Madison Wealth Partners, Inc
Filing Date
Global Rank
#4,629
/ 8,517
▲ 652
Top Industry
Consumer Electronics
14.6%
3Y Alpha vs SPY
+14.2%
Period ended 46 days ago
Filed Aug 12, 2026 · 3d
23 quarters · since Dec 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+145.1%
SPY
+75.3%
Annualised alpha
+14.2%
Max drawdown
−19.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
119 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.0%
−2.2 pts
Top 5
43.3%
−3.1 pts
Top 10
59.9%
−4.3 pts
HHI
564
Diversified−102
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.3% | $68,232,170 |
| Technology | 28.5% | $52,073,983 |
| Communication Services | 6.6% | $12,104,928 |
| Financial Services | 6.4% | $11,696,132 |
| Consumer Cyclical | 5.4% | $9,836,913 |
| Industrials | 4.4% | $8,043,586 |
| Healthcare | 3.4% | $6,239,166 |
| Utilities | 3.2% | $5,921,980 |
| Consumer Defensive | 2.6% | $4,815,699 |
| Energy | 1.3% | $2,314,511 |
| Real Estate | 0.6% | $1,169,592 |
| Basic Materials | 0.3% | $486,387 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | +11,675 | 630,760 | $31,083,852 | |
| VEA | Vanguard FTSE Developed Markets ETF | +8,787 | 12,362 | $880,792 | |
| MRK | Merck & Co., Inc. | +6,006 | 8,024 | $1,031,084 | |
| XOM | ExxonMobil Holdings Corp | +4,680 | 10,192 | $1,393,450 | |
| MSFT | Microsoft Corp | +3,998 | 23,220 | $8,661,524 | |
| NVDA | Nvidia Corp | +3,960 | 30,492 | $6,101,144 | |
| AAPL | Apple Inc. | +3,832 | 57,702 | $16,696,650 | |
| VIG | Vanguard Dividend Appreciation ETF | +3,290 | 31,081 | $7,354,386 | |
| KLAC | Kla Corp | +3,162 | 3,500 | $1,055,985 | |
| GOOGL | Alphabet Inc. | +3,073 | 24,219 | $8,634,143 | |
| BAC | Bank Of America Corp /De/ | +3,062 | 25,962 | $1,479,314 | |
| AVGO | Broadcom Inc. | +3,028 | 6,961 | $2,629,517 | |
| VZ | Verizon Communications Inc | +2,703 | 7,143 | $302,434 | |
| AMZN | Amazon Com Inc | +2,431 | 24,219 | $5,772,356 | |
| ORCL | Oracle Corp | +2,010 | 5,579 | $817,602 | |
| WMT | Walmart Inc. | +1,944 | 6,912 | $782,853 | |
| F | Ford Motor Co | +1,895 | 15,098 | $209,862 | |
| CSCO | Cisco Systems, Inc. | +1,714 | 8,060 | $946,727 | |
| T | At&T Inc. | +1,321 | 18,375 | $380,362 | |
| LRCX | Lam Research Corp | +1,227 | 8,172 | $3,541,172 | |
| ABBV | AbbVie Inc. | +1,126 | 3,685 | $927,293 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,064 | 19,272 | $14,191,900 | |
| AMAT | Applied Materials Inc /De | +1,032 | 3,312 | $2,394,576 | |
| KO | Coca Cola Co | +1,006 | 4,843 | $393,590 | |
| IBM | International Business Machines Corp | +866 | 1,956 | $550,046 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PTY | Pimco Corporate & Income Opportunity Fund | −5,000 | 14,622 | $175,902 | |
| CGCB | Capital Group Core Bond ETF | −1,122 | 9,066 | $237,347 | |
| VXUS | Vanguard Total International Stock ETF | −719 | 6,456 | $551,923 | |
| USB | US Bancorp De | −430 | 5,399 | $326,099 | |
| AGNC | AGNC Investment Corp. | −348 | 57,782 | $629,823 | |
| NFLX | Netflix Inc | −139 | 9,855 | $703,647 | |
| LNT | Alliant Energy Corp | −129 | 13,438 | $1,025,185 | |
| BRK-B | Berkshire Hathaway Inc | −39 | 6,331 | $3,167,969 | |
| NRG | Nrg Energy, Inc. | −4 | 1,404 | $205,068 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 4,370 | $746,658 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 1,055 | $551,121 | |
| INTC | Intel Corp | 2,863 | $399,760 | |
| PANW | Palo Alto Networks Inc | 1,149 | $391,831 | |
| GLW | Corning Inc /Ny | 1,238 | $316,222 | |
| DUK | Duke Energy CORP | 2,378 | $301,007 | |
| FTNT | Fortinet, Inc. | 1,937 | $297,561 | |
| ED | Consolidated Edison Inc | 2,462 | $272,371 | |
| GS | Goldman Sachs Group Inc | 258 | $260,933 | |
| PM | Philip Morris International Inc. | 1,417 | $256,349 | |
| FCX | Freeport-Mcmoran Inc | 4,029 | $253,383 | |
| ASML | Asml Holding NV | 126 | $250,669 | |
| VRT | Vertiv Holdings Co | 738 | $247,097 | |
| UNP | Union Pacific Corp | 889 | $241,808 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 330 | $232,102 | |
| TXN | Texas Instruments Inc | 697 | $207,754 | |
| SO | Southern Co | 2,149 | $205,680 | |
| NIC | Nicolet Bankshares Inc | 1,241 | $205,248 | |
| CTRE | CareTrust REIT, Inc. | 5,084 | $205,139 | |
| DELL | Dell Technologies Inc. | 473 | $204,080 | |
| BLK | BlackRock, Inc. | 209 | $200,966 | |
| NVS | Novartis AG | 1,281 | $200,758 | |
| DX | Dynex Capital Inc | 10,121 | $132,686 | |
| RITM | Rithm Capital Corp. | 10,001 | $93,909 | |
| APH | Amphenol Corp /De/ | 1,816 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSCO | Tractor Supply Co /De/ | 4,760 | $215,628 | |
| No positions match the current search. | ||||
119 tracked positions ·
$182,935,047 total
· filing declares
292 positions · $785,860,140
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 119 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CGDV |
Capital Group Dividend Value ETF
|
Added | 630,760 | $31,083,852 | 16.99% | |
| AAPL |
Apple Inc.
Technology
|
Added | 57,702 | $16,696,650 | 9.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 19,272 | $14,191,900 | 7.76% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,220 | $8,661,524 | 4.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 24,219 | $8,634,143 | 4.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,009 | $7,474,420 | 4.09% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 31,081 | $7,354,386 | 4.02% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 30,492 | $6,101,144 | 3.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 24,219 | $5,772,356 | 3.16% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 8,172 | $3,541,172 | 1.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 6,331 | $3,167,969 | 1.73% | |
| GLD |
Spdr Gold Trust
|
Added | 7,570 | $2,788,636 | 1.52% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,961 | $2,629,517 | 1.44% | |
| MGEE |
Mge Energy Inc
Utilities
|
Added | 31,812 | $2,593,950 | 1.42% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,086 | $2,407,848 | 1.32% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 3,312 | $2,394,576 | 1.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,360 | $2,254,416 | 1.23% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,374 | $2,220,805 | 1.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,929 | $1,940,739 | 1.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,031 | $1,707,331 | 0.93% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,558 | $1,659,114 | 0.91% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 25,962 | $1,479,314 | 0.81% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,233 | $1,452,299 | 0.79% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 10,192 | $1,393,450 | 0.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,074 | $1,288,187 | 0.70% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,146 | $1,246,632 | 0.68% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 3,942 | $1,194,899 | 0.65% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,654 | $1,181,976 | 0.65% | |
| DE |
Deere & Co
Industrials
|
Added | 1,779 | $1,128,473 | 0.62% | |
| KLAC |
Kla Corp
Technology
|
Added | 3,500 | $1,055,985 | 0.58% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 8,024 | $1,031,084 | 0.56% | |
| LNT |
Alliant Energy Corp
Utilities
|
Reduced | 13,438 | $1,025,185 | 0.56% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 5,291 | $1,007,829 | 0.55% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 8,060 | $946,727 | 0.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,685 | $927,293 | 0.51% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,168 | $891,347 | 0.49% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 12,362 | $880,792 | 0.48% | |
| ORCL |
Oracle Corp
Technology
|
Added | 5,579 | $817,602 | 0.45% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 667 | $783,631 | 0.43% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,912 | $782,853 | 0.43% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,261 | $771,473 | 0.42% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,178 | $768,137 | 0.42% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 4,370 | $746,658 | 0.41% | |
| SLV |
iShares Silver Trust
|
Added | 13,461 | $719,759 | 0.39% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 9,855 | $703,647 | 0.38% | |
| FAST |
Fastenal Co
Industrials
|
Added | 14,331 | $688,317 | 0.38% | |
| CMI |
Cummins Inc
Industrials
|
Added | 956 | $681,828 | 0.37% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 7,832 | $655,930 | 0.36% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,880 | $643,148 | 0.35% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
Reduced | 57,782 | $629,823 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.