Madison Wealth Partners, Inc — Q3 2025 13F Holdings

Name: Madison Wealth Partners, Inc — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001844424

Total reported value

$627.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	12.79%	-2.14%	-3.71%
2	DGRO	Ishares Core Dividend Growth	ETF-Other	8.51%	-5.22%	+2.56%
3	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	7.74%	-0.67%	+10.82%
4	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	6.62%	-0.90%	+15.74%
5	IUSV	Ishares Core S&p U.s. Value	ETF-Other	5.90%	—	+3.87%
6	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	5.78%	—	+0.31%
7	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	4.45%	-0.60%	+0.16%
8	ONEQ	Fidelity Nasdaq Comp Indx	ETF-Tech	4.16%	-3.27%	-5.53%
9	SCHB	Schwab US Broad Market ETF	ETF-Other	2.69%	—	+2.79%
10	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.47%	—	+0.78%
11	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	2.13%	-0.45%	+0.94%
12	AAPL	Apple INC	Stock-Tech	2.08%	—	+2.73%
13	MSFT	Microsoft CORP	Stock-Tech	1.88%	-0.49%	-0.03%
14	IXUS	Ishares Core Intl Stock ETF	ETF-Other	1.58%	-0.14%	+1.39%
15	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.21%	—	-2.08%
16	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.04%	—	+2.84%
17	FBND	Fidelity Total Bond ETF	ETF-Other	0.99%	—	-18.64%
18	UBND	Victoryshares Core Plus Bond	ETF-Other	0.99%	+4.07%	+41.11%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	0.86%	—	—
20	ILCG	Ishares Morningstar Growth E	ETF-Other	0.84%	—	-0.48%
21	VUG	Vanguard Growth ETF	ETF-Other	0.84%	-0.15%	-1.97%
22	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.83%	—	-5.80%
23	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	0.78%	+2.67%	+2.25%
24	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.71%	—	+123.99%
25	BOXX	Alpha Architect 1-3 Mnth Box	ETF-Other	0.70%	-0.03%	+40.93%
26	NVDA	Nvidia CORP	Stock-Tech	0.68%	—	-0.87%
27	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.66%	—	+1.14%
28	ILCV	Ishares Morningstar Value Et	ETF-Other	0.61%	—	+0.36%
29	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.61%	—	+0.43%
30	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.60%	—	+17.23%
31	SCHF	Schwab Intl Equity ETF	ETF-Other	0.52%	-0.05%	+4.71%
32	MGEE	Mge Energy INC	Stock-Other	0.49%	—	+0.01%
33	SCHG	Schwab US Large-cap Growth	ETF-Other	0.48%	-0.14%	+0.67%
34	FENI	Fidelity Enhanced Intl ETF	ETF-Other	0.43%	+0.04%	+2.44%
35	MUB	Ishares National Muni Bond E	ETF-Other	0.40%	—	+10.63%
36	USTB	Victoryshares Short-term Bon	ETF-Other	0.39%	+0.15%	+36.56%
37	GLD	Spdr Gold Shares	ETF-Commodities	0.38%	+0.05%	-0.61%
38	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.37%	—	-17.22%
39	TSLA	Tesla INC	Stock-Consumer Disc	0.36%	—	+1.20%
40	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.35%	-0.39%	-4.84%
41	JPM	Jpmorgan Chase & Co	Stock-Financials	0.32%	—	-1.84%
42	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.30%	—	+11.81%
43	VGT	Vanguard Info Tech ETF	ETF-Tech	0.28%	—	—
44	XYLD	Global X S&p 500 Cove Call E	ETF-Large Cap & Growth	0.28%	—	+2.67%
45	OEF	Ishares S&p 100 ETF	ETF-Other	0.27%	—	-7.26%
46	LNT	Alliant Energy CORP	Stock-Utilities	0.25%	-0.07%	+41.37%
47	V	Visa Inc-class A Shares	Stock-Financials	0.24%	—	+0.06%
48	BAC	Bank Of America CORP	Stock-Financials	0.24%	—	-3.86%
49	META	Meta Platforms Inc-class A	Stock-Comm Services	0.23%	—	+1.27%
50	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.23%	+0.02%	+0.40%

1–50 of 184

Holding changes this quarter

Position changes disclosed by Madison Wealth Partners, Inc for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DYNF	Ishrs US E F R A Etf-usd INC	+1.1%	+15.74%	Add
2	IUSG	Ishares Core S&p U.s. Growth	+0.6%	-3.71%	Add
3	VOO	Vanguard S&p 500 ETF	+0.4%	+123.99%	Add
4	ONEQ	Fidelity Nasdaq Comp Indx	+0.3%	-5.53%	Add
5	BOXX	Alpha Architect 1-3 Mnth Box	+0.2%	+40.93%	Add
6	FENI	Fidelity Enhanced Intl ETF	+0.2%	+2.44%	Add
7	IJR	Ishares Core S&p Small-cap E	+0.2%	+0.31%	Add
8	QQQM	Invesco Nasdaq 100 ETF	+0.2%	+2.25%	Add
9	MSFT	Microsoft CORP	+0.2%	-0.03%	Trim
10	NVDA	Nvidia CORP	+0.1%	-0.87%	Trim
11	QQQ	Invesco Qqq Trust Series 1	+0.1%	+0.94%	Add
12	UBND	Victoryshares Core Plus Bond	+0.1%	+41.11%	Add
13	TSLA	Tesla INC	+0.1%	+1.20%	Add
14	GOOG	Alphabet Inc-cl C	+0.1%	—	Add
15	USTB	Victoryshares Short-term Bon	+0.1%	+36.56%	Add
16	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+17.23%	Add
17	ORCL	Oracle CORP	+0.1%	+0.03%	Add
18	AVGO	Broadcom INC	+0.1%	+3.70%	Add
19	HELO	Jpmorgan Hedged Equity ETF	+0.1%	+28.08%	Add
20	IVV	Ishares Core S&p 500 ETF	+0.1%	+0.16%	Add
21	VUG	Vanguard Growth ETF	+0.1%	-1.97%	Add
22	ITOT	Ishares Core S&p Total U.s.	+0.1%	+11.81%	Add
23	LRCX	Lam Research CORP	+0.1%	+0.20%	Add
24	GOOGL	Alphabet Inc-cl A	0%	+0.43%	Trim
25	SCHF	Schwab Intl Equity ETF	0%	+4.71%	Add
26	LNT	Alliant Energy CORP	0%	+41.37%	Add
27	VGT	Vanguard Info Tech ETF	0%	—	Trim
28	META	Meta Platforms Inc-class A	0%	+1.27%	Add
29	SCHM	Schwab US Mid Cap ETF	0%	-4.84%	Add
30	ILCG	Ishares Morningstar Growth E	—	-0.48%	Trim
31	IXUS	Ishares Core Intl Stock ETF	0%	+1.39%	Add
32	IEFA	Ishares Core Msci Eafe ETF	-0.1%	+1.14%	Trim
33	VIG	Vanguard Dividend Apprec ETF	-0.1%	+2.84%	Add
34	AMZN	Amazon.com INC	-0.1%	—	Trim
35	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-2.08%	Trim
36	SCHB	Schwab US Broad Market ETF	-0.1%	+2.79%	Trim
37	AAPL	Apple INC	-0.1%	+2.73%	Add
38	CSHI	Neos Enhanced Income 1-3 Mon	-0.1%	-0.35%	Trim
39	SCHD	Schwab US Dvd Equity ETF	-0.2%	-26.75%	Trim
40	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-17.22%	Trim
41	IJH	Ishares Core S&p Midcap ETF	-0.3%	+0.78%	Add
42	RSP	Invesco S&p 500 Equal Weight	-0.4%	-5.80%	Trim
43	FBND	Fidelity Total Bond ETF	-0.4%	-18.64%	Trim
44	IUSV	Ishares Core S&p U.s. Value	-0.5%	+3.87%	Add
45	BINC	Ishares Flex I A Etf-usd INC	-0.8%	+10.82%	Add
46	DGRO	Ishares Core Dividend Growth	-0.8%	+2.56%	Add
47	NFLX	Netflix INC	—	NEW	New buy
48	SLV	Ishares Silver Trust	—	NEW	New buy
49	XLE	Ss Energy Select Sector	—	NEW	New buy
50	AMD	Advanced Micro Devices	—	NEW	New buy