Madison Wealth Partners, Inc

Est. AUM

$626.3M

13F long equity, this entity only

Positions

218

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P US GWT	$63.7M	410554	10.17%	SOLE
2	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$44.8M	861802	7.15%	SOLE
3	FIDELITY COVINGTON TRUST	ENHANCED MID	$44.1M	1226135	7.04%	SOLE
4	BLACKROCK ETF TRUST	ISHARES US EQUIT	$35.5M	609740	5.66%	SOLE
5	VICTORY PORTFOLIOS II	CORE PLUS BD ETF	$34.9M	1603758	5.58%	SOLE
6	ISHARES TR	CORE S&P US VLU	$31.9M	312125	5.10%	SOLE
7	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$26.3M	619085	4.21%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$23.4M	35847	3.74%	SOLE
9	ISHARES TR	US SML CAP EQT	$23.0M	304934	3.68%	SOLE
10	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$21.6M	91046	3.45%	SOLE
11	ISHARES TR	CORE DIV GRWTH	$18.7M	266466	2.99%	SOLE
12	APPLE INC	COM	$13.7M	53870	2.18%	SOLE
13	ISHARES TR	CORE S&P MCP ETF	$13.0M	191867	2.07%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$10.5M	18208	1.68%	SOLE
15	SCHWAB STRATEGIC TR	US BRD MKT ETF	$9.5M	378312	1.52%	SOLE
16	ISHARES TR	CORE MSCI TOTAL	$8.6M	99343	1.37%	SOLE
17	ISHARES TR	CORE S&P SCP ETF	$7.6M	60947	1.21%	SOLE
18	MICROSOFT CORP	COM	$7.1M	19222	1.14%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.1M	9430	0.98%	SOLE
20	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.0M	27791	0.95%	SOLE
21	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.0M	109810	0.80%	SOLE
22	SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.0M	201972	0.80%	SOLE
23	ALPHABET INC	CAP STK CL A	$4.8M	16528	0.76%	SOLE
24	NVIDIA CORPORATION	COM	$4.6M	26532	0.74%	SOLE
25	AMAZON COM INC	COM	$4.5M	21788	0.72%	SOLE
26	EA SERIES TRUST	ALPHA ARCH 1-3	$4.5M	38786	0.72%	SOLE
27	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.0M	138994	0.65%	SOLE
28	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.0M	47552	0.64%	SOLE
29	VANGUARD INDEX FDS	GROWTH ETF	$4.0M	9189	0.64%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.0M	6654	0.63%	SOLE
31	ISHARES TR	MORNINGSTAR GRWT	$3.9M	41085	0.63%	SOLE
32	ISHARES TR	CORE MSCI EAFE	$3.5M	38952	0.56%	SOLE
33	ISHARES TR	MORNINGSTAR VALU	$3.3M	35064	0.52%	SOLE
34	FIDELITY COVINGTON TRUST	ENHANCED INTL	$3.2M	87170	0.52%	SOLE
35	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.1M	16116	0.49%	SOLE
36	SPDR GOLD TR	GOLD SHS	$3.1M	7187	0.49%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	6370	0.49%	SOLE
38	VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$3.0M	59038	0.48%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$2.7M	8544	0.44%	SOLE
40	VANGUARD WORLD FD	CONSUM STP ETF	$2.5M	11320	0.41%	SOLE
41	MGE ENERGY INC	COM	$2.5M	31731	0.39%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$2.2M	2226	0.35%	SOLE
43	ISHARES TR	NATIONAL MUN ETF	$2.0M	19231	0.33%	SOLE
44	ISHARES TR	S&P 500 GRWT ETF	$1.8M	15685	0.28%	SOLE
45	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.8M	57649	0.28%	SOLE
46	TESLA INC	COM	$1.7M	4604	0.27%	SOLE
47	JPMORGAN CHASE & CO	COM	$1.5M	5149	0.24%	SOLE
48	LAM RESEARCH CORP	COM NEW	$1.5M	6945	0.24%	SOLE
49	VANGUARD WORLD FD	INF TECH ETF	$1.4M	2050	0.23%	SOLE
50	ISHARES TR	CORE S&P TTL STK	$1.4M	9768	0.22%	SOLE

1–50 of 218

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.