Madison Wealth Partners, Inc Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$548.1B
Holdings
207
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (207 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IUSGISHARES TR | 401,259 | $67.4B | 12.30% | |
| 2 | DGROISHARES TR | 647,554 | $45.0B | 8.20% | |
| 3 | BINCBLACKROCK ETF TRUST II | 811,527 | $42.8B | 7.81% | |
| 4 | DYNFBLACKROCK ETF TRUST | 591,085 | $35.9B | 6.56% | |
| 5 | IUSVISHARES TR | 311,949 | $32.0B | 5.84% | |
| 6 | IVVISHARES TR | 34,651 | $23.7B | 4.33% | |
| 7 | SMLFISHARES TR | 303,766 | $22.7B | 4.15% | |
| 8 | ONEQFIDELITY COMWLTH TR | 234,437 | $21.4B | 3.91% | |
| 9 | AAPLAPPLE INC | 50,344 | $13.7B | 2.50% | |
| 10 | IJHISHARES TR | 193,848 | $12.8B | 2.33% | |
| 11 | NDQINVESCO QQQ TR | 19,003 | $11.7B | 2.13% | |
| 12 | SCHBSCHWAB STRATEGIC TR | 369,116 | $9.7B | 1.77% | |
| 13 | MSFTMICROSOFT CORP | 18,403 | $8.9B | 1.62% | |
| 14 | IXUSISHARES TR | 98,072 | $8.3B | 1.51% | |
| 15 | UBNDVICTORY PORTFOLIOS II | 374,374 | $8.2B | 1.50% | |
| 16 | IJRISHARES TR | 61,232 | $7.4B | 1.34% | |
| 17 | SPYSPDR S&P 500 ETF TR | 9,172 | $6.3B | 1.14% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 26,770 | $5.9B | 1.07% | |
| 19 | FBNDFIDELITY MERRIMACK STR TR | 111,743 | $5.1B | 0.94% | |
| 20 | GOOGLALPHABET INC | 15,081 | $4.7B | 0.86% | |
| 21 | SCHFSCHWAB STRATEGIC TR | 194,374 | $4.7B | 0.85% | |
| 22 | AMZNAMAZON COM INC | 19,713 | $4.5B | 0.83% | |
| 23 | VUGVANGUARD INDEX FDS | 8,924 | $4.4B | 0.79% | |
| 24 | SCHGSCHWAB STRATEGIC TR | 133,405 | $4.4B | 0.79% | |
| 25 | QQQMINVESCO EXCH TRADED FD TR II | 16,883 | $4.3B | 0.78% | |
| 26 | ILCGISHARES TR | 40,143 | $4.2B | 0.76% | |
| 27 | BOXXEA SERIES TRUST | 35,764 | $4.1B | 0.75% | |
| 28 | NVDANVIDIA CORPORATION | 21,720 | $4.0B | 0.74% | |
| 29 | VOOVANGUARD INDEX FDS | 6,137 | $3.8B | 0.70% | |
| 30 | AQLTISHARES TR | 38,769 | $3.5B | 0.63% | |
| 31 | ILCVISHARES TR | 34,728 | $3.3B | 0.60% | |
| 32 | RSPINVESCO EXCHANGE TRADED FD T | 16,366 | $3.1B | 0.57% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,046 | $3.0B | 0.55% | |
| 34 | SCHMSCHWAB STRATEGIC TR | 95,639 | $2.9B | 0.52% | |
| 35 | FENIFIDELITY COVINGTON TRUST | 71,652 | $2.6B | 0.48% | |
| 36 | VTIVANGUARD INDEX FDS | 7,764 | $2.6B | 0.47% | |
| 37 | GQ9SPDR GOLD TR | 6,115 | $2.4B | 0.44% | |
| 38 | MG1MGE ENERGY INC | 28,985 | $2.3B | 0.41% | |
| 39 | MUBISHARES TR | 18,710 | $2.0B | 0.37% | |
| 40 | IVWISHARES TR | 15,800 | $1.9B | 0.36% | |
| 41 | TSLATESLA INC | 4,323 | $1.9B | 0.35% | |
| 42 | COSTCOSTCO WHSL CORP NEW | 2,109 | $1.8B | 0.33% | |
| 43 | USTBVICTORY PORTFOLIOS II | 35,592 | $1.8B | 0.33% | |
| 44 | VDCVANGUARD WORLD FD | 7,644 | $1.6B | 0.29% | |
| 45 | JPMJPMORGAN CHASE & CO. | 4,725 | $1.5B | 0.28% | |
| 46 | ITOTISHARES TR | 9,746 | $1.4B | 0.26% | |
| 47 | VGTVANGUARD WORLD FD | 1,913 | $1.4B | 0.26% | |
| 48 | OEFISHARES TR | 4,109 | $1.4B | 0.26% | |
| 49 | GOOGALPHABET INC | 4,442 | $1.4B | 0.25% | |
| 50 | VVISA INC | 3,805 | $1.3B | 0.24% | |
| 51 | METAMETA PLATFORMS INC | 1,951 | $1.3B | 0.24% | |
| 52 | LNTALLIANT ENERGY CORP | 19,769 | $1.3B | 0.23% | |
| 53 | DHRDANAHER CORPORATION | 5,273 | $1.2B | 0.22% | |
| 54 | BACBANK AMERICA CORP | 21,701 | $1.2B | 0.22% | |
| 55 | IEMGISHARES INC | 17,427 | $1.2B | 0.21% | |
| 56 | AVGOBROADCOM INC | 3,320 | $1.1B | 0.21% | |
| 57 | LRCXLAM RESEARCH CORP | 6,697 | $1.1B | 0.21% | |
| 58 | SCHDSCHWAB STRATEGIC TR | 39,628 | $1.1B | 0.20% | |
| 59 | CGMUCAPITAL GRP FIXED INCM ETF T | 39,664 | $1.1B | 0.20% | |
| 60 | VYMVANGUARD WHITEHALL FDS | 7,401 | $1.1B | 0.19% | |
| 61 | VVVANGUARD INDEX FDS | 2,954 | $929.0M | 0.17% | |
| 62 | AGGISHARES TR | 9,180 | $916.0M | 0.17% | |
| 63 | DDTOINNOVATOR ETFS TRUST | 26,037 | $872.0M | 0.16% | |
| 64 | NFLXNETFLIX INC | 9,099 | $853.0M | 0.16% | |
| 65 | VBRVANGUARD INDEX FDS | 4,024 | $852.0M | 0.16% | |
| 66 | LLYELI LILLY & CO | 771 | $828.0M | 0.15% | |
| 67 | DEDEERE & CO | 1,779 | $828.0M | 0.15% | |
| 68 | XLCSELECT SECTOR SPDR TR | 6,833 | $804.0M | 0.15% | |
| 69 | HELOJ P MORGAN EXCHANGE TRADED F | 12,008 | $797.0M | 0.15% | |
| 70 | VDEVANGUARD WORLD FD | 6,269 | $789.0M | 0.14% | |
| 71 | IMCGISHARES TR | 9,496 | $758.0M | 0.14% | |
| 72 | SLVISHARES SILVER TR | 11,638 | $749.0M | 0.14% | |
| 73 | CGCPCAPITAL GRP FIXED INCM ETF T | 33,072 | $748.0M | 0.14% | |
| 74 | IGVISHARES TR | 6,927 | $732.0M | 0.13% | |
| 75 | IMCVISHARES TR | 8,889 | $731.0M | 0.13% | |
| 76 | VBVANGUARD INDEX FDS | 2,832 | $730.0M | 0.13% | |
| 77 | XYLDGLOBAL X FDS | 17,662 | $717.0M | 0.13% | |
| 78 | JEPIJ P MORGAN EXCHANGE TRADED F | 12,252 | $701.0M | 0.13% | |
| 79 | MUNIPIMCO ETF TR | 13,391 | $701.0M | 0.13% | |
| 80 | SOXXISHARES TR | 2,206 | $664.0M | 0.12% | |
| 81 | JNJJOHNSON & JOHNSON | 3,192 | $660.0M | 0.12% | |
| 82 | PLTRPALANTIR TECHNOLOGIES INC | 3,710 | $659.0M | 0.12% | |
| 83 | ORCLORACLE CORP | 3,377 | $658.0M | 0.12% | |
| 84 | IWMISHARES TR | 2,609 | $642.0M | 0.12% | |
| 85 | VYMIVANGUARD WHITEHALL FDS | 7,107 | $639.0M | 0.12% | |
| 86 | FTECFIDELITY COVINGTON TRUST | 2,843 | $638.0M | 0.12% | |
| 87 | XOMEXXON MOBIL CORP | 5,064 | $609.0M | 0.11% | |
| 88 | COWZPACER FDS TR | 10,036 | $603.0M | 0.11% | |
| 89 | IVEISHARES TR | 2,838 | $601.0M | 0.11% | |
| 90 | CSHINEOS ETF TRUST | 11,931 | $593.0M | 0.11% | |
| 91 | VEUVANGUARD INTL EQUITY INDEX F | 7,605 | $559.0M | 0.10% | |
| 92 | AMATAPPLIED MATLS INC | 2,168 | $557.0M | 0.10% | |
| 93 | VTVVANGUARD INDEX FDS | 2,830 | $540.0M | 0.10% | |
| 94 | CATCATERPILLAR INC | 916 | $524.0M | 0.10% | |
| 95 | AMDADVANCED MICRO DEVICES INC | 2,449 | $524.0M | 0.10% | |
| 96 | CRWDCROWDSTRIKE HLDGS INC | 1,099 | $515.0M | 0.09% | |
| 97 | FESMFIDELITY COVINGTON TRUST | 13,509 | $510.0M | 0.09% | |
| 98 | PGPROCTER AND GAMBLE CO | 3,473 | $497.0M | 0.09% | |
| 99 | VXUSVANGUARD STAR FDS | 6,509 | $491.0M | 0.09% | |
| 100 | HDHOME DEPOT INC | 1,425 | $490.0M | 0.09% |
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