Madison Wealth Partners, Inc Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$548.1M

Holdings

207

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (207 positions)

StockValue
IUSGISHARES TR
$67.4M
DGROISHARES TR
$45.0M
BINCBLACKROCK ETF TRUST II
$42.8M
DYNFBLACKROCK ETF TRUST
$35.9M
IUSVISHARES TR
$32.0M
IVVISHARES TR
$23.7M
SMLFISHARES TR
$22.7M
ONEQFIDELITY COMWLTH TR
$21.4M
AAPLAPPLE INC
$13.7M
IJHISHARES TR
$12.8M
NDQINVESCO QQQ TR
$11.7M
SCHBSCHWAB STRATEGIC TR
$9.7M
MSFTMICROSOFT CORP
$8.9M
IXUSISHARES TR
$8.3M
UBNDVICTORY PORTFOLIOS II
$8.2M
IJRISHARES TR
$7.4M
SPYSPDR S&P 500 ETF TR
$6.3M
VIGVANGUARD SPECIALIZED FUNDS
$5.9M
FBNDFIDELITY MERRIMACK STR TR
$5.1M
GOOGLALPHABET INC
$4.7M
SCHFSCHWAB STRATEGIC TR
$4.7M
AMZNAMAZON COM INC
$4.5M
VUGVANGUARD INDEX FDS
$4.4M
SCHGSCHWAB STRATEGIC TR
$4.4M
QQQMINVESCO EXCH TRADED FD TR II
$4.3M
ILCGISHARES TR
$4.2M
BOXXEA SERIES TRUST
$4.1M
NVDANVIDIA CORPORATION
$4.0M
VOOVANGUARD INDEX FDS
$3.8M
AQLTISHARES TR
$3.5M
ILCVISHARES TR
$3.3M
RSPINVESCO EXCHANGE TRADED FD T
$3.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.0M
SCHMSCHWAB STRATEGIC TR
$2.9M
FENIFIDELITY COVINGTON TRUST
$2.6M
VTIVANGUARD INDEX FDS
$2.6M
GQ9SPDR GOLD TR
$2.4M
MG1MGE ENERGY INC
$2.3M
MUBISHARES TR
$2.0M
IVWISHARES TR
$1.9M
TSLATESLA INC
$1.9M
COSTCOSTCO WHSL CORP NEW
$1.8M
USTBVICTORY PORTFOLIOS II
$1.8M
VDCVANGUARD WORLD FD
$1.6M
JPMJPMORGAN CHASE & CO.
$1.5M
ITOTISHARES TR
$1.4M
VGTVANGUARD WORLD FD
$1.4M
OEFISHARES TR
$1.4M
GOOGALPHABET INC
$1.4M
VVISA INC
$1.3M
METAMETA PLATFORMS INC
$1.3M
LNTALLIANT ENERGY CORP
$1.3M
DHRDANAHER CORPORATION
$1.2M
BACBANK AMERICA CORP
$1.2M
IEMGISHARES INC
$1.2M
AVGOBROADCOM INC
$1.1M
LRCXLAM RESEARCH CORP
$1.1M
SCHDSCHWAB STRATEGIC TR
$1.1M
CGMUCAPITAL GRP FIXED INCM ETF T
$1.1M
VYMVANGUARD WHITEHALL FDS
$1.1M
VVVANGUARD INDEX FDS
$929K
AGGISHARES TR
$916K
DDTOINNOVATOR ETFS TRUST
$872K
NFLXNETFLIX INC
$853K
VBRVANGUARD INDEX FDS
$852K
LLYELI LILLY & CO
$828K
DEDEERE & CO
$828K
XLCSELECT SECTOR SPDR TR
$804K
HELOJ P MORGAN EXCHANGE TRADED F
$797K
VDEVANGUARD WORLD FD
$789K
IMCGISHARES TR
$758K
SLVISHARES SILVER TR
$749K
CGCPCAPITAL GRP FIXED INCM ETF T
$748K
IGVISHARES TR
$732K
IMCVISHARES TR
$731K
VBVANGUARD INDEX FDS
$730K
XYLDGLOBAL X FDS
$717K
JEPIJ P MORGAN EXCHANGE TRADED F
$701K
MUNIPIMCO ETF TR
$701K
SOXXISHARES TR
$664K
JNJJOHNSON & JOHNSON
$660K
PLTRPALANTIR TECHNOLOGIES INC
$659K
ORCLORACLE CORP
$658K
IWMISHARES TR
$642K
VYMIVANGUARD WHITEHALL FDS
$639K
FTECFIDELITY COVINGTON TRUST
$638K
XOMEXXON MOBIL CORP
$609K
COWZPACER FDS TR
$603K
IVEISHARES TR
$601K
CSHINEOS ETF TRUST
$593K
VEUVANGUARD INTL EQUITY INDEX F
$559K
AMATAPPLIED MATLS INC
$557K
VTVVANGUARD INDEX FDS
$540K
CATCATERPILLAR INC
$524K
AMDADVANCED MICRO DEVICES INC
$524K
CRWDCROWDSTRIKE HLDGS INC
$515K
FESMFIDELITY COVINGTON TRUST
$510K
PGPROCTER AND GAMBLE CO
$497K
VXUSVANGUARD STAR FDS
$491K
HDHOME DEPOT INC
$490K
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