Madison Wealth Partners

Madison Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 207 positions in its portfolio as reported in the December 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) 12.3 $67M 401k 167.94
Ishares Tr Core Div Grwth (DGRO) 8.2 $45M 648k 69.42
Blackrock Etf Trust Ii Ishares Flexible (BINC) 7.8 $43M 812k 52.77
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.6 $36M 591k 60.81
Ishares Tr Core S&p Us Vlu (IUSV) 5.8 $32M 312k 102.54
Ishares Tr Core S&p500 Etf (IVV) 4.3 $24M 35k 684.95
Ishares Tr Us Sml Cap Eqt (SMLF) 4.2 $23M 304k 74.88
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 3.9 $21M 234k 91.40
Apple (AAPL) 2.5 $14M 50k 271.86
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $13M 194k 66.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $12M 19k 614.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.8 $9.7M 369k 26.23
Microsoft Corporation (MSFT) 1.6 $8.9M 18k 483.63
Ishares Tr Core Msci Total (IXUS) 1.5 $8.3M 98k 84.64
Victory Portfolios Ii Core Intrmediate (UBND) 1.5 $8.2M 374k 22.00
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $7.4M 61k 120.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $6.3M 9.2k 681.94
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $5.9M 27k 219.78
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $5.1M 112k 46.04
Alphabet Cap Stk Cl A (GOOGL) 0.9 $4.7M 15k 313.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $4.7M 194k 24.04
Amazon (AMZN) 0.8 $4.6M 20k 230.82
Vanguard Index Fds Growth Etf (VUG) 0.8 $4.4M 8.9k 487.87
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $4.4M 133k 32.62
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $4.3M 17k 252.92
Ishares Tr Morningstar Grwt (ILCG) 0.8 $4.2M 40k 104.04
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.8 $4.1M 36k 115.10
NVIDIA Corporation (NVDA) 0.7 $4.1M 22k 186.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $3.8M 6.1k 627.13
Ishares Tr Core Msci Eafe (IEFA) 0.6 $3.5M 39k 89.46
Ishares Tr Morningstar Valu (ILCV) 0.6 $3.3M 35k 94.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $3.1M 16k 191.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.0M 6.0k 502.61
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $2.9M 96k 30.07
Fidelity Covington Trust Enhanced Intl (FENI) 0.5 $2.6M 72k 36.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.6M 7.8k 335.25
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.4M 6.1k 396.32
MGE Energy (MGEE) 0.4 $2.3M 29k 78.42
Ishares Tr National Mun Etf (MUB) 0.4 $2.0M 19k 107.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.9M 16k 123.26
Tesla Motors (TSLA) 0.4 $1.9M 4.3k 449.68
Costco Wholesale Corporation (COST) 0.3 $1.8M 2.1k 862.35
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.3 $1.8M 36k 50.84
Vanguard World Consum Stp Etf (VDC) 0.3 $1.6M 7.6k 211.25
JPMorgan Chase & Co. (JPM) 0.3 $1.5M 4.7k 322.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.4M 9.7k 148.69
Vanguard World Inf Tech Etf (VGT) 0.3 $1.4M 1.9k 753.90
Ishares Tr S&p 100 Etf (OEF) 0.3 $1.4M 4.1k 342.97
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.4M 4.4k 313.82
Visa Com Cl A (V) 0.2 $1.3M 3.8k 350.73
Meta Platforms Cl A (META) 0.2 $1.3M 2.0k 660.20
Alliant Energy Corporation (LNT) 0.2 $1.3M 20k 65.01
Danaher Corporation (DHR) 0.2 $1.2M 5.3k 228.92
Bank of America Corporation (BAC) 0.2 $1.2M 22k 55.00
Ishares Core Msci Emkt (IEMG) 0.2 $1.2M 17k 67.22
Broadcom (AVGO) 0.2 $1.1M 3.3k 346.13
Lam Research Corp Com New (LRCX) 0.2 $1.1M 6.7k 171.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.1M 40k 27.43
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.1M 40k 27.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.1M 7.4k 143.51
Vanguard Index Fds Large Cap Etf (VV) 0.2 $930k 3.0k 314.81
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $917k 9.2k 99.88
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $873k 26k 33.51
Netflix (NFLX) 0.2 $853k 9.1k 93.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $852k 4.0k 211.79
Eli Lilly & Co. (LLY) 0.2 $829k 771.00 1075.12
Deere & Company (DE) 0.2 $829k 1.8k 465.69
Select Sector Spdr Tr State Street Com (XLC) 0.1 $804k 6.8k 117.72
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $798k 12k 66.43
Vanguard World Energy Etf (VDE) 0.1 $789k 6.3k 125.92
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $758k 9.5k 79.84
Ishares Silver Tr Ishares (SLV) 0.1 $750k 12k 64.42
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $749k 33k 22.64
Ishares Tr Expanded Tech (IGV) 0.1 $732k 6.9k 105.69
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $732k 8.9k 82.34
Vanguard Index Fds Small Cp Etf (VB) 0.1 $731k 2.8k 257.93
Global X Fds S&p 500 Covered (XYLD) 0.1 $718k 18k 40.63
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $702k 13k 52.41
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $701k 12k 57.24
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $664k 2.2k 301.18
Johnson & Johnson (JNJ) 0.1 $661k 3.2k 206.97
Palantir Technologies Cl A (PLTR) 0.1 $660k 3.7k 177.75
Oracle Corporation (ORCL) 0.1 $658k 3.4k 194.91
Ishares Tr Russell 2000 Etf (IWM) 0.1 $642k 2.6k 246.12
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $640k 7.1k 90.00
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $639k 2.8k 224.67
Exxon Mobil Corporation (XOM) 0.1 $610k 5.1k 120.35
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $604k 10k 60.17
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $602k 2.8k 212.04
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.1 $593k 12k 49.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $559k 7.6k 73.56
Applied Materials (AMAT) 0.1 $557k 2.2k 257.03
Vanguard Index Fds Value Etf (VTV) 0.1 $541k 2.8k 191.00
Caterpillar (CAT) 0.1 $525k 916.00 572.98
Advanced Micro Devices (AMD) 0.1 $525k 2.4k 214.17
Crowdstrike Hldgs Cl A (CRWD) 0.1 $515k 1.1k 468.82
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $510k 14k 37.78
Procter & Gamble Company (PG) 0.1 $498k 3.5k 143.32
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $491k 6.5k 75.44
Home Depot (HD) 0.1 $490k 1.4k 344.01
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) 0.1 $485k 16k 30.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $470k 4.4k 106.69
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $463k 1.7k 269.18
McDonald's Corporation (MCD) 0.1 $461k 1.5k 305.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $456k 5.7k 79.72
Micron Technology (MU) 0.1 $454k 1.6k 285.45
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $446k 10k 44.71
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $445k 8.0k 55.46
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $432k 11k 38.17
Nextera Energy (NEE) 0.1 $429k 5.3k 80.29
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $425k 1.5k 290.27
Chevron Corporation (CVX) 0.1 $425k 2.8k 152.43
Mastercard Incorporated Cl A (MA) 0.1 $419k 735.00 570.66
Cummins (CMI) 0.1 $419k 820.00 510.30
Cisco Systems (CSCO) 0.1 $417k 5.4k 77.03
Abbvie (ABBV) 0.1 $415k 1.8k 228.54
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $414k 4.0k 102.42
Ishares Tr Core High Dv Etf (HDV) 0.1 $414k 3.4k 121.62
Spdr Series Trust State Street Spd (SDY) 0.1 $411k 3.0k 139.15
Kla Corp Com New (KLAC) 0.1 $409k 337.00 1214.63
At&t (T) 0.1 $404k 16k 24.84
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $401k 5.9k 68.51
Walt Disney Company (DIS) 0.1 $399k 3.5k 113.78
Ishares Tr Rus 1000 Etf (IWB) 0.1 $395k 1.1k 373.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $395k 834.00 473.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $394k 1.9k 210.39
Wells Fargo & Company (WFC) 0.1 $382k 4.1k 93.21
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $381k 5.7k 67.13
First Tr Exchange-traded SHS (FDL) 0.1 $378k 8.5k 44.34
Citigroup Com New (C) 0.1 $378k 3.2k 116.68
Bluerock Pvt Real Estate (BPRE) 0.1 $378k 25k 15.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $377k 2.8k 136.95
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $373k 8.0k 46.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $372k 7.4k 50.29
Raytheon Technologies Corp (RTX) 0.1 $347k 1.9k 183.43
Fidelity Covington Trust Enhanced Mid (FMDE) 0.1 $343k 9.4k 36.38
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $341k 3.4k 100.38
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $338k 7.8k 43.25
EXACT Sciences Corporation (EXAS) 0.1 $337k 3.3k 101.56
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.1 $328k 9.3k 35.15
Ishares Tr Select Divid Etf (DVY) 0.1 $324k 2.3k 141.16
Ge Vernova (GEV) 0.1 $319k 489.00 653.27
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $319k 28k 11.24
Ishares Gold Tr Ishares New (IAU) 0.1 $308k 3.8k 81.17
Wal-Mart Stores (WMT) 0.1 $304k 2.7k 111.41
Alps Etf Tr Oshares Us Qualt (OUSA) 0.1 $304k 5.3k 57.70
Ishares Tr Eafe Value Etf (EFV) 0.1 $299k 4.2k 71.41
Progressive Corporation (PGR) 0.1 $299k 1.3k 227.78
Pepsi (PEP) 0.1 $297k 2.1k 143.49
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $295k 7.5k 39.12
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $294k 2.6k 113.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $284k 1.4k 198.69
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $283k 6.2k 45.85
Ssga Active Etf Tr State Street Bla (SRLN) 0.1 $276k 6.7k 41.27
Us Bancorp Del Com New (USB) 0.1 $276k 5.2k 53.36
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $271k 3.8k 71.45
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.0 $270k 10k 26.52
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $269k 5.7k 47.02
International Business Machines (IBM) 0.0 $267k 900.00 296.12
Ge Aerospace Com New (GE) 0.0 $262k 851.00 308.11
Blackrock Etf Trust Ishares Us Larg (BALI) 0.0 $262k 8.3k 31.68
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $259k 1.8k 141.08
Abbott Laboratories (ABT) 0.0 $259k 2.1k 125.28
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $257k 6.3k 40.72
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $257k 5.1k 50.50
Qualcomm (QCOM) 0.0 $255k 1.5k 171.09
PIMCO Corporate Opportunity Fund (PTY) 0.0 $253k 20k 12.90
Arista Networks Com Shs (ANET) 0.0 $251k 1.9k 131.03
Northrop Grumman Corporation (NOC) 0.0 $249k 437.00 570.05
Ishares Tr Msci Eafe Etf (EFA) 0.0 $248k 2.6k 96.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $244k 9.1k 26.91
Constellation Energy (CEG) 0.0 $239k 676.00 353.07
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $238k 9.6k 24.89
Tractor Supply Company (TSCO) 0.0 $238k 4.8k 50.01
Novanta (NOVT) 0.0 $236k 2.0k 118.99
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $228k 1.5k 153.00
Vistra Energy (VST) 0.0 $227k 1.4k 161.32
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $227k 4.5k 50.43
Nrg Energy Com New (NRG) 0.0 $226k 1.4k 159.20
Snap-on Incorporated (SNA) 0.0 $225k 651.00 344.85
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $223k 3.9k 57.57
Tidal Trust Ii Defiance Large (XMAG) 0.0 $221k 9.8k 22.57
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $221k 727.00 304.08
Duke Energy Corp Com New (DUK) 0.0 $217k 1.8k 117.23
Xcel Energy (XEL) 0.0 $215k 2.9k 73.87
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $215k 3.1k 68.36
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $213k 2.6k 80.63
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $211k 4.9k 43.38
Spdr Series Trust State Street Spd (XAR) 0.0 $210k 872.00 241.30
Vanguard World Utilities Etf (VPU) 0.0 $209k 1.1k 185.00
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $209k 2.8k 74.28
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.0 $208k 3.6k 57.14
Vanguard World Mega Grwth Ind (MGK) 0.0 $208k 504.00 412.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $207k 686.00 302.16
TJX Companies (TJX) 0.0 $207k 1.3k 153.61
Amgen (AMGN) 0.0 $207k 633.00 327.10
Lowe's Companies (LOW) 0.0 $204k 844.00 241.16
Adobe Systems Incorporated (ADBE) 0.0 $203k 579.00 349.99
Marathon Petroleum Corp (MPC) 0.0 $202k 1.2k 162.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $201k 7.0k 28.48
Carrier Global Corporation (CARR) 0.0 $200k 3.8k 52.84
Ford Motor Company (F) 0.0 $173k 13k 13.12
American Airls (AAL) 0.0 $158k 10k 15.33
Pimco High Income Com Shs (PHK) 0.0 $68k 14k 4.86
Lightwave Logic Inc C ommon (LWLG) 0.0 $45k 14k 3.24
Duluth Hldgs Com Cl B (DLTH) 0.0 $21k 10k 2.08
Datavault Ai Com Shs (DVLT) 0.0 $18k 27k 0.65