Madison Wealth Partners, Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Madison Wealth Partners, Inc reported 174 stock positions worth $458.2 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 13.4% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 8.6%) and iShares Flex I A ETF-Usd (BINC, 7.7%). Compared with Q1 2025, it opened 21 new positions, sold out of 4, added to 78 and reduced 58. The biggest buy was iShares Core S&P U.S. Growth (IUSG, shares +5%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0001844424
- Portfolio Value
- $458.2M (Q2 2025)
- SEC Filing
- 0001951757-25-000996 ↗ filed Jul 29, 2025
Holdings Value
Holdings 174 stocks · $458.2M
| IUSG iShares Core S&P U.S. Growth | 13.40% | 408,133 | $61.4M | Add +4.6% |
| DGRO iShares Core Dividend Growth | 8.61% | 616,732 | $39.4M | Add +0.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 7.65% | 663,631 | $35.1M | Add +0.7% |
| IUSV iShares Core S&P U.S. Value | 5.94% | 287,645 | $27.2M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 5.85% | 245,107 | $26.8M | Add +13.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.81% | 488,773 | $26.6M | Add +6.5% |
| IVV iShares Core S&P 500 ETF | 4.55% | 33,592 | $20.9M | Add +6.1% |
| ONEQ Fidelity Nasdaq Comp Indx | 4.37% | 249,908 | $20.0M | Add +8.2% |
| SCHB Schwab US Broad Market ETF | 2.68% | 515,735 | $12.3M | Reduce -2.8% |
| IJH iShares Core S&P Midcap ETF | 2.57% | 190,126 | $11.8M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.14% | 17,743 | $9.8M | Add +1.6% |
| MSFT Microsoft Corp. | 1.99% | 18,315 | $9.1M | Reduce -0.9% |
| AAPL Apple Inc. | 1.80% | 40,245 | $8.3M | Add +0.1% |
| IXUS iShares Core Intl Stock ETF | 1.62% | 95,732 | $7.4M | Add +3.7% |
| FBND Fidelity Total Bond ETF | 1.33% | 133,676 | $6.1M | Add +8.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 9,359 | $5.8M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 1.06% | 23,775 | $4.9M | Add +2.0% |
| AMZN Amazon.com Inc. | 0.95% | 19,849 | $4.4M | Reduce -1.2% |
| RSP Invesco S&P 500 Equal Weight | 0.94% | 23,603 | $4.3M | Reduce -14.3% |
| ILCG iShares Morningstar Growth E | 0.86% | 40,838 | $4.0M | Reduce -2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.86% | 9,002 | $3.9M | Add +6.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.77% | 15,598 | $3.5M | Add +31.5% |
| UBND Victoryshares Core Plus Bond | 0.76% | 160,206 | $3.5M | Reduce -2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.69% | 37,760 | $3.2M | Reduce -3.4% |
| NVDA Nvidia Corp. | 0.64% | 18,480 | $2.9M | Reduce -8.9% |
| ILCV iShares Morningstar Value Et | 0.62% | 34,267 | $2.9M | Reduce -2.4% |
| MGEE Mge Energy Inc. | 0.57% | 29,524 | $2.6M | Add +1.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.54% | 21,952 | $2.5M | Add +30.8% |
| SCHF Schwab Intl Equity ETF | 0.52% | 108,419 | $2.4M | Add +9.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 7,835 | $2.4M | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 0.49% | 76,113 | $2.2M | Reduce -12.3% |
| GOOGL Alphabet Inc. Class A | 0.48% | 12,554 | $2.2M | Reduce -15.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 4,548 | $2.2M | Add +3.3% |
| FENI Fidelity Enhanced Intl ETF | 0.43% | 59,747 | $2.0M | Add +132.7% |
| MUB iShares National Muni Bond E | 0.40% | 17,376 | $1.8M | Reduce -20.8% |
| SCHM Schwab US Mid Cap ETF | 0.39% | 63,508 | $1.8M | Add +24.3% |
| GLD SPDR Gold Shares | 0.36% | 5,377 | $1.6M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.33% | 5,272 | $1.5M | Reduce -29.3% |
| VOO Vanguard S&P 500 ETF | 0.32% | 2,609 | $1.5M | Add +17.5% |
| USTB Victoryshares Short-Term Bon | 0.31% | 28,186 | $1.4M | Add +15.7% |
| XYLD Global X S&P 500 Cove Call E | 0.29% | 34,633 | $1.3M | Add +2.5% |
| OEF iShares S&P 100 ETF | 0.29% | 4,407 | $1.3M | Add +7.3% |
| TSLA Tesla Inc. | 0.28% | 4,078 | $1.3M | Reduce -0.4% |
| V Visa Inc. Class A | 0.28% | 3,621 | $1.3M | Add +0.6% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 9,405 | $1.3M | Add +16.2% |
| VGT Vanguard Info Tech ETF | 0.27% | 1,884 | $1.2M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.27% | 1,240 | $1.2M | Add +1.0% |
| NFLX Netflix Inc. | 0.26% | 888 | $1.2M | New |
| META Meta Platforms Inc. Class A | 0.25% | 1,574 | $1.2M | Add +14.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 24,157 | $1.1M | Reduce -1.2% |
| DE Deere & Co. | 0.23% | 2,089 | $1.1M | Add +23.9% |
| DHR Danaher Corp. | 0.23% | 5,246 | $1.0M | No change |
| CGMU Cap Group Municipal Income | 0.23% | 38,776 | $1.0M | Add +30.0% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 7,730 | $1.0M | Reduce -1.7% |
| BALT Inn Defined Wealth Shield | 0.22% | 32,038 | $1.0M | Reduce -22.8% |
| IEMG iShares Core MSCI Emerging | 0.21% | 15,887 | $954K | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 0.19% | 8,673 | $860K | Reduce -1.4% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 7,765 | $855K | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 2,969 | $847K | Reduce -3.7% |
| LNT Alliant Energy Corp. | 0.18% | 13,402 | $810K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.18% | 3,702 | $809K | Add +1.4% |
| CGCP Cap Group Core Plus Income | 0.17% | 35,602 | $801K | Add +0.6% |
| PGX Invesco Preferred ETF | 0.17% | 70,395 | $783K | Reduce -21.9% |
| AVGO Broadcom Inc. | 0.17% | 2,756 | $760K | Add +0.8% |
| IGV iShares Expanded Tech-Softwa | 0.16% | 6,882 | $754K | Reduce -0.8% |
| IMCG iShares Morningstar Mid-Cap | 0.16% | 9,317 | $748K | Add +8.2% |
| XLC SS Comm Select Sector SPDR | 0.16% | 6,696 | $727K | Add +0.8% |
| SRLN SS Blackstone Sr Loan ETF | 0.16% | 17,247 | $717K | Add +0.9% |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 12,380 | $704K | Add +4.3% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 26,392 | $699K | Reduce -26.1% |
| MUNI PIMCO Intermediate Municipal | 0.15% | 13,573 | $697K | Reduce -17.5% |
| VDE Vanguard Energy ETF | 0.15% | 5,651 | $673K | Add +0.8% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.15% | 13,525 | $673K | Reduce -37.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 3,394 | $662K | Reduce -0.1% |
| IMCV iShares Morningstar Mid-Cap | 0.14% | 8,616 | $655K | Add +9.2% |
| GOOG Alphabet Inc. Class C | 0.14% | 3,682 | $653K | Add +74.4% |
| LRCX Lam Research Corp. | 0.14% | 6,520 | $635K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.13% | 781 | $609K | Reduce -9.9% |
| FTEC Fidelity MSCI Info Tech Indx | 0.13% | 2,953 | $582K | Add +85.6% |
| HELO JPMorgan Hedged Equity ETF | 0.12% | 8,836 | $553K | Add +60.0% |
| PTY PIMCO Corporate & Income Opp | 0.12% | 39,535 | $550K | Reduce -11.2% |
| SOXX iShares Semiconductor ETF | 0.11% | 2,165 | $517K | Add +1.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 7,591 | $510K | Reduce -14.7% |
| IWF iShares Russell 1000 Growth | 0.11% | 1,184 | $503K | Add +2.4% |
| SUB iShares Short-Term National | 0.11% | 4,694 | $499K | Reduce -2.1% |
| FESM Fidelity Enhanced Small Cap | 0.11% | 15,090 | $483K | Add +22.8% |
| FDN First Trust DJ Internet Ind | 0.10% | 1,718 | $463K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 1,939 | $460K | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 0.10% | 2,122 | $458K | Add +1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 2,582 | $456K | Add +16.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 9,289 | $455K | Reduce -17.6% |
| XOM Exxon Mobil Corp. | 0.10% | 4,170 | $450K | Add +1.0% |
| T AT&T Inc. | 0.10% | 15,469 | $448K | Add +2.2% |
| HDV iShares Core High Dividend E | 0.10% | 3,819 | $447K | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.10% | 6,458 | $446K | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 3,135 | $427K | Reduce -4.3% |
| XLE SS Energy Select Sector | 0.09% | 4,967 | $421K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 817 | $416K | Reduce -18.0% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.09% | 11,715 | $404K | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.09% | 5,655 | $392K | Add +0.1% |
Portfolio Sells Q1 2025 → Q2 2025
| RSP Invesco S&P 500 Equal Weight | Reduce -14.3% | 0.94% | −0.24 |
| MUB iShares National Muni Bond E | Reduce -20.8% | 0.40% | −0.17 |
| SCHB Schwab US Broad Market ETF | Reduce -2.8% | 2.68% | −0.14 |
| UBND Victoryshares Core Plus Bond | Reduce -2.9% | 0.76% | −0.12 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -37.5% | 0.15% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -29.3% | 0.33% | −0.12 |
| BALT Inn Defined Wealth Shield | Reduce -22.8% | 0.22% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -26.1% | 0.15% | −0.09 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -15.6% | 0.48% | −0.08 |
| ILCV iShares Morningstar Value Et | Reduce -2.4% | 0.62% | −0.08 |
| PGX Invesco Preferred ETF | Reduce -21.9% | 0.17% | −0.08 |
| MUNI PIMCO Intermediate Municipal | Reduce -17.5% | 0.15% | −0.06 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.05 |
| SCHG Schwab US Large-Cap Growth | Reduce -12.3% | 0.49% | −0.05 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -9.9% | 0.13% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 1.26% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.4% | 0.69% | −0.04 |
| PTY PIMCO Corporate & Income Opp | Reduce -11.2% | 0.12% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -17.6% | 0.10% | −0.04 |
| LNT Alliant Energy Corp. | Reduce -1.1% | 0.18% | −0.04 |
| COMT iShares Gsci Commodity Dynam | Reduce -30.4% | 0.05% | −0.04 |
| KRE SS SPDR S&P Regional Bank | Reduce -33.3% | 0.06% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -25.0% | 0.06% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -1.4% | 0.19% | −0.03 |
| HD Home Depot Inc. | Reduce -16.0% | 0.08% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.7% | 0.22% | −0.03 |
| JNJ Johnson & Johnson | Reduce -3.8% | 0.08% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -14.7% | 0.11% | −0.02 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -20.9% | 0.05% | −0.02 |
| PEP Pepsico Inc. | Reduce -6.1% | 0.06% | −0.02 |
| MCD McDonald's Corp. | Reduce -6.6% | 0.07% | −0.02 |
| SUB iShares Short-Term National | Reduce -2.1% | 0.11% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.1% | 0.14% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -6.9% | 0.06% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.7% | 0.18% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -1.1% | 0.07% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -4.8% | 0.04% | −0.01 |
| USB US Bancorp | Reduce -8.9% | 0.05% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 0.10% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -2.4% | 0.05% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -1.1% | 0.05% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.3% | 0.21% | −0.00 |
| EFV iShares MSCI Eafe Value ETF | Reduce -0.8% | 0.05% | −0.00 |
| BAC Bank of America Corp. | Reduce -1.2% | 0.25% | −0.00 |
| F Ford Motor Co. | Reduce -1.2% | 0.03% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -0.1% | 0.10% | −0.00 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.2% | 0.06% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| IUSG iShares Core S&P U.S. Growth | Add +4.6% | 13.40% | +1.16 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +8.2% | 4.37% | +0.49 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +6.5% | 5.81% | +0.29 |
| IJR iShares Core S&P Small-Cap E | Add +13.6% | 5.85% | +0.28 |
| NFLX Netflix Inc. | New | 0.26% | +0.26 |
| FENI Fidelity Enhanced Intl ETF | Add +132.7% | 0.43% | +0.25 |
| QQQM Invesco Nasdaq 100 ETF | Add +31.5% | 0.77% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +6.1% | 4.55% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 2.14% | +0.11 |
| XLE SS Energy Select Sector | New | 0.09% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.1% | 0.86% | +0.08 |
| FMDE Fidelity Enhanced Mid Cap Co. | New | 0.08% | +0.08 |
| SLV iShares Silver Trust | New | 0.08% | +0.08 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +30.8% | 0.54% | +0.08 |
| AMD Advanced Micro Devices | New | 0.07% | +0.07 |
| FTEC Fidelity MSCI Info Tech Indx | Add +85.6% | 0.13% | +0.06 |
| CGCB Cap Group Core Bond | New | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +74.4% | 0.14% | +0.06 |
| META Meta Platforms Inc. Class A | Add +14.6% | 0.25% | +0.06 |
| SCHM Schwab US Mid Cap ETF | Add +24.3% | 0.39% | +0.06 |
| VST Vistra Corp. | New | 0.06% | +0.06 |
| SNA Snap-on Inc. | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +0.8% | 0.17% | +0.05 |
| IBM Intl Business Machines Corp. | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | Add +1.4% | 0.18% | +0.05 |
| DIS The Walt Disney Co. | New | 0.05% | +0.05 |
| EXAS Exact Sciences Corp. | New | 0.05% | +0.05 |
| NRG NRG Energy Inc. | New | 0.05% | +0.05 |
| ADBE Adobe Inc. | New | 0.05% | +0.05 |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | New | 0.05% | +0.05 |
| NOC Northrop Grumman Corp. | New | 0.05% | +0.05 |
| FTNT Fortinet Inc. | New | 0.04% | +0.04 |
| MPC Marathon Petroleum Corp. | New | 0.04% | +0.04 |
| FHEQ Fidelity Hedged Equity ETF | New | 0.04% | +0.04 |
| USXF iShares ESG Advance MSCI USA | New | 0.04% | +0.04 |
| CEG Constellation Energy | New | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +17.5% | 0.32% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +9.5% | 0.52% | +0.04 |
| HELO JPMorgan Hedged Equity ETF | Add +60.0% | 0.12% | +0.04 |
| DE Deere & Co. | Add +23.9% | 0.23% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +16.2% | 0.28% | +0.03 |
| CGMU Cap Group Municipal Income | Add +30.0% | 0.23% | +0.03 |
| IXUS iShares Core Intl Stock ETF | Add +3.7% | 1.62% | +0.02 |
| LRCX Lam Research Corp. | Add +0.3% | 0.14% | +0.02 |
| OEF iShares S&P 100 ETF | Add +7.3% | 0.29% | +0.02 |
| FESM Fidelity Enhanced Small Cap | Add +22.8% | 0.11% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +1.2% | 0.11% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | Add +11.7% | 0.08% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +37.1% | 0.07% | +0.01 |
| IMCG iShares Morningstar Mid-Cap | Add +8.2% | 0.16% | +0.01 |
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 |