13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001844424
Total reported value
$785.9M
$785.9M
127 檔
18.1%
The Q2 2024 SEC filing reveals that Madison Wealth Partners, Inc held a total portfolio value of $785.9M, covering 127 public equity positions.
During Q2 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 | 15.86% | -0.41% | +2.30% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 14.98% | -0.35% | +0.04% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 6.77% | -0.61% | +3.50% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 5.79% | -0.02% | +2.36% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.43% | -0.24% | -4.11% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.67% | -0.16% | -0.01% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.74% | -0.15% | +7.58% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.03% | -1.24% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.53% | -0.06% | -0.65% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.44% | +0.13% | +9.63% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.20% | -0.15% | +0.06% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.89% | -0.03% | -1.61% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.84% | -0.08% | -0.57% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.52% | -0.17% | +8.98% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | -0.03% | — | |
| 16 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.24% | -0.02% | -0.26% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.01% | -3.01% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.11% | +0.39% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.05% | -1.76% | |
| 20 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.98% | -0.07% | -0.89% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.97% | -0.06% | -4.01% | |
| 22 | MGEE | Mge Energy Inc | Stock-Other | 0.80% | -0.06% | +5.53% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.10% | +0.43% | |
| 24 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.64% | -0.01% | +42.41% | |
| 25 | UBND | Victoryshares Core Plus Bond | ETF-Other | 0.59% | -0.85% | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | -0.08% | +9.77% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.01% | +1.95% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.04% | +947.20% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | -0.01% | +9.03% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.09% | +6.21% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | -0.03% | — | |
| 32 | PGX | Invesco Preferred ETF | ETF-Other | 0.40% | -0.02% | -0.15% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.40% | +0.39% | +30.02% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.07% | — | |
| 35 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.36% | -0.03% | +20.02% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | -0.05% | -15.73% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.35% | -0.02% | +17.24% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | +0.02% | +0.47% | |
| 39 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.35% | -0.03% | +211.30% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | +0.03% | -1.15% | |
| 41 | CGMU | Cap Group Municipal Income | ETF-Other | 0.32% | -0.03% | +4.18% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.32% | +0.01% | +4.06% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.32% | -0.01% | +12.89% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | +0.03% | -4.67% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | +3.50% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.30% | -0.02% | +4.07% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.07% | -1.57% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | +0.01% | -1.87% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.26% | -0.01% | -0.84% | |
| 50 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.26% | -0.02% | +1.81% |
According to official SEC Form 13F filings, Madison Wealth Partners, Inc reported a total U.S. public equity portfolio value of $785.9M across 127 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, IUSG, IUSV) accounted for 18.1% of total reported equity market value during Q2 2024.
During Q2 2024, Madison Wealth Partners, Inc's top holdings by market value included DGRO (15.9%)、IUSG (15.0%)、IUSV (6.8%). The largest single position, DGRO, represented 15.9% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.