Madison Wealth Partners, Inc
Filing Date
Global Rank
#5,339
/ 8,232
▲ 355
Top Industry
Consumer Electronics
17.1%
3Y Alpha vs SPY
-1.4%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.0%
SPY
+76.3%
Annualised alpha
-1.2%
Max drawdown
−20.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
88 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.5%
−0.4 pts
Top 5
41.7%
−4.2 pts
Top 10
59.3%
−3.3 pts
HHI
499
Diversified−71
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.3% | $33,631,027 |
| Unclassified | 20.7% | $20,963,651 |
| Financial Services | 9.4% | $9,484,595 |
| Communication Services | 8.0% | $8,075,458 |
| Consumer Cyclical | 7.9% | $7,996,532 |
| Industrials | 5.0% | $5,049,662 |
| Utilities | 4.8% | $4,890,143 |
| Consumer Defensive | 4.2% | $4,207,273 |
| Healthcare | 4.0% | $4,043,774 |
| Energy | 1.9% | $1,885,488 |
| Real Estate | 0.7% | $692,008 |
| Basic Materials | 0.2% | $202,270 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +4,812 | 26,532 | $4,627,180 | |
| AAPL | Apple Inc. | +3,526 | 53,870 | $13,671,667 | |
| MGEE | Mge Energy Inc | +2,746 | 31,731 | $2,452,488 | |
| WMT | Walmart Inc. | +2,240 | 4,968 | $617,423 | |
| AMZN | Amazon Com Inc | +2,075 | 21,788 | $4,537,786 | |
| GOOGL | Alphabet Inc. | +1,447 | 16,528 | $4,752,791 | |
| SLV | iShares Silver Trust | +1,329 | 12,967 | $883,571 | |
| BAC | Bank Of America Corp /De/ | +1,199 | 22,900 | $1,116,375 | |
| GLD | Spdr Gold Trust | +1,072 | 7,187 | $3,092,494 | |
| PG | PROCTER & GAMBLE Co | +1,054 | 4,527 | $653,879 | |
| CSCO | Cisco Systems, Inc. | +934 | 6,346 | $492,386 | |
| NFLX | Netflix Inc | +895 | 9,994 | $960,923 | |
| MSFT | Microsoft Corp | +819 | 19,222 | $7,115,407 | |
| JNJ | Johnson & Johnson | +819 | 4,011 | $980,448 | |
| T | At&T Inc. | +779 | 17,054 | $494,395 | |
| ABBV | AbbVie Inc. | +742 | 2,559 | $556,556 | |
| PEP | Pepsico Inc | +676 | 2,744 | $426,115 | |
| USB | US Bancorp De | +659 | 5,829 | $303,166 | |
| AVGO | Broadcom Inc. | +613 | 3,933 | $1,217,302 | |
| CVX | Chevron Corp | +543 | 3,328 | $688,563 | |
| XOM | Exxon Mobil Corp | +448 | 5,512 | $935,165 | |
| JPM | Jpmorgan Chase & Co | +424 | 5,149 | $1,514,629 | |
| MU | Micron Technology Inc | +370 | 1,960 | $662,166 | |
| CAT | Caterpillar Inc | +370 | 1,286 | $911,079 | |
| ABT | Abbott Laboratories | +331 | 2,396 | $245,997 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LNT | Alliant Energy Corp | −6,202 | 13,567 | $973,567 | |
| BPRE | Bluerock Private Real Estate Fund | −1,242 | 23,948 | $397,776 | |
| AMD | Advanced Micro Devices Inc | −824 | 1,625 | $330,573 | |
| QQQ | Invesco Qqq Trust, Series 1 | −795 | 18,208 | $10,509,293 | |
| AAL | American Airlines Group Inc. | −220 | 10,072 | $108,173 | |
| MPC | Marathon Petroleum Corp | −172 | 1,072 | $261,760 | |
| PGR | Progressive Corp/Oh/ | −103 | 1,209 | $239,672 | |
| XEL | Xcel Energy Inc | −73 | 2,841 | $225,689 | |
| NEE | Nextera Energy Inc | −53 | 5,293 | $491,613 | |
| DHR | Danaher Corp /De/ | −44 | 5,229 | $991,418 | |
| V | Visa Inc. | −33 | 3,772 | $1,140,049 | |
| VST | Vistra Corp. | −17 | 1,391 | $209,109 | |
| NRG | Nrg Energy, Inc. | −12 | 1,408 | $205,765 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −8 | 719 | $242,986 | |
| DE | Deere & Co | −7 | 1,772 | $998,167 | |
| TSCO | Tractor Supply Co /De/ | −2 | 4,760 | $215,628 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FAST | Fastenal Co | 14,020 | $650,528 | |
| AGNC | AGNC Investment Corp. | 58,130 | $583,043 | |
| WEC | Wec Energy Group, Inc. | 2,867 | $331,912 | |
| KO | Coca Cola Co | 3,837 | $291,803 | |
| MRK | Merck & Co., Inc. | 2,018 | $242,745 | |
| VZ | Verizon Communications Inc | 4,440 | $222,888 | |
| CBSH | Commerce Bancshares Inc /Mo/ | 4,385 | $215,742 | |
| LIN | Linde PLC | 408 | $202,270 | |
| ORC | Orchid Island Capital, Inc. | 15,500 | $108,965 | |
| EDF | Virtus Stone Harbor Emerging Markets Income Fund | 16,000 | $76,480 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXAS | EXACT SCIENCES CORP | 3,316 | $336,772 | |
| CEG | Constellation Energy Corp | 676 | $238,810 | |
| DUK | Duke Energy CORP | 1,849 | $216,721 | |
| GBTC | Grayscale Bitcoin Trust ETF | 3,148 | $215,197 | |
| LOW | Lowes Companies Inc | 844 | $203,539 | |
| ADBE | Adobe Inc. | 579 | $202,644 | |
| LWLG | Lightwave Logic, Inc. | 13,758 | $44,575 | |
| No positions match the current search. | ||||
88 positions ·
$101,121,881 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 88 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 53,870 | $13,671,667 | 13.52% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 18,208 | $10,509,293 | 10.39% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 19,222 | $7,115,407 | 7.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 9,430 | $6,132,706 | 6.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 16,528 | $4,752,791 | 4.70% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,532 | $4,627,180 | 4.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 21,788 | $4,537,786 | 4.49% | |
| GLD |
Spdr Gold Trust
|
Added | 7,187 | $3,092,494 | 3.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 6,370 | $3,052,504 | 3.02% | |
| MGEE |
Mge Energy Inc
Utilities
|
Added | 31,731 | $2,452,488 | 2.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,226 | $2,218,053 | 2.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,604 | $1,711,537 | 1.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,149 | $1,514,629 | 1.50% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 6,945 | $1,483,868 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,268 | $1,297,590 | 1.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,933 | $1,217,302 | 1.20% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,772 | $1,140,049 | 1.13% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 22,900 | $1,116,375 | 1.10% | |
| DE |
Deere & Co
Industrials
|
Reduced | 1,772 | $998,167 | 0.99% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 5,229 | $991,418 | 0.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,011 | $980,448 | 0.97% | |
| LNT |
Alliant Energy Corp
Utilities
|
Reduced | 13,567 | $973,567 | 0.96% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 9,994 | $960,923 | 0.95% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 5,512 | $935,165 | 0.92% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,286 | $911,079 | 0.90% | |
| SLV |
iShares Silver Trust
|
Added | 12,967 | $883,571 | 0.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 848 | $779,964 | 0.77% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,280 | $779,281 | 0.77% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,328 | $688,563 | 0.68% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,960 | $662,166 | 0.65% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,527 | $653,879 | 0.65% | |
| FAST |
Fastenal Co
Industrials
|
NEW | 14,020 | $650,528 | 0.64% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,968 | $617,423 | 0.61% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
NEW | 58,130 | $583,043 | 0.58% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 3,875 | $566,835 | 0.56% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,811 | $562,840 | 0.56% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,559 | $556,556 | 0.55% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,617 | $531,815 | 0.53% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,569 | $525,035 | 0.52% | |
| KLAC |
Kla Corp
Technology
|
Added | 338 | $497,674 | 0.49% | |
| T |
At&T Inc.
Communication Services
|
Added | 17,054 | $494,395 | 0.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,346 | $492,386 | 0.49% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 5,293 | $491,613 | 0.49% | |
| CMI |
Cummins Inc
Industrials
|
Added | 879 | $472,919 | 0.47% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 517 | $451,289 | 0.45% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,100 | $429,451 | 0.42% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 2,744 | $426,115 | 0.42% | |
| RTX |
RTX Corp
Industrials
|
Added | 2,184 | $421,293 | 0.42% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 811 | $405,224 | 0.40% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
Reduced | 23,948 | $397,776 | 0.39% |