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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, FMDE, BINC, UBND, DYNF, and represent 31.90% of Madison Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VCSH (+$7.4M), VUG (+$5.1M), FMDE, QQQM, BINC, UBND, BOXX, VGT, FENI, MSFT.
Started 75 new stock positions in PVAL, MINT, UMAR, XMMO, FNDE, HYLB, FLXR, FNDF, EFAA, FTNT.
Reduced shares in these 10 stocks: DYNF (-$5.2M), UOCT, SCHG, UNOV, SCHB, TSCO, RSP, AGG, IUSG, IUSB.
Sold out of its positions in UNOV, UOCT, TSCO.
Madison Wealth Partners was a net buyer of stock by $85M.
Madison Wealth Partners has $786M in assets under management (AUM), dropping by 25.35%.
Central Index Key (CIK): 0001844424

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Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 292 positions in its portfolio as reported in the June 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)	9.8	$77M		410k	188.09	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	6.7	$53M	+5%	1.3M	40.58	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	6.1	$48M	+5%	909k	52.34	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	4.7	$37M	+6%	1.7M	21.73	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.6	$36M	-12%	533k	68.01	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	4.5	$35M	+2%	320k	110.15	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	4.0	$31M		631k	49.28	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.8	$30M	+9%	100k	302.97	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	3.6	$28M	+4%	319k	89.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$28M	+2%	37k	748.89	View chart
Ishares Tr Core Div Grwth (DGRO)	2.6	$20M		266k	75.79	View chart
Apple (AAPL)	2.1	$17M	+7%	58k	289.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$15M		195k	77.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$14M	+5%	19k	736.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.4	$11M	-2%	370k	28.96	View chart
Ishares Tr Core Msci Total (IXUS)	1.2	$9.6M		100k	95.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$9.3M	+2%	63k	148.31	View chart
Microsoft Corporation (MSFT)	1.1	$8.7M	+20%	23k	373.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$7.8M	+1939%	99k	79.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$7.5M	+6%	10k	746.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$7.4M	+11%	31k	236.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$6.8M	+15%	19k	357.36	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.9	$6.7M	+48%	58k	117.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$6.1M	+9%	222k	27.70	View chart
NVIDIA Corporation (NVDA)	0.8	$6.1M	+14%	31k	200.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$5.9M	+644%	68k	86.14	View chart
Amazon (AMZN)	0.7	$5.8M	+11%	24k	238.34	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.6	$5.0M	+43%	125k	40.13	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$5.0M		109k	45.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$4.9M	+7%	7.1k	686.78	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.6	$4.9M		47k	103.22	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$4.8M		41k	117.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$4.4M	-5%	131k	33.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$4.0M	+5%	41k	96.58	View chart
Ishares Tr Morningstar Valu (ILCV)	0.5	$3.5M		35k	101.24	View chart
Lam Research Corp Com New (LRCX)	0.5	$3.5M	+17%	8.2k	433.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$3.4M	+8%	9.3k	370.05	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.4	$3.4M	+13%	67k	50.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$3.2M	-5%	15k	212.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.2M		6.3k	500.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.8M	+5%	7.6k	368.37	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$2.7M	+7%	12k	225.50	View chart
Broadcom (AVGO)	0.3	$2.6M	+76%	7.0k	377.77	View chart
MGE Energy (MGEE)	0.3	$2.6M		32k	81.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.4M	+32%	77k	31.71	View chart
Micron Technology (MU)	0.3	$2.4M	+6%	2.1k	1154.10	View chart
Applied Materials (AMAT)	0.3	$2.4M	+45%	3.3k	722.97	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.3M	+856%	20k	119.52	View chart
Tesla Motors (TSLA)	0.3	$2.3M	+16%	5.4k	420.64	View chart
Costco Wholesale Corporation (COST)	0.3	$2.2M	+6%	2.4k	935.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.1M		16k	137.53	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.1M	+2%	20k	107.62	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M	+15%	5.9k	327.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.8M	+12%	5.2k	353.30	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.8M	+19%	22k	82.84	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.7M		2.7k	640.77	View chart
Meta Platforms Cl A (META)	0.2	$1.7M	+33%	3.0k	563.23	View chart
Caterpillar (CAT)	0.2	$1.7M	+21%	1.6k	1064.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.6M	+2%	10k	164.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$1.6M		4.3k	365.87	View chart
Bank of America Corporation (BAC)	0.2	$1.5M	+13%	26k	56.98	View chart
Visa Com Cl A (V)	0.2	$1.5M	+12%	4.2k	343.13	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M	+84%	10k	136.72	View chart
Vanguard Wellington Us Momentum (VFMO)	0.2	$1.3M	NEW	5.4k	249.50	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$1.3M	+501%	22k	60.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.3M	-5%	8.4k	158.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.3M	NEW	16k	82.65	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M	+26%	1.1k	1199.60	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$1.3M	+63%	13k	98.20	View chart
Advanced Micro Devices (AMD)	0.2	$1.2M	+32%	2.1k	581.04	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.2	$1.2M	NEW	32k	39.21	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$1.2M	NEW	33k	37.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.2M	+9%	3.9k	303.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.2M	NEW	23k	52.76	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M	+16%	4.7k	253.98	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.2M	+38%	4.1k	285.61	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$1.1M		42k	27.47	View chart
Deere & Company (DE)	0.1	$1.1M		1.8k	634.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.1M	+27%	20k	56.48	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$1.1M	NEW	5.8k	190.50	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.1M	+41%	21k	53.11	View chart
Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG)	0.1	$1.1M	NEW	22k	49.99	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.1M	+7%	29k	36.87	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.1M		11k	98.30	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$1.1M	NEW	27k	39.68	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$1.1M	NEW	11k	98.57	View chart
Kla Corp Com New (KLAC)	0.1	$1.1M	+935%	3.5k	301.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.1M	+3%	3.1k	343.93	View chart
Merck & Co (MRK)	0.1	$1.0M	+297%	8.0k	128.50	View chart
Alliant Energy Corporation (LNT)	0.1	$1.0M		13k	76.29	View chart
Danaher Corporation (DHR)	0.1	$1.0M		5.3k	190.47	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$988k	NEW	12k	81.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$984k	-5%	4.1k	243.00	View chart
Vanguard World Energy Etf (VDE)	0.1	$974k	+2%	6.5k	150.13	View chart
Cisco Systems (CSCO)	0.1	$947k	+27%	8.1k	117.45	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$941k		28k	34.27	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$939k	+9%	14k	67.58	View chart
Abbvie (ABBV)	0.1	$927k	+44%	3.7k	251.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$913k	+44%	4.2k	217.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$906k	-12%	9.2k	98.98	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$905k		9.9k	91.38	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$891k	+6%	1.2k	763.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$881k	+245%	12k	71.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$835k	NEW	16k	54.02	View chart
Oracle Corporation (ORCL)	0.1	$818k	+56%	5.6k	146.54	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$814k	-4%	20k	40.79	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$804k	+6%	7.5k	107.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$797k		2.7k	300.41	View chart
Ge Vernova (GEV)	0.1	$783k	+29%	667.00	1174.20	View chart
Wal-Mart Stores (WMT)	0.1	$783k	+39%	6.9k	113.26	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$775k		35k	22.29	View chart
Procter & Gamble Company (PG)	0.1	$772k	+16%	5.3k	146.65	View chart
Home Depot (HD)	0.1	$768k	+34%	2.2k	352.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$755k	+34%	6.7k	112.88	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$747k	NEW	4.4k	170.86	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$720k	+3%	14k	53.47	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$718k	+60%	7.7k	93.63	View chart
Netflix (NFLX)	0.1	$704k		9.9k	71.40	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$703k		13k	52.60	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$689k	+12%	21k	32.93	View chart
Fastenal Company (FAST)	0.1	$688k	+2%	14k	48.03	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$684k	+46%	7.8k	87.88	View chart
Cummins (CMI)	0.1	$682k	+8%	956.00	712.89	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$677k		3.5k	191.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$677k	NEW	1.0k	655.66	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$668k	NEW	6.6k	100.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$656k	+2%	7.8k	83.75	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$644k	+18%	13k	49.81	View chart
Chevron Corporation (CVX)	0.1	$643k	+16%	3.9k	165.77	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$630k		58k	10.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$628k	-2%	2.8k	227.10	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$623k	NEW	17k	36.52	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$614k	+96%	15k	42.20	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$609k	-6%	13k	48.29	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$603k	+2%	9.2k	65.54	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$597k	+57%	5.9k	100.67	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$593k	-5%	9.5k	62.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$585k	NEW	9.7k	60.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$577k	+3%	20k	29.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$576k	+407%	7.2k	80.57	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$569k	+158%	9.6k	58.98	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$569k	-7%	6.3k	90.59	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$563k	NEW	11k	50.95	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$558k	+4%	13k	41.91	View chart
Citigroup Com New (C)	0.1	$555k	+21%	4.0k	139.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$552k	-10%	6.5k	85.49	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$551k	+65%	7.2k	76.55	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$551k	NEW	1.1k	522.31	View chart
International Business Machines (IBM)	0.1	$550k	+79%	2.0k	281.18	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$550k	NEW	7.9k	69.90	View chart
McDonald's Corporation (MCD)	0.1	$535k	+9%	2.0k	270.34	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$534k	+2%	6.8k	78.32	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$534k	+28%	11k	48.66	View chart
Mastercard Incorporated Cl A (MA)	0.1	$532k	+27%	1.0k	513.58	View chart
Palantir Technologies Cl A (PLTR)	0.1	$528k	+16%	4.5k	116.68	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$527k	+22%	12k	43.71	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$520k	-3%	1.8k	283.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$520k		4.9k	106.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$516k	+9%	2.1k	242.38	View chart
Nextera Energy (NEE)	0.1	$503k	+8%	5.7k	87.76	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$500k		6.6k	76.11	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$489k	NEW	27k	18.43	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$478k		3.1k	152.16	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$465k	-9%	8.0k	58.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$454k	+304%	3.7k	124.16	View chart
Ge Aerospace Com New (GE)	0.1	$450k	+22%	1.2k	373.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$443k	+6%	2.3k	189.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$442k	+28%	925.00	477.56	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$442k		1.7k	264.72	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$431k	+14%	12k	36.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$430k		1.1k	409.42	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$416k	+75%	2.6k	158.68	View chart
Wells Fargo & Company (WFC)	0.1	$411k	+12%	5.0k	82.64	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$408k	NEW	4.1k	99.61	View chart
Intel Corporation (INTC)	0.1	$400k	NEW	2.9k	139.61	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$399k	-7%	2.7k	146.41	View chart
Qualcomm (QCOM)	0.1	$394k	+28%	2.1k	184.77	View chart
Coca-Cola Company (KO)	0.1	$394k	+26%	4.8k	81.26	View chart
Palo Alto Networks (PANW)	0.0	$392k	NEW	1.1k	341.14	View chart
Pepsi (PEP)	0.0	$391k	+5%	2.9k	135.42	View chart
Vanguard Wellington Us Minimum (VFMV)	0.0	$390k	NEW	2.8k	139.36	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$390k	+400%	14k	27.41	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$387k	NEW	5.0k	77.25	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$387k	NEW	2.3k	170.14	View chart
At&t (T)	0.0	$380k	+7%	18k	20.70	View chart
Walt Disney Company (DIS)	0.0	$377k	+8%	3.9k	96.25	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$371k		3.7k	99.02	View chart
Arista Networks Com Shs (ANET)	0.0	$370k	+2%	2.2k	169.86	View chart
Zacks Trust Earngs Constant (ZECP)	0.0	$370k	+23%	9.8k	37.74	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$363k	NEW	8.6k	42.25	View chart
Amgen (AMGN)	0.0	$361k	+42%	996.00	362.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$359k	+43%	2.3k	156.32	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$348k	+2%	3.9k	89.85	View chart
Wec Energy Group (WEC)	0.0	$348k	+3%	3.0k	116.78	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$346k		7.6k	45.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$331k		1.1k	306.38	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$331k		2.7k	124.41	View chart
Us Bancorp Com New (USB)	0.0	$326k	-7%	5.4k	60.40	View chart
Novanta (NOVT)	0.0	$322k		2.0k	162.24	View chart
Amphenol Corp Cl A (APH)	0.0	$320k	NEW	1.8k	176.32	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$318k		1.9k	164.64	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.0	$317k	+12%	3.6k	88.50	View chart
Corning Incorporated (GLW)	0.0	$316k	NEW	1.2k	255.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$315k	+6%	4.2k	75.51	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$312k		24k	13.01	View chart
Verizon Communications (VZ)	0.0	$302k	+60%	7.1k	42.34	View chart
Duke Energy Corp Com New (DUK)	0.0	$301k	NEW	2.4k	126.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$301k		1.4k	219.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$298k	-15%	5.9k	50.58	View chart
Fortinet (FTNT)	0.0	$298k	NEW	1.9k	153.60	View chart
Carrier Global Corporation (CARR)	0.0	$294k		4.0k	73.35	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$291k		9.6k	30.37	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$290k	NEW	7.5k	38.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$283k		5.7k	49.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$282k	NEW	2.6k	110.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$281k	+4%	2.7k	103.87	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$280k	NEW	3.2k	87.91	View chart
Invesco Actively Managed Exc Msci Eafe In Etf (EFAA)	0.0	$279k	NEW	5.0k	55.76	View chart
Marathon Petroleum Corp (MPC)	0.0	$278k		1.1k	255.70	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$277k	NEW	2.4k	117.28	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$277k	-9%	5.6k	49.28	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$276k	NEW	6.6k	41.68	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$276k	NEW	6.1k	45.33	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$275k	+27%	3.4k	79.98	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$274k	-26%	5.9k	46.15	View chart
Consolidated Edison (ED)	0.0	$272k	NEW	2.5k	110.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$272k		6.3k	43.06	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$272k		8.0k	33.83	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.0	$270k		6.7k	40.29	View chart
Progressive Corporation (PGR)	0.0	$270k	+2%	1.2k	218.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$269k	NEW	736.00	365.76	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$269k		3.9k	69.44	View chart
Snap-on Incorporated (SNA)	0.0	$268k	+2%	666.00	402.37	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$266k	NEW	5.3k	50.39	View chart
Goldman Sachs (GS)	0.0	$261k	NEW	258.00	1013.23	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$259k		5.1k	50.65	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$259k	NEW	8.5k	30.49	View chart
Philip Morris International (PM)	0.0	$256k	NEW	1.4k	180.85	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.0	$254k	NEW	8.3k	30.61	View chart
Freeport Mcmoran CL B (FCX)	0.0	$253k	NEW	4.0k	62.90	View chart
Commerce Bancshares (CBSH)	0.0	$253k		4.4k	57.75	View chart
TJX Companies (TJX)	0.0	$252k	+5%	1.7k	151.49	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$252k		3.2k	77.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$252k	NEW	4.2k	59.69	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$251k	NEW	126.00	1993.39	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$251k	NEW	2.1k	121.43	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$250k	-18%	23k	10.84	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.0	$249k	NEW	5.4k	45.75	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$247k	NEW	738.00	334.71	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$246k	NEW	5.4k	45.34	View chart
Union Pacific Corporation (UNP)	0.0	$242k	NEW	889.00	272.08	View chart
Abbott Laboratories (ABT)	0.0	$241k	+11%	2.7k	90.75	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$241k	NEW	4.9k	49.55	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$237k	-11%	9.1k	26.18	View chart
Vistra Energy (VST)	0.0	$237k	+7%	1.5k	158.68	View chart
Linde SHS (LIN)	0.0	$233k	+10%	449.00	519.01	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$232k	NEW	330.00	703.34	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$232k	NEW	3.0k	76.16	View chart
Xcel Energy (XEL)	0.0	$230k		2.9k	80.29	View chart
Northrop Grumman Corporation (NOC)	0.0	$230k	+3%	452.00	509.54	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$229k		4.5k	50.50	View chart
Invesco Actively Managed Exc Qqq Inc Adv Etf (QQA)	0.0	$228k	NEW	3.9k	57.63	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$227k	NEW	3.9k	57.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$227k	NEW	3.8k	58.92	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$225k	NEW	2.0k	110.33	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$225k	NEW	1.4k	163.67	View chart
Vanguard World Utilities Etf (VPU)	0.0	$224k		1.1k	195.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$223k		4.9k	45.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$222k	NEW	4.4k	50.23	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$221k	-13%	3.2k	69.59	View chart
Columbia Etf Tr I Intl Eq Inco Etf (INEQ)	0.0	$219k	NEW	5.7k	38.53	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$212k	NEW	3.5k	60.79	View chart
Tidal Trust Ii Defiance Large (XMAG)	0.0	$211k	NEW	8.1k	26.08	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$211k	NEW	1.1k	185.23	View chart
Ford Motor Company (F)	0.0	$210k	+14%	15k	13.90	View chart
Texas Instruments Incorporated (TXN)	0.0	$208k	NEW	697.00	298.26	View chart
Southern Company (SO)	0.0	$206k	NEW	2.1k	95.69	View chart
Nicolet Bankshares (NIC)	0.0	$205k	NEW	1.2k	165.40	View chart
Caretrust Reit (CTRE)	0.0	$205k	NEW	5.1k	40.35	View chart
Nrg Energy Com New (NRG)	0.0	$205k		1.4k	146.06	View chart
Dell Technologies CL C (DELL)	0.0	$204k	NEW	473.00	431.27	View chart
Blackrock (BLK)	0.0	$201k	NEW	209.00	962.14	View chart
Novartis Sponsored Adr (NVS)	0.0	$201k	NEW	1.3k	156.76	View chart
American Airls (AAL)	0.0	$182k		10k	18.07	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$176k	-25%	15k	12.03	View chart
Dynex Cap (DX)	0.0	$133k	NEW	10k	13.11	View chart
Orchid Is Cap Com New (ORC)	0.0	$108k		16k	6.97	View chart
Rithm Capital Corp Com New (RITM)	0.0	$94k	NEW	10k	9.39	View chart
Stone Hbr Emerg Mrkts (EDF)	0.0	$89k		16k	5.58	View chart
Pimco High Income Com Shs (PHK)	0.0	$65k		14k	4.66	View chart
Duluth Hldgs Com Cl B (DLTH)	0.0	$45k		10k	4.48	View chart
Datavault Ai Com Shs (DVLT)	0.0	$9.4k		27k	0.35	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 Q2 filed Aug. 12, 2026
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

View all past filings

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