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Madison Wealth Partners, Inc Top Holdings and 13F Report (2025)

About Madison Wealth Partners, Inc

Investment Activity

  • Madison Wealth Partners, Inc has $458.16 million in total holdings as of June 30, 2025.
  • Madison Wealth Partners, Inc owns shares of 174 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 5.41% of the portfolio was purchased this quarter.
  • About 1.57% of the portfolio was sold this quarter.
  • This quarter, Madison Wealth Partners, Inc has purchased 157 new stocks and bought additional shares in 78 stocks.
  • Madison Wealth Partners, Inc sold shares of 58 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

64110L106 - Netflix
$1,189,147 Holding
81369Y506 - Energy Select Sector SPDR Fund
$421,240 Holding
31609A503 - FIDELITY COVINGTON TRUST
$381,907 Holding
46428Q109 - iShares Silver Trust
$368,423 Holding
007903107 - Advanced Micro Devices
$326,370 Holding

Largest Purchases this Quarter

iShares Core S&P Small-Cap ETF
29,403 shares (about $3.21M)
iShares Core S&P U.S. Growth ETF
17,985 shares (about $2.70M)
Fidelity NASDAQ Composite Index ETF
18,876 shares (about $1.51M)
iShares Core S&P 500 ETF
1,922 shares (about $1.19M)

Largest Sales this Quarter

Invesco S&P 500 Equal Weight ETF
3,950 shares (about $717.87K)
JPMorgan Chase & Co.
2,187 shares (about $634.09K)
iShares National Muni Bond ETF
4,560 shares (about $476.42K)
Alphabet
2,315 shares (about $407.99K)
NEOS Enhanced Income 1-3 Month T-Bill ETF
8,112 shares (about $403.42K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMadison Wealth Partners, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$61,383,162$2,704,942 4.6%408,13313.4%Manufacturing
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$39,433,849$300,902 0.8%616,7328.6%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$35,066,255$254,213 0.7%663,6317.7%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$27,219,820$632,506 2.4%287,6455.9%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$26,787,707$3,213,449 13.6%245,1075.8%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$26,618,578$1,625,577 6.5%488,7735.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$20,857,232$1,193,367 6.1%33,5924.6%ETF
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$20,017,669$1,511,970 8.2%249,9084.4%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$12,289,964$350,492 -2.8%515,7352.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$11,791,618$20,963 0.2%190,1262.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,787,635$155,009 1.6%17,7432.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$9,110,071$85,057 -0.9%18,3152.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,257,142$11,079 0.1%40,2451.8%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$7,401,011$265,327 3.7%95,7321.6%Manufacturing
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$6,115,673$500,733 8.9%133,6761.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,782,550$53,754 -0.9%9,3591.3%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,865,989$96,399 2.0%23,7751.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,354,715$53,312 -1.2%19,8491.0%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,289,609$717,873 -14.3%23,6030.9%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$3,957,176$98,837 -2.4%40,8380.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,946,399$225,333 6.1%9,0020.9%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$3,542,229$849,108 31.5%15,5980.8%ETF
VictoryShares Core Plus Intermediate Bond ETF stock logo
UBND
VictoryShares Core Plus Intermediate Bond ETF
$3,500,501$103,853 -2.9%160,2060.8%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,152,242$111,781 -3.4%37,7600.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,919,725$285,811 -8.9%18,4800.6%Computer and Technology
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$2,857,556$69,298 -2.4%34,2670.6%ETF
MGE Energy Inc. stock logo
MGEE
MGE Energy
$2,611,071$26,001 1.0%29,5240.6%Utilities
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$2,473,599$583,018 30.8%21,9520.5%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,396,050$207,982 9.5%108,4190.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,381,360$55,621 2.4%7,8350.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,223,271$312,899 -12.3%76,1130.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,212,471$407,987 -15.6%12,5540.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,209,292$69,951 3.3%4,5480.5%Finance
FIDELITY COVINGTON TRUST
$1,987,188$1,133,336 132.7%59,7470.4%ENHANCED INTL
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,815,411$476,420 -20.8%17,3760.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,781,386$347,761 24.3%63,5080.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,639,123$7,316 0.4%5,3770.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,528,546$634,091 -29.3%5,2720.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,482,143$220,418 17.5%2,6090.3%ETF
VictoryShares Short-Term Bond ETF stock logo
USTB
VictoryShares Short-Term Bond ETF
$1,432,419$194,540 15.7%28,1860.3%ETF
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$1,348,609$33,333 2.5%34,6330.3%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$1,341,203$90,692 7.3%4,4070.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,295,510$4,765 -0.4%4,0780.3%Auto/Tires/Trucks
Visa Inc. stock logo
V
Visa
$1,285,672$7,811 0.6%3,6210.3%Business Services
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,270,039$176,766 16.2%9,4050.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,249,778$663 -0.1%1,8840.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,227,202$11,876 1.0%1,2400.3%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$1,189,147$1,189,147 New Holding8880.3%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,161,754$148,356 14.6%1,5740.3%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,143,098$13,533 -1.2%24,1570.2%Finance
Deere & Company stock logo
DE
Deere & Company
$1,062,381$204,950 23.9%2,0890.2%Industrials
Danaher Corporation stock logo
DHR
Danaher
$1,036,2950.0%5,2460.2%Medical
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$1,034,920$238,793 30.0%38,7760.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,030,455$17,863 -1.7%7,7300.2%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$1,027,764$303,569 -22.8%32,0380.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$953,668$2,581 -0.3%15,8870.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$860,398$12,202 -1.4%8,6730.2%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$854,888$440 0.1%7,7650.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$847,180$32,244 -3.7%2,9690.2%ETF
Alliant Energy Corporation stock logo
LNT
Alliant Energy
$810,448$8,950 -1.1%13,4020.2%Utilities
Oracle Corporation stock logo
ORCL
Oracle
$809,284$11,368 1.4%3,7020.2%Computer and Technology
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$801,042$4,927 0.6%35,6020.2%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$783,496$219,317 -21.9%70,3950.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$759,694$5,789 0.8%2,7560.2%Computer and Technology
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$753,543$6,132 -0.8%6,8820.2%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$747,503$56,803 8.2%9,3170.2%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$726,689$5,643 0.8%6,6960.2%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$717,303$6,571 0.9%17,2470.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$703,778$29,163 4.3%12,3800.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$699,388$246,371 -26.1%26,3920.2%ETF
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$697,131$148,127 -17.5%13,5730.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$673,119$5,241 0.8%5,6510.1%ETF
NEOS Enhanced Income 1-3 Month T-Bill ETF stock logo
CSHI
NEOS Enhanced Income 1-3 Month T-Bill ETF
$672,609$403,416 -37.5%13,5250.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$661,935$390 -0.1%3,3940.1%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$654,628$54,856 9.1%8,6160.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$653,172$278,689 74.4%3,6820.1%Computer and Technology
LAM RESEARCH CORP
$634,652$2,044 0.3%6,5200.1%COM NEW
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$609,016$67,062 -9.9%7810.1%Medical
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$582,363$268,601 85.6%2,9530.1%ETF
J P MORGAN EXCHANGE TRADED F
$552,980$207,461 60.0%8,8360.1%HEDGED EQUITY LA
Pimco Corporate & Income Opportunity Fund stock logo
PTY
Pimco Corporate & Income Opportunity Fund
$549,938$69,426 -11.2%39,5350.1%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$516,702$5,967 1.2%2,1650.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$510,242$87,852 -14.7%7,5910.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$502,709$11,888 2.4%1,1840.1%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$499,187$10,528 -2.1%4,6940.1%ETF
FIDELITY COVINGTON TRUST
$482,734$89,733 22.8%15,0900.1%ENHANCED SMALL
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$462,7090.0%1,7180.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$459,573$3,081 -0.7%1,9390.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$457,895$5,610 1.2%2,1220.1%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$456,316$65,567 16.8%2,5820.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$455,446$97,522 -17.6%9,2890.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$449,566$4,420 1.0%4,1700.1%Energy
AT&T Inc. stock logo
T
AT&T
$447,682$9,579 2.2%15,4690.1%Computer and Technology
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$447,498$234 0.1%3,8190.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$446,184$553 -0.1%6,4580.1%ETF
PALANTIR TECHNOLOGIES INC
$427,363$19,357 -4.3%3,1350.1%CL A
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$421,240$421,240 New Holding4,9670.1%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$416,106$91,166 -18.0%8170.1%Computer and Technology
FIDELITY COVINGTON TRUST
$404,033$7,381 1.9%11,7150.1%ENHANCED LARGE
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$392,356$347 0.1%5,6550.1%Computer and Technology

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