Madison Wealth Partners, Inc
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Madison Wealth Partners, Inc reported 124 stock positions worth $276.5 million. Its top holding was iShares Core Dividend Growth (DGRO) at 16.5% of the portfolio, followed by iShares Core S&P U.S. Growth (IUSG, 14.5%) and iShares Core S&P U.S. Value (IUSV, 7.1%). Compared with Q4 2023, it opened 9 new positions, sold out of 2, added to 45 and reduced 46. The biggest buy was iShares Core S&P U.S. Growth (IUSG, shares +0%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0001844424
- Portfolio Value
- $276.5M (Q1 2024)
- SEC Filing
- 0001951757-24-000405 ↗ filed Apr 29, 2024
Holdings Value
Holdings 124 stocks · $276.5M
| DGRO iShares Core Dividend Growth | 16.48% | 784,751 | $45.6M | Add +1.9% |
| IUSG iShares Core S&P U.S. Growth | 14.51% | 342,335 | $40.1M | Add +0.5% |
| IUSV iShares Core S&P U.S. Value | 7.07% | 216,244 | $19.6M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 5.73% | 30,151 | $15.9M | Add +1.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 5.50% | 235,967 | $15.2M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 4.02% | 183,069 | $11.1M | Add +0.3% |
| SCHB Schwab US Broad Market ETF | 2.61% | 118,144 | $7.2M | Add +7.5% |
| MSFT Microsoft Corp. | 2.55% | 16,741 | $7.0M | Add +9.9% |
| IXUS iShares Core Intl Stock ETF | 2.33% | 94,855 | $6.4M | Reduce -0.3% |
| AAPL Apple Inc. | 2.19% | 35,283 | $6.1M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.17% | 13,536 | $6.0M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 2.10% | 52,434 | $5.8M | Reduce -0.5% |
| RSP Invesco S&P 500 Equal Weight | 2.01% | 32,751 | $5.5M | Reduce -5.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 8,006 | $4.2M | Reduce -0.9% |
| FBND Fidelity Total Bond ETF | 1.48% | 90,529 | $4.1M | Add +35.8% |
| ILCG iShares Morningstar Growth E | 1.22% | 44,628 | $3.4M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.15% | 17,665 | $3.2M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.08% | 40,380 | $3.0M | Add +1.1% |
| MUB iShares National Muni Bond E | 1.07% | 27,522 | $3.0M | Reduce -0.9% |
| ILCV iShares Morningstar Value Et | 1.04% | 37,581 | $2.9M | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.01% | 8,137 | $2.8M | Reduce -2.4% |
| MGEE Mge Energy Inc. | 0.84% | 29,665 | $2.3M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 0.63% | 11,551 | $1.7M | Reduce -5.3% |
| JPM JPMorgan Chase & Co. | 0.55% | 7,655 | $1.5M | Reduce -0.6% |
| SCHG Schwab US Large-Cap Growth | 0.49% | 14,675 | $1.4M | Add +26.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 3,123 | $1.3M | Reduce -0.1% |
| DHR Danaher Corp. | 0.47% | 5,246 | $1.3M | No change |
| CSHI Neos Enhanced Income 1-3 Mon | 0.47% | 26,186 | $1.3M | Reduce -16.8% |
| VIG Vanguard Dividend Apprec ETF | 0.47% | 7,124 | $1.3M | Reduce -5.4% |
| AGG iShares Core U.S. Aggregate | 0.45% | 12,609 | $1.2M | Reduce -21.0% |
| PGX Invesco Preferred ETF | 0.43% | 100,811 | $1.2M | Reduce -2.2% |
| VGT Vanguard Info Tech ETF | 0.37% | 1,973 | $1.0M | Reduce -12.5% |
| NVDA Nvidia Corp. | 0.37% | 1,144 | $1.0M | Reduce -4.0% |
| SCHD Schwab US DVD Equity ETF | 0.36% | 12,200 | $984K | No change |
| SCHM Schwab US Mid Cap ETF | 0.34% | 11,586 | $943K | Add +9.4% |
| IEMG iShares Core MSCI Emerging | 0.34% | 18,237 | $941K | Reduce -2.5% |
| CGMU Cap Group Municipal Income | 0.33% | 33,747 | $912K | Reduce -0.5% |
| TSLA Tesla Inc. | 0.33% | 5,123 | $901K | Add +0.4% |
| XYLD Global X S&P 500 Cove Call E | 0.32% | 21,514 | $878K | Add +15.5% |
| SCHF Schwab Intl Equity ETF | 0.30% | 21,523 | $840K | Add +24.0% |
| VOO Vanguard S&P 500 ETF | 0.30% | 1,715 | $824K | Reduce -1.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.30% | 4,510 | $824K | Add +1.6% |
| OEF iShares S&P 100 ETF | 0.30% | 3,312 | $819K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 21,420 | $812K | Reduce -17.4% |
| ITOT iShares Core S&P Total U.S. | 0.29% | 6,967 | $803K | Add +2.4% |
| V Visa Inc. Class A | 0.29% | 2,852 | $796K | Reduce -2.3% |
| MUNI PIMCO Intermediate Municipal | 0.27% | 14,423 | $757K | Add +11.3% |
| LNT Alliant Energy Corp. | 0.27% | 14,975 | $755K | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.27% | 1,021 | $748K | Add +1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.27% | 3,108 | $745K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.27% | 14,594 | $738K | Add +15.7% |
| SCHA Schwab US Small-Cap ETF | 0.27% | 14,904 | $734K | Add +4.8% |
| META Meta Platforms Inc. Class A | 0.26% | 1,495 | $726K | Add +5.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.26% | 16,893 | $711K | Add +0.1% |
| SUB iShares Short-Term National | 0.26% | 6,749 | $707K | Add +1.6% |
| IMCG iShares Morningstar Mid-Cap | 0.23% | 9,141 | $646K | Reduce -1.0% |
| CGCP Cap Group Core Plus Income | 0.23% | 28,654 | $644K | No change |
| IVW iShares S&P 500 Growth ETF | 0.22% | 7,190 | $607K | No change |
| DE Deere & Co. | 0.22% | 1,469 | $603K | Reduce -1.7% |
| IMCV iShares Morningstar Mid-Cap | 0.22% | 8,280 | $601K | Reduce -1.1% |
| HMOP Hartford Municipal Opp ETF | 0.22% | 15,416 | $599K | Reduce -18.0% |
| PTY PIMCO Corporate & Income Opp | 0.20% | 37,628 | $560K | Add +0.4% |
| IGV iShares Expanded Tech-Softwa | 0.20% | 6,365 | $543K | Reduce -0.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 8,990 | $527K | No change |
| IWM iShares Russell 2000 ETF | 0.18% | 2,398 | $504K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 4,223 | $491K | Add +0.0% |
| HD Home Depot Inc. | 0.17% | 1,255 | $481K | No change |
| LLY Eli Lilly & Co. | 0.17% | 600 | $466K | Add +8.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.17% | 9,239 | $461K | Reduce -0.7% |
| HDV iShares Core High Dividend E | 0.15% | 3,850 | $424K | Add +4.0% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.15% | 30,519 | $405K | Add +4.0% |
| COMT iShares Gsci Commodity Dynam | 0.15% | 14,875 | $402K | No change |
| CVX Chevron Corp. | 0.14% | 2,512 | $396K | No change |
| IWF iShares Russell 1000 Growth | 0.14% | 1,161 | $391K | Reduce -9.8% |
| ORCL Oracle Corp. | 0.14% | 3,088 | $388K | No change |
| RTX RTX Corp. | 0.14% | 3,933 | $384K | Add +0.0% |
| JNJ Johnson & Johnson | 0.13% | 2,309 | $365K | Add +3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 2,237 | $364K | Add +1.2% |
| T AT&T Inc. | 0.13% | 20,599 | $363K | Reduce -0.2% |
| ISCG iShares Morningstar Small-Ca | 0.13% | 7,767 | $362K | Add +0.2% |
| AMAT Applied Materials Inc. | 0.12% | 1,673 | $345K | Add +0.1% |
| FDN First Trust DJ Internet Ind | 0.12% | 1,668 | $342K | No change |
| CSCO Cisco Systems Inc. | 0.12% | 6,835 | $341K | Reduce -1.4% |
| ISCV iShares Morningstar Small-Ca | 0.12% | 5,548 | $340K | Add +0.3% |
| KRE SS SPDR S&P Regional Bank | 0.12% | 6,647 | $334K | Reduce -2.9% |
| PG The Procter & Gamble Co. | 0.12% | 2,044 | $332K | Reduce -9.6% |
| IWP iShares Russell Mid-Cap Grow | 0.12% | 2,868 | $327K | No change |
| CAT Caterpillar Inc. | 0.12% | 888 | $325K | Reduce -4.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 1,422 | $325K | No change |
| PEP Pepsico Inc. | 0.12% | 1,855 | $325K | Reduce -2.5% |
| C Citigroup Inc. | 0.12% | 5,088 | $322K | Reduce -12.8% |
| BALT Inn Defined Wealth Shield | 0.12% | 10,871 | $318K | Add +12.6% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,762 | $316K | Reduce -0.2% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.11% | 3,264 | $305K | Reduce -8.7% |
| IWB iShares Russell 1000 ETF | 0.11% | 1,041 | $300K | Add +12.7% |
| MCD McDonald's Corp. | 0.11% | 1,055 | $297K | No change |
| NKE Nike Inc. Class B | 0.11% | 3,156 | $297K | Reduce -1.5% |
| FENI Fidelity Enhanced Intl ETF | 0.11% | 10,280 | $293K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 2,778 | $288K | Add +0.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.10% | 5,320 | $284K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.4% | 2.19% | −0.52 |
| AGG iShares Core U.S. Aggregate | Reduce -21.0% | 0.45% | −0.18 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 2.10% | −0.16 |
| RSP Invesco S&P 500 Equal Weight | Reduce -5.2% | 2.01% | −0.15 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -16.8% | 0.47% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -0.9% | 1.07% | −0.12 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.3% | 2.33% | −0.12 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.10 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.08 |
| HMOP Hartford Municipal Opp ETF | Reduce -18.0% | 0.22% | −0.07 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -0.5% | 5.50% | −0.07 |
| VGT Vanguard Info Tech ETF | Reduce -12.5% | 0.37% | −0.06 |
| BAC Bank of America Corp. | Reduce -17.4% | 0.29% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -5.3% | 0.63% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 2.17% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.4% | 0.47% | −0.04 |
| PGX Invesco Preferred ETF | Reduce -2.2% | 0.43% | −0.04 |
| CGMU Cap Group Municipal Income | Reduce -0.5% | 0.33% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -2.5% | 0.34% | −0.03 |
| LNT Alliant Energy Corp. | Reduce -0.6% | 0.27% | −0.03 |
| NKE Nike Inc. Class B | Reduce -1.5% | 0.11% | −0.03 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -8.7% | 0.11% | −0.02 |
| KRE SS SPDR S&P Regional Bank | Reduce -2.9% | 0.12% | −0.02 |
| DE Deere & Co. | Reduce -1.7% | 0.22% | −0.02 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -0.7% | 0.17% | −0.02 |
| EXAS Exact Sciences Corp. | Reduce -1.2% | 0.09% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.4% | 0.12% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.4% | 1.01% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -6.6% | 0.08% | −0.01 |
| V Visa Inc. Class A | Reduce -2.3% | 0.29% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -9.8% | 0.14% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -9.6% | 0.12% | −0.01 |
| PEP Pepsico Inc. | Reduce -2.5% | 0.12% | −0.01 |
| IGV iShares Expanded Tech-Softwa | Reduce -0.5% | 0.20% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 1.51% | −0.01 |
| IMCV iShares Morningstar Mid-Cap | Reduce -1.1% | 0.22% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -5.6% | 0.09% | −0.01 |
| T AT&T Inc. | Reduce -0.2% | 0.13% | −0.01 |
| PHK PIMCO High Income Fund | Reduce -0.0% | 0.04% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.9% | 0.30% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -0.6% | 0.08% | −0.00 |
| C Citigroup Inc. | Reduce -12.8% | 0.12% | −0.00 |
| IMCG iShares Morningstar Mid-Cap | Reduce -1.0% | 0.23% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.2% | 0.11% | −0.00 |
| CAT Caterpillar Inc. | Reduce -4.3% | 0.12% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.48% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.55% | +0.04 |
| NVDA Nvidia Corp. | Reduce -4.0% | 0.37% | +0.14 |
Portfolio Buys Q4 2023 → Q1 2024
| IUSG iShares Core S&P U.S. Growth | Add +0.5% | 14.51% | +0.45 |
| MSFT Microsoft Corp. | Add +9.9% | 2.55% | +0.28 |
| FBND Fidelity Total Bond ETF | Add +35.8% | 1.48% | +0.27 |
| SCHB Schwab US Broad Market ETF | Add +7.5% | 2.61% | +0.18 |
| SCHG Schwab US Large-Cap Growth | Add +26.8% | 0.49% | +0.11 |
| FENI Fidelity Enhanced Intl ETF | New | 0.11% | +0.11 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 5.73% | +0.10 |
| AMZN Amazon.com Inc. | Add +0.9% | 1.15% | +0.10 |
| CMI Cummins Inc. | New | 0.09% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.09% | +0.09 |
| PJAN Innovator U.S. Equity Power | New | 0.08% | +0.08 |
| NFLX Netflix Inc. | New | 0.08% | +0.08 |
| MPC Marathon Petroleum Corp. | New | 0.08% | +0.08 |
| PFEB Innovator U.S. Equity Power | New | 0.08% | +0.08 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.08% | +0.08 |
| DIS The Walt Disney Co. | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +5.5% | 0.26% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +1.9% | 16.48% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +24.0% | 0.30% | +0.05 |
| LLY Eli Lilly & Co. | Add +8.3% | 0.17% | +0.04 |
| XYLD Global X S&P 500 Cove Call E | Add +15.5% | 0.32% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Add +9.4% | 0.34% | +0.03 |
| ILCG iShares Morningstar Growth E | Add +0.5% | 1.22% | +0.02 |
| MGEE Mge Energy Inc. | Add +3.2% | 0.84% | +0.02 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.12% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +12.7% | 0.11% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +15.7% | 0.27% | +0.01 |
| DAL Delta Air Lines Inc. | Add +3.1% | 0.10% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.18% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.1% | 0.09% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 4.02% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.9% | 0.27% | +0.01 |
| RTX RTX Corp. | Add +0.0% | 0.14% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +2.4% | 0.29% | +0.01 |
| BALT Inn Defined Wealth Shield | Add +12.6% | 0.12% | +0.01 |
| PTY PIMCO Corporate & Income Opp | Add +0.4% | 0.20% | +0.01 |
| F Ford Motor Co. | Add +4.0% | 0.15% | +0.00 |
| HDV iShares Core High Dividend E | Add +4.0% | 0.15% | +0.00 |
| MUNI PIMCO Intermediate Municipal | Add +11.3% | 0.27% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +1.6% | 0.30% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.2% | 0.13% | +0.00 |
| ILCV iShares Morningstar Value Et | Add +0.7% | 1.04% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Add +4.8% | 0.27% | −0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.7% | 0.10% | −0.00 |
| ISCG iShares Morningstar Small-Ca | Add +0.2% | 0.13% | −0.00 |
| USB US Bancorp | Add +0.1% | 0.08% | −0.00 |
| JNJ Johnson & Johnson | Add +3.2% | 0.13% | −0.01 |
| ISCV iShares Morningstar Small-Ca | Add +0.3% | 0.12% | −0.01 |
| SUB iShares Short-Term National | Add +1.6% | 0.26% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Add +0.1% | 0.26% | −0.02 |
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 |