Madison Wealth Partners, Inc

CIK

1844424

Location

MADISON, WI

Portfolio Value

Micro $99,416,720

Diversification

Diversified

Filing Date

Global Rank

#5,704 / 8,603 ▲ 221 · as of Mar 2026

Top Industry

Consumer Electronics 17.4%

3Y Alpha vs SPY

-0.9%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.6%

SPY

+76.0%

Annualised alpha

-1.0%

Max drawdown

−20.8%

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

87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.8%

−0.3 pts

Top 5

42.4%

−4.2 pts

Top 10

60.3%

−3.1 pts

HHI

515

Diversified−70

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.1%	$32,861,031	19
Unclassified	21.1%	$20,963,651	5
Financial Services	9.5%	$9,484,595	14
Communication Services	8.1%	$8,075,458	6
Consumer Cyclical	8.0%	$7,996,532	8
Industrials	5.1%	$5,049,662	11
Utilities	4.9%	$4,890,143	7
Consumer Defensive	4.2%	$4,207,273	5
Healthcare	4.1%	$4,043,774	7
Energy	1.0%	$950,323	2
Real Estate	0.7%	$692,008	2
Basic Materials	0.2%	$202,270	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
JNJ	Johnson & Johnson	+819	4,011	$980,448
MSFT	Microsoft Corp	+819	19,222	$7,115,407
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
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
BRK-B	Berkshire Hathaway Inc	+324	6,370	$3,052,504
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

87 positions · $99,416,720 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 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	53,870	+3,526	$13,671,667	−0.1%	13.75%
QQQ	Invesco Qqq Trust, Series 1	Reduced	18,208	-795	$10,509,293	−10.0%	10.57%
MSFT	Microsoft Corp Technology	Added	19,222	+819	$7,115,407	−20.1%	7.16%
SPY	Spdr S&P 500 ETF Trust	Added	9,430	+258	$6,132,706	−1.9%	6.17%
GOOGL	Alphabet Inc. Communication Services	Added	16,528	+1,447	$4,752,791	+0.7%	4.78%
NVDA	Nvidia Corp Technology	Added	26,532	+4,812	$4,627,180	+14.2%	4.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,788	+2,075	$4,537,786	−0.3%	4.56%
GLD	Spdr Gold Trust	Added	7,187	+1,072	$3,092,494	+27.6%	3.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,370	+324	$3,052,504	+0.4%	3.07%
MGEE	Mge Energy Inc Utilities	Added	31,731	+2,746	$2,452,488	+7.9%	2.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,226	+117	$2,218,053	+22.0%	2.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,604	+281	$1,711,537	−12.0%	1.72%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,149	+424	$1,514,629	−0.5%	1.52%
LRCX	Lam Research Corp Technology	Added	6,945	+248	$1,483,868	+29.4%	1.49%
META	Meta Platforms, Inc. Communication Services	Added	2,268	+317	$1,297,590	+0.8%	1.31%
AVGO	Broadcom Inc. Technology	Added	3,933	+613	$1,217,302	+5.9%	1.22%
V	Visa Inc. Financial Services	Reduced	3,772	-33	$1,140,049	−14.6%	1.15%
BAC	Bank Of America Corp /De/ Financial Services	Added	22,900	+1,199	$1,116,375	−6.5%	1.12%
DE	Deere & Co Industrials	Reduced	1,772	-7	$998,167	+20.5%	1.00%
DHR	Danaher Corp /De/ Healthcare	Reduced	5,229	-44	$991,418	−17.9%	1.00%
JNJ	Johnson & Johnson Healthcare	Added	4,011	+819	$980,448	+48.4%	0.99%
LNT	Alliant Energy Corp Utilities	Reduced	13,567	-6,202	$973,567	−24.2%	0.98%
NFLX	Netflix Inc Communication Services	Added	9,994	+895	$960,923	+12.6%	0.97%
CAT	Caterpillar Inc Industrials	Added	1,286	+370	$911,079	+73.6%	0.92%
SLV	iShares Silver Trust	Added	12,967	+1,329	$883,571	+17.9%	0.89%
LLY	ELI LILLY & Co Healthcare	Added	848	+77	$779,964	−5.9%	0.78%
AMAT	Applied Materials Inc /De Technology	Added	2,280	+112	$779,281	+39.9%	0.78%
CVX	Chevron Corp Energy	Added	3,328	+543	$688,563	+62.2%	0.69%
MU	Micron Technology Inc Technology	Added	1,960	+370	$662,166	+45.9%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,527	+1,054	$653,879	+31.4%	0.66%
FAST	Fastenal Co Industrials	NEW	14,020	NEW	$650,528	NEW	0.65%
WMT	Walmart Inc. Consumer Defensive	Added	4,968	+2,240	$617,423	+103.1%	0.62%
AGNC	AGNC Investment Corp. Real Estate	NEW	58,130	NEW	$583,043	NEW	0.59%
PLTR	Palantir Technologies Inc. Technology	Added	3,875	+165	$566,835	−14.0%	0.57%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,811	+301	$562,840	+22.0%	0.57%
ABBV	AbbVie Inc. Healthcare	Added	2,559	+742	$556,556	+34.1%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,617	+192	$531,815	+8.5%	0.53%
ORCL	Oracle Corp Technology	Added	3,569	+192	$525,035	−20.2%	0.53%
T	At&T Inc. Communication Services	Added	17,054	+779	$494,395	+22.3%	0.50%
CSCO	Cisco Systems, Inc. Technology	Added	6,346	+934	$492,386	+18.1%	0.50%
NEE	Nextera Energy Inc Utilities	Reduced	5,293	-53	$491,613	+14.5%	0.49%
CMI	Cummins Inc Industrials	Added	879	+59	$472,919	+13.0%	0.48%
GEV	GE Vernova Inc. Industrials	Added	517	+28	$451,289	+41.2%	0.45%
PEP	Pepsico Inc Consumer Defensive	Added	2,744	+676	$426,115	+43.6%	0.43%
RTX	RTX Corp Industrials	Added	2,184	+292	$421,293	+21.4%	0.42%
MA	Mastercard Inc Financial Services	Added	811	+76	$405,224	−3.4%	0.41%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	23,948	-1,242	$397,776	+5.3%	0.40%
C	Citigroup Inc Financial Services	Added	3,267	+27	$370,510	−2.0%	0.37%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,412	+309	$351,239	−8.1%	0.35%
DIS	Walt Disney Co Communication Services	Added	3,599	+96	$346,871	−13.0%	0.35%