Madison Wealth Partners, Inc
Top Portfolio Positions
88 positions ·
$100,799,792 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
53,870 | $13,671,667 | 13.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,208 | $10,509,293 | 10.43% | |
| MSFT |
Microsoft Corp
Technology
|
19,222 | $7,115,407 | 7.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,430 | $6,132,706 | 6.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,528 | $4,752,791 | 4.72% | |
| NVDA |
Nvidia Corp
Technology
|
26,532 | $4,627,180 | 4.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,788 | $4,537,786 | 4.50% | |
| GLD |
Spdr Gold Trust
|
7,187 | $3,092,494 | 3.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,370 | $3,052,504 | 3.03% | |
| MGEE |
Mge Energy Inc
Utilities
|
31,731 | $2,452,488 | 2.43% |
Portfolio Trend
22 quarters · across all stocks
Holdings in DLTH
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,600 | 10,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $20,800 | 10,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $39,100 | 10,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,000 | 10,000 | Shares | Sole | 2025-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||