Madison Wealth Partners

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

  • Top 5 stock holdings are AGG, DGRO, IUSG, IJH, MUB, and represent 59.01% of Madison Wealth Partners's stock portfolio.
  • Added to shares of these 1 stocks: IGV.
  • Reduced shares in these 10 stocks: ONEQ (-$6.2M), AGG, DGRO, IUSG, MUB, HYG, IXUS, IVV, IJH, IJR.
  • Sold out of its positions in ONEQ.
  • Madison Wealth Partners was a net seller of stock by $-6.9M.
  • Madison Wealth Partners has $142M in assets under management (AUM), dropping by -4.63%.
  • Central Index Key (CIK): 0001844424

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Portfolio Holdings for Madison Wealth Partners

Companies in the Madison Wealth Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 17.2 $24M 207k 118.19
Ishares Tr Core Div Grwth (DGRO) 16.0 $23M 509k 44.82
Ishares Tr Core S&p Us Gwt (IUSG) 15.7 $22M 252k 88.69
Ishares Tr Core S&p Mcp Etf (IJH) 5.0 $7.2M 31k 229.82
Ishares Tr National Mun Etf (MUB) 5.0 $7.1M 61k 117.20
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.9 $6.9M 79k 87.29
Ishares Tr Core S&p500 Etf (IVV) 4.8 $6.8M 18k 375.41
Ishares Tr Core Msci Total (IXUS) 4.5 $6.4M 96k 67.19
Ishares Tr Core Total Usd (IUSB) 3.5 $5.0M 91k 54.58
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $3.8M 42k 91.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $3.4M 11k 313.76
Apple (AAPL) 2.0 $2.9M 22k 132.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $2.9M 7.7k 373.88
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.6M 6.5k 253.39

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MGE Energy (MGEE) 1.2 $1.6M 23k 70.05
Microsoft Corporation (MSFT) 1.0 $1.4M 6.5k 222.41
Danaher Corporation (DHR) 0.8 $1.1M 5.1k 222.07
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $1.1M 9.9k 108.14
Alliant Energy Corporation (LNT) 0.7 $1.1M 21k 51.52
Tesla Motors (TSLA) 0.7 $991k 1.4k 705.34
At&t (T) 0.4 $594k 21k 28.75
Ishares Tr Core Msci Eafe (IEFA) 0.4 $571k 8.3k 69.12
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $542k 1.5k 354.02
Visa Com Cl A (V) 0.4 $518k 2.4k 218.66
Ishares Tr S&p 100 Etf (OEF) 0.4 $499k 2.9k 171.48
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $499k 8.9k 56.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $473k 2.0k 232.09
Spdr Ser Tr Bloomberg Brclys (JNK) 0.3 $454k 4.2k 108.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $392k 6.7k 58.39
Amazon (AMZN) 0.3 $365k 112.00 3258.93
Vanguard Index Fds Large Cap Etf (VV) 0.3 $363k 2.1k 175.79
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $354k 1.7k 212.23
Deere & Company (DE) 0.2 $347k 1.3k 269.41
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $336k 5.3k 63.81
Facebook Cl A (FB) 0.2 $329k 1.2k 273.03
Vanguard Index Fds Value Etf (VTV) 0.2 $303k 2.5k 118.87
Ishares Tr Expanded Tech (IGV) 0.2 $290k +3% 818.00 354.52
Alphabet Cap Stk Cl A (GOOGL) 0.2 $286k 163.00 1754.60
Bank of America Corporation (BAC) 0.2 $274k 9.0k 30.29
Johnson & Johnson (JNJ) 0.2 $268k 1.7k 157.28
Walt Disney Company (DIS) 0.2 $266k 1.5k 181.32
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $252k 4.4k 57.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $250k 1.0k 241.55
Nio Spon Ads (NIO) 0.2 $244k 5.0k 48.80
Vanguard Index Fds Small Cp Etf (VB) 0.2 $243k 1.2k 194.56
Ishares Core Msci Emkt (IEMG) 0.2 $236k 3.8k 62.15
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $226k 3.6k 62.10
Exxon Mobil Corporation (XOM) 0.2 $217k 5.3k 41.30
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $204k 3.3k 61.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $204k 2.3k 88.16
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $203k 984.00 206.30
Adobe Systems Incorporated (ADBE) 0.1 $200k 400.00 500.00
American Airls (AAL) 0.1 $168k 11k 15.78
Adverum Biotechnologies (ADVM) 0.1 $156k 14k 10.82

Past Filings by Madison Wealth Partners

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