Madison Wealth Partners, Inc Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$405.1M

Holdings

157

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (157 positions)

#	Stock	Shares	Value	% Portfolio
1	IUSGISHARES TR	390,148	$49.6M	12.24%
2	DGROISHARES TR	612,026	$37.8M	9.33%
3	BINCBLACKROCK ETF TRUST II	658,820	$34.5M	8.52%
4	IUSVISHARES TR	280,961	$25.9M	6.40%
5	IJRISHARES TR	215,704	$22.6M	5.57%
6	DYNFBLACKROCK ETF TRUST	458,924	$22.4M	5.52%
7	IVVISHARES TR	31,670	$17.8M	4.39%
8	ONEQFIDELITY COMWLTH TR	231,032	$15.7M	3.88%
9	SCHBSCHWAB STRATEGIC TR	530,443	$11.4M	2.82%
10	IJHISHARES TR	189,788	$11.1M	2.73%
11	AAPLAPPLE INC	40,191	$8.9M	2.20%
12	NDQINVESCO QQQ TR	17,462	$8.2M	2.02%
13	MSFTMICROSOFT CORP	18,486	$6.9M	1.71%
14	IXUSISHARES TR	92,300	$6.4M	1.59%
15	FBNDFIDELITY MERRIMACK STR TR	122,731	$5.6M	1.38%
16	SPYSPDR S&P 500 ETF TR	9,446	$5.3M	1.30%
17	RSPINVESCO EXCHANGE TRADED FD T	27,553	$4.8M	1.18%
18	VIGVANGUARD SPECIALIZED FUNDS	23,304	$4.5M	1.12%
19	AMZNAMAZON COM INC	20,092	$3.8M	0.94%
20	UBNDVICTORY PORTFOLIOS II	164,959	$3.6M	0.89%
21	ILCGISHARES TR	41,858	$3.4M	0.84%
22	VUGVANGUARD INDEX FDS	8,488	$3.1M	0.78%
23	AQLTISHARES TR	39,099	$3.0M	0.73%
24	ILCVISHARES TR	35,098	$2.9M	0.71%
25	MG1MGE ENERGY INC	29,230	$2.7M	0.67%
26	BRK/BBERKSHIRE HATHAWAY INC DEL	4,404	$2.3M	0.58%
27	MUBISHARES TR	21,936	$2.3M	0.57%
28	GOOGLALPHABET INC	14,869	$2.3M	0.57%
29	QQQMINVESCO EXCH TRADED FD TR II	11,859	$2.3M	0.57%
30	NVDANVIDIA CORPORATION	20,289	$2.2M	0.54%
31	SCHGSCHWAB STRATEGIC TR	86,825	$2.2M	0.54%
32	VTIVANGUARD INDEX FDS	7,652	$2.1M	0.52%
33	SCHFSCHWAB STRATEGIC TR	99,008	$2.0M	0.48%
34	BOXXEA SERIES TRUST	16,778	$1.9M	0.46%
35	JPMJPMORGAN CHASE & CO.	7,459	$1.8M	0.45%
36	GQ9SPDR GOLD TR	5,353	$1.5M	0.38%
37	SCHMSCHWAB STRATEGIC TR	51,110	$1.3M	0.33%
38	XYLDGLOBAL X FDS	33,777	$1.3M	0.33%
39	DDTOINNOVATOR ETFS TRUST	41,501	$1.3M	0.32%
40	VVISA INC	3,599	$1.3M	0.31%
41	USTBVICTORY PORTFOLIOS II	24,358	$1.2M	0.30%
42	COSTCOSTCO WHSL CORP NEW	1,228	$1.2M	0.29%
43	VOOVANGUARD INDEX FDS	2,221	$1.1M	0.28%
44	OEFISHARES TR	4,109	$1.1M	0.27%
45	DHRDANAHER CORPORATION	5,246	$1.1M	0.27%
46	CSHINEOS ETF TRUST	21,637	$1.1M	0.27%
47	TSLATESLA INC	4,093	$1.1M	0.26%
48	VGTVANGUARD WORLD FD	1,885	$1.0M	0.25%
49	BACBANK AMERICA CORP	24,443	$1.0M	0.25%
50	VYMVANGUARD WHITEHALL FDS	7,864	$1.0M	0.25%
51	PGXINVESCO EXCH TRADED FD TR II	90,100	$1.0M	0.25%
52	SCHDSCHWAB STRATEGIC TR	35,689	$998K	0.25%
53	ITOTISHARES TR	8,096	$988K	0.24%
54	LNTALLIANT ENERGY CORP	13,550	$872K	0.22%
55	AGGISHARES TR	8,796	$870K	0.21%
56	IEMGISHARES INC	15,930	$860K	0.21%
57	MUNIPIMCO ETF TR	16,457	$848K	0.21%
58	CGMUCAPITAL GRP FIXED INCM ETF T	29,829	$800K	0.20%
59	CGCPCAPITAL GRP FIXED INCM ETF T	35,383	$794K	0.20%
60	VVVANGUARD INDEX FDS	3,082	$792K	0.20%
61	DEDEERE & CO	1,686	$791K	0.20%
62	METAMETA PLATFORMS INC	1,373	$791K	0.20%
63	FENIFIDELITY COVINGTON TRUST	25,672	$764K	0.19%
64	VDEVANGUARD WORLD FD	5,607	$727K	0.18%
65	IVWISHARES TR	7,761	$720K	0.18%
66	LLYELI LILLY & CO	867	$716K	0.18%
67	SRLNSSGA ACTIVE ETF TR	17,089	$703K	0.17%
68	JEPIJ P MORGAN EXCHANGE TRADED F	11,867	$678K	0.17%
69	PTYPIMCO CORPORATE & INCOME OPP	44,526	$644K	0.16%
70	XLCSELECT SECTOR SPDR TR	6,644	$641K	0.16%
71	VBRVANGUARD INDEX FDS	3,396	$633K	0.16%
72	IGVISHARES TR	6,938	$617K	0.15%
73	IMCGISHARES TR	8,609	$615K	0.15%
74	IMCVISHARES TR	7,894	$586K	0.14%
75	VTEBVANGUARD MUN BD FDS	11,278	$560K	0.14%
76	VEUVANGUARD INTL EQUITY INDEX F	8,898	$540K	0.13%
77	ORCLORACLE CORP	3,650	$510K	0.13%
78	SUBISHARES TR	4,793	$506K	0.12%
79	XOMEXXON MOBIL CORP	4,129	$491K	0.12%
80	LRCXLAM RESEARCH CORP	6,499	$472K	0.12%
81	HDVISHARES TR	3,817	$462K	0.11%
82	AVGOBROADCOM INC	2,735	$458K	0.11%
83	VBVANGUARD INDEX FDS	1,952	$433K	0.11%
84	TAT&T INC	15,138	$428K	0.11%
85	CVXCHEVRON CORP NEW	2,546	$426K	0.11%
86	HDHOME DEPOT INC	1,156	$424K	0.10%
87	IWMISHARES TR	2,096	$418K	0.10%
88	IWFISHARES TR	1,156	$417K	0.10%
89	JNJJOHNSON & JOHNSON	2,500	$415K	0.10%
90	SOXXISHARES TR	2,140	$403K	0.10%
91	VXUSVANGUARD STAR FDS	6,466	$402K	0.10%
92	VTVVANGUARD INDEX FDS	2,211	$382K	0.09%
93	FDNFIRST TR EXCHANGE-TRADED FD	1,718	$382K	0.09%
94	MAMASTERCARD INCORPORATED	673	$369K	0.09%
95	COMTISHARES U S ETF TR	13,757	$364K	0.09%
96	LVLNSPDR SER TR	6,378	$363K	0.09%
97	FESMFIDELITY COVINGTON TRUST	12,285	$362K	0.09%
98	PGPROCTER AND GAMBLE CO	2,106	$359K	0.09%
99	FELCFIDELITY COVINGTON TRUST	11,501	$359K	0.09%
100	MCDMCDONALDS CORP	1,140	$356K	0.09%

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