Madison Wealth Partners

Madison Wealth Partners as of March 31, 2026

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 220 positions in its portfolio as reported in the March 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) 10.2 $64M 411k 155.11
Blackrock Etf Trust Ii Ishares Flexible (BINC) 7.1 $45M 862k 51.93
Fidelity Covington Trust Enhanced Mid (FMDE) 7.0 $44M 1.2M 35.96
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.7 $36M 610k 58.18
Victory Portfolios Ii Core Plus Bd Etf (UBND) 5.6 $35M 1.6M 21.78
Ishares Tr Core S&p Us Vlu (IUSV) 5.1 $32M 312k 102.25
Capital Group Dividend Value Shs Creation Uni (CGDV) 4.2 $26M 619k 42.54
Ishares Tr Core S&p500 Etf (IVV) 3.7 $23M 36k 653.22
Ishares Tr Us Sml Cap Eqt (SMLF) 3.7 $23M 305k 75.49
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.5 $22M 91k 237.62
Ishares Tr Core Div Grwth (DGRO) 3.0 $19M 267k 70.18
Apple (AAPL) 2.2 $14M 54k 253.79
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $13M 192k 67.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $11M 18k 577.17
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.5 $9.5M 378k 25.10
Ishares Tr Core Msci Total (IXUS) 1.4 $8.6M 99k 86.64
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $7.6M 61k 124.31
Microsoft Corporation (MSFT) 1.1 $7.1M 19k 370.17
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $6.1M 9.4k 650.36
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $6.0M 28k 215.06
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $5.0M 110k 45.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $5.0M 202k 24.75
Alphabet Cap Stk Cl A (GOOGL) 0.8 $4.8M 17k 287.55
NVIDIA Corporation (NVDA) 0.7 $4.6M 27k 174.40
Amazon (AMZN) 0.7 $4.5M 22k 208.27
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.7 $4.5M 39k 116.29
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $4.0M 139k 29.13
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.6 $4.0M 48k 84.91
Vanguard Index Fds Growth Etf (VUG) 0.6 $4.0M 9.2k 436.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $4.0M 6.7k 597.56
Ishares Tr Morningstar Grwt (ILCG) 0.6 $3.9M 41k 95.48
Ishares Tr Core Msci Eafe (IEFA) 0.6 $3.5M 39k 90.53
Ishares Tr Morningstar Valu (ILCV) 0.5 $3.3M 35k 93.14
Fidelity Covington Trust Enhanced Intl (FENI) 0.5 $3.2M 87k 37.20
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $3.1M 16k 191.92
Spdr Gold Tr Gold Shs (GLD) 0.5 $3.1M 7.2k 430.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.1M 6.4k 479.22
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.5 $3.0M 59k 50.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.7M 8.5k 320.83
Vanguard World Consum Stp Etf (VDC) 0.4 $2.5M 11k 224.58
MGE Energy (MGEE) 0.4 $2.5M 32k 77.29
Costco Wholesale Corporation (COST) 0.4 $2.2M 2.2k 996.41
Ishares Tr National Mun Etf (MUB) 0.3 $2.0M 19k 106.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.8M 16k 113.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.8M 58k 30.68
Tesla Motors (TSLA) 0.3 $1.7M 4.6k 371.72
JPMorgan Chase & Co. (JPM) 0.2 $1.5M 5.1k 294.15
Lam Research Corp Com New (LRCX) 0.2 $1.5M 6.9k 213.66
Vanguard World Inf Tech Etf (VGT) 0.2 $1.4M 2.1k 697.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.4M 9.8k 142.43
Ishares Tr S&p 100 Etf (OEF) 0.2 $1.4M 4.3k 318.06
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.3M 4.6k 286.89
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.3M 8.9k 148.10
Meta Platforms Cl A (META) 0.2 $1.3M 2.3k 572.13
Ishares Core Msci Emkt (IEMG) 0.2 $1.3M 18k 69.75
Broadcom (AVGO) 0.2 $1.2M 3.9k 309.48
Visa Com Cl A (V) 0.2 $1.1M 3.8k 302.20
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.1M 42k 27.15
Bank of America Corporation (BAC) 0.2 $1.1M 23k 48.75
Vanguard World Energy Etf (VDE) 0.2 $1.1M 6.3k 173.05
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.0M 11k 99.27
Deere & Company (DE) 0.2 $998k 1.8k 563.42
Danaher Corporation (DHR) 0.2 $991k 5.2k 189.60
Johnson & Johnson (JNJ) 0.2 $981k 4.0k 244.47
Alliant Energy Corporation (LNT) 0.2 $974k 14k 71.76
Netflix (NFLX) 0.2 $961k 10k 96.15
Vanguard Index Fds Small Cp Etf (VB) 0.1 $940k 3.6k 261.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $936k 4.3k 217.26
Exxon Mobil Corporation (XOM) 0.1 $935k 5.5k 169.67
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $922k 28k 33.46
Caterpillar (CAT) 0.1 $911k 1.3k 708.35
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $902k 15k 61.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $890k 16k 56.68
Ishares Silver Tr Ishares (SLV) 0.1 $884k 13k 68.14
Vanguard Index Fds Large Cap Etf (VV) 0.1 $883k 3.0k 298.86
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $877k 2.7k 328.64
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $842k 11k 78.77
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $841k 27k 30.96
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $827k 9.8k 84.78
Global X Fds S&p 500 Covered (XYLD) 0.1 $821k 21k 39.13
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $808k 13k 63.91
Eli Lilly & Co. (LLY) 0.1 $780k 848.00 919.68
Applied Materials (AMAT) 0.1 $779k 2.3k 341.83
Select Sector Spdr Tr State Street Com (XLC) 0.1 $777k 7.0k 110.85
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $776k 35k 22.34
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $747k 7.9k 94.23
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $700k 13k 52.19
Chevron Corporation (CVX) 0.1 $689k 3.3k 206.89
Micron Technology (MU) 0.1 $662k 2.0k 337.76
Procter & Gamble Company (PG) 0.1 $654k 4.5k 144.45
Fastenal Company (FAST) 0.1 $651k 14k 46.40
Ishares Tr Russell 2000 Etf (IWM) 0.1 $647k 2.6k 247.96
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $633k 10k 62.56
Wal-Mart Stores (WMT) 0.1 $618k 5.0k 124.29
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $616k 3.0k 208.06
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $597k 2.8k 211.14
Agnc Invt Corp Com reit (AGNC) 0.1 $583k 58k 10.03
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.1 $580k 3.5k 163.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $571k 7.6k 75.10
Vanguard Index Fds Value Etf (VTV) 0.1 $570k 2.9k 196.22
Palantir Technologies Cl A (PLTR) 0.1 $567k 3.9k 146.28
McDonald's Corporation (MCD) 0.1 $563k 1.8k 310.77
Abbvie (ABBV) 0.1 $557k 2.6k 217.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $553k 7.2k 77.11
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) 0.1 $547k 19k 29.42
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.1 $542k 11k 49.78
Ishares Tr Expanded Tech (IGV) 0.1 $541k 6.8k 80.06
Home Depot (HD) 0.1 $532k 1.6k 328.90
Oracle Corporation (ORCL) 0.1 $525k 3.6k 147.11
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $518k 4.9k 106.50
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $515k 5.0k 103.37
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $511k 13k 38.00
Kla Corp Com New (KLAC) 0.1 $498k 338.00 1473.67
At&t (T) 0.1 $494k 17k 28.99
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $493k 9.0k 54.80
Cisco Systems (CSCO) 0.1 $492k 6.3k 77.59
Nextera Energy (NEE) 0.1 $492k 5.3k 92.88
Alps Etf Tr Oshares Us Qualt (OUSA) 0.1 $490k 8.8k 55.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $487k 19k 25.64
Spdr Series Trust State Street Spd (XAR) 0.1 $480k 1.9k 253.98
Cummins (CMI) 0.1 $473k 879.00 538.06
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $463k 6.7k 69.51
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $461k 13k 36.27
Spdr Series Trust State Street Spd (SDY) 0.1 $457k 3.1k 145.92
Ge Vernova (GEV) 0.1 $451k 517.00 872.83
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $443k 6.5k 68.47
First Tr Exchange-traded SHS (FDL) 0.1 $435k 8.6k 50.80
Crowdstrike Hldgs Cl A (CRWD) 0.1 $430k 1.1k 390.46
Pepsi (PEP) 0.1 $426k 2.7k 155.28
Raytheon Technologies Corp (RTX) 0.1 $421k 2.2k 192.89
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $417k 2.0k 213.71
Spdr Series Trust State Street Spd (SPYM) 0.1 $406k 5.3k 76.53
Mastercard Incorporated Cl A (MA) 0.1 $405k 811.00 499.87
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $405k 1.4k 287.27
Bluerock Pvt Real Estate (BPRE) 0.1 $398k 24k 16.61
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $390k 1.7k 234.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $386k 904.00 426.54
Ishares Tr Core High Dv Etf (HDV) 0.1 $386k 2.8k 135.71
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $384k 4.8k 79.28
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $380k 3.8k 100.66
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $377k 2.9k 128.14
Ishares Tr Rus 1000 Etf (IWB) 0.1 $376k 1.1k 356.47
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $371k 8.0k 46.19
Citigroup Com New (C) 0.1 $371k 3.3k 113.42
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.1 $364k 4.8k 76.02
Wells Fargo & Company (WFC) 0.1 $351k 4.4k 79.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $349k 7.0k 49.89
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.1 $349k 9.9k 35.37
Walt Disney Company (DIS) 0.1 $347k 3.6k 96.38
Ishares Gold Tr Ishares New (IAU) 0.1 $346k 3.9k 88.16
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $342k 6.2k 55.16
Wec Energy Group (WEC) 0.1 $332k 2.9k 115.77
Advanced Micro Devices (AMD) 0.1 $331k 1.6k 203.44
Ishares Tr U.s. Pharma Etf (IHE) 0.1 $324k 3.7k 86.67
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $324k 7.6k 42.72
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $324k 9.6k 33.81
Ishares Tr Eafe Value Etf (EFV) 0.1 $323k 4.4k 74.35
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $308k 28k 10.88
Us Bancorp Com New (USB) 0.0 $303k 5.8k 52.01
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $302k 10k 29.08
Northrop Grumman Corporation (NOC) 0.0 $299k 438.00 682.57
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $296k 2.7k 111.35
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $294k 7.4k 39.80
Coca-Cola Company (KO) 0.0 $292k 3.8k 76.05
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $287k 2.0k 145.77
Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $280k 3.2k 88.00
Ge Aerospace Com New (GE) 0.0 $278k 980.00 283.87
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $278k 1.1k 257.33
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.0 $278k 7.3k 38.24
Ssga Active Etf Tr State Street Bla (SRLN) 0.0 $269k 6.7k 40.14
Zacks Trust Earngs Constant (ZECP) 0.0 $268k 7.9k 33.83
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.0 $268k 10k 26.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $265k 1.4k 191.86
International Business Machines (IBM) 0.0 $264k 1.1k 242.33
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $264k 5.7k 46.13
Marathon Petroleum Corp (MPC) 0.0 $262k 1.1k 244.18
Arista Networks Com Shs (ANET) 0.0 $260k 2.1k 122.78
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $255k 5.1k 49.99
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $253k 6.3k 40.10
TJX Companies (TJX) 0.0 $253k 1.6k 159.67
Ishares Tr Msci Eafe Etf (EFA) 0.0 $251k 2.6k 97.12
Blackrock Etf Trust Ishares Us Larg (BALI) 0.0 $248k 8.0k 30.81
Amgen (AMGN) 0.0 $247k 701.00 351.96
Abbott Laboratories (ABT) 0.0 $246k 2.4k 102.67
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $243k 719.00 337.74
Merck & Co (MRK) 0.0 $243k 2.0k 120.30
Ishares Tr Select Divid Etf (DVY) 0.0 $242k 1.6k 151.41
Progressive Corporation (PGR) 0.0 $240k 1.2k 198.30
Snap-on Incorporated (SNA) 0.0 $237k 652.00 363.05
PIMCO Corporate Opportunity Fund (PTY) 0.0 $237k 20k 12.06
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $237k 3.8k 62.68
Novanta (NOVT) 0.0 $234k 2.0k 118.11
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.0 $231k 6.2k 37.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $229k 3.6k 64.08
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $228k 4.5k 50.45
Xcel Energy (XEL) 0.0 $226k 2.8k 79.44
Vanguard World Utilities Etf (VPU) 0.0 $225k 1.1k 198.19
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $224k 3.2k 69.40
Verizon Communications (VZ) 0.0 $223k 4.4k 50.20
Carrier Global Corporation (CARR) 0.0 $223k 4.0k 56.31
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $222k 3.7k 59.54
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.0 $222k 3.7k 60.26
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $219k 1.5k 146.63
Commerce Bancshares (CBSH) 0.0 $216k 4.4k 49.20
Tractor Supply Company (TSCO) 0.0 $216k 4.8k 45.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $215k 2.7k 79.56
Qualcomm (QCOM) 0.0 $214k 1.7k 128.81
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $214k 3.9k 55.19
Vistra Energy (VST) 0.0 $209k 1.4k 150.38
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $207k 4.9k 42.50
Nrg Energy Com New (NRG) 0.0 $206k 1.4k 146.18
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $202k 3.7k 55.23
Linde SHS (LIN) 0.0 $202k 408.00 495.31
Ford Motor Company (F) 0.0 $152k 13k 11.54
Orchid Is Cap Com New (ORC) 0.0 $109k 16k 7.03
American Airls (AAL) 0.0 $108k 10k 10.74
Stone Hbr Emerg Mrkts (EDF) 0.0 $77k 16k 4.78
Pimco High Income Com Shs (PHK) 0.0 $65k 14k 4.63
Duluth Hldgs Com Cl B (DLTH) 0.0 $32k 10k 3.16
Datavault Ai Com Shs (DVLT) 0.0 $17k 27k 0.62