Madison Wealth Partners, Inc Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$505.7M

Holdings

184

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (184 positions)

#	Stock	Shares	Value	% Portfolio
1	IUSGISHARES TR	392,985	$64.7M	12.79%
2	DGROISHARES TR	632,534	$43.1M	8.51%
3	BINCBLACKROCK ETF TRUST II	735,446	$39.2M	7.74%
4	DYNFBLACKROCK ETF TRUST	565,689	$33.5M	6.62%
5	IUSVISHARES TR	298,779	$29.9M	5.90%
6	IJRISHARES TR	245,870	$29.2M	5.78%
7	IVVISHARES TR	33,645	$22.5M	4.45%
8	ONEQFIDELITY COMWLTH TR	236,096	$21.0M	4.16%
9	SCHBSCHWAB STRATEGIC TR	530,124	$13.6M	2.69%
10	IJHISHARES TR	191,615	$12.5M	2.47%
11	NDQINVESCO QQQ TR	17,909	$10.8M	2.13%
12	AAPLAPPLE INC	41,345	$10.5M	2.08%
13	MSFTMICROSOFT CORP	18,310	$9.5M	1.88%
14	IXUSISHARES TR	97,063	$8.0M	1.58%
15	SPYSPDR S&P 500 ETF TR	9,164	$6.1M	1.21%
16	VIGVANGUARD SPECIALIZED FUNDS	24,450	$5.3M	1.04%
17	FBNDFIDELITY MERRIMACK STR TR	108,762	$5.0M	0.99%
18	UBNDVICTORY PORTFOLIOS II	226,073	$5.0M	0.99%
19	AMZNAMAZON COM INC	19,849	$4.4M	0.86%
20	ILCGISHARES TR	40,640	$4.2M	0.84%
21	VUGVANGUARD INDEX FDS	8,825	$4.2M	0.84%
22	RSPINVESCO EXCHANGE TRADED FD T	22,235	$4.2M	0.83%
23	QQQMINVESCO EXCH TRADED FD TR II	15,949	$3.9M	0.78%
24	VOOVANGUARD INDEX FDS	5,844	$3.6M	0.71%
25	BOXXEA SERIES TRUST	30,936	$3.5M	0.70%
26	NVDANVIDIA CORPORATION	18,320	$3.4M	0.68%
27	AQLTISHARES TR	38,189	$3.3M	0.66%
28	ILCVISHARES TR	34,392	$3.1M	0.61%
29	GOOGLALPHABET INC	12,608	$3.1M	0.61%
30	VTIVANGUARD INDEX FDS	9,185	$3.0M	0.60%
31	SCHFSCHWAB STRATEGIC TR	113,525	$2.6M	0.52%
32	MG1MGE ENERGY INC	29,528	$2.5M	0.49%
33	SCHGSCHWAB STRATEGIC TR	76,626	$2.4M	0.48%
34	FENIFIDELITY COVINGTON TRUST	61,206	$2.2M	0.43%
35	MUBISHARES TR	19,223	$2.0M	0.40%
36	USTBVICTORY PORTFOLIOS II	38,490	$2.0M	0.39%
37	GQ9SPDR GOLD TR	5,344	$1.9M	0.38%
38	BRK/BBERKSHIRE HATHAWAY INC DEL	3,765	$1.9M	0.37%
39	TSLATESLA INC	4,127	$1.8M	0.36%
40	SCHMSCHWAB STRATEGIC TR	60,434	$1.8M	0.35%
41	JPMJPMORGAN CHASE & CO.	5,175	$1.6M	0.32%
42	ITOTISHARES TR	10,516	$1.5M	0.30%
43	VGTVANGUARD WORLD FD	1,884	$1.4M	0.28%
44	XYLDGLOBAL X FDS	35,558	$1.4M	0.28%
45	OEFISHARES TR	4,087	$1.4M	0.27%
46	LNTALLIANT ENERGY CORP	18,947	$1.3M	0.25%
47	VVISA INC	3,623	$1.2M	0.24%
48	BACBANK AMERICA CORP	23,224	$1.2M	0.24%
49	METAMETA PLATFORMS INC	1,594	$1.2M	0.23%
50	COSTCOSTCO WHSL CORP NEW	1,245	$1.2M	0.23%
51	CGMUCAPITAL GRP FIXED INCM ETF T	40,902	$1.1M	0.22%
52	DDTOINNOVATOR ETFS TRUST	33,538	$1.1M	0.22%
53	IEMGISHARES INC	16,152	$1.1M	0.21%
54	NFLXNETFLIX INC	888	$1.1M	0.21%
55	ORCLORACLE CORP	3,703	$1.0M	0.21%
56	DHRDANAHER CORPORATION	5,246	$1.0M	0.21%
57	VYMVANGUARD WHITEHALL FDS	7,019	$989K	0.20%
58	AGGISHARES TR	9,858	$988K	0.20%
59	AVGOBROADCOM INC	2,858	$943K	0.19%
60	VVVANGUARD INDEX FDS	2,952	$909K	0.18%
61	GOOGALPHABET INC	3,682	$897K	0.18%
62	LRCXLAM RESEARCH CORP	6,533	$875K	0.17%
63	PGXINVESCO EXCH TRADED FD TR II	70,395	$817K	0.16%
64	XLCSELECT SECTOR SPDR TR	6,726	$796K	0.16%
65	IMCGISHARES TR	9,614	$795K	0.16%
66	IGVISHARES TR	6,882	$791K	0.16%
67	IVWISHARES TR	6,416	$775K	0.15%
68	DEDEERE & CO	1,688	$772K	0.15%
69	VDEVANGUARD WORLD FD	6,002	$755K	0.15%
70	VXUSVANGUARD STAR FDS	10,162	$746K	0.15%
71	CGCPCAPITAL GRP FIXED INCM ETF T	32,789	$745K	0.15%
72	MUNIPIMCO ETF TR	14,106	$737K	0.15%
73	HELOJ P MORGAN EXCHANGE TRADED F	11,317	$736K	0.15%
74	JEPIJ P MORGAN EXCHANGE TRADED F	12,857	$734K	0.15%
75	SRLNSSGA ACTIVE ETF TR	17,409	$724K	0.14%
76	IMCVISHARES TR	8,983	$722K	0.14%
77	VBRVANGUARD INDEX FDS	3,408	$711K	0.14%
78	CSHINEOS ETF TRUST	13,477	$670K	0.13%
79	FTECFIDELITY COVINGTON TRUST	2,843	$632K	0.12%
80	LLYELI LILLY & CO	790	$603K	0.12%
81	PTYPIMCO CORPORATE & INCOME OPP	40,870	$590K	0.12%
82	SOXXISHARES TR	2,169	$588K	0.12%
83	PLTRPALANTIR TECHNOLOGIES INC	3,035	$554K	0.11%
84	VEUVANGUARD INTL EQUITY INDEX F	7,594	$542K	0.11%
85	SUBISHARES TR	5,066	$541K	0.11%
86	IWMISHARES TR	2,186	$529K	0.10%
87	SCHDSCHWAB STRATEGIC TR	19,332	$528K	0.10%
88	SLVISHARES SILVER TR	11,638	$493K	0.10%
89	VBVANGUARD INDEX FDS	1,913	$486K	0.10%
90	FDNFIRST TR EXCHANGE-TRADED FD	1,718	$481K	0.10%
91	VTVVANGUARD INDEX FDS	2,570	$479K	0.09%
92	FESMFIDELITY COVINGTON TRUST	13,011	$476K	0.09%
93	XOMEXXON MOBIL CORP	4,171	$470K	0.09%
94	HDVISHARES TR	3,827	$469K	0.09%
95	JNJJOHNSON & JOHNSON	2,405	$446K	0.09%
96	XLESELECT SECTOR SPDR TR	4,974	$444K	0.09%
97	AMATAPPLIED MATLS INC	2,144	$439K	0.09%
98	TAT&T INC	15,486	$437K	0.09%
99	ISCGISHARES TR	8,014	$435K	0.09%
100	CATCATERPILLAR INC	863	$412K	0.08%

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