# Madison Wealth Partners, Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1844424. Source: https://holderbook.com/funds/1844424-madison-wealth-partners-inc/

- Reported value: $785.9M
- Positions: 292
- Weight of the ten largest: 51.3%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IUSG](https://holderbook.com/stocks/IUSG/) | $77.1M | 409,922 | 9.8% | 23 |
| FIDELITY COVINGTON TRUST | [FMDE](https://holderbook.com/stocks/FMDE/) | $52.7M | 1,298,333 | 6.7% | 5 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $47.6M | 909,176 | 6.1% | 6 |
| VICTORY PORTFOLIOS II | [UBND](https://holderbook.com/stocks/UBND/) | $37.1M | 1,707,703 | 4.7% | 9 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $36.2M | 532,715 | 4.6% | 6 |
| ISHARES TR | [IUSV](https://holderbook.com/stocks/IUSV/) | $35.2M | 319,929 | 4.5% | 23 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $31.1M | 630,760 | 4.0% | 2 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $30.1M | 99,497 | 3.8% | 15 |
| ISHARES TR | [SMLF](https://holderbook.com/stocks/SMLF/) | $28.4M | 319,045 | 3.6% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $27.5M | 36,658 | 3.5% | 23 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $20.2M | 266,037 | 2.6% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $16.7M | 57,702 | 2.1% | 23 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $15.0M | 194,744 | 1.9% | 23 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $14.2M | 19,272 | 1.8% | 23 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $10.7M | 370,377 | 1.4% | 11 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $9.6M | 100,263 | 1.2% | 23 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $9.3M | 62,525 | 1.2% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $8.7M | 23,220 | 1.1% | 23 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $7.8M | 98,765 | 1.0% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $7.5M | 10,009 | 1.0% | 23 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $7.4M | 31,081 | 0.9% | 21 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.8M | 19,021 | 0.9% | 23 |
| EA SERIES TRUST | [BOXX](https://holderbook.com/stocks/BOXX/) | $6.7M | 57,519 | 0.9% | 9 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $6.1M | 221,464 | 0.8% | 15 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $6.1M | 30,492 | 0.8% | 13 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $5.9M | 68,444 | 0.8% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.8M | 24,219 | 0.7% | 23 |
| FIDELITY COVINGTON TRUST | [FENI](https://holderbook.com/stocks/FENI/) | $5.0M | 125,355 | 0.6% | 10 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $5.0M | 109,301 | 0.6% | 13 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $4.9M | 7,132 | 0.6% | 19 |
| FIDELITY COMWLTH TR | [ONEQ](https://holderbook.com/stocks/ONEQ/) | $4.9M | 47,044 | 0.6% | 21 |
| ISHARES TR | [ILCG](https://holderbook.com/stocks/ILCG/) | $4.8M | 40,983 | 0.6% | 18 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $4.4M | 131,239 | 0.6% | 11 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $4.0M | 41,107 | 0.5% | 23 |
| ISHARES TR | [ILCV](https://holderbook.com/stocks/ILCV/) | $3.5M | 35,051 | 0.5% | 18 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $3.5M | 8,172 | 0.5% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.4M | 9,253 | 0.4% | 8 |
| VICTORY PORTFOLIOS II | [USTB](https://holderbook.com/stocks/USTB/) | $3.4M | 67,190 | 0.4% | 8 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $3.2M | 15,243 | 0.4% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.2M | 6,331 | 0.4% | 23 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.8M | 7,570 | 0.4% | 8 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $2.7M | 12,172 | 0.3% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.6M | 6,961 | 0.3% | 9 |
| MGE ENERGY INC | [MGEE](https://holderbook.com/stocks/MGEE/) | $2.6M | 31,812 | 0.3% | 23 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $2.4M | 76,620 | 0.3% | 21 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.4M | 2,086 | 0.3% | 4 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.4M | 3,312 | 0.3% | 14 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $2.3M | 19,613 | 0.3% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.3M | 5,360 | 0.3% | 23 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.2M | 2,374 | 0.3% | 21 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $2.1M | 15,518 | 0.3% | 23 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $2.1M | 19,681 | 0.3% | 23 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.9M | 5,929 | 0.2% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.8M | 5,198 | 0.2% | 12 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.8M | 21,637 | 0.2% | 23 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $1.7M | 2,669 | 0.2% | 8 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.7M | 3,031 | 0.2% | 15 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.7M | 1,558 | 0.2% | 12 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $1.6M | 10,028 | 0.2% | 17 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $1.6M | 4,317 | 0.2% | 23 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.5M | 25,962 | 0.2% | 23 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.5M | 4,233 | 0.2% | 23 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.4M | 10,192 | 0.2% | 23 |
| VANGUARD WELLINGTON FD | [VFMO](https://holderbook.com/stocks/VFMO/) | $1.3M | 5,361 | 0.2% | 1 |
| FIDELITY COVINGTON TRUST | [FDVV](https://holderbook.com/stocks/FDVV/) | $1.3M | 22,024 | 0.2% | 2 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $1.3M | 8,355 | 0.2% | 8 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $1.3M | 15,752 | 0.2% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.3M | 1,074 | 0.2% | 11 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $1.3M | 12,933 | 0.2% | 8 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.2M | 2,146 | 0.2% | 5 |
| TCW ETF TRUST | [FLXR](https://holderbook.com/stocks/FLXR/) | $1.2M | 31,525 | 0.2% | 1 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $1.2M | 32,905 | 0.2% | 1 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.2M | 3,942 | 0.2% | 23 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $1.2M | 22,597 | 0.2% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.2M | 4,654 | 0.2% | 23 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $1.2M | 4,096 | 0.1% | 9 |
| CAPITAL GRP FIXED INCM ETF T | [CGMU](https://holderbook.com/stocks/CGMU/) | $1.1M | 41,831 | 0.1% | 14 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.1M | 1,779 | 0.1% | 23 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $1.1M | 19,971 | 0.1% | 8 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $1.1M | 5,802 | 0.1% | 1 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.1M | 20,763 | 0.1% | 5 |
| MORGAN STANLEY ETF TRUST | [XAGG](https://holderbook.com/stocks/XAGG/) | $1.1M | 21,892 | 0.1% | 1 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $1.1M | 29,269 | 0.1% | 15 |
| ISHARES TR | [IMCG](https://holderbook.com/stocks/IMCG/) | $1.1M | 10,895 | 0.1% | 15 |
| SCHWAB STRATEGIC TR | [FNDE](https://holderbook.com/stocks/FNDE/) | $1.1M | 26,860 | 0.1% | 1 |
| FIDELITY COVINGTON TRUST | [FDMO](https://holderbook.com/stocks/FDMO/) | $1.1M | 10,787 | 0.1% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.1M | 3,500 | 0.1% | 8 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $1.1M | 3,062 | 0.1% | 23 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.0M | 8,024 | 0.1% | 2 |
| ALLIANT ENERGY CORP | [LNT](https://holderbook.com/stocks/LNT/) | $1.0M | 13,438 | 0.1% | 23 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $1.0M | 5,291 | 0.1% | 23 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $987.9K | 12,057 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $984.4K | 4,051 | 0.1% | 8 |
| VANGUARD WORLD FD | [VDE](https://holderbook.com/stocks/VDE/) | $974.2K | 6,489 | 0.1% | 8 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $946.7K | 8,060 | 0.1% | 11 |
| INNOVATOR ETFS TRUST | [BALT](https://holderbook.com/stocks/BALT/) | $941.1K | 27,462 | 0.1% | 11 |
| J P MORGAN EXCHANGE TRADED F | [HELO](https://holderbook.com/stocks/HELO/) | $939.3K | 13,899 | 0.1% | 9 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $927.4K | 3,685 | 0.1% | 4 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $913.2K | 4,190 | 0.1% | 23 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $905.8K | 9,151 | 0.1% | 23 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.0% | +14.8% | -1.9% | 100% |
| Q1 2026 | -2.9% | -4.6% | +1.8% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.4% | 100% |
| Q3 2025 | +7.3% | +7.8% | -0.6% | 100% |
| Q2 2025 | +8.8% | +10.5% | -1.7% | 100% |
| Q1 2025 | -4.4% | -4.6% | +0.2% | 100% |
| Q4 2024 | +1.3% | +2.1% | -0.9% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $785.9M | 292 |
| Q1 2026 | $627.0M | 220 |
| Q4 2025 | $548.1M | 207 |
| Q3 2025 | $505.7M | 184 |
| Q2 2025 | $458.2M | 174 |
| Q1 2025 | $405.1M | 157 |
| Q4 2024 | $357.8M | 152 |
| Q3 2024 | $337.6M | 148 |
| Q2 2024 | $291.5M | 127 |
| Q1 2024 | $276.5M | 124 |
| Q4 2023 | $252.2M | 117 |
| Q3 2023 | $197.7M | 95 |