Q2 2026 13F · SEC CIK 1844424

Madison Wealth Partners, Inc

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $785.9M
Reported positions: 292
Top holdings a year, 3 yrs: +17.6%
Assets under management: $1.3B

Madison Wealth Partners, Inc is a wealth manager that reported 292 positions worth $785.9M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were iShares ETFs/USA (IUSG, 9.8%), Fidelity Enhanced Mid Cap Core ETF (FMDE, 6.7%), Ishares Flexible Income Active ETF (BINC, 6.1%). A portfolio copying its top holdings returned 17.6% a year over the last 3 years, against 20.4% for the S&P 500.

Madison Wealth Partners, Inc holdings largest 50 of 292 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Madison Wealth Partners, Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IUSGiShares ETFs/USA	9.8%	10.2%	409,922	-0.2%	$77.1M
FMDEFidelity Enhanced Mid Cap Core ETF	6.7%	7.0%	1,298,333	+5.9%	$52.7M
BINCIshares Flexible Income Active ETF	6.1%	7.1%	909,176	+5.5%	$47.6M
UBNDVictoryshares Core Plus Bond ETF	4.7%	5.6%	1,707,703	+6.5%	$37.1M
DYNFIshares U.s. Equity Factor Rotation Acti	4.6%	5.7%	532,715	-12.6%	$36.2M
IUSVIshares Tr	4.5%	5.1%	319,929	+2.5%	$35.2M
CGDVCapital Group Dividend Value ETF	4.0%	4.2%	630,760	+1.9%	$31.1M
QQQMInvesco Nasdaq 100 ETF	3.8%	3.5%	99,497	+9.3%	$30.1M
SMLFIshares Tr	3.6%	3.7%	319,045	+4.6%	$28.4M
IVVIshares Core S&p 500 ETF	3.5%	3.7%	36,658	+2.3%	$27.5M
DGROIshares Core Dividend Growth ETF	2.6%	3.0%	266,037	-0.2%	$20.2M
AAPLApple Inc	2.1%	2.2%	57,702	+7.1%	$16.7M
IJHIshares Tr	1.9%	2.1%	194,744	+1.5%	$15.0M
QQQInvesco Qqq Tr	1.8%	1.7%	19,272	+5.8%	$14.2M
SCHBSchwb US Broad	1.4%	1.5%	370,377	-2.1%	$10.7M
IXUSIshares Core Msci Total International St	1.2%	1.4%	100,263	+0.9%	$9.6M
IJRIshares Core S&p Small Cap ETF	1.2%	1.2%	62,525	+2.6%	$9.3M
MSFTMicrosoft Corp	1.1%	1.1%	23,220	+20.8%	$8.7M
VCSHVanguard Scottsdale Fds	1.0%	—	98,765	—	$7.8M
SPYSpdr S&p 500 ETF Tr	1.0%	1.0%	10,009	+6.1%	$7.5M
VIGVanguard Dividend Appreciation ETF	0.9%	1.0%	31,081	+11.8%	$7.4M
GOOGLAlphabet Inc	0.9%	0.8%	19,021	+15.1%	$6.8M
BOXXEa Series Trust	0.9%	0.7%	57,519	+48.3%	$6.7M
SCHFSchwab Intl Equity	0.8%	0.8%	221,464	+9.7%	$6.1M
NVDANvidia Corporation Com	0.8%	0.7%	30,492	+14.9%	$6.1M
VUGVanguard Indx Fd	0.8%	0.6%	68,444	+644.8%	$5.9M
AMZNAmazon Com Inc Com	0.7%	0.7%	24,219	+11.2%	$5.8M
FENIFidelity Enhanced International ETF	0.6%	0.5%	125,355	+43.8%	$5.0M
FBNDFidelity Merrimack Str Tr	0.6%	0.8%	109,301	-0.5%	$5.0M
VOOVanguard S&p 500 ETF	0.6%	0.6%	7,132	+7.2%	$4.9M
ONEQFidelity Nasdaq Composite Index ETF	0.6%	0.6%	47,044	-1.1%	$4.9M
JKEIshares Tr	0.6%	0.6%	40,983	-0.2%	$4.8M
SCHGSchwab U.s. Large-Cap Growth ETF	0.6%	0.6%	131,239	-5.6%	$4.4M
IEFAIshares Core Msci Eafe ETF	0.5%	0.6%	41,107	+5.5%	$4.0M
JKFIshares Tr	0.5%	0.5%	35,051	-0.0%	$3.5M
LRCXLam Research Corp	0.5%	0.2%	8,172	+17.7%	$3.5M
VTIVanguard Index Fds	0.4%	0.4%	9,253	+8.3%	$3.4M
USTBVictory Portfolios II	0.4%	0.5%	67,190	+13.8%	$3.4M
RSPInvesco S&p 500 Equal Weight ETF	0.4%	0.5%	15,243	-5.4%	$3.2M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	6,331	-0.6%	$3.2M
GLDSpdr Gold Shares	0.4%	0.5%	7,570	+5.3%	$2.8M
VDCVanguard World Fd	0.3%	0.4%	12,172	+7.5%	$2.7M
AVGOBroadcom Inc	0.3%	—	6,961	—	$2.6M
MGEEMge Energy Inc	0.3%	0.4%	31,812	+0.3%	$2.6M
SCHDSchwab Strategic Tr	0.3%	0.3%	76,620	+32.9%	$2.4M
MUMicron Technology Inc	0.3%	—	2,086	—	$2.4M
AMATApplied Matls Inc	0.3%	—	3,312	—	$2.4M
VGTVanguard Info Tech	0.3%	0.2%	19,613	+856.7%	$2.3M
TSLATesla Inc Com	0.3%	0.3%	5,360	+16.4%	$2.3M
COSTCostco Whsl Corp New	0.3%	0.4%	2,374	+6.6%	$2.2M

What Madison Wealth Partners, Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: +17.6% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Madison Wealth Partners, Inc's portfolio

What stocks does Madison Wealth Partners, Inc own?

Madison Wealth Partners, Inc's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 292 positions worth $785.9M. The largest are iShares ETFs/USA (IUSG) at 9.8%, Fidelity Enhanced Mid Cap Core ETF (FMDE) at 6.7%, Ishares Flexible Income Active ETF (BINC) at 6.1%, Victoryshares Core Plus Bond ETF (UBND) at 4.7% and Ishares U.s. Equity Factor Rotation Acti (DYNF) at 4.6%.

What did Madison Wealth Partners, Inc buy last quarter?

In Q2 2026, Madison Wealth Partners, Inc added Vanguard Info Tech (VGT) (+856.7% shares), Vanguard Indx Fd (VUG) (+644.8% shares) and Ea Series Trust (BOXX) (+48.3% shares), compared with its Q1 2026 filing.

What did Madison Wealth Partners, Inc sell last quarter?

In Q2 2026, Madison Wealth Partners, Inc cut from its top 50 Ishares National Muni Bond ETF (MUB), cut from its top 50 Ishares (IVW), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Ishares Total US Stock Market ETF (ITOT), Ishares U.s. Equity Factor Rotation Acti (DYNF) (-12.6% shares), Schwab U.s. Large-Cap Growth ETF (SCHG) (-5.6% shares) and Invesco S&p 500 Equal Weight ETF (RSP) (-5.4% shares), compared with its Q1 2026 filing.

How has Madison Wealth Partners, Inc's portfolio performed?

A portfolio copying Madison Wealth Partners, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.9% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Madison Wealth Partners, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Madison Wealth Partners, Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Madison Wealth Partners, Inc manage?

Madison Wealth Partners, Inc reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $785.9M.