Madison Wealth Partners, Inc Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$505.7B

Holdings

184

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (184 positions)

#StockSharesValue% PortfolioType
1
IUSGISHARES TR
392,985$64.7B12.79%
2
DGROISHARES TR
632,534$43.1B8.51%
3
BINCBLACKROCK ETF TRUST II
735,446$39.2B7.74%
4
DYNFBLACKROCK ETF TRUST
565,689$33.5B6.62%
5
IUSVISHARES TR
298,779$29.9B5.90%
6
IJRISHARES TR
245,870$29.2B5.78%
7
IVVISHARES TR
33,645$22.5B4.45%
8
ONEQFIDELITY COMWLTH TR
236,096$21.0B4.16%
9
SCHBSCHWAB STRATEGIC TR
530,124$13.6B2.69%
10
IJHISHARES TR
191,615$12.5B2.47%
11
NDQINVESCO QQQ TR
17,909$10.8B2.13%
12
AAPLAPPLE INC
41,345$10.5B2.08%
13
MSFTMICROSOFT CORP
18,310$9.5B1.88%
14
IXUSISHARES TR
97,063$8.0B1.58%
15
SPYSPDR S&P 500 ETF TR
9,164$6.1B1.21%
16
VIGVANGUARD SPECIALIZED FUNDS
24,450$5.3B1.04%
17
FBNDFIDELITY MERRIMACK STR TR
108,762$5.0B0.99%
18
UBNDVICTORY PORTFOLIOS II
226,073$5.0B0.99%
19
AMZNAMAZON COM INC
19,849$4.4B0.86%
20
ILCGISHARES TR
40,640$4.2B0.84%
21
VUGVANGUARD INDEX FDS
8,825$4.2B0.84%
22
RSPINVESCO EXCHANGE TRADED FD T
22,235$4.2B0.83%
23
QQQMINVESCO EXCH TRADED FD TR II
15,949$3.9B0.78%
24
VOOVANGUARD INDEX FDS
5,844$3.6B0.71%
25
BOXXEA SERIES TRUST
30,936$3.5B0.70%
26
NVDANVIDIA CORPORATION
18,320$3.4B0.68%
27
AQLTISHARES TR
38,189$3.3B0.66%
28
ILCVISHARES TR
34,392$3.1B0.61%
29
GOOGLALPHABET INC
12,608$3.1B0.61%
30
VTIVANGUARD INDEX FDS
9,185$3.0B0.60%
31
SCHFSCHWAB STRATEGIC TR
113,525$2.6B0.52%
32
MG1MGE ENERGY INC
29,528$2.5B0.49%
33
SCHGSCHWAB STRATEGIC TR
76,626$2.4B0.48%
34
FENIFIDELITY COVINGTON TRUST
61,206$2.2B0.43%
35
MUBISHARES TR
19,223$2.0B0.40%
36
USTBVICTORY PORTFOLIOS II
38,490$2.0B0.39%
37
GQ9SPDR GOLD TR
5,344$1.9B0.38%
38
BRK/BBERKSHIRE HATHAWAY INC DEL
3,765$1.9B0.37%
39
TSLATESLA INC
4,127$1.8B0.36%
40
SCHMSCHWAB STRATEGIC TR
60,434$1.8B0.35%
41
JPMJPMORGAN CHASE & CO.
5,175$1.6B0.32%
42
ITOTISHARES TR
10,516$1.5B0.30%
43
VGTVANGUARD WORLD FD
1,884$1.4B0.28%
44
XYLDGLOBAL X FDS
35,558$1.4B0.28%
45
OEFISHARES TR
4,087$1.4B0.27%
46
LNTALLIANT ENERGY CORP
18,947$1.3B0.25%
47
VVISA INC
3,623$1.2B0.24%
48
BACBANK AMERICA CORP
23,224$1.2B0.24%
49
METAMETA PLATFORMS INC
1,594$1.2B0.23%
50
COSTCOSTCO WHSL CORP NEW
1,245$1.2B0.23%
51
CGMUCAPITAL GRP FIXED INCM ETF T
40,902$1.1B0.22%
52
DDTOINNOVATOR ETFS TRUST
33,538$1.1B0.22%
53
IEMGISHARES INC
16,152$1.1B0.21%
54
NFLXNETFLIX INC
888$1.1B0.21%
55
ORCLORACLE CORP
3,703$1.0B0.21%
56
DHRDANAHER CORPORATION
5,246$1.0B0.21%
57
VYMVANGUARD WHITEHALL FDS
7,019$989.3M0.20%
58
AGGISHARES TR
9,858$988.3M0.20%
59
AVGOBROADCOM INC
2,858$942.9M0.19%
60
VVVANGUARD INDEX FDS
2,952$908.9M0.18%
61
GOOGALPHABET INC
3,682$896.8M0.18%
62
LRCXLAM RESEARCH CORP
6,533$874.7M0.17%
63
PGXINVESCO EXCH TRADED FD TR II
70,395$816.6M0.16%
64
XLCSELECT SECTOR SPDR TR
6,726$796.2M0.16%
65
IMCGISHARES TR
9,614$795.4M0.16%
66
IGVISHARES TR
6,882$791.5M0.16%
67
IVWISHARES TR
6,416$774.5M0.15%
68
DEDEERE & CO
1,688$772.0M0.15%
69
VDEVANGUARD WORLD FD
6,002$755.4M0.15%
70
VXUSVANGUARD STAR FDS
10,162$746.5M0.15%
71
CGCPCAPITAL GRP FIXED INCM ETF T
32,789$745.0M0.15%
72
MUNIPIMCO ETF TR
14,106$737.5M0.15%
73
HELOJ P MORGAN EXCHANGE TRADED F
11,317$735.6M0.15%
74
JEPIJ P MORGAN EXCHANGE TRADED F
12,857$734.1M0.15%
75
SRLNSSGA ACTIVE ETF TR
17,409$723.9M0.14%
76
IMCVISHARES TR
8,983$721.8M0.14%
77
VBRVANGUARD INDEX FDS
3,408$711.3M0.14%
78
CSHINEOS ETF TRUST
13,477$670.1M0.13%
79
FTECFIDELITY COVINGTON TRUST
2,843$631.6M0.12%
80
LLYELI LILLY & CO
790$602.7M0.12%
81
PTYPIMCO CORPORATE & INCOME OPP
40,870$590.2M0.12%
82
SOXXISHARES TR
2,169$588.1M0.12%
83
PLTRPALANTIR TECHNOLOGIES INC
3,035$553.6M0.11%
84
VEUVANGUARD INTL EQUITY INDEX F
7,594$542.0M0.11%
85
SUBISHARES TR
5,066$540.9M0.11%
86
IWMISHARES TR
2,186$528.9M0.10%
87
SCHDSCHWAB STRATEGIC TR
19,332$527.8M0.10%
88
SLVISHARES SILVER TR
11,638$493.1M0.10%
89
VBVANGUARD INDEX FDS
1,913$486.4M0.10%
90
FDNFIRST TR EXCHANGE-TRADED FD
1,718$480.8M0.10%
91
VTVVANGUARD INDEX FDS
2,570$479.3M0.09%
92
FESMFIDELITY COVINGTON TRUST
13,011$475.7M0.09%
93
XOMEXXON MOBIL CORP
4,171$470.3M0.09%
94
HDVISHARES TR
3,827$468.6M0.09%
95
JNJJOHNSON & JOHNSON
2,405$446.0M0.09%
96
XLESELECT SECTOR SPDR TR
4,974$444.3M0.09%
97
AMATAPPLIED MATLS INC
2,144$439.0M0.09%
98
TAT&T INC
15,486$437.3M0.09%
99
ISCGISHARES TR
8,014$435.3M0.09%
100
CATCATERPILLAR INC
863$411.8M0.08%
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