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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $276.5M $276.5M Q1 2024 Q2 2024: $291.5M Q2 2024 Q3 2024: $337.6M Q3 2024 Q4 2024: $357.8M Q4 2024 Q1 2025: $405.1M Q1 2025 Q2 2025: $458.2M Q2 2025 Q3 2025: $505.7M Q3 2025 Q4 2025: $548.1M Q4 2025 Q1 2026: $627.0M Q1 2026 Q2 2026: $785.9M Q2 2026

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
DAL Delta Air Lines Inc. 0.10% 5,801 $278K Add +3.1%
ADBE Adobe Inc. 0.10% 532 $269K Add +0.6%
LOW Lowe's Cos Inc. 0.09% 1,023 $261K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 1,043 $261K Add +13.1%
CRWD CrowdStrike Holdings Inc. Class A 0.09% 799 $256K No change
GOOG Alphabet Inc. Class C 0.09% 1,641 $250K Reduce -5.6%
EXAS Exact Sciences Corp. 0.09% 3,609 $249K Reduce -1.2%
TSCO Tractor Supply Company 0.09% 950 $249K No change
IGLB iShares 10+ Year Inv GR Corp. 0.09% 4,757 $245K No change
CMI Cummins Inc. 0.09% 818 $241K New
CIBR First Trust Nasdaq Cybersecu 0.09% 4,175 $235K New
PJAN Innovator U.S. Equity Power 0.08% 5,915 $231K New
EFA iShares MSCI Eafe ETF 0.08% 2,869 $229K Reduce -0.6%
IWS iShares Russell Mid-Cap Valu 0.08% 1,800 $226K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.08% 2,877 $224K No change
NFLX Netflix Inc. 0.08% 362 $220K New
CARR Carrier Global Corp. 0.08% 3,707 $215K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.08% 4,693 $214K Reduce -6.6%
MPC Marathon Petroleum Corp. 0.08% 1,061 $214K New
PFEB Innovator U.S. Equity Power 0.08% 6,185 $211K New
USB US Bancorp 0.08% 4,707 $210K Add +0.1%
GBTC Grayscale Bitcoin Trust ETF 0.08% 3,330 $210K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 1,673 $205K New
PHK PIMCO High Income Fund 0.04% 23,254 $115K Reduce -0.0%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 292$785.9MIUSG, FMDE, BINC, UBND, DYNF
Q1 2026 220$627.0MIUSG, BINC, FMDE, DYNF, UBND
Q4 2025 207$548.1MIUSG, DGRO, BINC, DYNF, IUSV
Q3 2025 184$505.7MIUSG, DGRO, BINC, DYNF, IUSV
Q2 2025 174$458.2MIUSG, DGRO, BINC, IUSV, IJR
Q1 2025 157$405.1MIUSG, DGRO, BINC, IUSV, IJR
Q4 2024 152$357.8MDGRO, IUSG, IUSV, ONEQ, IVV
Q3 2024 148$337.6MDGRO, IUSG, IUSV, IVV, ONEQ
Q2 2024 127$291.5MDGRO, IUSG, IUSV, ONEQ, IVV
Q1 2024 124$276.5MDGRO, IUSG, IUSV, IVV, ONEQ