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CIK: 0001844424
Total reported value
$785.9M
$785.9M
124 檔
17.3%
According to the latest 13F quarterly dataset, Madison Wealth Partners, Inc managed an equity portfolio of $785.9M at the end of Q1 2024, spanning 124 distinct U.S. exchange-listed positions.
During Q1 2024, Madison Wealth Partners, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 16.48% | -0.41% | +1.93% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 14.51% | -0.35% | +0.47% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 7.07% | -0.61% | +0.76% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.73% | -0.24% | +1.32% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 5.50% | -0.02% | -0.47% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.02% | -0.16% | +401.24% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.61% | -0.15% | +7.46% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.03% | +9.90% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.33% | -0.15% | -0.29% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.19% | -0.06% | -0.37% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.17% | +0.13% | -0.83% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.10% | -0.03% | -0.45% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.01% | -0.08% | -5.18% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | -0.03% | -0.88% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.48% | -0.17% | +35.78% | |
| 16 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.22% | -0.02% | +0.49% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.01% | +0.87% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | -0.05% | +1.07% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.07% | -0.06% | -0.88% | |
| 20 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.04% | -0.07% | +0.69% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.01% | +0.11% | -2.43% | |
| 22 | MGEE | Mge Energy Inc | Stock-Other | 0.84% | -0.06% | +3.16% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.10% | -5.30% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.01% | -0.61% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.49% | -0.08% | +26.83% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.09% | -0.13% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 0.47% | -0.03% | — | |
| 28 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.47% | -0.01% | -16.80% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.01% | -5.43% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.05% | -20.99% | |
| 31 | PGX | Invesco Preferred ETF | ETF-Other | 0.43% | -0.02% | -2.19% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.37% | +0.07% | -12.51% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.04% | -3.95% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.36% | +0.03% | — | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.34% | +0.01% | +9.45% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.34% | +0.03% | -2.47% | |
| 37 | CGMU | Cap Group Municipal Income | ETF-Other | 0.33% | -0.03% | -0.52% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | +0.02% | +0.41% | |
| 39 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.32% | -0.03% | +15.47% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.30% | -0.02% | +24.00% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | -1.89% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.30% | +0.39% | +1.55% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.30% | -0.02% | — | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | +0.01% | -17.36% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.29% | -0.01% | +2.35% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | — | -2.33% | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.27% | -0.02% | +11.27% | |
| 48 | LNT | Alliant Energy CORP | Stock-Utilities | 0.27% | -0.03% | -0.61% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.07% | +1.90% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.27% | -0.01% | — |
According to official SEC Form 13F filings, Madison Wealth Partners, Inc reported a total U.S. public equity portfolio value of $785.9M across 124 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DGRO, IUSG, IUSV) accounted for 17.3% of total reported equity market value during Q1 2024.
During Q1 2024, Madison Wealth Partners, Inc's top holdings by market value included DGRO (16.5%)、IUSG (14.5%)、IUSV (7.1%). The largest single position, DGRO, represented 16.5% of total portfolio value.
In Q1 2024, Madison Wealth Partners, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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