Madison Wealth Partners, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Madison Wealth Partners, Inc reported 207 stock positions worth $548.1 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 12.3% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 8.2%) and iShares Flex I A ETF-Usd (BINC, 7.8%). Compared with Q3 2025, it opened 28 new positions, sold out of 5, added to 117 and reduced 46. The biggest buy was a new position in iShares US Smallcap Equity F (SMLF) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0001844424
- Portfolio Value
- $548.1M (Q4 2025)
- SEC Filing
- 0001104659-26-012404 ↗ filed Feb 10, 2026
Holdings Value
Holdings 207 stocks · $548.1M
| IUSG iShares Core S&P U.S. Growth | 12.30% | 401,259 | $67.4M | Add +2.1% |
| DGRO iShares Core Dividend Growth | 8.20% | 647,554 | $45.0M | Add +2.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 7.81% | 811,527 | $42.8M | Add +10.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.56% | 591,085 | $35.9M | Add +4.5% |
| IUSV iShares Core S&P U.S. Value | 5.84% | 311,949 | $32.0M | Add +4.4% |
| IVV iShares Core S&P 500 ETF | 4.33% | 34,651 | $23.7M | Add +3.0% |
| SMLF iShares US Smallcap Equity F | 4.15% | 303,766 | $22.7M | New |
| ONEQ Fidelity Nasdaq Comp Indx | 3.91% | 234,437 | $21.4M | Reduce -0.7% |
| AAPL Apple Inc. | 2.50% | 50,344 | $13.7M | Add +21.8% |
| IJH iShares Core S&P Midcap ETF | 2.33% | 193,848 | $12.8M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.13% | 19,003 | $11.7M | Add +6.1% |
| SCHB Schwab US Broad Market ETF | 1.77% | 369,116 | $9.7M | Reduce -30.4% |
| MSFT Microsoft Corp. | 1.62% | 18,403 | $8.9M | Add +0.5% |
| IXUS iShares Core Intl Stock ETF | 1.51% | 98,072 | $8.3M | Add +1.0% |
| UBND Victoryshares Core Plus Bond | 1.50% | 374,374 | $8.2M | Add +65.6% |
| IJR iShares Core S&P Small-Cap E | 1.34% | 61,232 | $7.4M | Reduce -75.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 9,172 | $6.3M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 1.07% | 26,770 | $5.9M | Add +9.5% |
| FBND Fidelity Total Bond ETF | 0.94% | 111,743 | $5.1M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 0.86% | 15,081 | $4.7M | Add +19.6% |
| SCHF Schwab Intl Equity ETF | 0.85% | 194,374 | $4.7M | Add +71.2% |
| AMZN Amazon.com Inc. | 0.83% | 19,713 | $4.6M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.79% | 8,924 | $4.4M | Add +1.1% |
| SCHG Schwab US Large-Cap Growth | 0.79% | 133,405 | $4.4M | Add +74.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.78% | 16,883 | $4.3M | Add +5.9% |
| ILCG iShares Morningstar Growth E | 0.76% | 40,143 | $4.2M | Reduce -1.2% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.75% | 35,764 | $4.1M | Add +15.6% |
| NVDA Nvidia Corp. | 0.74% | 21,720 | $4.1M | Add +18.6% |
| VOO Vanguard S&P 500 ETF | 0.70% | 6,137 | $3.8M | Add +5.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.63% | 38,769 | $3.5M | Add +1.5% |
| ILCV iShares Morningstar Value Et | 0.60% | 34,728 | $3.3M | Add +1.0% |
| RSP Invesco S&P 500 Equal Weight | 0.57% | 16,366 | $3.1M | Reduce -26.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 6,046 | $3.0M | Add +60.6% |
| SCHM Schwab US Mid Cap ETF | 0.52% | 95,639 | $2.9M | Add +58.3% |
| FENI Fidelity Enhanced Intl ETF | 0.48% | 71,652 | $2.6M | Add +17.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 7,764 | $2.6M | Reduce -15.5% |
| GLD SPDR Gold Shares | 0.44% | 6,115 | $2.4M | Add +14.4% |
| MGEE Mge Energy Inc. | 0.41% | 28,985 | $2.3M | Reduce -1.8% |
| MUB iShares National Muni Bond E | 0.37% | 18,710 | $2.0M | Reduce -2.7% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 15,800 | $1.9M | Add +146.3% |
| TSLA Tesla Inc. | 0.35% | 4,323 | $1.9M | Add +4.8% |
| COST Costco Wholesale Corp. | 0.33% | 2,109 | $1.8M | Add +69.4% |
| USTB Victoryshares Short-Term Bon | 0.33% | 35,592 | $1.8M | Reduce -7.5% |
| VDC Vanguard Consumer Staple ETF | 0.29% | 7,644 | $1.6M | Add +646.5% |
| JPM JPMorgan Chase & Co. | 0.28% | 4,725 | $1.5M | Reduce -8.7% |
| ITOT iShares Core S&P Total U.S. | 0.26% | 9,746 | $1.4M | Reduce -7.3% |
| VGT Vanguard Info Tech ETF | 0.26% | 1,913 | $1.4M | Add +1.5% |
| OEF iShares S&P 100 ETF | 0.26% | 4,109 | $1.4M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.25% | 4,442 | $1.4M | Add +20.6% |
| V Visa Inc. Class A | 0.24% | 3,805 | $1.3M | Add +5.0% |
| META Meta Platforms Inc. Class A | 0.23% | 1,951 | $1.3M | Add +22.4% |
| LNT Alliant Energy Corp. | 0.23% | 19,769 | $1.3M | Add +4.3% |
| DHR Danaher Corp. | 0.22% | 5,273 | $1.2M | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 21,701 | $1.2M | Reduce -6.6% |
| IEMG iShares Core MSCI Emerging | 0.21% | 17,427 | $1.2M | Add +7.9% |
| AVGO Broadcom Inc. | 0.21% | 3,320 | $1.1M | Add +16.2% |
| LRCX Lam Research Corp. | 0.21% | 6,697 | $1.1M | Add +2.5% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 39,628 | $1.1M | Add +105.0% |
| CGMU Cap Group Municipal Income | 0.20% | 39,664 | $1.1M | Reduce -3.0% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 7,401 | $1.1M | Add +5.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.17% | 2,954 | $930K | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.17% | 9,180 | $917K | Reduce -6.9% |
| BALT Inn Defined Wealth Shield | 0.16% | 26,037 | $872K | Reduce -22.4% |
| NFLX Netflix Inc. | 0.16% | 9,099 | $853K | Add +2.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 4,024 | $852K | Add +18.1% |
| LLY Eli Lilly & Co. | 0.15% | 771 | $829K | Reduce -2.4% |
| DE Deere & Co. | 0.15% | 1,779 | $828K | Add +5.4% |
| XLC SS Comm Select Sector SPDR | 0.15% | 6,833 | $804K | Add +1.6% |
| HELO JPMorgan Hedged Equity ETF | 0.15% | 12,008 | $798K | Add +6.1% |
| VDE Vanguard Energy ETF | 0.14% | 6,269 | $789K | Add +4.5% |
| IMCG iShares Morningstar Mid-Cap | 0.14% | 9,496 | $758K | Reduce -1.2% |
| SLV iShares Silver Trust | 0.14% | 11,638 | $750K | No change |
| CGCP Cap Group Core Plus Income | 0.14% | 33,072 | $749K | Add +0.9% |
| IGV iShares Expanded Tech-Softwa | 0.13% | 6,927 | $732K | Add +0.7% |
| IMCV iShares Morningstar Mid-Cap | 0.13% | 8,889 | $732K | Reduce -1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 2,832 | $730K | Add +48.0% |
| XYLD Global X S&P 500 Cove Call E | 0.13% | 17,662 | $718K | Reduce -50.3% |
| MUNI PIMCO Intermediate Municipal | 0.13% | 13,391 | $702K | Reduce -5.1% |
| JEPI JPMorgan Equity Premium Inco | 0.13% | 12,252 | $701K | Reduce -4.7% |
| SOXX iShares Semiconductor ETF | 0.12% | 2,206 | $664K | Add +1.7% |
| JNJ Johnson & Johnson | 0.12% | 3,192 | $661K | Add +32.7% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 3,710 | $659K | Add +22.2% |
| ORCL Oracle Corp. | 0.12% | 3,377 | $658K | Reduce -8.8% |
| IWM iShares Russell 2000 ETF | 0.12% | 2,609 | $642K | Add +19.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.12% | 7,107 | $640K | Add +109.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.12% | 2,843 | $639K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 5,064 | $609K | Add +21.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.11% | 10,036 | $604K | New |
| IVE iShares S&P 500 Value ETF | 0.11% | 2,838 | $602K | Add +161.1% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.11% | 11,931 | $593K | Reduce -11.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 7,605 | $559K | Add +0.1% |
| AMAT Applied Materials Inc. | 0.10% | 2,168 | $557K | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 2,830 | $541K | Add +10.1% |
| CAT Caterpillar Inc. | 0.10% | 916 | $525K | Add +6.1% |
| AMD Advanced Micro Devices | 0.10% | 2,449 | $524K | Add +5.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 1,099 | $515K | Add +39.6% |
| FESM Fidelity Enhanced Small Cap | 0.09% | 13,509 | $510K | Add +3.8% |
| PG The Procter & Gamble Co. | 0.09% | 3,473 | $498K | Add +64.3% |
| VXUS Vanguard Total Intl Stock | 0.09% | 6,509 | $491K | Reduce -36.0% |
| HD Home Depot Inc. | 0.09% | 1,425 | $490K | Add +45.4% |
Portfolio Sells Q3 2025 → Q4 2025
| IJR iShares Core S&P Small-Cap E | Reduce -75.1% | 1.34% | −4.43 |
| SCHB Schwab US Broad Market ETF | Reduce -30.4% | 1.77% | −0.93 |
| RSP Invesco S&P 500 Equal Weight | Reduce -26.4% | 0.57% | −0.26 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -0.7% | 3.91% | −0.25 |
| XYLD Global X S&P 500 Cove Call E | Reduce -50.3% | 0.13% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.5% | 0.47% | −0.12 |
| PGX Invesco Preferred ETF | Reduce -59.6% | 0.06% | −0.10 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -61.6% | 0.05% | −0.09 |
| ORCL Oracle Corp. | Reduce -8.8% | 0.12% | −0.09 |
| MGEE Mge Energy Inc. | Reduce -1.8% | 0.41% | −0.08 |
| ILCG iShares Morningstar Growth E | Reduce -1.2% | 0.76% | −0.08 |
| PTY PIMCO Corporate & Income Opp | Reduce -52.0% | 0.05% | −0.07 |
| BALT Inn Defined Wealth Shield | Reduce -22.4% | 0.16% | −0.06 |
| VXUS Vanguard Total Intl Stock | Reduce -36.0% | 0.09% | −0.06 |
| USTB Victoryshares Short-Term Bon | Reduce -7.5% | 0.33% | −0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.06 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -8.7% | 0.28% | −0.04 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.04 |
| HMOP Hartford Municipal Opp ETF | Sold out | 0.00% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -2.7% | 0.37% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -7.3% | 0.26% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 0.83% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -6.9% | 0.17% | −0.03 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -11.5% | 0.11% | −0.02 |
| CGMU Cap Group Municipal Income | Reduce -3.0% | 0.20% | −0.02 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -20.5% | 0.05% | −0.02 |
| SUB iShares Short-Term National | Reduce -13.1% | 0.09% | −0.02 |
| BAC Bank of America Corp. | Reduce -6.6% | 0.22% | −0.02 |
| IMCG iShares Morningstar Mid-Cap | Reduce -1.2% | 0.14% | −0.02 |
| MUNI PIMCO Intermediate Municipal | Reduce -5.1% | 0.13% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -11.2% | 0.08% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -4.7% | 0.13% | −0.02 |
| SNA Snap-on Inc. | Reduce -18.1% | 0.04% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -17.6% | 0.04% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.6% | 0.07% | −0.01 |
| IMCV iShares Morningstar Mid-Cap | Reduce -1.1% | 0.13% | −0.01 |
| JMUB JPMorgan Municipal ETF | Reduce -8.7% | 0.05% | −0.01 |
| PHK PIMCO High Income Fund | Reduce -34.7% | 0.01% | −0.01 |
| CGCB Cap Group Core Bond | Reduce -7.1% | 0.05% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -7.2% | 0.04% | −0.01 |
| GUNR NT Mstar GLBL NR ETF | Reduce -8.5% | 0.05% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -7.6% | 0.04% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -3.3% | 0.04% | −0.01 |
| IAU iShares Gold Trust | Reduce -3.0% | 0.06% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.6% | 0.08% | +0.00 |
| C Citigroup Inc. | Reduce -4.3% | 0.07% | +0.00 |
| AAL American Airlines Group Inc. | Reduce -0.9% | 0.03% | +0.01 |
| EXAS Exact Sciences Corp. | Reduce -21.2% | 0.06% | +0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| SMLF iShares US Smallcap Equity F | New | 4.15% | +4.15 |
| UBND Victoryshares Core Plus Bond | Add +65.6% | 1.50% | +0.52 |
| AAPL Apple Inc. | Add +21.8% | 2.50% | +0.42 |
| SCHF Schwab Intl Equity ETF | Add +71.2% | 0.85% | +0.33 |
| SCHG Schwab US Large-Cap Growth | Add +74.1% | 0.79% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +19.6% | 0.86% | +0.26 |
| VDC Vanguard Consumer Staple ETF | Add +646.5% | 0.29% | +0.25 |
| IVW iShares S&P 500 Growth ETF | Add +146.3% | 0.36% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +60.6% | 0.55% | +0.18 |
| SCHM Schwab US Mid Cap ETF | Add +58.3% | 0.52% | +0.17 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.11% | +0.11 |
| COST Costco Wholesale Corp. | Add +69.4% | 0.33% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +105.0% | 0.20% | +0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +20.6% | 0.25% | +0.08 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 0.08% | +0.08 |
| SDY SS SPDR S&P Dividend ETF | New | 0.07% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +10.3% | 7.81% | +0.07 |
| WFC Wells Fargo & Co. | New | 0.07% | +0.07 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.07% | +0.07 |
| BPRE Bluerock Private Real Estate | New | 0.07% | +0.07 |
| GLD SPDR Gold Shares | Add +14.4% | 0.44% | +0.07 |
| IVE iShares S&P 500 Value ETF | Add +161.1% | 0.11% | +0.07 |
| NVDA Nvidia Corp. | Add +18.6% | 0.74% | +0.06 |
| IDHQ Invesco S&P International DE | New | 0.06% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +109.3% | 0.12% | +0.06 |
| DVY iShares Select Dividend ETF | New | 0.06% | +0.06 |
| WMT Walmart Inc. | New | 0.06% | +0.06 |
| OUSA Alps Oshares US Quality Divi | New | 0.06% | +0.06 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +15.6% | 0.75% | +0.05 |
| PGR Progressive Corp. | New | 0.05% | +0.05 |
| FENI Fidelity Enhanced Intl ETF | Add +17.1% | 0.48% | +0.05 |
| GE General Electric | New | 0.05% | +0.05 |
| ABT Abbott Laboratories | New | 0.05% | +0.05 |
| NOVT Novanta Inc. | New | 0.04% | +0.04 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| DUK Duke Energy Corp. | New | 0.04% | +0.04 |
| XEL Xcel Energy Inc. | New | 0.04% | +0.04 |
| XAR SS SPDR S&P Aerospace Def | New | 0.04% | +0.04 |
| FHLC Fidelity MSCI Health Care | New | 0.04% | +0.04 |
| XSVM Invesco S&P Smallcap Value W | New | 0.04% | +0.04 |
| AMGN Amgen Inc. | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | New | 0.04% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.04% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +48.0% | 0.13% | +0.04 |
| ADBE Adobe Inc. | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | Add +2.5% | 0.21% | +0.04 |
| MU Micron Technology Inc. | Add +6.2% | 0.08% | +0.03 |
| JNJ Johnson & Johnson | Add +32.7% | 0.12% | +0.03 |
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 |