Madison Wealth Partners, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$627.0M
Q ending 2026-03-31
Prior quarter
$548.1M
Q ending 2025-12-31
Change
+14.4% QoQ · +54.8% YoY
Positions
220
reported holdings
Largest positions
Top 100 of 220 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IUSG | Shares | $63.7M | 411K |
| Blackrock Etf Trust Ii | BINC | Shares | $44.8M | 862K |
| Fidelity Covington Trust | FMDE | Shares | $44.1M | 1.2M |
| Blackrock Etf Trust | DYNF | Shares | $35.5M | 610K |
| Victory Portfolios Ii | UBND | Shares | $34.9M | 1.6M |
| Ishares Tr | IUSV | Shares | $31.9M | 312K |
| Capital Group Dividend Value | CGDV | Shares | $26.3M | 619K |
| Ishares Tr | IVV | Shares | $23.4M | 36K |
| Ishares Tr | SMLF | Shares | $23.0M | 305K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $21.6M | 91K |
| Ishares Tr | DGRO | Shares | $18.7M | 266K |
| Apple Inc | AAPL | Shares | $13.7M | 54K |
| Ishares Tr | IJH | Shares | $13.0M | 192K |
| Invesco Qqq Tr | QQQ | Shares | $10.5M | 18K |
| Schwab Strategic Tr | SCHB | Shares | $9.5M | 378K |
| Ishares Tr | IXUS | Shares | $8.6M | 99K |
| Ishares Tr | IJR | Shares | $7.6M | 61K |
| Microsoft Corp | MSFT | Shares | $7.1M | 19K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.1M | 9K |
| Vanguard Specialized Funds | VIG | Shares | $6.0M | 28K |
| Fidelity Merrimack Str Tr | FBND | Shares | $5.0M | 110K |
| Schwab Strategic Tr | SCHF | Shares | $5.0M | 202K |
| Alphabet Inc | GOOGL | Shares | $4.8M | 17K |
| Nvidia Corporation | NVDA | Shares | $4.6M | 27K |
| Amazon Com Inc | AMZN | Shares | $4.5M | 22K |
| Ea Series Trust | BOXX | Shares | $4.5M | 39K |
| Schwab Strategic Tr | SCHG | Shares | $4.0M | 139K |
| Fidelity Comwlth Tr | ONEQ | Shares | $4.0M | 48K |
| Vanguard Index Fds | VUG | Shares | $4.0M | 9K |
| Vanguard Index Fds | VOO | Shares | $4.0M | 7K |
| Ishares Tr | ILCG | Shares | $3.9M | 41K |
| Ishares Tr | IEFA | Shares | $3.5M | 39K |
| Ishares Tr | ILCV | Shares | $3.3M | 35K |
| Fidelity Covington Trust | FENI | Shares | $3.2M | 87K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.1M | 16K |
| Spdr Gold Tr | GLD | Shares | $3.1M | 7K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.1M | 6K |
| Victory Portfolios Ii | USTB | Shares | $3.0M | 59K |
| Vanguard Index Fds | VTI | Shares | $2.7M | 9K |
| Vanguard World Fd | VDC | Shares | $2.5M | 11K |
| Mge Energy Inc | MGEE | Shares | $2.5M | 32K |
| Costco Wholesale Corporation | COST | Shares | $2.2M | 2K |
| Ishares Tr | MUB | Shares | $2.0M | 19K |
| Ishares Tr | IVW | Shares | $1.8M | 16K |
| Schwab Strategic Tr | SCHD | Shares | $1.8M | 58K |
| Tesla Inc | TSLA | Shares | $1.7M | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $1.5M | 5K |
| Lam Research Corp | LRCX | Shares | $1.5M | 7K |
| Vanguard World Fd | VGT | Shares | $1.4M | 2K |
| Ishares Tr | ITOT | Shares | $1.4M | 10K |
| Ishares Tr | OEF | Shares | $1.4M | 4K |
| Alphabet Inc | GOOG | Shares | $1.3M | 5K |
| Vanguard Whitehall Fds | VYM | Shares | $1.3M | 9K |
| Meta Platforms Inc | META | Shares | $1.3M | 2K |
| Ishares Inc | IEMG | Shares | $1.3M | 18K |
| Broadcom Inc | AVGO | Shares | $1.2M | 4K |
| Visa Inc | V | Shares | $1.1M | 4K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $1.1M | 42K |
| Bank America Corp | BAC | Shares | $1.1M | 23K |
| Vanguard World Fd | VDE | Shares | $1.1M | 6K |
| Ishares Tr | AGG | Shares | $1.0M | 10K |
| Deere & Co | DE | Shares | $998K | 2K |
| Danaher Corp Del | DHR | Shares | $991K | 5K |
| Johnson & Johnson | JNJ | Shares | $981K | 4K |
| Alliant Energy Corp | LNT | Shares | $974K | 14K |
| Netflix Inc. | NFLX | Shares | $961K | 10K |
| Vanguard Index Fds | VB | Shares | $940K | 4K |
| Vanguard Index Fds | VBR | Shares | $936K | 4K |
| Exxon Mobil Corp | XOM | Shares | $935K | 6K |
| Innovator Etfs Trust | BALT | Shares | $922K | 28K |
| Caterpillar Inc | CAT | Shares | $911K | 1K |
| Select Sector Spdr Tr | XLE | Shares | $902K | 15K |
| J P Morgan Exchange Traded F | JEPI | Shares | $890K | 16K |
| Ishares Silver Tr | SLV | Shares | $884K | 13K |
| Vanguard Index Fds | VV | Shares | $883K | 3K |
| Ishares Tr | SOXX | Shares | $877K | 3K |
| Ishares Tr | IMCG | Shares | $842K | 11K |
| Schwab Strategic Tr | SCHM | Shares | $841K | 27K |
| Ishares Tr | IMCV | Shares | $827K | 10K |
| Global X Fds | XYLD | Shares | $821K | 21K |
| J P Morgan Exchange Traded F | HELO | Shares | $808K | 13K |
| Eli Lilly & Co | LLY | Shares | $780K | 848 |
| Applied Matls Inc | AMAT | Shares | $779K | 2K |
| Select Sector Spdr Tr | XLC | Shares | $777K | 7K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $776K | 35K |
| Vanguard Whitehall Fds | VYMI | Shares | $747K | 8K |
| Pimco Etf Tr | MUNI | Shares | $700K | 13K |
| Chevron Corporation | CVX | Shares | $689K | 3K |
| Micron Technology Inc | MU | Shares | $662K | 2K |
| Procter & Gamble Co | PG | Shares | $654K | 5K |
| Fastenal Co | FAST | Shares | $651K | 14K |
| Ishares Tr | IWM | Shares | $647K | 3K |
| Pacer Fds Tr | COWZ | Shares | $633K | 10K |
| Walmart Inc | WMT | Shares | $617K | 5K |
| Fidelity Covington Trust | FTEC | Shares | $616K | 3K |
| Ishares Tr | IVE | Shares | $597K | 3K |
| Agnc Invt Corp | AGNC | Shares | $583K | 58K |
| First Tr Exchange-Traded Fd | GRID | Shares | $580K | 4K |
| Vanguard Intl Equity Index F | VEU | Shares | $571K | 8K |
| Vanguard Index Fds | VTV | Shares | $570K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.