Madison Wealth Partners, Inc

CIK

1844424

Location

MADISON, WI

Portfolio Value

Micro $4,043,774

Diversification

Diversified

Filing Date

Global Rank

#5,679 / 8,578 ▲ 202

Top Industry

Consumer Electronics 17.1%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed Apr 30, 2026 · 46d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+69.0%

SPY

+74.2%

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, 2025

Top 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	Positions
Technology	33.3%	$33,631,027	19
Unclassified	20.7%	$20,963,651	5
Financial Services	9.4%	$9,484,595	14
Communication Services	8.0%	$8,075,458	6
Consumer Cyclical	7.9%	$7,996,532	8
Industrials	5.0%	$5,049,662	11
Utilities	4.8%	$4,890,143	7
Consumer Defensive	4.2%	$4,207,273	5
Healthcare	4.0%	$4,043,774	7
Energy	1.9%	$1,885,488	3
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
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
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

7 positions · $4,043,774 total · Healthcare only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DHR	Danaher Corp /De/ Healthcare	Reduced	5,229	-44	$991,418	−17.9%	24.52%
JNJ	Johnson & Johnson Healthcare	Added	4,011	+819	$980,448	+48.4%	24.25%
LLY	ELI LILLY & Co Healthcare	Added	848	+77	$779,964	−5.9%	19.29%
ABBV	AbbVie Inc. Healthcare	Added	2,559	+742	$556,556	+34.1%	13.76%
AMGN	Amgen Inc Healthcare	Added	701	+68	$246,646	+19.0%	6.10%
ABT	Abbott Laboratories Healthcare	Added	2,396	+331	$245,997	−4.9%	6.08%
MRK	Merck & Co., Inc. Healthcare	NEW	2,018	NEW	$242,745	NEW	6.00%