Madison Wealth Partners, Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Madison Wealth Partners, Inc reported 184 stock positions worth $505.7 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 12.8% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 8.5%) and iShares Flex I A ETF-Usd (BINC, 7.7%). Compared with Q2 2025, it opened 15 new positions, sold out of 5, added to 90 and reduced 47. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +16%) and the biggest sale iShares Core S&P U.S. Growth (IUSG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0001844424
- Portfolio Value
- $505.7M (Q3 2025)
- SEC Filing
- 0001104659-25-109982 ↗ filed Nov 12, 2025
Holdings Value
Holdings 184 stocks · $505.7M
| IUSG iShares Core S&P U.S. Growth | 12.79% | 392,985 | $64.7M | Reduce -3.7% |
| DGRO iShares Core Dividend Growth | 8.51% | 632,534 | $43.1M | Add +2.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 7.74% | 735,446 | $39.2M | Add +10.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.62% | 565,689 | $33.5M | Add +15.7% |
| IUSV iShares Core S&P U.S. Value | 5.90% | 298,779 | $29.9M | Add +3.9% |
| IJR iShares Core S&P Small-Cap E | 5.78% | 245,870 | $29.2M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 4.45% | 33,645 | $22.5M | Add +0.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 4.16% | 236,096 | $21.0M | Reduce -5.5% |
| SCHB Schwab US Broad Market ETF | 2.69% | 530,124 | $13.6M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 2.47% | 191,615 | $12.5M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.13% | 17,909 | $10.8M | Add +0.9% |
| AAPL Apple Inc. | 2.08% | 41,345 | $10.5M | Add +2.7% |
| MSFT Microsoft Corp. | 1.88% | 18,310 | $9.5M | Reduce -0.0% |
| IXUS iShares Core Intl Stock ETF | 1.58% | 97,063 | $8.0M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.21% | 9,164 | $6.1M | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 1.04% | 24,450 | $5.3M | Add +2.8% |
| FBND Fidelity Total Bond ETF | 0.99% | 108,762 | $5.0M | Reduce -18.6% |
| UBND Victoryshares Core Plus Bond | 0.99% | 226,073 | $5.0M | Add +41.1% |
| AMZN Amazon.com Inc. | 0.86% | 19,849 | $4.4M | No change |
| ILCG iShares Morningstar Growth E | 0.84% | 40,640 | $4.2M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.84% | 8,825 | $4.2M | Reduce -2.0% |
| RSP Invesco S&P 500 Equal Weight | 0.83% | 22,235 | $4.2M | Reduce -5.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.78% | 15,949 | $3.9M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 0.71% | 5,844 | $3.6M | Add +124.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.70% | 30,936 | $3.5M | Add +40.9% |
| NVDA Nvidia Corp. | 0.68% | 18,320 | $3.4M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.66% | 38,189 | $3.3M | Add +1.1% |
| ILCV iShares Morningstar Value Et | 0.61% | 34,392 | $3.1M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.61% | 12,608 | $3.1M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 9,185 | $3.0M | Add +17.2% |
| SCHF Schwab Intl Equity ETF | 0.52% | 113,525 | $2.6M | Add +4.7% |
| MGEE Mge Energy Inc. | 0.49% | 29,528 | $2.5M | Add +0.0% |
| SCHG Schwab US Large-Cap Growth | 0.48% | 76,626 | $2.4M | Add +0.7% |
| FENI Fidelity Enhanced Intl ETF | 0.43% | 61,206 | $2.2M | Add +2.4% |
| MUB iShares National Muni Bond E | 0.40% | 19,223 | $2.0M | Add +10.6% |
| USTB Victoryshares Short-Term Bon | 0.39% | 38,490 | $2.0M | Add +36.6% |
| GLD SPDR Gold Shares | 0.38% | 5,344 | $1.9M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 3,765 | $1.9M | Reduce -17.2% |
| TSLA Tesla Inc. | 0.36% | 4,127 | $1.8M | Add +1.2% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 60,434 | $1.8M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.32% | 5,175 | $1.6M | Reduce -1.8% |
| ITOT iShares Core S&P Total U.S. | 0.30% | 10,516 | $1.5M | Add +11.8% |
| VGT Vanguard Info Tech ETF | 0.28% | 1,884 | $1.4M | No change |
| XYLD Global X S&P 500 Cove Call E | 0.28% | 35,558 | $1.4M | Add +2.7% |
| OEF iShares S&P 100 ETF | 0.27% | 4,087 | $1.4M | Reduce -7.3% |
| LNT Alliant Energy Corp. | 0.25% | 18,947 | $1.3M | Add +41.4% |
| V Visa Inc. Class A | 0.24% | 3,623 | $1.2M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 23,224 | $1.2M | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 0.23% | 1,594 | $1.2M | Add +1.3% |
| COST Costco Wholesale Corp. | 0.23% | 1,245 | $1.2M | Add +0.4% |
| CGMU Cap Group Municipal Income | 0.22% | 40,902 | $1.1M | Add +5.5% |
| BALT Inn Defined Wealth Shield | 0.22% | 33,538 | $1.1M | Add +4.7% |
| IEMG iShares Core MSCI Emerging | 0.21% | 16,152 | $1.1M | Add +1.7% |
| NFLX Netflix Inc. | 0.21% | 888 | $1.1M | No change |
| ORCL Oracle Corp. | 0.21% | 3,703 | $1.0M | Add +0.0% |
| DHR Danaher Corp. | 0.21% | 5,246 | $1.0M | No change |
| VYM Vanguard High DVD Yield ETF | 0.20% | 7,019 | $989K | Reduce -9.2% |
| AGG iShares Core U.S. Aggregate | 0.20% | 9,858 | $988K | Add +13.7% |
| AVGO Broadcom Inc. | 0.19% | 2,858 | $943K | Add +3.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 2,952 | $909K | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.18% | 3,682 | $897K | No change |
| LRCX Lam Research Corp. | 0.17% | 6,533 | $875K | Add +0.2% |
| PGX Invesco Preferred ETF | 0.16% | 70,395 | $817K | No change |
| XLC SS Comm Select Sector SPDR | 0.16% | 6,726 | $796K | Add +0.5% |
| IMCG iShares Morningstar Mid-Cap | 0.16% | 9,614 | $795K | Add +3.2% |
| IGV iShares Expanded Tech-Softwa | 0.16% | 6,882 | $791K | No change |
| IVW iShares S&P 500 Growth ETF | 0.15% | 6,416 | $775K | Reduce -17.4% |
| DE Deere & Co. | 0.15% | 1,688 | $772K | Reduce -19.2% |
| VDE Vanguard Energy ETF | 0.15% | 6,002 | $755K | Add +6.2% |
| VXUS Vanguard Total Intl Stock | 0.15% | 10,162 | $746K | Add +57.4% |
| CGCP Cap Group Core Plus Income | 0.15% | 32,789 | $745K | Reduce -7.9% |
| MUNI PIMCO Intermediate Municipal | 0.15% | 14,106 | $737K | Add +3.9% |
| HELO JPMorgan Hedged Equity ETF | 0.15% | 11,317 | $736K | Add +28.1% |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 12,857 | $734K | Add +3.9% |
| SRLN SS Blackstone Sr Loan ETF | 0.14% | 17,409 | $724K | Add +0.9% |
| IMCV iShares Morningstar Mid-Cap | 0.14% | 8,983 | $722K | Add +4.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 3,408 | $711K | Add +0.4% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.13% | 13,477 | $670K | Reduce -0.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.12% | 2,843 | $632K | Reduce -3.7% |
| LLY Eli Lilly & Co. | 0.12% | 790 | $603K | Add +1.1% |
| PTY PIMCO Corporate & Income Opp | 0.12% | 40,870 | $590K | Add +3.4% |
| SOXX iShares Semiconductor ETF | 0.12% | 2,169 | $588K | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 3,035 | $554K | Reduce -3.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 7,594 | $542K | Add +0.0% |
| SUB iShares Short-Term National | 0.11% | 5,066 | $541K | Add +7.9% |
| IWM iShares Russell 2000 ETF | 0.10% | 2,186 | $529K | Add +3.0% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 19,332 | $528K | Reduce -26.8% |
| SLV iShares Silver Trust | 0.10% | 11,638 | $493K | Add +3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 1,913 | $486K | Reduce -1.3% |
| FDN First Trust DJ Internet Ind | 0.10% | 1,718 | $481K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,570 | $479K | Reduce -0.5% |
| FESM Fidelity Enhanced Small Cap | 0.09% | 13,011 | $476K | Reduce -13.8% |
| XOM Exxon Mobil Corp. | 0.09% | 4,171 | $470K | Add +0.0% |
| HDV iShares Core High Dividend E | 0.09% | 3,827 | $469K | Add +0.2% |
| JNJ Johnson & Johnson | 0.09% | 2,405 | $446K | Add +0.0% |
| XLE SS Energy Select Sector | 0.09% | 4,974 | $444K | Add +0.1% |
| AMAT Applied Materials Inc. | 0.09% | 2,144 | $439K | Add +0.1% |
| T AT&T Inc. | 0.09% | 15,486 | $437K | Add +0.1% |
| ISCG iShares Morningstar Small-Ca | 0.09% | 8,014 | $435K | Add +8.8% |
| CAT Caterpillar Inc. | 0.08% | 863 | $412K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| IUSG iShares Core S&P U.S. Growth | Reduce -3.7% | 12.79% | −0.61 |
| FBND Fidelity Total Bond ETF | Reduce -18.6% | 0.99% | −0.34 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -5.5% | 4.16% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.0% | 1.88% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -17.2% | 0.37% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -5.8% | 0.83% | −0.10 |
| DE Deere & Co. | Reduce -19.2% | 0.15% | −0.08 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.06 |
| NOVT Novanta Inc. | Sold out | 0.00% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 1.21% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -26.8% | 0.10% | −0.05 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.05 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.05 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -4.8% | 0.35% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -17.4% | 0.15% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -29.7% | 0.08% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -9.2% | 0.20% | −0.03 |
| CGCP Cap Group Core Plus Income | Reduce -7.9% | 0.15% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -20.5% | 0.07% | −0.03 |
| ILCG iShares Morningstar Growth E | Reduce -0.5% | 0.84% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.0% | 0.84% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -7.3% | 0.27% | −0.02 |
| HMOP Hartford Municipal Opp ETF | Reduce -27.2% | 0.04% | −0.02 |
| JMUB JPMorgan Municipal ETF | Reduce -17.5% | 0.06% | −0.02 |
| FMDE Fidelity Enhanced Mid Cap Co. | Reduce -16.7% | 0.07% | −0.02 |
| CARR Carrier Global Corp. | Reduce -1.7% | 0.04% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.7% | 0.08% | −0.01 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -0.3% | 0.13% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -16.5% | 0.04% | −0.01 |
| FELC Fidelity Enh LRG Cap Cor ETF | Reduce -13.7% | 0.07% | −0.01 |
| BAC Bank of America Corp. | Reduce -3.9% | 0.24% | −0.01 |
| FESM Fidelity Enhanced Small Cap | Reduce -13.8% | 0.09% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 0.32% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 0.08% | −0.01 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -7.2% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.06% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -1.1% | 0.06% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.5% | 0.08% | −0.01 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -2.0% | 0.04% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.6% | 0.18% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -7.3% | 0.04% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.5% | 0.09% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.3% | 0.10% | −0.00 |
| EXAS Exact Sciences Corp. | Reduce -1.4% | 0.05% | −0.00 |
| GUNR NT Mstar GLBL NR ETF | Reduce -3.5% | 0.06% | −0.00 |
| IAU iShares Gold Trust | Reduce -9.3% | 0.06% | −0.00 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -3.7% | 0.12% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.3% | 0.05% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.2% | 0.11% | +0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +15.7% | 6.62% | +0.81 |
| VOO Vanguard S&P 500 ETF | Add +124.0% | 0.71% | +0.38 |
| AAPL Apple Inc. | Add +2.7% | 2.08% | +0.28 |
| UBND Victoryshares Core Plus Bond | Add +41.1% | 0.99% | +0.22 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +40.9% | 0.70% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.61% | +0.12 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +10.8% | 7.74% | +0.09 |
| TSLA Tesla Inc. | Add +1.2% | 0.36% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +17.2% | 0.60% | +0.08 |
| LNT Alliant Energy Corp. | Add +41.4% | 0.25% | +0.08 |
| USTB Victoryshares Short-Term Bon | Add +36.6% | 0.39% | +0.08 |
| PAUG Innovator U.S. Equity Power | New | 0.07% | +0.07 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +57.4% | 0.15% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| QCOM Qualcomm Inc. | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | New | 0.05% | +0.05 |
| BND Vanguard Total Bond Market | New | 0.04% | +0.04 |
| RTX RTX Corp. | New | 0.04% | +0.04 |
| VDC Vanguard Consumer Staple ETF | New | 0.04% | +0.04 |
| VPU Vanguard Utilities ETF | New | 0.04% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | New | 0.04% | +0.04 |
| PDEC Innovator U.S. Equity Power | New | 0.04% | +0.04 |
| EFA iShares MSCI Eafe ETF | New | 0.04% | +0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.04% | +0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | Add +0.2% | 0.17% | +0.03 |
| ORCL Oracle Corp. | Add +0.0% | 0.21% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +11.8% | 0.30% | +0.03 |
| HELO JPMorgan Hedged Equity ETF | Add +28.1% | 0.15% | +0.02 |
| AVGO Broadcom Inc. | Add +3.7% | 0.19% | +0.02 |
| FHEQ Fidelity Hedged Equity ETF | Add +45.6% | 0.06% | +0.02 |
| SLV iShares Silver Trust | Add +3.6% | 0.10% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +2.8% | 2.69% | +0.01 |
| MUB iShares National Muni Bond E | Add +10.6% | 0.40% | +0.01 |
| JNJ Johnson & Johnson | Add +0.0% | 0.09% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +13.7% | 0.20% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.3% | 0.78% | +0.01 |
| ISCG iShares Morningstar Small-Ca | Add +8.8% | 0.09% | +0.01 |
| ISCV iShares Morningstar Small-Ca | Add +9.8% | 0.08% | +0.01 |
| C Citigroup Inc. | Add +0.1% | 0.07% | +0.01 |
| NOC Northrop Grumman Corp. | Add +0.5% | 0.05% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +3.0% | 0.10% | +0.00 |
| SOXX iShares Semiconductor ETF | Add +0.2% | 0.12% | +0.00 |
| AMD Advanced Micro Devices | Add +1.0% | 0.07% | +0.00 |
| VDE Vanguard Energy ETF | Add +6.2% | 0.15% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +1.7% | 0.21% | +0.00 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.09% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.05% | +0.00 |
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 |