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CIK: 0001844424
Total reported value
$785.9M
$785.9M
174 檔
24.2%
In Q2 2025, Madison Wealth Partners, Inc's U.S. equity holdings reached a combined market value of $785.9M, distributed across 174 disclosed stock positions.
In Q2 2025, Madison Wealth Partners, Inc displayed an active expansion posture, initiating 21 new positions and adding to 78 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 13.40% | -0.35% | +4.61% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.61% | -0.41% | +0.77% | |
| 3 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 7.65% | -1.08% | +0.73% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 5.94% | -0.61% | +2.38% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.85% | -0.03% | +13.63% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.81% | -1.05% | +6.50% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.55% | -0.24% | +6.07% | |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 4.37% | -0.02% | +8.17% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.68% | -0.15% | -2.77% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.57% | -0.16% | +0.18% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.14% | +0.13% | +1.61% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.03% | -0.93% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.80% | -0.06% | +0.13% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.62% | -0.15% | +3.72% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.33% | -0.17% | +8.92% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | -0.03% | -0.92% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.06% | -0.01% | +2.02% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.01% | -1.21% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.94% | -0.08% | -14.34% | |
| 20 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.86% | -0.02% | -2.44% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.11% | +6.06% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.77% | +0.39% | +31.53% | |
| 23 | UBND | Victoryshares Core Plus Bond | ETF-Other | 0.76% | -0.85% | -2.88% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.05% | -3.42% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.04% | -8.92% | |
| 26 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.62% | -0.07% | -2.37% | |
| 27 | MGEE | Mge Energy Inc | Stock-Other | 0.57% | -0.06% | +1.01% | |
| 28 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.54% | +0.14% | +30.84% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.52% | -0.02% | +9.51% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | — | +2.39% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.49% | -0.08% | -12.34% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.10% | -15.57% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.09% | +3.27% | |
| 34 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.43% | +0.12% | +132.73% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | -0.06% | -20.79% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.39% | +0.01% | +24.26% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.14% | +0.45% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.01% | -29.32% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | +17.47% | |
| 40 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.31% | -0.05% | +15.72% | |
| 41 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.29% | -0.03% | +2.53% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.29% | -0.02% | +7.25% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | +0.02% | -0.37% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | — | +0.61% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.28% | -0.01% | +16.17% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.27% | +0.07% | -0.05% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.07% | +0.98% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | -0.06% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | +0.01% | +14.64% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.25% | +0.01% | -1.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | +1.2% | +4.61% | Add |
| 2 | ONEQ | Fidelity Nasdaq Comp Indx | +0.5% | +8.17% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +6.50% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.3% | +13.63% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | -0.93% | Trim |
| 6 | NFLX | Netflix Inc | +0.3% | NEW | New buy |
| 7 | FENI | Fidelity Enhanced Intl ETF | +0.2% | +132.73% | Add |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +31.53% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +6.07% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.61% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | -8.92% | Trim |
| 12 | XLE | Ss Energy Select Sector | +0.1% | NEW | New buy |
| 13 | VUG | Vanguard Growth ETF | +0.1% | +6.06% | Add |
| 14 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +30.84% | Add |
| 15 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | NEW | New buy |
| 16 | SLV | Ishares Silver Trust | +0.1% | NEW | New buy |
| 17 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 18 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +85.61% | Add |
| 19 | SCHM | Schwab US Mid Cap ETF | +0.1% | +24.26% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +74.42% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | +0.77% | Add |
| 22 | CGCB | Cap Group Core Bond | +0.1% | NEW | New buy |
| 23 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +14.64% | Add |
| 25 | ORCL | Oracle CORP | +0.1% | +1.42% | Add |
| 26 | SNA | Snap-on Inc | +0.1% | NEW | New buy |
| 27 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 28 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 29 | EXK | Exact Sciences CORP | +0.1% | NEW | New buy |
| 30 | NRG | Nrg Energy Inc | +0.1% | NEW | New buy |
| 31 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 32 | XMAG | Defiance Le Cap Ex-mag 7 ETF | +0.1% | NEW | New buy |
| 33 | NOC | Northrop Grumman CORP | +0.1% | NEW | New buy |
| 34 | SCHF | Schwab Intl Equity ETF | 0% | +9.51% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +17.47% | Add |
| 36 | ITOT | Ishares Core S&p Total U.s. | 0% | +16.17% | Add |
| 37 | HELO | Jpmorgan Hedged Equity ETF | 0% | +60.04% | Add |
| 38 | FTNT | Fortinet Inc | 0% | NEW | New buy |
| 39 | MPC | Marathon Petroleum CORP | 0% | NEW | New buy |
| 40 | FHEQ | Fidelity Hedged Equity ETF | 0% | NEW | New buy |
| 41 | USXF | Ishares Esg Advance Msci USA | 0% | NEW | New buy |
| 42 | CEG | Constellation Energy | 0% | NEW | New buy |
| 43 | IXUS | Ishares Core Intl Stock ETF | 0% | +3.72% | Add |
| 44 | DE | Deere & Co | 0% | +23.90% | Add |
| 45 | CGMU | Cap Group Municipal Income | 0% | +29.99% | Add |
| 46 | ILCG | Ishares Morningstar Growth E | 0% | -2.44% | Trim |
| 47 | TSLA | Tesla Inc | 0% | -0.37% | Trim |
| 48 | OEF | Ishares S&p 100 ETF | 0% | +7.25% | Add |
| 49 | VGT | Vanguard Info Tech ETF | 0% | -0.05% | Trim |
| 50 | LRCX | Lam Research CORP | 0% | +0.32% | Add |
According to official SEC Form 13F filings, Madison Wealth Partners, Inc reported a total U.S. public equity portfolio value of $785.9M across 174 disclosed positions in Q2 2025.
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 IUSG, DGRO, BINC) accounted for 24.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
NFLX
市值: $1.2M
Top Position Liquidated / Trimmed
VNQ
前期市值: $349.2K
During Q2 2025, Madison Wealth Partners, Inc's top holdings by market value included IUSG (13.4%)、DGRO (8.6%)、BINC (7.7%). The largest single position, IUSG, represented 13.4% of total portfolio value.
In Q2 2025, Madison Wealth Partners, Inc made 161 total portfolio adjustments, initiating 21 new buys, adding to 78 positions, trimming 58 holdings, and fully liquidating 4 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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