Madison Wealth Partners

Madison Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 184 positions in its portfolio as reported in the September 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) 12.8 $65M 393k 164.54
Ishares Tr Core Div Grwth (DGRO) 8.5 $43M 633k 68.08
Blackrock Etf Trust Ii Ishares Flexible (BINC) 7.7 $39M 735k 53.24
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.6 $34M 566k 59.20
Ishares Tr Core S&p Us Vlu (IUSV) 5.9 $30M 299k 99.95
Ishares Tr Core S&p Scp Etf (IJR) 5.8 $29M 246k 118.83
Ishares Tr Core S&p500 Etf (IVV) 4.5 $23M 34k 669.30
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 4.2 $21M 236k 89.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.7 $14M 530k 25.71
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $13M 192k 65.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $11M 18k 600.38
Apple (AAPL) 2.1 $11M 41k 254.63
Microsoft Corporation (MSFT) 1.9 $9.5M 18k 517.95
Ishares Tr Core Msci Total (IXUS) 1.6 $8.0M 97k 82.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $6.1M 9.2k 666.19
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $5.3M 25k 215.79
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.0 $5.0M 109k 46.24
Victory Portfolios Ii Core Intrmediate (UBND) 1.0 $5.0M 226k 22.05
Amazon (AMZN) 0.9 $4.4M 20k 219.57
Ishares Tr Morningstar Grwt (ILCG) 0.8 $4.2M 41k 104.30
Vanguard Index Fds Growth Etf (VUG) 0.8 $4.2M 8.8k 479.63
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $4.2M 22k 189.70
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $3.9M 16k 247.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $3.6M 5.8k 612.42
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.7 $3.5M 31k 113.86
NVIDIA Corporation (NVDA) 0.7 $3.4M 18k 186.58
Ishares Tr Core Msci Eafe (IEFA) 0.7 $3.3M 38k 87.31
Ishares Tr Morningstar Valu (ILCV) 0.6 $3.1M 34k 90.02
Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.1M 13k 243.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.0M 9.2k 328.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $2.6M 114k 23.28
MGE Energy (MGEE) 0.5 $2.5M 30k 84.18
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $2.4M 77k 31.91
Fidelity Covington Trust Enhanced Intl (FENI) 0.4 $2.2M 61k 35.28
Ishares Tr National Mun Etf (MUB) 0.4 $2.0M 19k 106.49
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.4 $2.0M 39k 50.99
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.9M 5.3k 355.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.9M 3.8k 502.75
Tesla Motors (TSLA) 0.4 $1.8M 4.1k 444.73
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.8M 60k 29.64
JPMorgan Chase & Co. (JPM) 0.3 $1.6M 5.2k 315.40
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.5M 11k 145.65
Vanguard World Inf Tech Etf (VGT) 0.3 $1.4M 1.9k 746.79
Global X Fds S&p 500 Covered (XYLD) 0.3 $1.4M 36k 39.26
Ishares Tr S&p 100 Etf (OEF) 0.3 $1.4M 4.1k 332.86
Alliant Energy Corporation (LNT) 0.3 $1.3M 19k 67.41
Visa Com Cl A (V) 0.2 $1.2M 3.6k 341.38
Bank of America Corporation (BAC) 0.2 $1.2M 23k 51.59
Meta Platforms Cl A (META) 0.2 $1.2M 1.6k 734.38
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.2k 925.29
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.1M 41k 27.29
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $1.1M 34k 32.82
Ishares Core Msci Emkt (IEMG) 0.2 $1.1M 16k 65.92
Netflix (NFLX) 0.2 $1.1M 888.00 1198.92
Oracle Corporation (ORCL) 0.2 $1.0M 3.7k 281.20
Danaher Corporation (DHR) 0.2 $1.0M 5.2k 198.26
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $989k 7.0k 140.95
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $988k 9.9k 100.25
Broadcom (AVGO) 0.2 $943k 2.9k 329.91
Vanguard Index Fds Large Cap Etf (VV) 0.2 $909k 3.0k 307.88
Alphabet Cap Stk Cl C (GOOG) 0.2 $897k 3.7k 243.56
Lam Research Corp Com New (LRCX) 0.2 $875k 6.5k 133.89
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $817k 70k 11.60
Select Sector Spdr Tr Communication (XLC) 0.2 $796k 6.7k 118.38
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $795k 9.6k 82.73
Ishares Tr Expanded Tech (IGV) 0.2 $792k 6.9k 115.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $775k 6.4k 120.72
Deere & Company (DE) 0.2 $772k 1.7k 457.35
Vanguard World Energy Etf (VDE) 0.1 $755k 6.0k 125.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $747k 10k 73.46
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $745k 33k 22.72
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $738k 14k 52.28
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $736k 11k 65.00
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $734k 13k 57.10
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $724k 17k 41.58
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $722k 9.0k 80.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $711k 3.4k 208.72
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.1 $670k 14k 49.72
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $632k 2.8k 222.16
Eli Lilly & Co. (LLY) 0.1 $603k 790.00 762.85
PIMCO Corporate Opportunity Fund (PTY) 0.1 $590k 41k 14.44
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $588k 2.2k 271.12
Palantir Technologies Cl A (PLTR) 0.1 $554k 3.0k 182.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $542k 7.6k 71.37
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $541k 5.1k 106.77
Ishares Tr Russell 2000 Etf (IWM) 0.1 $529k 2.2k 241.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $528k 19k 27.30
Ishares Silver Tr Ishares (SLV) 0.1 $493k 12k 42.37
Vanguard Index Fds Small Cp Etf (VB) 0.1 $486k 1.9k 254.26
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $481k 1.7k 279.84
Vanguard Index Fds Value Etf (VTV) 0.1 $479k 2.6k 186.52
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $476k 13k 36.56
Exxon Mobil Corporation (XOM) 0.1 $470k 4.2k 112.74
Ishares Tr Core High Dv Etf (HDV) 0.1 $469k 3.8k 122.44
Johnson & Johnson (JNJ) 0.1 $446k 2.4k 185.44
Select Sector Spdr Tr Energy (XLE) 0.1 $444k 5.0k 89.33
Applied Materials (AMAT) 0.1 $439k 2.1k 204.76
At&t (T) 0.1 $437k 16k 28.24
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $435k 8.0k 54.31
Caterpillar (CAT) 0.1 $412k 863.00 477.21
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $404k 1.4k 293.76
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $399k 2.8k 142.41
Home Depot (HD) 0.1 $397k 980.00 405.28
Chevron Corporation (CVX) 0.1 $397k 2.6k 155.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $390k 832.00 468.26
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $388k 5.8k 66.64
Ishares Tr Rus 1000 Etf (IWB) 0.1 $386k 1.1k 365.60
Crowdstrike Hldgs Cl A (CRWD) 0.1 $386k 787.00 490.38
Cisco Systems (CSCO) 0.1 $380k 5.6k 68.42
Nextera Energy (NEE) 0.1 $378k 5.0k 75.49
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $377k 10k 37.27
Advanced Micro Devices (AMD) 0.1 $376k 2.3k 161.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $373k 1.8k 203.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $370k 7.4k 50.07
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $369k 5.7k 65.01
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $363k 4.8k 76.01
Kla Corp Com New (KLAC) 0.1 $354k 328.00 1079.80
Cummins (CMI) 0.1 $346k 819.00 422.56
Citigroup Com New (C) 0.1 $344k 3.4k 101.51
Fidelity Covington Trust Enhanced Mid (FMDE) 0.1 $334k 9.2k 36.15
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $332k 7.8k 42.47
Procter & Gamble Company (PG) 0.1 $325k 2.1k 153.67
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) 0.1 $314k 10k 30.68
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $312k 3.1k 100.71
McDonald's Corporation (MCD) 0.1 $311k 1.0k 303.81
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $296k 6.8k 43.78
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $292k 2.6k 113.88
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.1 $292k 11k 26.58
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $289k 7.5k 38.36
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $288k 3.4k 84.67
Mastercard Incorporated Cl A (MA) 0.1 $287k 505.00 569.03
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $286k 5.6k 50.78
Ishares Gold Tr Ishares New (IAU) 0.1 $285k 3.9k 72.77
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $283k 3.1k 89.77
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $281k 5.6k 50.47
Pepsi (PEP) 0.1 $279k 2.0k 140.41
Snap-on Incorporated (SNA) 0.1 $276k 795.00 346.74
Tractor Supply Company (TSCO) 0.1 $270k 4.8k 56.87
Spdr Series Trust S&p Regl Bkg (KRE) 0.1 $269k 4.3k 63.30
Vistra Energy (VST) 0.1 $268k 1.4k 195.99
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $262k 5.7k 45.79
Arista Networks Com Shs (ANET) 0.1 $259k 1.8k 145.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $259k 9.8k 26.34
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $257k 9.6k 26.85
Northrop Grumman Corporation (NOC) 0.1 $253k 416.00 608.65
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $251k 1.8k 139.67
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $251k 6.3k 39.69
Micron Technology (MU) 0.0 $250k 1.5k 167.28
Blackrock Etf Trust Ishares Advantag (BALI) 0.0 $248k 7.8k 31.74
Us Bancorp Del Com New (USB) 0.0 $246k 5.1k 48.33
Ge Vernova (GEV) 0.0 $245k 399.00 614.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $239k 8.6k 27.90
Marathon Petroleum Corp (MPC) 0.0 $238k 1.2k 192.74
Qualcomm (QCOM) 0.0 $237k 1.4k 166.32
Abbvie (ABBV) 0.0 $236k 1.0k 231.59
EXACT Sciences Corporation (EXAS) 0.0 $230k 4.2k 54.71
Lowe's Companies (LOW) 0.0 $228k 909.00 251.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $227k 3.1k 74.37
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $226k 4.5k 50.57
International Business Machines (IBM) 0.0 $225k 798.00 282.07
Nrg Energy Com New (NRG) 0.0 $225k 1.4k 161.94
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $224k 1.1k 206.48
Raytheon Technologies Corp (RTX) 0.0 $224k 1.3k 167.30
Carrier Global Corporation (CARR) 0.0 $224k 3.7k 59.70
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $222k 2.7k 81.20
Vanguard World Consum Stp Etf (VDC) 0.0 $219k 1.0k 213.66
Tidal Trust Ii Defiance Large (XMAG) 0.0 $217k 9.8k 22.15
Constellation Energy (CEG) 0.0 $215k 653.00 329.05
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $215k 3.7k 57.30
Walt Disney Company (DIS) 0.0 $214k 1.9k 114.50
Vanguard World Utilities Etf (VPU) 0.0 $213k 1.1k 189.49
Ishares Tr Eafe Value Etf (EFV) 0.0 $212k 3.1k 67.83
Ishares Tr Core Total Usd (IUSB) 0.0 $211k 4.5k 46.71
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.0 $210k 5.4k 38.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $205k 1.1k 194.50
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $205k 4.9k 42.02
Ishares Tr Msci Eafe Etf (EFA) 0.0 $204k 2.2k 93.35
Vanguard World Mega Grwth Ind (MGK) 0.0 $203k 504.00 402.42
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $202k 686.00 293.87
Ford Motor Company (F) 0.0 $156k 13k 11.96
American Airls (AAL) 0.0 $117k 10k 11.24
Pimco High Income Com Shs (PHK) 0.0 $107k 21k 4.99
Lightwave Logic Inc C ommon (LWLG) 0.0 $51k 14k 3.71
Duluth Hldgs Com Cl B (DLTH) 0.0 $39k 10k 3.91