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
220 檔
28.4%
At the close of Q1 2026, Madison Wealth Partners, Inc disclosed equity holdings valued at approximately $785.9M, spread across 220 reported holdings.
In Q1 2026, Madison Wealth Partners, Inc displayed an active expansion posture, initiating 24 new positions and adding to 126 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 10.16% | -0.35% | +2.32% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 7.14% | -1.08% | +6.20% | |
| 3 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 7.03% | -0.33% | +12923.21% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.66% | -1.05% | +3.16% | |
| 5 | UBND | Victoryshares Core Plus Bond | ETF-Other | 5.57% | -0.85% | +328.38% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 5.09% | -0.61% | +0.06% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 4.20% | -0.24% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.73% | -0.24% | +3.45% | |
| 9 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.67% | -0.05% | +0.38% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.45% | +0.39% | +439.28% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.98% | -0.41% | -58.85% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.18% | -0.06% | +7.00% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.07% | -0.16% | -1.02% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.68% | +0.13% | -4.18% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.51% | -0.15% | +2.49% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.37% | -0.15% | +1.30% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.21% | -0.03% | -0.47% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.03% | +4.45% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | -0.03% | +2.81% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.95% | -0.01% | +3.81% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.80% | -0.17% | -1.73% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.80% | -0.02% | +3.91% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.10% | +9.59% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.04% | +22.15% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.01% | +10.53% | |
| 26 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.72% | +0.14% | +8.45% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | -0.08% | +4.19% | |
| 28 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.64% | -0.02% | -79.72% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | +0.11% | +2.97% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.01% | +8.42% | |
| 31 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.63% | -0.02% | +2.35% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.05% | +0.47% | |
| 33 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.52% | -0.07% | +0.97% | |
| 34 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.52% | +0.12% | +21.66% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | -0.08% | -1.53% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.14% | +17.53% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.09% | +5.36% | |
| 38 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.48% | -0.05% | +65.87% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | +10.05% | |
| 40 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.41% | -0.06% | +48.09% | |
| 41 | MGEE | Mge Energy Inc | Stock-Other | 0.39% | -0.06% | +9.47% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.07% | +5.55% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.33% | -0.06% | +2.78% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | -0.73% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.28% | +0.03% | +45.48% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | +0.02% | +6.50% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.01% | +8.97% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.24% | +0.21% | +3.70% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.07% | +7.16% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | -0.01% | +0.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FMDE | Fidelity Enhanced Mid Cap Co | +7% | +12923.21% | Add |
| 2 | UBND | Victoryshares Core Plus Bond | +4.1% | +328.38% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +2.7% | +439.28% | Add |
| 4 | USTB | Victoryshares Short-term Bon | +0.2% | +65.87% | Add |
| 5 | VDC | Vanguard Consumer Staple ETF | +0.1% | +48.09% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +45.48% | Add |
| 7 | XLE | Ss Energy Select Sector | +0.1% | +47.50% | Add |
| 8 | GLD | Spdr Gold Shares | +0.1% | +17.53% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +40.39% | Add |
| 10 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +137.64% | Add |
| 11 | FENI | Fidelity Enhanced Intl ETF | 0% | +21.66% | Add |
| 12 | XOM | Exxon Mobil CORP | 0% | +8.85% | Add |
| 13 | JNJ | Johnson & Johnson | 0% | +25.66% | Add |
| 14 | WMT | Walmart Inc | 0% | +82.11% | Add |
| 15 | XAR | Ss Spdr S&p Aerospace Def | 0% | +116.86% | Add |
| 16 | SCHX | Schwab US Large-cap ETF | 0% | +109.01% | Add |
| 17 | LRCX | Lam Research CORP | 0% | +3.70% | Add |
| 18 | VDE | Vanguard Energy ETF | 0% | +0.88% | Add |
| 19 | CVX | Chevron CORP | 0% | +19.50% | Add |
| 20 | MU | Micron Technology Inc | 0% | +23.27% | Add |
| 21 | COST | Costco Wholesale CORP | 0% | +5.55% | Add |
| 22 | VYM | Vanguard High Dvd Yield ETF | 0% | +20.05% | Add |
| 23 | AMAT | Applied Materials Inc | 0% | +5.17% | Add |
| 24 | SOXX | Ishares Semiconductor ETF | 0% | +20.94% | Add |
| 25 | VB | Vanguard Small-cap ETF | 0% | +26.77% | Add |
| 26 | OUSA | Alps Oshares US Quality Divi | 0% | +67.26% | Add |
| 27 | PEP | Pepsico Inc | 0% | +32.69% | Add |
| 28 | JEPI | Jpmorgan Equity Premium Inco | 0% | +28.18% | Add |
| 29 | DE | Deere & Co | 0% | -0.39% | Trim |
| 30 | PG | Procter & Gamble Co/the | 0% | +30.35% | Add |
| 31 | ABBV | Abbvie Inc | 0% | +40.84% | Add |
| 32 | GEV | GE Vernova Inc | 0% | +5.73% | Add |
| 33 | MCD | Mcdonald's CORP | 0% | +19.93% | Add |
| 34 | SCHA | Schwab US Small-cap ETF | 0% | +47.35% | Add |
| 35 | T | At&t Inc | 0% | +4.79% | Add |
| 36 | KLAC | Kla CORP | 0% | +0.30% | Add |
| 37 | COMT | Ishares Gsci Commodity Dynam | 0% | — | Unchanged |
| 38 | RTX | Rtx CORP | 0% | +15.43% | Add |
| 39 | NVDA | Nvidia CORP | — | +22.15% | Add |
| 40 | SLV | Ishares Silver Trust | — | +11.42% | Add |
| 41 | AGG | Ishares Core U.s. Aggregate | — | +14.11% | Add |
| 42 | VYMI | Vanguard Int High Dvd Yld In | — | +11.57% | Add |
| 43 | XYLD | Global X S&p 500 Cove Call E | — | +18.78% | Add |
| 44 | XMHQ | Invesco S&p Midcap Qual ETF | — | +23.32% | Add |
| 45 | IMCV | Ishares Morningstar Mid-cap | — | +9.73% | Add |
| 46 | CSCO | Cisco Systems Inc | — | +17.26% | Add |
| 47 | FHEQ | Fidelity Hedged Equity ETF | — | +18.59% | Add |
| 48 | NEE | Nextera Energy Inc | — | -0.99% | Trim |
| 49 | VXUS | Vanguard Total Intl Stock | — | +10.23% | Add |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | — | +14.07% | 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 220 disclosed positions in Q1 2026.
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, BINC, FMDE) accounted for 28.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CGDV
市值: $26.3M
Top Position Liquidated / Trimmed
EXK
前期市值: $336.8K
During Q1 2026, Madison Wealth Partners, Inc's top holdings by market value included IUSG (10.2%)、BINC (7.1%)、FMDE (7.0%). The largest single position, IUSG, represented 10.2% of total portfolio value.
In Q1 2026, Madison Wealth Partners, Inc made 198 total portfolio adjustments, initiating 24 new buys, adding to 126 positions, trimming 37 holdings, and fully liquidating 11 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.