
Reduced shares in these 10 stocks: DGRO (-$27M), ONEQ (-$16M), SCHM, QQQ, LNT, , CEG, XMAG, , GBTC.
Sold out of its positions in ADBE, CEG, DUK, EXACT Sciences Corporation, FHLC, GBTC, LWLG, LOW, XMAG, MGK. VBK.
Madison Wealth Partners was a net buyer of stock by $95M.
Madison Wealth Partners has $627M in assets under management (AUM), dropping by 14.39%.
Central Index Key (CIK): 0001844424

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Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 220 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Us Gwt (IUSG)	10.2	$64M	+2%	411k	155.11	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	7.1	$45M	+6%	862k	51.93	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	7.0	$44M	+12923%	1.2M	35.96	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.7	$36M	+3%	610k	58.18	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	5.6	$35M	+328%	1.6M	21.78	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	5.1	$32M		312k	102.25	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.2	$26M	NEW	619k	42.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$23M	+3%	36k	653.22	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	3.7	$23M		305k	75.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.5	$22M	+439%	91k	237.62	View chart
Ishares Tr Core Div Grwth (DGRO)	3.0	$19M	-58%	267k	70.18	View chart
Apple (AAPL)	2.2	$14M	+7%	54k	253.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$13M		192k	67.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$11M	-4%	18k	577.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.5	$9.5M	+2%	378k	25.10	View chart
Ishares Tr Core Msci Total (IXUS)	1.4	$8.6M		99k	86.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$7.6M		61k	124.31	View chart
Microsoft Corporation (MSFT)	1.1	$7.1M	+4%	19k	370.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$6.1M	+2%	9.4k	650.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$6.0M	+3%	28k	215.06	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$5.0M		110k	45.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$5.0M	+3%	202k	24.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$4.8M	+9%	17k	287.55	View chart
NVIDIA Corporation (NVDA)	0.7	$4.6M	+22%	27k	174.40	View chart
Amazon (AMZN)	0.7	$4.5M	+10%	22k	208.27	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.7	$4.5M	+8%	39k	116.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$4.0M	+4%	139k	29.13	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.6	$4.0M	-79%	48k	84.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$4.0M	+2%	9.2k	436.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$4.0M	+8%	6.7k	597.56	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$3.9M	+2%	41k	95.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$3.5M		39k	90.53	View chart
Ishares Tr Morningstar Valu (ILCV)	0.5	$3.3M		35k	93.14	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.5	$3.2M	+21%	87k	37.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$3.1M		16k	191.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$3.1M	+17%	7.2k	430.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$3.1M	+5%	6.4k	479.22	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.5	$3.0M	+65%	59k	50.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.7M	+10%	8.5k	320.83	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$2.5M	+48%	11k	224.58	View chart
MGE Energy (MGEE)	0.4	$2.5M	+9%	32k	77.29	View chart
Costco Wholesale Corporation (COST)	0.4	$2.2M	+5%	2.2k	996.41	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.0M	+2%	19k	106.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.8M		16k	113.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.8M	+45%	58k	30.68	View chart
Tesla Motors (TSLA)	0.3	$1.7M	+6%	4.6k	371.72	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.5M	+8%	5.1k	294.15	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.5M	+3%	6.9k	213.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.4M	+7%	2.1k	697.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.4M		9.8k	142.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$1.4M	+5%	4.3k	318.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M	+3%	4.6k	286.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.3M	+20%	8.9k	148.10	View chart
Meta Platforms Cl A (META)	0.2	$1.3M	+16%	2.3k	572.13	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.3M	+4%	18k	69.75	View chart
Broadcom (AVGO)	0.2	$1.2M	+18%	3.9k	309.48	View chart
Visa Com Cl A (V)	0.2	$1.1M		3.8k	302.20	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$1.1M	+5%	42k	27.15	View chart
Bank of America Corporation (BAC)	0.2	$1.1M	+5%	23k	48.75	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.1M		6.3k	173.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.0M	+14%	11k	99.27	View chart
Deere & Company (DE)	0.2	$998k		1.8k	563.42	View chart
Danaher Corporation (DHR)	0.2	$991k		5.2k	189.60	View chart
Johnson & Johnson (JNJ)	0.2	$981k	+25%	4.0k	244.47	View chart
Alliant Energy Corporation (LNT)	0.2	$974k	-31%	14k	71.76	View chart
Netflix (NFLX)	0.2	$961k	+9%	10k	96.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$940k	+26%	3.6k	261.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$936k	+7%	4.3k	217.26	View chart
Exxon Mobil Corporation (XOM)	0.1	$935k	+8%	5.5k	169.67	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$922k	+5%	28k	33.46	View chart
Caterpillar (CAT)	0.1	$911k	+40%	1.3k	708.35	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$902k	+47%	15k	61.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$890k	+28%	16k	56.68	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$884k	+11%	13k	68.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$883k		3.0k	298.86	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$877k	+20%	2.7k	328.64	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$842k	+12%	11k	78.77	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$841k	-71%	27k	30.96	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$827k	+9%	9.8k	84.78	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$821k	+18%	21k	39.13	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$808k	+5%	13k	63.91	View chart
Eli Lilly & Co. (LLY)	0.1	$780k	+9%	848.00	919.68	View chart
Applied Materials (AMAT)	0.1	$779k	+5%	2.3k	341.83	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$777k	+2%	7.0k	110.85	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$776k	+5%	35k	22.34	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$747k	+11%	7.9k	94.23	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$700k		13k	52.19	View chart
Chevron Corporation (CVX)	0.1	$689k	+19%	3.3k	206.89	View chart
Micron Technology (MU)	0.1	$662k	+23%	2.0k	337.76	View chart
Procter & Gamble Company (PG)	0.1	$654k	+30%	4.5k	144.45	View chart
Fastenal Company (FAST)	0.1	$651k	NEW	14k	46.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$647k		2.6k	247.96	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$633k		10k	62.56	View chart
Wal-Mart Stores (WMT)	0.1	$618k	+82%	5.0k	124.29	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$616k	+4%	3.0k	208.06	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$597k		2.8k	211.14	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$583k	NEW	58k	10.03	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$580k	+137%	3.5k	163.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$571k		7.6k	75.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$570k	+2%	2.9k	196.22	View chart
Palantir Technologies Cl A (PLTR)	0.1	$567k	+4%	3.9k	146.28	View chart
McDonald's Corporation (MCD)	0.1	$563k	+19%	1.8k	310.77	View chart
Abbvie (ABBV)	0.1	$557k	+40%	2.6k	217.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$553k	+10%	7.2k	77.11	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$547k	+18%	19k	29.42	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$542k	-8%	11k	49.78	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$541k	-2%	6.8k	80.06	View chart
Home Depot (HD)	0.1	$532k	+13%	1.6k	328.90	View chart
Oracle Corporation (ORCL)	0.1	$525k	+5%	3.6k	147.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$518k	+10%	4.9k	106.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$515k	+23%	5.0k	103.37	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$511k		13k	38.00	View chart
Kla Corp Com New (KLAC)	0.1	$498k		338.00	1473.67	View chart
At&t (T)	0.1	$494k	+4%	17k	28.99	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$493k	+12%	9.0k	54.80	View chart
Cisco Systems (CSCO)	0.1	$492k	+17%	6.3k	77.59	View chart
Nextera Energy (NEE)	0.1	$492k		5.3k	92.88	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$490k	+67%	8.8k	55.67	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$487k	+109%	19k	25.64	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$480k	+116%	1.9k	253.98	View chart
Cummins (CMI)	0.1	$473k	+7%	879.00	538.06	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$463k	+13%	6.7k	69.51	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$461k	+12%	13k	36.27	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$457k	+6%	3.1k	145.92	View chart
Ge Vernova (GEV)	0.1	$451k	+5%	517.00	872.83	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$443k	+14%	6.5k	68.47	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$435k		8.6k	50.80	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$430k		1.1k	390.46	View chart
Pepsi (PEP)	0.1	$426k	+32%	2.7k	155.28	View chart
Raytheon Technologies Corp (RTX)	0.1	$421k	+15%	2.2k	192.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$417k	+4%	2.0k	213.71	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$406k	NEW	5.3k	76.53	View chart
Mastercard Incorporated Cl A (MA)	0.1	$405k	+10%	811.00	499.87	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$405k	-3%	1.4k	287.27	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$398k	-4%	24k	16.61	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$390k	-2%	1.7k	234.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$386k	+8%	904.00	426.54	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$386k	-16%	2.8k	135.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$384k	-15%	4.8k	79.28	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$380k	+11%	3.8k	100.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$377k	+6%	2.9k	128.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$376k		1.1k	356.47	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$371k		8.0k	46.19	View chart
Citigroup Com New (C)	0.1	$371k		3.3k	113.42	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$364k	NEW	4.8k	76.02	View chart
Wells Fargo & Company (WFC)	0.1	$351k	+7%	4.4k	79.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$349k	-5%	7.0k	49.89	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$349k	+5%	9.9k	35.37	View chart
Walt Disney Company (DIS)	0.1	$347k	+2%	3.6k	96.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$346k	+3%	3.9k	88.16	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$342k		6.2k	55.16	View chart
Wec Energy Group (WEC)	0.1	$332k	NEW	2.9k	115.77	View chart
Advanced Micro Devices (AMD)	0.1	$331k	-33%	1.6k	203.44	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.1	$324k	NEW	3.7k	86.67	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$324k	-2%	7.6k	42.72	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$324k		9.6k	33.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$323k	+3%	4.4k	74.35	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$308k		28k	10.88	View chart
Us Bancorp Com New (USB)	0.0	$303k	+12%	5.8k	52.01	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$302k	+47%	10k	29.08	View chart
Northrop Grumman Corporation (NOC)	0.0	$299k		438.00	682.57	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$296k	+3%	2.7k	111.35	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$294k	-2%	7.4k	39.80	View chart
Coca-Cola Company (KO)	0.0	$292k	NEW	3.8k	76.05	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$287k	+7%	2.0k	145.77	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.0	$280k	NEW	3.2k	88.00	View chart
Ge Aerospace Com New (GE)	0.0	$278k	+15%	980.00	283.87	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$278k	NEW	1.1k	257.33	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$278k	NEW	7.3k	38.24	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$269k		6.7k	40.14	View chart
Zacks Trust Earngs Constant (ZECP)	0.0	$268k	NEW	7.9k	33.83	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$268k		10k	26.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$265k	-3%	1.4k	191.86	View chart
International Business Machines (IBM)	0.0	$264k	+21%	1.1k	242.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$264k		5.7k	46.13	View chart
Marathon Petroleum Corp (MPC)	0.0	$262k	-13%	1.1k	244.18	View chart
Arista Networks Com Shs (ANET)	0.0	$260k	+10%	2.1k	122.78	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$255k		5.1k	49.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$253k		6.3k	40.10	View chart
TJX Companies (TJX)	0.0	$253k	+17%	1.6k	159.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$251k		2.6k	97.12	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$248k	-2%	8.0k	30.81	View chart
Amgen (AMGN)	0.0	$247k	+10%	701.00	351.96	View chart
Abbott Laboratories (ABT)	0.0	$246k	+16%	2.4k	102.67	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$243k		719.00	337.74	View chart
Merck & Co (MRK)	0.0	$243k	NEW	2.0k	120.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$242k	-30%	1.6k	151.41	View chart
Progressive Corporation (PGR)	0.0	$240k	-7%	1.2k	198.30	View chart
Snap-on Incorporated (SNA)	0.0	$237k		652.00	363.05	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$237k		20k	12.06	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$237k		3.8k	62.68	View chart
Novanta (NOVT)	0.0	$234k		2.0k	118.11	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.0	$231k	NEW	6.2k	37.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$229k	NEW	3.6k	64.08	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$228k		4.5k	50.45	View chart
Xcel Energy (XEL)	0.0	$226k	-2%	2.8k	79.44	View chart
Vanguard World Utilities Etf (VPU)	0.0	$225k		1.1k	198.19	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$224k	NEW	3.2k	69.40	View chart
Verizon Communications (VZ)	0.0	$223k	NEW	4.4k	50.20	View chart
Carrier Global Corporation (CARR)	0.0	$223k	+4%	4.0k	56.31	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$222k	NEW	3.7k	59.54	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$222k		3.7k	60.26	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$219k	NEW	1.5k	146.63	View chart
Commerce Bancshares (CBSH)	0.0	$216k	NEW	4.4k	49.20	View chart
Tractor Supply Company (TSCO)	0.0	$216k		4.8k	45.30	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$215k	+2%	2.7k	79.56	View chart
Qualcomm (QCOM)	0.0	$214k	+11%	1.7k	128.81	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$214k		3.9k	55.19	View chart
Vistra Energy (VST)	0.0	$209k		1.4k	150.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$207k		4.9k	42.50	View chart
Nrg Energy Com New (NRG)	0.0	$206k		1.4k	146.18	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$202k	NEW	3.7k	55.23	View chart
Linde SHS (LIN)	0.0	$202k	NEW	408.00	495.31	View chart
Ford Motor Company (F)	0.0	$152k		13k	11.54	View chart
Orchid Is Cap Com New (ORC)	0.0	$109k	NEW	16k	7.03	View chart
American Airls (AAL)	0.0	$108k	-2%	10k	10.74	View chart
Stone Hbr Emerg Mrkts (EDF)	0.0	$77k	NEW	16k	4.78	View chart
Pimco High Income Com Shs (PHK)	0.0	$65k		14k	4.63	View chart
Duluth Hldgs Com Cl B (DLTH)	0.0	$32k		10k	3.16	View chart
Datavault Ai Com Shs (DVLT)	0.0	$17k		27k	0.62	View chart

Past Filings by Madison Wealth Partners

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

Madison Wealth Partners 2026 Q1 filed April 30, 2026
Madison Wealth Partners 2025 Q4 filed Feb. 10, 2026
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

View all past filings

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