Madison Wealth Partners

Madison Wealth Partners as of June 30, 2025

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 174 positions in its portfolio as reported in the June 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) 13.4 $61M 408k 150.40
Ishares Tr Core Div Grwth (DGRO) 8.6 $39M 617k 63.94
Blackrock Etf Trust Ii Ishares Flexible (BINC) 7.7 $35M 664k 52.84
Ishares Tr Core S&p Us Vlu (IUSV) 5.9 $27M 288k 94.63
Ishares Tr Core S&p Scp Etf (IJR) 5.8 $27M 245k 109.29
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.8 $27M 489k 54.46
Ishares Tr Core S&p500 Etf (IVV) 4.6 $21M 34k 620.90
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 4.4 $20M 250k 80.10
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.7 $12M 516k 23.83
Ishares Tr Core S&p Mcp Etf (IJH) 2.6 $12M 190k 62.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $9.8M 18k 551.63
Microsoft Corporation (MSFT) 2.0 $9.1M 18k 497.41
Apple (AAPL) 1.8 $8.3M 40k 205.17
Ishares Tr Core Msci Total (IXUS) 1.6 $7.4M 96k 77.31
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.3 $6.1M 134k 45.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $5.8M 9.4k 617.86
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $4.9M 24k 204.67
Amazon (AMZN) 1.0 $4.4M 20k 219.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $4.3M 24k 181.74
Ishares Tr Morningstar Grwt (ILCG) 0.9 $4.0M 41k 96.90
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.9M 9.0k 438.39
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $3.5M 16k 227.10
Victory Portfolios Ii Core Intrmediate (UBND) 0.8 $3.5M 160k 21.85
Ishares Tr Core Msci Eafe (IEFA) 0.7 $3.2M 38k 83.48
NVIDIA Corporation (NVDA) 0.6 $2.9M 19k 157.99
Ishares Tr Morningstar Valu (ILCV) 0.6 $2.9M 34k 83.39
MGE Energy (MGEE) 0.6 $2.6M 30k 88.44
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.5 $2.5M 22k 112.68
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $2.4M 108k 22.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.4M 7.8k 303.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $2.2M 76k 29.21
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.2M 13k 176.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.2M 4.5k 485.77
Fidelity Covington Trust Enhanced Intl (FENI) 0.4 $2.0M 60k 33.26
Ishares Tr National Mun Etf (MUB) 0.4 $1.8M 17k 104.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.8M 64k 28.05
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.6M 5.4k 304.84
JPMorgan Chase & Co. (JPM) 0.3 $1.5M 5.3k 289.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.5M 2.6k 568.09
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.3 $1.4M 28k 50.82
Global X Fds S&p 500 Covered (XYLD) 0.3 $1.3M 35k 38.94
Ishares Tr S&p 100 Etf (OEF) 0.3 $1.3M 4.4k 304.33
Tesla Motors (TSLA) 0.3 $1.3M 4.1k 317.68
Visa Com Cl A (V) 0.3 $1.3M 3.6k 355.06
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.3M 9.4k 135.04
Vanguard World Inf Tech Etf (VGT) 0.3 $1.2M 1.9k 663.36
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.2k 989.68
Netflix (NFLX) 0.3 $1.2M 888.00 1339.13
Meta Platforms Cl A (META) 0.3 $1.2M 1.6k 738.09
Bank of America Corporation (BAC) 0.2 $1.1M 24k 47.32
Deere & Company (DE) 0.2 $1.1M 2.1k 508.56
Danaher Corporation (DHR) 0.2 $1.0M 5.2k 197.54
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.0M 39k 26.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.0M 7.7k 133.31
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $1.0M 32k 32.08
Ishares Core Msci Emkt (IEMG) 0.2 $954k 16k 60.03
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $860k 8.7k 99.20
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $855k 7.8k 110.09
Vanguard Index Fds Large Cap Etf (VV) 0.2 $847k 3.0k 285.34
Alliant Energy Corporation (LNT) 0.2 $810k 13k 60.47
Oracle Corporation (ORCL) 0.2 $809k 3.7k 218.61
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $801k 36k 22.50
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $784k 70k 11.13
Broadcom (AVGO) 0.2 $760k 2.8k 275.65
Ishares Tr Expanded Tech (IGV) 0.2 $754k 6.9k 109.49
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $748k 9.3k 80.23
Select Sector Spdr Tr Communication (XLC) 0.2 $727k 6.7k 108.53
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $717k 17k 41.59
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $704k 12k 56.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $699k 26k 26.50
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $697k 14k 51.36
Vanguard World Energy Etf (VDE) 0.1 $673k 5.7k 119.11
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.1 $673k 14k 49.73
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $662k 3.4k 195.03
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $655k 8.6k 75.98
Alphabet Cap Stk Cl C (GOOG) 0.1 $653k 3.7k 177.40
Lam Research Corp Com New (LRCX) 0.1 $635k 6.5k 97.34
Eli Lilly & Co. (LLY) 0.1 $609k 781.00 779.79
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $582k 3.0k 197.21
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $553k 8.8k 62.58
PIMCO Corporate Opportunity Fund (PTY) 0.1 $550k 40k 13.91
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $517k 2.2k 238.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $510k 7.6k 67.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $503k 1.2k 424.59
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $499k 4.7k 106.35
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $483k 15k 31.99
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $463k 1.7k 269.33
Vanguard Index Fds Small Cp Etf (VB) 0.1 $460k 1.9k 237.02
Ishares Tr Russell 2000 Etf (IWM) 0.1 $458k 2.1k 215.78
Vanguard Index Fds Value Etf (VTV) 0.1 $456k 2.6k 176.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $455k 9.3k 49.03
Exxon Mobil Corporation (XOM) 0.1 $450k 4.2k 107.81
At&t (T) 0.1 $448k 16k 28.94
Ishares Tr Core High Dv Etf (HDV) 0.1 $448k 3.8k 117.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $446k 6.5k 69.09
Palantir Technologies Cl A (PLTR) 0.1 $427k 3.1k 136.32
Select Sector Spdr Tr Energy (XLE) 0.1 $421k 5.0k 84.81
Crowdstrike Hldgs Cl A (CRWD) 0.1 $416k 817.00 509.31
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $404k 12k 34.49
Cisco Systems (CSCO) 0.1 $392k 5.7k 69.38
Applied Materials (AMAT) 0.1 $392k 2.1k 183.10
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $391k 1.4k 279.83
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $388k 2.8k 138.68
Fidelity Covington Trust Enhanced Mid (FMDE) 0.1 $382k 11k 34.42
Ishares Silver Tr Ishares (SLV) 0.1 $368k 11k 32.81
Johnson & Johnson (JNJ) 0.1 $367k 2.4k 152.73
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $367k 7.4k 49.76
Chevron Corporation (CVX) 0.1 $365k 2.5k 143.18
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $361k 4.8k 75.58
Ishares Tr Rus 1000 Etf (IWB) 0.1 $359k 1.1k 339.66
Home Depot (HD) 0.1 $356k 971.00 366.64
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $346k 5.7k 60.94
Nextera Energy (NEE) 0.1 $346k 5.0k 69.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $343k 1.8k 194.28
Procter & Gamble Company (PG) 0.1 $336k 2.1k 159.32
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $335k 6.7k 49.64
Caterpillar (CAT) 0.1 $335k 863.00 388.21
Advanced Micro Devices (AMD) 0.1 $326k 2.3k 141.90
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $326k 5.3k 61.40
McDonald's Corporation (MCD) 0.1 $311k 1.1k 292.07
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $301k 3.0k 100.68
Kla Corp Com New (KLAC) 0.1 $294k 328.00 894.78
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $290k 2.6k 112.00
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.1 $289k 11k 26.30
Citigroup Com New (C) 0.1 $288k 3.4k 85.13
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $288k 3.4k 84.83
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $285k 5.6k 50.75
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.1 $284k 7.4k 38.28
Mastercard Incorporated Cl A (MA) 0.1 $284k 505.00 561.61
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $281k 7.5k 37.29
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $281k 7.0k 40.11
Carrier Global Corporation (CARR) 0.1 $279k 3.8k 73.19
Delta Air Lines Inc Del Com New (DAL) 0.1 $273k 5.5k 49.18
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $270k 3.4k 80.12
Ishares Gold Tr Ishares New (IAU) 0.1 $269k 4.3k 62.36
Cummins (CMI) 0.1 $268k 819.00 327.45
Vistra Energy (VST) 0.1 $265k 1.4k 193.85
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $264k 3.3k 80.64
Pepsi (PEP) 0.1 $262k 2.0k 132.06
Novanta (NOVT) 0.1 $256k 2.0k 128.93
Spdr Series Trust S&p Regl Bkg (KRE) 0.1 $253k 4.3k 59.39
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $252k 5.7k 44.05
Tractor Supply Company (TSCO) 0.1 $251k 4.8k 52.77
Snap-on Incorporated (SNA) 0.1 $248k 795.00 311.28
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $247k 9.6k 25.85
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $240k 6.3k 38.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $240k 9.8k 24.44
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $238k 1.8k 132.14
International Business Machines (IBM) 0.1 $235k 798.00 294.68
Blackrock Etf Trust Ishares Advantag (BALI) 0.1 $235k 7.8k 30.11
Walt Disney Company (DIS) 0.1 $232k 1.9k 123.99
Us Bancorp Del Com New (USB) 0.1 $230k 5.1k 45.25
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $229k 4.6k 50.17
EXACT Sciences Corporation (EXAS) 0.0 $227k 4.3k 53.14
Nrg Energy Com New (NRG) 0.0 $222k 1.4k 160.57
Adobe Systems Incorporated (ADBE) 0.0 $218k 564.00 386.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $217k 8.6k 25.30
Ishares Tr Eafe Value Etf (EFV) 0.0 $214k 3.4k 63.48
Progressive Corporation (PGR) 0.0 $213k 798.00 266.98
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $210k 1.1k 195.50
Tidal Tr Ii Defiance Large (XMAG) 0.0 $208k 9.8k 21.21
Northrop Grumman Corporation (NOC) 0.0 $207k 414.00 499.91
Fortinet (FTNT) 0.0 $206k 1.9k 105.72
Marathon Petroleum Corp (MPC) 0.0 $205k 1.2k 166.11
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) 0.0 $203k 7.0k 28.82
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $202k 3.7k 53.92
Ishares Tr Core Total Usd (IUSB) 0.0 $201k 4.4k 46.23
Lowe's Companies (LOW) 0.0 $201k 907.00 221.95
Constellation Energy (CEG) 0.0 $201k 622.00 322.84
Ford Motor Company (F) 0.0 $142k 13k 10.85
American Airls (AAL) 0.0 $116k 10k 11.22
Pimco High Income Com Shs (PHK) 0.0 $103k 21k 4.80
Duluth Hldgs Com Cl B (DLTH) 0.0 $21k 10k 2.10
Lightwave Logic Inc C ommon (LWLG) 0.0 $17k 14k 1.24