Madison Wealth Partners, Inc

CIK

1844424

Location

MADISON, WI

Portfolio Value

Small $785,405,720

Diversification

Diversified

Filing Date

Global Rank

#2,928 / 8,795 ▲ 849 · as of Jun 2026

Top Industry

Asset Management 22.0%

Period ended 3 months ago

Filed Aug 12, 2026 · 56d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

166 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

33.0%

+20.7 pts

Top 5

57.7%

+8.3 pts

Top 10

73.8%

+4.7 pts

HHI

1,317

Diversified+701

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.3%	$638,555,861	60
Technology	6.7%	$52,714,377	27
Financial Services	5.5%	$43,202,720	18
Communication Services	1.5%	$12,104,928	6
Consumer Cyclical	1.3%	$9,836,913	7
Industrials	1.0%	$8,043,586	14
Healthcare	0.8%	$6,239,166	8
Utilities	0.8%	$5,921,980	10
Consumer Defensive	0.6%	$4,815,699	6
Energy	0.3%	$2,314,511	3
Real Estate	0.1%	$1,169,592	5
Basic Materials	0.1%	$486,387	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	+149,556	1,498,864	$63,492,000
ABI	VictoryShares Pioneer Asset-Based Income ETF	+123,021	1,815,388	$46,074,222
BNDW	Vanguard Total World Bond ETF	+117,653	126,228	$9,926,952
FNDA	Schwab Fundamental U.S. Small Company ETF	+76,520	909,970	$28,076,822
VB	Vanguard Morningstar Small-Cap ETF	+68,410	109,042	$19,539,924
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+56,943	2,034,658	$259,134,506
BCLO	iShares BBB-B CLO Active ETF	+47,374	909,176	$47,586,271
AGNG	Global X Funds Global X Aging Population ETF	+29,363	50,342	$1,529,456
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+22,400	45,625	$4,162,143
EDV	Vanguard World Funds Extended Duration ETF	+21,772	42,602	$6,566,714
AAAA	Amplius Aggressive Asset Allocation ETF	+18,733	57,519	$6,734,899
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+15,914	69,285	$2,703,246
IVZ	Invesco Ltd.	+15,143	144,327	$31,506,588
BAPR	Innovator U.S. Equity Buffer ETF - April	+12,713	26,006	$1,180,797
CGDV	Capital Group Dividend Value ETF	+11,675	630,760	$31,083,852
—		+11,167	16,948	$789,057
VEA	Vanguard FTSE Developed Markets ETF	+8,787	12,362	$880,792
BILZ	PIMCO Ultra Short Government Active ETF	+6,579	24,511	$1,599,007
MRK	Merck & Co., Inc.	+6,006	8,024	$1,031,084
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+5,920	16,250	$1,894,425
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+5,547	38,989	$2,326,558
XOM	ExxonMobil Holdings Corp	+4,680	10,192	$1,393,450
VIGI	Vanguard International Dividend Appreciation ETF	+4,474	21,288	$2,590,360
VEU	Vanguard FTSE All-World Ex-US ETF	+4,445	12,051	$907,762
MSFT	Microsoft Corp	+3,998	23,220	$8,661,524
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	−77,025	540,753	$36,501,872
PTY	Pimco Corporate & Income Opportunity Fund	−5,000	14,622	$175,902
VCRM	Vanguard Core Tax-Exempt Bond ETF	−1,119	5,885	$297,663
CGCB	Capital Group Core Bond ETF	−1,044	85,667	$2,161,467
ACES	ALPS Clean Energy ETF	−836	7,972	$465,006
VXUS	Vanguard Total International Stock ETF	−719	6,456	$551,923
BNDC	FlexShares Core Select Bond Fund	−584	5,619	$276,904
AAAP	Pacer Barings CLO Market Flex ETF	−579	9,535	$593,077
FAAA	Fidelity AAA CLO ETF	−509	109,301	$4,972,102
ONEQ	Fidelity Nasdaq Composite Index ETF	−508	47,044	$4,855,881
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
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	−16	3,532	$677,261
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
DCOR	Dimensional US Core Equity 1 ETF	68,288	$3,598,988
VFMF	Vanguard U.S. Multifactor ETF	8,160	$1,727,702
ACLO	TCW AAA CLO ETF	31,525	$1,236,095
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	21,892	$1,094,381
SPCX	Space Exploration Technologies Corp	4,370	$746,658
APH	Amphenol Corp /De/	1,816	$640,394
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	17,058	$622,958
DIA	Spdr Dow Jones Industrial Average ETF Trust	1,055	$551,121
DVVY	Invesco Diversified Dividend Opportunities ETF	8,956	$506,778
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
CWI	State Street SPDR MSCI ACWI ex-US ETF	5,282	$266,159
GS	Goldman Sachs Group Inc	258	$260,933
PM	Philip Morris International Inc.	1,417	$256,349
BDVG	IMGP Berkshire Dividend Growth ETF	8,281	$253,481
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
AAAD	PGIM AAA CLO Aggregate Duration ETF	4,866	$241,110
MDY	Spdr S&P Midcap 400 ETF Trust	330	$232,102
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ETST	Earth Science Tech, Inc.	6,193	$230,813
TSCO	Tractor Supply Co /De/	4,760	$215,628
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

166 tracked positions · $785,405,720 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 166 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,034,658	+56,943	$259,134,506	—	32.99%
FBCG	Fidelity Blue Chip Growth ETF	Added	1,498,864	+149,556	$63,492,000	+28.7%	8.08%
BCLO	iShares BBB-B CLO Active ETF	Added	909,176	+47,374	$47,586,271	+6.3%	6.06%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	1,815,388	+123,021	$46,074,222	+9.4%	5.87%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	540,753	-77,025	$36,501,872	+2.2%	4.65%
IVZ	Invesco Ltd. Financial Services	Added	144,327	+15,143	$31,506,588	+41.3%	4.01%
CGDV	Capital Group Dividend Value ETF	Added	630,760	+11,675	$31,083,852	+18.0%	3.96%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	909,970	+76,520	$28,076,822	+28.0%	3.57%
VB	Vanguard Morningstar Small-Cap ETF	Added	109,042	+68,410	$19,539,924	+76.1%	2.49%
AAPL	Apple Inc. Technology	Added	57,702	+3,832	$16,696,650	+22.1%	2.13%
QQQ	Invesco Qqq Trust, Series 1	Added	19,272	+1,064	$14,191,900	+35.0%	1.81%
BNDW	Vanguard Total World Bond ETF	Added	126,228	+117,653	$9,926,952	+1537.8%	1.26%
MSFT	Microsoft Corp Technology	Added	23,220	+3,998	$8,661,524	+21.7%	1.10%
GOOGL	Alphabet Inc. Communication Services	Added	24,219	+3,073	$8,634,143	+42.1%	1.10%
SPY	Spdr S&P 500 ETF Trust	Added	10,009	+579	$7,474,420	+21.9%	0.95%
VIG	Vanguard Dividend Appreciation ETF	Added	31,081	+3,290	$7,354,386	+23.1%	0.94%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	57,519	+18,733	$6,734,899	+49.3%	0.86%
EDV	Vanguard World Funds Extended Duration ETF	Added	42,602	+21,772	$6,566,714	+62.5%	0.84%
NVDA	Nvidia Corp Technology	Added	30,492	+3,960	$6,101,144	+31.9%	0.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,219	+2,431	$5,772,356	+27.2%	0.73%
FAAA	Fidelity AAA CLO ETF	Reduced	109,301	-509	$4,972,102	−0.7%	0.63%
ONEQ	Fidelity Nasdaq Composite Index ETF	Reduced	47,044	-508	$4,855,881	+20.3%	0.62%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	45,625	+22,400	$4,162,143	+119.3%	0.53%
DCOR	Dimensional US Core Equity 1 ETF	NEW	68,288	NEW	$3,598,988	NEW	0.46%
LRCX	Lam Research Corp Technology	Added	8,172	+1,227	$3,541,172	+138.6%	0.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,331	-39	$3,167,969	+3.8%	0.40%
GLD	Spdr Gold Trust	Added	7,570	+383	$2,788,636	−9.8%	0.36%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	69,285	+15,914	$2,703,246	+38.4%	0.34%
AVGO	Broadcom Inc. Technology	Added	6,961	+3,028	$2,629,517	+116.0%	0.33%
MGEE	Mge Energy Inc Utilities	Added	31,812	+81	$2,593,950	+5.8%	0.33%
VIGI	Vanguard International Dividend Appreciation ETF	Added	21,288	+4,474	$2,590,360	+25.6%	0.33%
MU	Micron Technology Inc Technology	Added	2,086	+126	$2,407,848	+263.6%	0.31%
AMAT	Applied Materials Inc /De Technology	Added	3,312	+1,032	$2,394,576	+207.3%	0.30%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	38,989	+5,547	$2,326,558	+19.1%	0.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,360	+756	$2,254,416	+31.7%	0.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,374	+148	$2,220,805	+0.1%	0.28%
CGCB	Capital Group Core Bond ETF	Reduced	85,667	-1,044	$2,161,467	−0.8%	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,929	+780	$1,940,739	+28.1%	0.25%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	16,250	+5,920	$1,894,425	+41.0%	0.24%
VFMF	Vanguard U.S. Multifactor ETF	NEW	8,160	NEW	$1,727,702	NEW	0.22%
META	Meta Platforms, Inc. Communication Services	Added	3,031	+763	$1,707,331	+31.6%	0.22%
CAT	Caterpillar Inc Industrials	Added	1,558	+272	$1,659,114	+82.1%	0.21%
BILZ	PIMCO Ultra Short Government Active ETF	Added	24,511	+6,579	$1,599,007	+72.3%	0.20%
AGNG	Global X Funds Global X Aging Population ETF	Added	50,342	+29,363	$1,529,456	+86.3%	0.19%
BAC	Bank Of America Corp /De/ Financial Services	Added	25,962	+3,062	$1,479,314	+32.5%	0.19%
V	Visa Inc. Financial Services	Added	4,233	+461	$1,452,299	+27.4%	0.18%
XOM	ExxonMobil Holdings Corp Energy	Added	10,192	+4,680	$1,393,450	+49.0%	0.18%
LLY	ELI LILLY & Co Healthcare	Added	1,074	+226	$1,288,187	+65.2%	0.16%
AMD	Advanced Micro Devices Inc Technology	Added	2,146	+521	$1,246,632	+277.1%	0.16%
ACLO	TCW AAA CLO ETF	NEW	31,525	NEW	$1,236,095	NEW	0.16%

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.