Madison Wealth Partners, Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Madison Wealth Partners, Inc reported 157 stock positions worth $405.1 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 12.2% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 9.3%) and iShares Flex I A ETF-Usd (BINC, 8.5%). Compared with Q4 2024, it opened 11 new positions, sold out of 6, added to 77 and reduced 52. The biggest buy was a new position in iShares Flex I A ETF-Usd (BINC) and the biggest sale iShares Core Dividend Growth (DGRO, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0001844424
- Portfolio Value
- $405.1M (Q1 2025)
- SEC Filing
- 0001951757-25-000413 ↗ filed Apr 22, 2025
Holdings Value
Holdings 157 stocks · $405.1M
| IUSG iShares Core S&P U.S. Growth | 12.24% | 390,148 | $49.6M | Add +0.2% |
| DGRO iShares Core Dividend Growth | 9.33% | 612,026 | $37.8M | Reduce -31.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 8.52% | 658,820 | $34.5M | New |
| IUSV iShares Core S&P U.S. Value | 6.40% | 280,961 | $25.9M | Add +16.5% |
| IJR iShares Core S&P Small-Cap E | 5.57% | 215,704 | $22.6M | Add +314.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.52% | 458,924 | $22.4M | New |
| IVV iShares Core S&P 500 ETF | 4.39% | 31,670 | $17.8M | Add +4.0% |
| ONEQ Fidelity Nasdaq Comp Indx | 3.88% | 231,032 | $15.7M | Reduce -4.6% |
| SCHB Schwab US Broad Market ETF | 2.82% | 530,443 | $11.4M | Add +6.2% |
| IJH iShares Core S&P Midcap ETF | 2.73% | 189,788 | $11.1M | Add +1.5% |
| AAPL Apple Inc. | 2.20% | 40,191 | $8.9M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.02% | 17,462 | $8.2M | Reduce -1.0% |
| MSFT Microsoft Corp. | 1.71% | 18,486 | $6.9M | Add +0.6% |
| IXUS iShares Core Intl Stock ETF | 1.59% | 92,300 | $6.4M | Add +0.4% |
| FBND Fidelity Total Bond ETF | 1.38% | 122,731 | $5.6M | Reduce -9.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 9,446 | $5.3M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 1.18% | 27,553 | $4.8M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 1.12% | 23,304 | $4.5M | Add +2.5% |
| AMZN Amazon.com Inc. | 0.94% | 20,092 | $3.8M | Add +1.9% |
| UBND Victoryshares Core Plus Bond | 0.89% | 164,959 | $3.6M | Add +11.6% |
| ILCG iShares Morningstar Growth E | 0.84% | 41,858 | $3.4M | Reduce -7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.78% | 8,488 | $3.1M | Add +2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.73% | 39,099 | $3.0M | Reduce -6.2% |
| ILCV iShares Morningstar Value Et | 0.71% | 35,098 | $2.9M | Reduce -8.7% |
| MGEE Mge Energy Inc. | 0.67% | 29,230 | $2.7M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 4,404 | $2.3M | Add +2.0% |
| MUB iShares National Muni Bond E | 0.57% | 21,936 | $2.3M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 0.57% | 14,869 | $2.3M | Add +0.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.57% | 11,859 | $2.3M | Add +25.0% |
| NVDA Nvidia Corp. | 0.54% | 20,289 | $2.2M | Add +9.5% |
| SCHG Schwab US Large-Cap Growth | 0.54% | 86,825 | $2.2M | Add +4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 7,652 | $2.1M | Reduce -1.5% |
| SCHF Schwab Intl Equity ETF | 0.48% | 99,008 | $2.0M | Add +5.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.46% | 16,778 | $1.9M | Add +104.6% |
| JPM JPMorgan Chase & Co. | 0.45% | 7,459 | $1.8M | Reduce -1.4% |
| GLD SPDR Gold Shares | 0.38% | 5,353 | $1.5M | Add +3.0% |
| SCHM Schwab US Mid Cap ETF | 0.33% | 51,110 | $1.3M | Reduce -5.7% |
| XYLD Global X S&P 500 Cove Call E | 0.33% | 33,777 | $1.3M | Add +8.1% |
| BALT Inn Defined Wealth Shield | 0.32% | 41,501 | $1.3M | Add +16.9% |
| V Visa Inc. Class A | 0.31% | 3,599 | $1.3M | Add +1.2% |
| USTB Victoryshares Short-Term Bon | 0.30% | 24,358 | $1.2M | Add +58.8% |
| COST Costco Wholesale Corp. | 0.29% | 1,228 | $1.2M | No change |
| VOO Vanguard S&P 500 ETF | 0.28% | 2,221 | $1.1M | Add +0.1% |
| OEF iShares S&P 100 ETF | 0.27% | 4,109 | $1.1M | Reduce -1.1% |
| DHR Danaher Corp. | 0.27% | 5,246 | $1.1M | No change |
| CSHI Neos Enhanced Income 1-3 Mon | 0.27% | 21,637 | $1.1M | Reduce -26.8% |
| TSLA Tesla Inc. | 0.26% | 4,093 | $1.1M | Reduce -7.0% |
| VGT Vanguard Info Tech ETF | 0.25% | 1,885 | $1.0M | Reduce -5.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 24,443 | $1.0M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 7,864 | $1.0M | Add +2.8% |
| PGX Invesco Preferred ETF | 0.25% | 90,100 | $1.0M | No change |
| SCHD Schwab US DVD Equity ETF | 0.25% | 35,689 | $998K | Add +0.5% |
| ITOT iShares Core S&P Total U.S. | 0.24% | 8,096 | $988K | Add +2.4% |
| LNT Alliant Energy Corp. | 0.22% | 13,550 | $872K | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.21% | 8,796 | $870K | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 0.21% | 15,930 | $860K | Reduce -5.4% |
| MUNI PIMCO Intermediate Municipal | 0.21% | 16,457 | $848K | Add +4.1% |
| CGMU Cap Group Municipal Income | 0.20% | 29,829 | $800K | Reduce -11.0% |
| CGCP Cap Group Core Plus Income | 0.20% | 35,383 | $794K | Add +1.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 3,082 | $792K | No change |
| DE Deere & Co. | 0.20% | 1,686 | $791K | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.20% | 1,373 | $791K | Add +1.0% |
| FENI Fidelity Enhanced Intl ETF | 0.19% | 25,672 | $764K | Add +33.6% |
| VDE Vanguard Energy ETF | 0.18% | 5,607 | $727K | Add +0.7% |
| IVW iShares S&P 500 Growth ETF | 0.18% | 7,761 | $720K | Add +6.4% |
| LLY Eli Lilly & Co. | 0.18% | 867 | $716K | Reduce -2.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.17% | 17,089 | $703K | Add +0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.17% | 11,867 | $678K | Add +25.7% |
| PTY PIMCO Corporate & Income Opp | 0.16% | 44,526 | $644K | Add +1.3% |
| XLC SS Comm Select Sector SPDR | 0.16% | 6,644 | $641K | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 3,396 | $633K | Reduce -1.6% |
| IGV iShares Expanded Tech-Softwa | 0.15% | 6,938 | $617K | Add +7.8% |
| IMCG iShares Morningstar Mid-Cap | 0.15% | 8,609 | $615K | Reduce -6.5% |
| IMCV iShares Morningstar Mid-Cap | 0.14% | 7,894 | $586K | Reduce -6.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 11,278 | $560K | Reduce -7.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 8,898 | $540K | Reduce -1.0% |
| ORCL Oracle Corp. | 0.13% | 3,650 | $510K | Add +16.7% |
| SUB iShares Short-Term National | 0.13% | 4,793 | $506K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.12% | 4,129 | $491K | Reduce -0.7% |
| LRCX Lam Research Corp. | 0.12% | 6,499 | $472K | Add +0.3% |
| HDV iShares Core High Dividend E | 0.11% | 3,817 | $462K | Add +1.4% |
| AVGO Broadcom Inc. | 0.11% | 2,735 | $458K | Add +3.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 1,952 | $433K | Add +0.1% |
| T AT&T Inc. | 0.11% | 15,138 | $428K | Add +0.8% |
| CVX Chevron Corp. | 0.11% | 2,546 | $426K | Reduce -0.7% |
| HD Home Depot Inc. | 0.10% | 1,156 | $424K | Add +1.4% |
| IWM iShares Russell 2000 ETF | 0.10% | 2,096 | $418K | No change |
| IWF iShares Russell 1000 Growth | 0.10% | 1,156 | $417K | No change |
| JNJ Johnson & Johnson | 0.10% | 2,500 | $415K | Add +0.0% |
| SOXX iShares Semiconductor ETF | 0.10% | 2,140 | $403K | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.10% | 6,466 | $402K | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,211 | $382K | Reduce -1.5% |
| FDN First Trust DJ Internet Ind | 0.09% | 1,718 | $382K | No change |
| MA Mastercard Inc. Class A | 0.09% | 673 | $369K | Reduce -2.2% |
| COMT iShares Gsci Commodity Dynam | 0.09% | 13,757 | $364K | Reduce -7.5% |
| KRE SS SPDR S&P Regional Bank | 0.09% | 6,378 | $363K | Add +0.0% |
| FESM Fidelity Enhanced Small Cap | 0.09% | 12,285 | $362K | Add +7.1% |
| PG The Procter & Gamble Co. | 0.09% | 2,106 | $359K | Add +1.7% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.09% | 11,501 | $359K | Add +1.0% |
| MCD McDonald's Corp. | 0.09% | 1,140 | $356K | Add +3.8% |
Portfolio Sells Q4 2024 → Q1 2025
| DGRO iShares Core Dividend Growth | Reduce -31.6% | 9.33% | −6.00 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -4.6% | 3.88% | −1.26 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 2.02% | −0.50 |
| FBND Fidelity Total Bond ETF | Reduce -9.0% | 1.38% | −0.31 |
| ILCG iShares Morningstar Growth E | Reduce -7.5% | 0.84% | −0.30 |
| TSLA Tesla Inc. | Reduce -7.0% | 0.26% | −0.23 |
| ILCV iShares Morningstar Value Et | Reduce -8.7% | 0.71% | −0.16 |
| SCHA Schwab US Small-Cap ETF | Reduce -70.4% | 0.05% | −0.16 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -26.8% | 0.27% | −0.15 |
| MGEE Mge Energy Inc. | Reduce -4.2% | 0.67% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.5% | 0.52% | −0.11 |
| MUB iShares National Muni Bond E | Reduce -3.1% | 0.57% | −0.10 |
| VGT Vanguard Info Tech ETF | Reduce -5.6% | 0.25% | −0.09 |
| SCHM Schwab US Mid Cap ETF | Reduce -5.7% | 0.33% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.2% | 0.73% | −0.09 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.06 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.06 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.06 |
| OEF iShares S&P 100 ETF | Reduce -1.1% | 0.27% | −0.06 |
| PDEC Innovator U.S. Equity Power | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.45% | −0.06 |
| CGMU Cap Group Municipal Income | Reduce -11.0% | 0.20% | −0.05 |
| IMCG iShares Morningstar Mid-Cap | Reduce -6.5% | 0.15% | −0.04 |
| C Citigroup Inc. | Reduce -33.7% | 0.06% | −0.04 |
| DAL Delta Air Lines Inc. | Reduce -3.8% | 0.06% | −0.04 |
| GUNR NT Mstar GLBL NR ETF | Reduce -30.9% | 0.07% | −0.04 |
| NXE Nexgen Energy Ltd. | Sold out | 0.00% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.6% | 0.16% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -5.4% | 0.21% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -7.9% | 0.14% | −0.03 |
| IMCV iShares Morningstar Mid-Cap | Reduce -6.0% | 0.14% | −0.03 |
| ISCG iShares Morningstar Small-Ca | Reduce -9.0% | 0.08% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -0.8% | 0.21% | −0.03 |
| ISCV iShares Morningstar Small-Ca | Reduce -8.8% | 0.07% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.8% | 0.08% | −0.02 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -12.6% | 0.07% | −0.02 |
| CAT Caterpillar Inc. | Reduce -2.8% | 0.07% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -11.9% | 0.05% | −0.02 |
| HMOP Hartford Municipal Opp ETF | Reduce -8.1% | 0.07% | −0.02 |
| COMT iShares Gsci Commodity Dynam | Reduce -7.5% | 0.09% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.18% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.08% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.5% | 0.09% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -9.0% | 0.05% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.0% | 0.13% | −0.01 |
| PAPR Innovator U.S. Equity Power | Reduce -0.3% | 0.06% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.4% | 0.05% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 0.09% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.3% | 0.07% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BINC iShares Flex I A ETF-Usd Inc. | New | 8.52% | +8.52 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 5.52% | +5.52 |
| IJR iShares Core S&P Small-Cap E | Add +314.4% | 5.57% | +3.89 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +104.6% | 0.46% | +0.21 |
| IUSV iShares Core S&P U.S. Value | Add +16.5% | 6.40% | +0.16 |
| USTB Victoryshares Short-Term Bon | Add +58.8% | 0.30% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.07% | +0.07 |
| IAU iShares Gold Trust | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | New | 0.06% | +0.06 |
| PGR Progressive Corp. | New | 0.06% | +0.06 |
| BALI Is US LRG CP Pre Inc. Act-Usd | New | 0.06% | +0.06 |
| QUAL iShares MSCI USA Quality Fac | New | 0.05% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | New | 0.05% | +0.05 |
| IVE iShares S&P 500 Value ETF | New | 0.05% | +0.05 |
| FENI Fidelity Enhanced Intl ETF | Add +33.6% | 0.19% | +0.04 |
| F Ford Motor Co. | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 0.58% | +0.03 |
| GLD SPDR Gold Shares | Add +3.0% | 0.38% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +25.7% | 0.17% | +0.02 |
| NEE Nextera Energy Inc. | Add +39.8% | 0.08% | +0.01 |
| T AT&T Inc. | Add +0.8% | 0.11% | +0.01 |
| BALT Inn Defined Wealth Shield | Add +16.9% | 0.32% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +20.1% | 0.09% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Add +25.0% | 0.57% | +0.01 |
| UBND Victoryshares Core Plus Bond | Add +11.6% | 0.89% | +0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Add +20.3% | 0.07% | +0.00 |
| JNJ Johnson & Johnson | Add +0.0% | 0.10% | +0.00 |
| HELO JPMorgan Hedged Equity ETF | Add +17.0% | 0.08% | −0.00 |
| MCD McDonald's Corp. | Add +3.8% | 0.09% | −0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.7% | 0.06% | −0.00 |
| V Visa Inc. Class A | Add +1.2% | 0.31% | −0.00 |
| SCHF Schwab Intl Equity ETF | Add +5.0% | 0.48% | −0.00 |
| HDV iShares Core High Dividend E | Add +1.4% | 0.11% | −0.00 |
| PEP Pepsico Inc. | Add +8.0% | 0.08% | −0.01 |
| AMAT Applied Materials Inc. | Add +18.9% | 0.08% | −0.01 |
| TSCO Tractor Supply Company | Add +0.0% | 0.06% | −0.01 |
| LNT Alliant Energy Corp. | Add +1.1% | 0.22% | −0.01 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.09% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.0% | 0.10% | −0.01 |
| PFEB Innovator U.S. Equity Power | Add +2.2% | 0.06% | −0.01 |
| PG The Procter & Gamble Co. | Add +1.7% | 0.09% | −0.01 |
| VDE Vanguard Energy ETF | Add +0.7% | 0.18% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.09% | −0.01 |
| JMUB JPMorgan Municipal ETF | Add +0.2% | 0.08% | −0.01 |
| FTEC Fidelity MSCI Info Tech Indx | Add +9.3% | 0.06% | −0.01 |
| IWB iShares Russell 1000 ETF | Add +1.3% | 0.08% | −0.01 |
| LRCX Lam Research Corp. | Add +0.3% | 0.12% | −0.01 |
| FESM Fidelity Enhanced Small Cap | Add +7.1% | 0.09% | −0.01 |
| SUB iShares Short-Term National | Add +0.1% | 0.13% | −0.02 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +1.0% | 0.09% | −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 |