Madison Wealth Partners, Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Madison Wealth Partners, Inc reported 292 stock positions worth $785.9 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 9.8% of the portfolio, followed by Fidelity Enhanced Mid Cap (FMDE, 6.7%) and iShares Flex I A ETF-Usd (BINC, 6.1%). Compared with Q1 2026, it opened 75 new positions, sold out of 3, added to 155 and reduced 44. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +1940%) and the biggest sale Ishrs US E F R A ETF-Usd (DYNF, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0001844424
- Portfolio Value
- $785.9M (Q2 2026)
- SEC Filing
- 0001104659-26-094666 ↗ filed Aug 12, 2026
Holdings Value
Holdings 292 stocks · $785.9M
| IUSG iShares Core S&P U.S. Growth | 9.81% | 409,922 | $77.1M | Reduce -0.1% |
| FMDE Fidelity Enhanced Mid Cap Co. | 6.70% | 1,298,333 | $52.7M | Add +5.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 6.06% | 909,176 | $47.6M | Add +5.5% |
| UBND Victoryshares Core Plus Bond | 4.72% | 1,707,703 | $37.1M | Add +6.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 4.61% | 532,715 | $36.2M | Reduce -12.6% |
| IUSV iShares Core S&P U.S. Value | 4.48% | 319,929 | $35.2M | Add +2.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.96% | 630,760 | $31.1M | Add +1.9% |
| QQQM Invesco Nasdaq 100 ETF | 3.84% | 99,497 | $30.1M | Add +9.3% |
| SMLF iShares US Smallcap Equity F | 3.62% | 319,045 | $28.4M | Add +4.6% |
| IVV iShares Core S&P 500 ETF | 3.49% | 36,658 | $27.5M | Add +2.3% |
| DGRO iShares Core Dividend Growth | 2.57% | 266,037 | $20.2M | Reduce -0.2% |
| AAPL Apple Inc. | 2.12% | 57,702 | $16.7M | Add +7.1% |
| IJH iShares Core S&P Midcap ETF | 1.91% | 194,744 | $15.0M | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.81% | 19,272 | $14.2M | Add +5.8% |
| SCHB Schwab US Broad Market ETF | 1.36% | 370,377 | $10.7M | Reduce -2.1% |
| IXUS iShares Core Intl Stock ETF | 1.22% | 100,263 | $9.6M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 1.18% | 62,525 | $9.3M | Add +2.6% |
| MSFT Microsoft Corp. | 1.10% | 23,220 | $8.7M | Add +20.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.99% | 98,765 | $7.8M | Add +1939.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 10,009 | $7.5M | Add +6.1% |
| VIG Vanguard Dividend Apprec ETF | 0.94% | 31,081 | $7.4M | Add +11.8% |
| GOOGL Alphabet Inc. Class A | 0.86% | 19,021 | $6.8M | Add +15.1% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.86% | 57,519 | $6.7M | Add +48.3% |
| SCHF Schwab Intl Equity ETF | 0.78% | 221,464 | $6.1M | Add +9.7% |
| NVDA Nvidia Corp. | 0.78% | 30,492 | $6.1M | Add +14.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.75% | 68,444 | $5.9M | Add +24.1% |
| AMZN Amazon.com Inc. | 0.73% | 24,219 | $5.8M | Add +11.2% |
| FENI Fidelity Enhanced Intl ETF | 0.64% | 125,355 | $5.0M | Add +43.8% |
| FBND Fidelity Total Bond ETF | 0.63% | 109,301 | $5.0M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.62% | 7,132 | $4.9M | Add +7.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.62% | 47,044 | $4.9M | Reduce -1.1% |
| ILCG iShares Morningstar Growth E | 0.61% | 40,983 | $4.8M | Reduce -0.3% |
| SCHG Schwab US Large-Cap Growth | 0.57% | 131,239 | $4.4M | Reduce -5.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.51% | 41,107 | $4.0M | Add +5.5% |
| ILCV iShares Morningstar Value Et | 0.45% | 35,051 | $3.5M | Reduce -0.0% |
| LRCX Lam Research Corp. | 0.45% | 8,172 | $3.5M | Add +17.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 9,253 | $3.4M | Add +8.3% |
| USTB Victoryshares Short-Term Bon | 0.43% | 67,190 | $3.4M | Add +13.8% |
| RSP Invesco S&P 500 Equal Weight | 0.41% | 15,243 | $3.2M | Reduce -5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 6,331 | $3.2M | Reduce -0.6% |
| GLD SPDR Gold Shares | 0.35% | 7,570 | $2.8M | Add +5.3% |
| VDC Vanguard Consumer Staple ETF | 0.35% | 12,172 | $2.7M | Add +7.5% |
| AVGO Broadcom Inc. | 0.33% | 6,961 | $2.6M | Add +77.0% |
| MGEE Mge Energy Inc. | 0.33% | 31,812 | $2.6M | Add +0.3% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 76,620 | $2.4M | Add +32.9% |
| MU Micron Technology Inc. | 0.31% | 2,086 | $2.4M | Add +6.4% |
| AMAT Applied Materials Inc. | 0.30% | 3,312 | $2.4M | Add +45.3% |
| VGT Vanguard Info Tech ETF | 0.30% | 19,613 | $2.3M | Add +19.6% |
| TSLA Tesla Inc. | 0.29% | 5,360 | $2.3M | Add +16.4% |
| COST Costco Wholesale Corp. | 0.28% | 2,374 | $2.2M | Add +6.7% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 15,518 | $2.1M | Reduce -1.1% |
| MUB iShares National Muni Bond E | 0.27% | 19,681 | $2.1M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.25% | 5,929 | $1.9M | Add +15.2% |
| GOOG Alphabet Inc. Class C | 0.23% | 5,198 | $1.8M | Add +12.6% |
| IEMG iShares Core MSCI Emerging | 0.23% | 21,637 | $1.8M | Add +19.1% |
| SOXX iShares Semiconductor ETF | 0.22% | 2,669 | $1.7M | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.22% | 3,031 | $1.7M | Add +33.6% |
| CAT Caterpillar Inc. | 0.21% | 1,558 | $1.7M | Add +21.1% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 10,028 | $1.6M | Add +2.7% |
| OEF iShares S&P 100 ETF | 0.20% | 4,317 | $1.6M | Reduce -0.3% |
| BAC Bank of America Corp. | 0.19% | 25,962 | $1.5M | Add +13.4% |
| V Visa Inc. Class A | 0.18% | 4,233 | $1.5M | Add +12.2% |
| XOM Exxon Mobil Corp. | 0.18% | 10,192 | $1.4M | Add +84.9% |
| VFMO Vanguard US Momentum Factor | 0.17% | 5,361 | $1.3M | New |
| FDVV Fidelity High Dividend ETF | 0.17% | 22,024 | $1.3M | Add +501.3% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 8,355 | $1.3M | Reduce -6.0% |
| VCIT Vanguard Int-Term Corporate | 0.17% | 15,752 | $1.3M | New |
| LLY Eli Lilly & Co. | 0.16% | 1,074 | $1.3M | Add +26.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.16% | 12,933 | $1.3M | Add +63.1% |
| AMD Advanced Micro Devices | 0.16% | 2,146 | $1.2M | Add +32.1% |
| FLXR TCW Flexible Income ETF | 0.16% | 31,525 | $1.2M | New |
| DFIC Dimensional International Co. | 0.16% | 32,905 | $1.2M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 3,942 | $1.2M | Add +9.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.15% | 22,597 | $1.2M | New |
| JNJ Johnson & Johnson | 0.15% | 4,654 | $1.2M | Add +16.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.15% | 4,096 | $1.2M | Add +38.4% |
| CGMU Cap Group Municipal Income | 0.15% | 41,831 | $1.1M | Add +0.1% |
| DE Deere & Co. | 0.14% | 1,779 | $1.1M | Add +0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 19,971 | $1.1M | Add +27.2% |
| XLK SS Technology Select Sector | 0.14% | 5,802 | $1.1M | New |
| XLE SS Energy Select Sector | 0.14% | 20,763 | $1.1M | Add +41.0% |
| XAGG Ev Income Opportunities ETF | 0.14% | 21,892 | $1.1M | New |
| SCHM Schwab US Mid Cap ETF | 0.14% | 29,269 | $1.1M | Add +7.8% |
| IMCG iShares Morningstar Mid-Cap | 0.14% | 10,895 | $1.1M | Add +1.9% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.14% | 26,860 | $1.1M | New |
| FDMO Fidelity Momentum Factor ETF | 0.14% | 10,787 | $1.1M | New |
| KLAC KLA Corp. | 0.13% | 3,500 | $1.1M | Add +3.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 3,062 | $1.1M | Add +3.6% |
| MRK Merck & Co. Inc. | 0.13% | 8,024 | $1.0M | Add +297.6% |
| LNT Alliant Energy Corp. | 0.13% | 13,438 | $1.0M | Reduce -0.9% |
| DHR Danaher Corp. | 0.13% | 5,291 | $1.0M | Add +1.2% |
| DFUS Dimensional US Eq MKT ETF | 0.13% | 12,057 | $988K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 4,051 | $984K | Reduce -5.9% |
| VDE Vanguard Energy ETF | 0.12% | 6,489 | $974K | Add +2.6% |
| CSCO Cisco Systems Inc. | 0.12% | 8,060 | $947K | Add +27.0% |
| BALT Inn Defined Wealth Shield | 0.12% | 27,462 | $941K | Reduce -0.3% |
| HELO JPMorgan Hedged Equity ETF | 0.12% | 13,899 | $939K | Add +10.0% |
| ABBV Abbvie Inc. | 0.12% | 3,685 | $927K | Add +44.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 4,190 | $913K | Add +44.3% |
| AGG iShares Core U.S. Aggregate | 0.12% | 9,151 | $906K | Reduce -12.6% |
Portfolio Sells Q1 2026 → Q2 2026
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -12.6% | 4.61% | −1.05 |
| DGRO iShares Core Dividend Growth | Reduce -0.2% | 2.57% | −0.42 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.1% | 9.81% | −0.35 |
| FBND Fidelity Total Bond ETF | Reduce -0.5% | 0.63% | −0.17 |
| SCHB Schwab US Broad Market ETF | Reduce -2.1% | 1.36% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.40% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.6% | 0.57% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -5.4% | 0.41% | −0.08 |
| ILCV iShares Morningstar Value Et | Reduce -0.0% | 0.45% | −0.07 |
| NFLX Netflix Inc. | Reduce -1.4% | 0.09% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -12.6% | 0.12% | −0.05 |
| UOCT Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.0% | 0.17% | −0.04 |
| UNOV Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.04 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.03 |
| XYLD Global X S&P 500 Cove Call E | Reduce -4.9% | 0.10% | −0.03 |
| BALT Inn Defined Wealth Shield | Reduce -0.3% | 0.12% | −0.03 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -1.1% | 0.62% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -5.7% | 0.08% | −0.03 |
| LNT Alliant Energy Corp. | Reduce -0.9% | 0.13% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -26.1% | 0.03% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.9% | 0.13% | −0.02 |
| MUNI PIMCO Intermediate Municipal | Reduce -0.5% | 0.09% | −0.02 |
| GUNR NT Mstar GLBL NR ETF | Reduce -9.4% | 0.04% | −0.02 |
| OUSA Alps Oshares US Quality Divi | Reduce -9.5% | 0.06% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -0.3% | 0.20% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -10.0% | 0.07% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -16.0% | 0.04% | −0.02 |
| PGX Invesco Preferred ETF | Reduce -18.4% | 0.03% | −0.02 |
| ILCG iShares Morningstar Growth E | Reduce -0.3% | 0.61% | −0.02 |
| PTY PIMCO Corporate & Income Opp | Reduce -25.5% | 0.02% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -2.2% | 0.08% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Reduce -7.2% | 0.07% | −0.01 |
| AGNC AGNC Investment Corp. | Reduce -0.6% | 0.08% | −0.01 |
| CGCB Cap Group Core Bond | Reduce -11.0% | 0.03% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.1% | 0.27% | −0.01 |
| XAR SS SPDR S&P Aerospace Def | Reduce -3.1% | 0.07% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -7.2% | 0.05% | −0.01 |
| XSVM Invesco S&P Smallcap Value W | Reduce -13.7% | 0.03% | −0.01 |
| USB US Bancorp | Reduce -7.4% | 0.04% | −0.01 |
| NRG NRG Energy Inc. | Reduce -0.3% | 0.03% | −0.01 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -0.5% | 0.09% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.0% | 0.04% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.5% | 0.05% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.0% | 0.04% | −0.01 |
| FESM Fidelity Enhanced Small Cap | Reduce -6.2% | 0.08% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.8% | 0.04% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| VCSH Vanguard S/T Corp. Bond ETF | Add +1939.8% | 0.99% | +0.93 |
| QQQM Invesco Nasdaq 100 ETF | Add +9.3% | 3.84% | +0.39 |
| LRCX Lam Research Corp. | Add +17.7% | 0.45% | +0.21 |
| MU Micron Technology Inc. | Add +6.4% | 0.31% | +0.20 |
| AMAT Applied Materials Inc. | Add +45.3% | 0.30% | +0.18 |
| VFMO Vanguard US Momentum Factor | New | 0.17% | +0.17 |
| VCIT Vanguard Int-Term Corporate | New | 0.17% | +0.17 |
| FLXR TCW Flexible Income ETF | New | 0.16% | +0.16 |
| DFIC Dimensional International Co. | New | 0.16% | +0.16 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.15% | +0.15 |
| XLK SS Technology Select Sector | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +77.0% | 0.33% | +0.14 |
| XAGG Ev Income Opportunities ETF | New | 0.14% | +0.14 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +48.3% | 0.86% | +0.14 |
| FDVV Fidelity High Dividend ETF | Add +501.3% | 0.17% | +0.14 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.14% | +0.14 |
| FDMO Fidelity Momentum Factor ETF | New | 0.14% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.8% | 1.81% | +0.13 |
| DFUS Dimensional US Eq MKT ETF | New | 0.13% | +0.13 |
| FENI Fidelity Enhanced Intl ETF | Add +43.8% | 0.64% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +24.1% | 0.75% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +15.1% | 0.86% | +0.11 |
| DFIV Dimensional International Va | New | 0.11% | +0.11 |
| AMD Advanced Micro Devices | Add +32.1% | 0.16% | +0.11 |
| SPCX Space Exploration Techn Class A | New | 0.10% | +0.10 |
| MRK Merck & Co. Inc. | Add +297.6% | 0.13% | +0.09 |
| SMH Vaneck Semiconductor ETF | New | 0.09% | +0.09 |
| MINT PIMCO Enhanced Short Maturit | New | 0.08% | +0.08 |
| HYLB Xtrackers Usd High Yield Cor | New | 0.08% | +0.08 |
| SOXX iShares Semiconductor ETF | Add +0.0% | 0.22% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +245.8% | 0.11% | +0.08 |
| IDMO Invesco S&P International DE | New | 0.07% | +0.07 |
| PVAL Putnam Focused LRG Cap Value | New | 0.07% | +0.07 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.07% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +19.6% | 0.30% | +0.07 |
| DFAT Dimensional US Target Value | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | Add +21.1% | 0.21% | +0.07 |
| QYLD Global X Nasd 100 Cov Call | New | 0.06% | +0.06 |
| KLAC KLA Corp. | Add +3.5% | 0.13% | +0.05 |
| FIDU Fidelity MSCI Indust Indx | New | 0.05% | +0.05 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| FTEC Fidelity MSCI Info Tech Indx | Add +38.4% | 0.15% | +0.05 |
| PANW Palo Alto Networks Inc. | New | 0.05% | +0.05 |
| VFMV Vanguard US Minimum Volatili | New | 0.05% | +0.05 |
| FHLC Fidelity MSCI Health Care | New | 0.05% | +0.05 |
| XMMO Invesco S&P Midcap Momentum | New | 0.05% | +0.05 |
| UMAR Innovator U.S. Equity Ultra | New | 0.05% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +6.2% | 0.11% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +63.1% | 0.16% | +0.04 |
| CSCO Cisco Systems Inc. | Add +27.0% | 0.12% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 292 | $785.9M | IUSG, FMDE, BINC, UBND, DYNF |
| Q1 2026 | 220 | $627.0M | IUSG, BINC, FMDE, DYNF, UBND |
| Q4 2025 | 207 | $548.1M | IUSG, DGRO, BINC, DYNF, IUSV |
| Q3 2025 | 184 | $505.7M | IUSG, DGRO, BINC, DYNF, IUSV |
| Q2 2025 | 174 | $458.2M | IUSG, DGRO, BINC, IUSV, IJR |
| Q1 2025 | 157 | $405.1M | IUSG, DGRO, BINC, IUSV, IJR |
| Q4 2024 | 152 | $357.8M | DGRO, IUSG, IUSV, ONEQ, IVV |
| Q3 2024 | 148 | $337.6M | DGRO, IUSG, IUSV, IVV, ONEQ |
| Q2 2024 | 127 | $291.5M | DGRO, IUSG, IUSV, ONEQ, IVV |
| Q1 2024 | 124 | $276.5M | DGRO, IUSG, IUSV, IVV, ONEQ |