Madison Wealth Partners, Inc

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 24, 2024), Madison Wealth Partners, Inc reported 148 stock positions worth $337.6 million. Its top holding was iShares Core Dividend Growth (DGRO) at 15.7% of the portfolio, followed by iShares Core S&P U.S. Growth (IUSG, 13.3%) and iShares Core S&P U.S. Value (IUSV, 6.7%). Compared with Q2 2024, it opened 25 new positions, sold out of 4, added to 61 and reduced 34. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +195%) and the biggest sale iShares Core S&P U.S. Growth (IUSG, shares −0%).

Most Recent 13F
Q2 2026
Location
MADISON, WI
CIK
0001844424
Portfolio Value
$337.6M (Q3 2024)
SEC Filing
0001951757-24-001116 ↗ filed Oct 24, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $276.5M Q1 2024 Q2 2024: $291.5M Q2 2024 Q3 2024: $337.6M $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 148 stocks · $337.6M
DGRO iShares Core Dividend Growth 15.67% 844,149 $52.9M Add +5.2%
IUSG iShares Core S&P U.S. Growth 13.34% 341,373 $45.0M Reduce -0.3%
IUSV iShares Core S&P U.S. Value 6.74% 238,390 $22.8M Add +6.5%
IVV iShares Core S&P 500 ETF 5.07% 29,688 $17.1M Add +2.7%
ONEQ Fidelity Nasdaq Comp Indx 5.00% 235,714 $16.9M Reduce -2.4%
IJH iShares Core S&P Midcap ETF 3.42% 185,471 $11.6M Add +1.3%
SCHB Schwab US Broad Market ETF 3.13% 159,051 $10.6M Add +25.1%
AAPL Apple Inc. 2.77% 40,194 $9.4M Add +14.7%
QQQ Invesco QQQ Trust Series 1 2.72% 18,829 $9.2M Add +26.9%
MSFT Microsoft Corp. 2.36% 18,523 $8.0M Add +12.0%
IXUS iShares Core Intl Stock ETF 2.02% 93,993 $6.8M Reduce -1.0%
IJR iShares Core S&P Small-Cap E 1.81% 52,223 $6.1M Add +1.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.61% 9,450 $5.4M Add +18.0%
RSP Invesco S&P 500 Equal Weight 1.46% 27,568 $4.9M Reduce -15.3%
FBND Fidelity Total Bond ETF 1.43% 103,140 $4.8M Add +4.5%
VIG Vanguard Dividend Apprec ETF 1.35% 22,943 $4.5M Add +195.4%
AMZN Amazon.com Inc. 1.13% 20,500 $3.8M Add +19.6%
ILCG iShares Morningstar Growth E 1.11% 44,683 $3.8M Add +0.4%
IEFA iShares Core MSCI Eafe ETF 0.99% 42,792 $3.3M Add +7.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.94% 8,302 $3.2M Add +1.6%
ILCV iShares Morningstar Value Et 0.91% 37,478 $3.1M Add +0.6%
MGEE Mge Energy Inc. 0.86% 31,809 $2.9M Add +1.6%
UBND Victoryshares Core Plus Bond 0.80% 121,756 $2.7M Add +51.4%
MUB iShares National Muni Bond E 0.80% 24,871 $2.7M Reduce -5.9%
GOOGL Alphabet Inc. Class A 0.75% 15,232 $2.5M Add +31.3%
NVDA Nvidia Corp. 0.65% 18,205 $2.2M Add +52.0%
SCHG Schwab US Large-Cap Growth 0.59% 19,263 $2.0M Add +19.6%
QQQM Invesco Nasdaq 100 ETF 0.53% 8,911 $1.8M Add +52.0%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 3,617 $1.7M Add +9.0%
CSHI Neos Enhanced Income 1-3 Mon 0.47% 31,955 $1.6M Reduce -14.3%
VTI VG Morningstar TS MKT ETF-US 0.47% 5,574 $1.6M New
JPM JPMorgan Chase & Co. 0.47% 7,478 $1.6M Reduce -4.2%
DHR Danaher Corp. 0.43% 5,246 $1.5M No change
TSLA Tesla Inc. 0.40% 5,129 $1.3M Reduce -0.3%
SCHM Schwab US Mid Cap ETF 0.39% 15,846 $1.3M Add +31.4%
VGT Vanguard Info Tech ETF 0.37% 2,140 $1.3M Add +8.5%
PGX Invesco Preferred ETF 0.36% 98,345 $1.2M Reduce -2.3%
XYLD Global X S&P 500 Cove Call E 0.35% 28,557 $1.2M Add +10.6%
VOO Vanguard S&P 500 ETF 0.35% 2,231 $1.2M Add +25.7%
GLD SPDR Gold Shares 0.34% 4,736 $1.2M New
OEF iShares S&P 100 ETF 0.34% 4,117 $1.1M Add +6.0%
SCHF Schwab Intl Equity ETF 0.33% 27,144 $1.1M Add +21.2%
COST Costco Wholesale Corp. 0.32% 1,232 $1.1M Add +22.6%
BOXX Alpha Architect 1-3 MNTH Box 0.32% 9,841 $1.1M Add +49.8%
BALT Inn Defined Wealth Shield 0.31% 34,311 $1.1M Add +1.4%
IEMG iShares Core MSCI Emerging 0.31% 18,001 $1.0M Reduce -0.1%
ITOT iShares Core S&P Total U.S. 0.30% 7,966 $1.0M Add +1.3%
AGG iShares Core U.S. Aggregate 0.29% 9,819 $994K Reduce -7.6%
SCHD Schwab US DVD Equity ETF 0.29% 11,738 $992K Add +0.9%
V Visa Inc. Class A 0.29% 3,579 $984K Add +25.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 24,224 $961K Add +15.2%
CGMU Cap Group Municipal Income 0.28% 34,706 $953K Reduce -1.3%
VYM Vanguard High DVD Yield ETF 0.28% 7,274 $933K New
LNT Alliant Energy Corp. 0.26% 14,433 $876K Reduce -1.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.24% 3,082 $812K No change
LLY Eli Lilly & Co. 0.23% 894 $792K Add +46.6%
MUNI PIMCO Intermediate Municipal 0.23% 14,943 $792K Add +1.8%
SCHA Schwab US Small-Cap ETF 0.23% 14,992 $772K Reduce -5.6%
META Meta Platforms Inc. Class A 0.22% 1,315 $753K Reduce -5.0%
SRLN SS Blackstone Sr Loan ETF 0.21% 17,056 $712K Reduce -0.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.21% 3,526 $708K New
DE Deere & Co. 0.21% 1,695 $707K Add +15.4%
IVW iShares S&P 500 Growth ETF 0.21% 7,245 $694K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.20% 13,440 $687K Add +1.5%
IMCG iShares Morningstar Mid-Cap 0.20% 9,206 $672K No change
VDE Vanguard Energy ETF 0.20% 5,473 $670K New
CGCP Cap Group Core Plus Income 0.20% 28,539 $660K Reduce -0.4%
IMCV iShares Morningstar Mid-Cap 0.19% 8,402 $644K No change
PTY PIMCO Corporate & Income Opp 0.18% 42,325 $609K Add +2.4%
XLC SS Comm Select Sector SPDR 0.18% 6,597 $596K New
IGV iShares Expanded Tech-Softwa 0.17% 6,435 $575K Reduce -0.2%
VEU Vanguard Ftse All-World Ex-U 0.17% 8,990 $566K No change
SUB iShares Short-Term National 0.17% 5,305 $563K Add +1.7%
ORCL Oracle Corp. 0.16% 3,111 $530K No change
LRCX Lam Research Corp. 0.16% 647 $528K New
HD Home Depot Inc. 0.15% 1,276 $517K Add +1.7%
AVGO Broadcom Inc. 0.15% 2,854 $492K Add +106.8%
SOXX iShares Semiconductor ETF 0.14% 2,116 $488K New
XOM Exxon Mobil Corp. 0.14% 4,008 $470K Reduce -5.5%
IWM iShares Russell 2000 ETF 0.14% 2,096 $463K Reduce -3.2%
VB Vanguard Most SM-Cap ETF-Usd 0.14% 1,944 $461K Add +40.6%
HDV iShares Core High Dividend E 0.13% 3,793 $446K Reduce -3.7%
GUNR NT Mstar GLBL NR ETF 0.13% 10,563 $436K New
IWF iShares Russell 1000 Growth 0.13% 1,156 $434K Reduce -0.4%
JNJ Johnson & Johnson 0.12% 2,497 $405K Add +0.9%
HMOP Hartford Municipal Opp ETF 0.12% 10,043 $396K Reduce -22.1%
FENI Fidelity Enhanced Intl ETF 0.12% 13,054 $395K Add +25.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 2,245 $392K Reduce -0.3%
COMT iShares Gsci Commodity Dynam 0.11% 14,875 $385K No change
ISCG iShares Morningstar Small-Ca 0.11% 7,817 $383K No change
SMMU PIMCO SHRT TRM Muni BND ETF 0.11% 7,494 $378K Reduce -2.9%
CVX Chevron Corp. 0.11% 2,564 $378K No change
VNQ Vanguard Real Estate ETF 0.11% 3,848 $375K New
CSCO Cisco Systems Inc. 0.11% 6,896 $367K Add +0.2%
AMAT Applied Materials Inc. 0.11% 1,810 $366K Add +2.0%
FDN First Trust DJ Internet Ind 0.11% 1,718 $364K Add +3.0%
KRE SS SPDR S&P Regional Bank 0.11% 6,375 $361K Reduce -2.7%
PG The Procter & Gamble Co. 0.11% 2,069 $358K Add +3.7%
NOVT Novanta Inc. 0.11% 1,983 $355K New
ISCV iShares Morningstar Small-Ca 0.10% 5,587 $355K No change
T AT&T Inc. 0.10% 15,999 $352K Reduce -23.6%
CAT Caterpillar Inc. 0.10% 888 $347K No change
IWP iShares Russell Mid-Cap Grow 0.10% 2,891 $339K No change
IWD iShares Russell 1000 Value E 0.10% 1,762 $334K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.10% 1,264 $334K Add +20.5%
MA Mastercard Inc. Class A 0.10% 667 $330K New
IWB iShares Russell 1000 ETF 0.10% 1,041 $327K No change
MCD McDonald's Corp. 0.10% 1,072 $326K Add +1.6%
PEP Pepsico Inc. 0.10% 1,914 $325K Add +3.0%
GOOG Alphabet Inc. Class C 0.09% 1,903 $318K Add +9.6%
C Citigroup Inc. 0.09% 5,045 $316K Reduce -0.9%
CARR Carrier Global Corp. 0.09% 3,813 $307K No change
ACWX iShares MSCI Acwi Ex US ETF 0.09% 5,320 $304K No change
VYMI Vanguard Int High DVD YLD Inc. 0.09% 4,109 $302K New
EFG iShares MSCI Eafe Growth ETF 0.09% 2,750 $296K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.09% 3,677 $295K Reduce -2.4%
DAL Delta Air Lines Inc. 0.09% 5,767 $293K Add +0.0%
NKE Nike Inc. Class B 0.08% 3,156 $279K No change
IAU iShares Gold Trust 0.08% 5,593 $278K New
TSCO Tractor Supply Company 0.08% 950 $277K No change
LOW Lowe's Cos Inc. 0.08% 1,012 $274K Reduce -1.4%
EXAS Exact Sciences Corp. 0.08% 3,987 $272K New
NEE Nextera Energy Inc. 0.08% 3,190 $270K New
USTB Victoryshares Short-Term Bon 0.08% 5,254 $267K New
CMI Cummins Inc. 0.08% 818 $265K No change
PAPR Innovator U.S. Equity Power 0.08% 7,263 $261K No change
ADBE Adobe Inc. 0.08% 499 $258K Add +1.8%
HELO JPMorgan Hedged Equity ETF 0.08% 4,159 $254K Add +11.7%
KLAC KLA Corp. 0.08% 328 $254K New
FTEC Fidelity MSCI Info Tech Indx 0.08% 1,455 $254K Reduce -0.1%
USB US Bancorp 0.08% 5,548 $254K New
JEPI JPMorgan Equity Premium Inco 0.07% 4,173 $248K New
CIBR First Trust Nasdaq Cybersecu 0.07% 4,175 $247K No change
IWS iShares Russell Mid-Cap Valu 0.07% 1,821 $241K No change
PJAN Innovator U.S. Equity Power 0.07% 5,715 $236K Reduce -3.4%
EFV iShares MSCI Eafe Value ETF 0.07% 4,013 $231K New
CRWD CrowdStrike Holdings Inc. Class A 0.07% 807 $226K Add +1.0%
MPC Marathon Petroleum Corp. 0.07% 1,384 $225K No change
SCHX Schwab US Large-Cap ETF 0.07% 3,305 $224K New
PFEB Innovator U.S. Equity Power 0.07% 6,185 $223K No change
JMUB JPMorgan Municipal ETF 0.07% 4,310 $221K Add +2.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.06% 4,579 $216K No change
EFA iShares MSCI Eafe ETF 0.06% 2,430 $203K Reduce -18.6%
ABBV Abbvie Inc. 0.06% 1,025 $202K New
AMGN Amgen Inc. 0.06% 625 $201K New
AAL American Airlines Group Inc. 0.03% 10,372 $117K New
PHK PIMCO High Income Fund 0.03% 21,350 $107K Reduce -7.6%
LWLG Lightwave Logic Inc. 0.01% 15,258 $42K No change

Portfolio Sells Q2 2024 → Q3 2024
IUSG iShares Core S&P U.S. Growth Reduce -0.3% 13.34% −1.64
ONEQ Fidelity Nasdaq Comp Indx Reduce -2.4% 5.00% −0.79
RSP Invesco S&P 500 Equal Weight Reduce -15.3% 1.46% −0.37
IXUS iShares Core Intl Stock ETF Reduce -1.0% 2.02% −0.18
MUB iShares National Muni Bond E Reduce -5.9% 0.80% −0.17
CSHI Neos Enhanced Income 1-3 Mon Reduce -14.3% 0.47% −0.17
F Ford Motor Co. Sold out 0.00% −0.11
HYS PIMCO 0-5 Year H/Y Corp. Bond Sold out 0.00% −0.10
NFLX Netflix Inc. Sold out 0.00% −0.09
IGLB iShares 10+ Year Inv GR Corp. Sold out 0.00% −0.08
JPM JPMorgan Chase & Co. Reduce -4.2% 0.47% −0.07
AGG iShares Core U.S. Aggregate Reduce -7.6% 0.29% −0.06
HMOP Hartford Municipal Opp ETF Reduce -22.1% 0.12% −0.05
CGMU Cap Group Municipal Income Reduce -1.3% 0.28% −0.04
PGX Invesco Preferred ETF Reduce -2.3% 0.36% −0.04
SRLN SS Blackstone Sr Loan ETF Reduce -0.7% 0.21% −0.04
T AT&T Inc. Reduce -23.6% 0.10% −0.03
SCHA Schwab US Small-Cap ETF Reduce -5.6% 0.23% −0.03
XOM Exxon Mobil Corp. Reduce -5.5% 0.14% −0.03
IEMG iShares Core MSCI Emerging Reduce -0.1% 0.31% −0.02
CGCP Cap Group Core Plus Income Reduce -0.4% 0.20% −0.02
IGV iShares Expanded Tech-Softwa Reduce -0.2% 0.17% −0.02
EFA iShares MSCI Eafe ETF Reduce -18.6% 0.06% −0.02
SMMU PIMCO SHRT TRM Muni BND ETF Reduce -2.9% 0.11% −0.02
C Citigroup Inc. Reduce -0.9% 0.09% −0.02
META Meta Platforms Inc. Class A Reduce -5.0% 0.22% −0.02
IWF iShares Russell 1000 Growth Reduce -0.4% 0.13% −0.02
HDV iShares Core High Dividend E Reduce -3.7% 0.13% −0.01
IWM iShares Russell 2000 ETF Reduce -3.2% 0.14% −0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -2.4% 0.09% −0.01
PJAN Innovator U.S. Equity Power Reduce -3.4% 0.07% −0.01
FTEC Fidelity MSCI Info Tech Indx Reduce -0.1% 0.08% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.3% 0.12% −0.01
PHK PIMCO High Income Fund Reduce -7.6% 0.03% −0.01
KRE SS SPDR S&P Regional Bank Reduce -2.7% 0.11% −0.00
LOW Lowe's Cos Inc. Reduce -1.4% 0.08% +0.00
LNT Alliant Energy Corp. Reduce -1.4% 0.26% +0.00
TSLA Tesla Inc. Reduce -0.3% 0.40% +0.05

Portfolio Buys Q2 2024 → Q3 2024
VIG Vanguard Dividend Apprec ETF Add +195.4% 1.35% +0.86
VTI VG Morningstar TS MKT ETF-US New 0.47% +0.47
SCHB Schwab US Broad Market ETF Add +25.1% 3.13% +0.39
GLD SPDR Gold Shares New 0.34% +0.34
QQQ Invesco QQQ Trust Series 1 Add +26.9% 2.72% +0.28
VYM Vanguard High DVD Yield ETF New 0.28% +0.28
AAPL Apple Inc. Add +14.7% 2.77% +0.24
UBND Victoryshares Core Plus Bond Add +51.4% 0.80% +0.21
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.21% +0.21
VDE Vanguard Energy ETF New 0.20% +0.20
XLC SS Comm Select Sector SPDR New 0.18% +0.18
LRCX Lam Research Corp. New 0.16% +0.16
NVDA Nvidia Corp. Add +52.0% 0.65% +0.15
SOXX iShares Semiconductor ETF New 0.14% +0.14
QQQM Invesco Nasdaq 100 ETF Add +52.0% 0.53% +0.13
GUNR NT Mstar GLBL NR ETF New 0.13% +0.13
SPY SS SPDR S&P 500 ETF Trust-US Add +18.0% 1.61% +0.11
VNQ Vanguard Real Estate ETF New 0.11% +0.11
NOVT Novanta Inc. New 0.11% +0.11
MA Mastercard Inc. Class A New 0.10% +0.10
VYMI Vanguard Int High DVD YLD Inc. New 0.09% +0.09
IAU iShares Gold Trust New 0.08% +0.08
EXAS Exact Sciences Corp. New 0.08% +0.08
NEE Nextera Energy Inc. New 0.08% +0.08
USTB Victoryshares Short-Term Bon New 0.08% +0.08
KLAC KLA Corp. New 0.08% +0.08
USB US Bancorp New 0.08% +0.08
BOXX Alpha Architect 1-3 MNTH Box Add +49.8% 0.32% +0.07
JEPI JPMorgan Equity Premium Inco New 0.07% +0.07
AVGO Broadcom Inc. Add +106.8% 0.15% +0.07
EFV iShares MSCI Eafe Value ETF New 0.07% +0.07
SCHM Schwab US Mid Cap ETF Add +31.4% 0.39% +0.07
SCHX Schwab US Large-Cap ETF New 0.07% +0.07
ABBV Abbvie Inc. New 0.06% +0.06
AMGN Amgen Inc. New 0.06% +0.06
MGEE Mge Energy Inc. Add +1.6% 0.86% +0.06
LLY Eli Lilly & Co. Add +46.6% 0.23% +0.05
VOO Vanguard S&P 500 ETF Add +25.7% 0.35% +0.04
SCHG Schwab US Large-Cap Growth Add +19.6% 0.59% +0.04
SCHF Schwab Intl Equity ETF Add +21.2% 0.33% +0.04
V Visa Inc. Class A Add +25.5% 0.29% +0.03
AAL American Airlines Group Inc. New 0.03% +0.03
VB Vanguard Most SM-Cap ETF-Usd Add +40.6% 0.14% +0.03
COST Costco Wholesale Corp. Add +22.6% 0.32% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +9.0% 0.49% +0.03
GOOGL Alphabet Inc. Class A Add +31.3% 0.75% +0.02
DE Deere & Co. Add +15.4% 0.21% +0.02
FENI Fidelity Enhanced Intl ETF Add +25.6% 0.12% +0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +20.5% 0.10% +0.01
HD Home Depot Inc. Add +1.7% 0.15% +0.00

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