Madison Wealth Partners, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Madison Wealth Partners, Inc held in its portfolio 204 assets valued at $548,077,093 (i.e. $548.08M).
The most valuable assets in the portfolio included: ISHARES TR ($67.39M), ISHARES TR ($44.95M), and BLACKROCK ETF TRUST II ($42.82M).
The chart below shows the top 10 valuable assets, and the table below shows the top 204 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Madison Wealth Partners, Inc - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 401259 | 67387378 | CORE S&P US GWT |
| ISHARES TR | 647554 | 44953213 | CORE DIV GRWTH |
| BLACKROCK ETF TRUST II | 811527 | 42824275 | ISHARES FLEXIBLE |
| BLACKROCK ETF TRUST | 591085 | 35943895 | ISHARES US EQUIT |
| ISHARES TR | 311949 | 31987231 | CORE S&P US VLU |
| ISHARES TR | 34651 | 23734138 | CORE S&P500 ETF |
| ISHARES TR | 303766 | 22746029 | US SML CAP EQT |
| FIDELITY COMWLTH TR | 234437 | 21427575 | NASDAQ COMPSIT |
| APPLE INC | 50344 | 13686594 | COM |
| ISHARES TR | 193848 | 12793975 | CORE S&P MCP ETF |
| INVESCO QQQ TR | 19003 | 11673728 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 369116 | 9681915 | US BRD MKT ETF |
| MICROSOFT CORP | 18403 | 8900257 | COM |
| ISHARES TR | 98072 | 8300812 | CORE MSCI TOTAL |
| VICTORY PORTFOLIOS II | 374374 | 8236237 | CORE INTRMEDIATE |
| ISHARES TR | 61232 | 7358819 | CORE S&P SCP ETF |
| SPDR S&P 500 ETF TR | 9172 | 6254772 | TR UNIT |
| VANGUARD SPECIALIZED FUNDS | 26770 | 5883417 | DIV APP ETF |
| FIDELITY MERRIMACK STR TR | 111743 | 5144668 | TOTAL BD ETF |
| ALPHABET INC | 15081 | 4720334 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 194374 | 4672751 | INTL EQTY ETF |
| AMAZON COM INC | 19713 | 4550180 | COM |
| VANGUARD INDEX FDS | 8924 | 4353781 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 133405 | 4351684 | US LCAP GR ETF |
| INVESCO EXCH TRADED FD TR II | 16883 | 4270101 | NASDAQ 100 ETF |
| ISHARES TR | 40143 | 4176470 | MORNINGSTAR GRWT |
| EA SERIES TRUST | 35764 | 4116382 | ALPHA ARCH 1-3 |
| NVIDIA CORPORATION | 21720 | 4050783 | COM |
| VANGUARD INDEX FDS | 6137 | 3848694 | S&P 500 ETF SHS |
| ISHARES TR | 38769 | 3468281 | CORE MSCI EAFE |
| ISHARES TR | 34728 | 3276912 | MORNINGSTAR VALU |
| INVESCO EXCHANGE TRADED FD T | 16366 | 3135071 | S&P500 EQL WGT |
| BERKSHIRE HATHAWAY INC DEL | 6046 | 3038782 | CL B NEW |
| SCHWAB STRATEGIC TR | 95639 | 2875853 | US MID-CAP ETF |
| FIDELITY COVINGTON TRUST | 71652 | 2621032 | ENHANCED INTL |
| VANGUARD INDEX FDS | 7764 | 2602901 | TOTAL STK MKT |
| SPDR GOLD TR | 6115 | 2423504 | GOLD SHS |
| MGE ENERGY INC | 28985 | 2273008 | COM |
| ISHARES TR | 18710 | 2004068 | NATIONAL MUN ETF |
| ISHARES TR | 15800 | 1947491 | S&P 500 GRWT ETF |
| TESLA INC | 4323 | 1943950 | COM |
| COSTCO WHSL CORP NEW | 2109 | 1818692 | COM |
| VICTORY PORTFOLIOS II | 35592 | 1809475 | SHORT TRM BD ETF |
| VANGUARD WORLD FD | 7644 | 1614817 | CONSUM STP ETF |
| JPMORGAN CHASE & CO. | 4725 | 1522474 | COM |
| ISHARES TR | 9746 | 1449153 | CORE S&P TTL STK |
| VANGUARD WORLD FD | 1913 | 1442219 | INF TECH ETF |
| ISHARES TR | 4109 | 1409269 | S&P 100 ETF |
| ALPHABET INC | 4442 | 1393996 | CAP STK CL C |
| VISA INC | 3805 | 1334517 | COM CL A |
| META PLATFORMS INC | 1951 | 1288053 | CL A |
| ALLIANT ENERGY CORP | 19769 | 1285185 | COM |
| DANAHER CORPORATION | 5273 | 1207095 | COM |
| BANK AMERICA CORP | 21701 | 1193532 | COM |
| ISHARES INC | 17427 | 1171438 | CORE MSCI EMKT |
| BROADCOM INC | 3320 | 1149155 | COM |
| LAM RESEARCH CORP | 6697 | 1146344 | COM NEW |
| SCHWAB STRATEGIC TR | 39628 | 1087000 | US DIVIDEND EQ |
| CAPITAL GRP FIXED INCM ETF T | 39664 | 1085997 | MUNICIPAL INCOME |
| VANGUARD WHITEHALL FDS | 7401 | 1062127 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 2954 | 929951 | LARGE CAP ETF |
| ISHARES TR | 9180 | 916902 | CORE US AGGBD ET |
| INNOVATOR ETFS TRUST | 26037 | 872484 | DEFINED WLT SHLD |
| NETFLIX INC | 9099 | 853122 | COM |
| VANGUARD INDEX FDS | 4024 | 852233 | SM CP VAL ETF |
| ELI LILLY & CO | 771 | 828915 | COM |
| DEERE & CO | 1779 | 828460 | COM |
| SELECT SECTOR SPDR TR | 6833 | 804356 | STATE STREET COM |
| J P MORGAN EXCHANGE TRADED F | 12008 | 797671 | HEDGED EQUITY LA |
| VANGUARD WORLD FD | 6269 | 789390 | ENERGY ETF |
| ISHARES TR | 9496 | 758161 | MRGSTR MD CP GRW |
| ISHARES SILVER TR | 11638 | 749720 | ISHARES |
| CAPITAL GRP FIXED INCM ETF T | 33072 | 748750 | CORE PLUS INCM |
| INNOVATOR ETFS TRUST | 16902 | 737196 | US EQTY PWR BUF |
| ISHARES TR | 6927 | 732108 | EXPANDED TECH |
| ISHARES TR | 8889 | 731887 | MRGSTR MD CP VAL |
| VANGUARD INDEX FDS | 2832 | 730469 | SMALL CP ETF |
| GLOBAL X FDS | 17662 | 717607 | S&P 500 COVERED |
| PIMCO ETF TR | 13391 | 701808 | INTER MUN BD ACT |
| J P MORGAN EXCHANGE TRADED F | 12252 | 701330 | EQUITY PREMIUM |
| ISHARES TR | 2206 | 664399 | ISHARES SEMICDTR |
| JOHNSON & JOHNSON | 3192 | 660640 | COM |
| PALANTIR TECHNOLOGIES INC | 3710 | 659453 | CL A |
| ORACLE CORP | 3377 | 658211 | COM |
| ISHARES TR | 2609 | 642135 | RUSSELL 2000 ETF |
| VANGUARD WHITEHALL FDS | 7107 | 639602 | INTL HIGH ETF |
| FIDELITY COVINGTON TRUST | 2843 | 638740 | MSCI INFO TECH I |
| SPDR SERIES TRUST | 3823 | 621039 | STATE STREET SPD |
| EXXON MOBIL CORP | 5064 | 609456 | COM |
| PACER FDS TR | 10036 | 603866 | US CASH COWS 100 |
| ISHARES TR | 2838 | 601762 | S&P 500 VAL ETF |
| NEOS ETF TRUST | 11931 | 593328 | NEOS ENH INC 1-3 |
| VANGUARD INTL EQUITY INDEX F | 7605 | 559422 | ALLWRLD EX US |
| APPLIED MATLS INC | 2168 | 557242 | COM |
| VANGUARD INDEX FDS | 2830 | 540516 | VALUE ETF |
| CATERPILLAR INC | 916 | 524854 | COM |
| ADVANCED MICRO DEVICES INC | 2449 | 524497 | COM |
| CROWDSTRIKE HLDGS INC | 1099 | 515238 | CL A |
| FIDELITY COVINGTON TRUST | 13509 | 510386 | ENHANCED SMALL |
| PROCTER AND GAMBLE CO | 3473 | 497758 | COM |
| VANGUARD STAR FDS | 6509 | 491019 | VG TL INTL STK F |
| HOME DEPOT INC | 1425 | 490210 | COM |
| FIDELITY GREENWOOD STREET TR | 15674 | 484478 | HEDGED EQTY ETF |
| ISHARES TR | 4405 | 469966 | SHRT NAT MUN ETF |
| FIRST TR EXCHANGE-TRADED FD | 1718 | 462451 | DJ INTERNT IDX |
| MCDONALDS CORP | 1510 | 461408 | COM |
| VANGUARD SCOTTSDALE FDS | 5715 | 455628 | SHRT TRM CORP BD |
| MICRON TECHNOLOGY INC | 1590 | 453861 | COM |
| SELECT SECTOR SPDR TR | 9982 | 446280 | STATE STREET ENE |
| ISHARES TR | 8023 | 444983 | MRGSTR SM CP GR |
| FIDELITY COVINGTON TRUST | 11322 | 432179 | ENHANCED LARGE |
| NEXTERA ENERGY INC | 5346 | 429214 | COM |
| VANGUARD INDEX FDS | 1465 | 425239 | MID CAP ETF |
| CHEVRON CORP NEW | 2785 | 424521 | COM |
| MASTERCARD INCORPORATED | 735 | 419438 | CL A |
| CUMMINS INC | 820 | 418450 | COM |
| CISCO SYS INC | 5412 | 416911 | COM |
| ABBVIE INC | 1817 | 415259 | COM |
| INVESCO EXCHANGE TRADED FD T | 4040 | 413773 | S&P MDCP QUALITY |
| ISHARES TR | 3400 | 413522 | CORE HIGH DV ETF |
| KLA CORP | 337 | 409329 | COM NEW |
| AT&T INC | 16275 | 404270 | COM |
| ISHARES TR | 5856 | 401166 | MRNING SM CP ETF |
| DISNEY WALT CO | 3503 | 398556 | COM |
| ISHARES TR | 1057 | 394880 | RUS 1000 ETF |
| ISHARES TR | 834 | 394766 | RUS 1000 GRW ETF |
| ISHARES TR | 1872 | 393858 | RUS 1000 VAL ETF |
| WELLS FARGO CO NEW | 4103 | 382437 | COM |
| ISHARES TR | 5670 | 380627 | MSCI ACWI EX US |
| FIRST TR EXCHANGE-TRADED FD | 8533 | 378353 | SHS |
| CITIGROUP INC | 3240 | 378059 | COM NEW |
| BLUEROCK PVT REAL ESTATE FD | 25190 | 377852 | COM |
| ISHARES TR | 2754 | 377155 | RUS MD CP GR ETF |
| ISHARES TR | 8006 | 372591 | CORE UNIVRSL USD |
| VANGUARD MUN BD FDS | 7398 | 372028 | TAX EXEMPT BD |
| RTX CORPORATION | 1892 | 347053 | COM |
| FIDELITY COVINGTON TRUST | 9415 | 342521 | ENHANCED MID |
| ISHARES TR | 3397 | 340981 | 0-3 MNTH TREASRY |
| INNOVATOR ETFS TRUST | 7808 | 337696 | US EQTY PWR BF |
| EXACT SCIENCES CORP | 3316 | 336784 | COM |
| INVESCO EXCH TRADED FD TR II | 9332 | 328026 | S&P INTL QULTY |
| ISHARES TR | 2295 | 323956 | SELECT DIVID ETF |
| GE VERNOVA INC | 489 | 319449 | COM |
| INVESCO EXCH TRADED FD TR II | 28409 | 319317 | PFD ETF |
| ISHARES GOLD TR | 3795 | 308040 | ISHARES NEW |
| WALMART INC | 2728 | 303934 | COM |
| ALPS ETF TR | 5266 | 303859 | OSHARES US QUALT |
| ISHARES TR | 4190 | 299214 | EAFE VALUE ETF |
| PROGRESSIVE CORP | 1312 | 298850 | COM |
| PEPSICO INC | 2068 | 296741 | COM |
| INNOVATOR ETFS TRUST | 7541 | 294998 | US EQT PWR BUF |
| ISHARES TR | 2580 | 293961 | EAFE GRWTH ETF |
| ISHARES TR | 1428 | 283727 | MSCI USA QLT FCT |
| FLEXSHARES TR | 6182 | 283433 | MORNSTAR UPSTR |
| SSGA ACTIVE ETF TR | 6689 | 276055 | STATE STREET BLA |
| US BANCORP DEL | 5170 | 275846 | COM NEW |
| FIRST TR EXCHANGE TRADED FD | 3797 | 271296 | NASDAQ CYB ETF |
| CAPITAL GRP FIXED INCM ETF T | 10188 | 270188 | CORE BOND ETF |
| INTERNATIONAL BUSINESS MACHS | 900 | 266509 | COM |
| GE AEROSPACE | 851 | 262204 | COM NEW |
| BLACKROCK ETF TRUST | 8254 | 261487 | ISHARES US LARG |
| ISHARES TR | 1834 | 258749 | RUS MDCP VAL ETF |
| ABBOTT LABS | 2065 | 258709 | COM |
| J P MORGAN EXCHANGE TRADED F | 5086 | 256864 | MUNICIPAL ETF |
| QUALCOMM INC | 1489 | 254753 | COM |
| PIMCO CORPORATE & INCOME OPP | 19622 | 253123 | COM |
| ARISTA NETWORKS INC | 1912 | 250529 | COM SHS |
| NORTHROP GRUMMAN CORP | 437 | 249111 | COM |
| ISHARES TR | 2579 | 247639 | MSCI EAFE ETF |
| SCHWAB STRATEGIC TR | 9083 | 244431 | US LRG CAP ETF |
| CONSTELLATION ENERGY CORP | 676 | 238676 | COM |
| ISHARES U S ETF TR | 9570 | 238241 | GSCI CMDTY STGY |
| TRACTOR SUPPLY CO | 4762 | 238147 | COM |
| NOVANTA INC | 1983 | 235957 | COM |
| FIRST TR EXCHANGE TRADED FD | 1493 | 228428 | NASDQ CLN EDGE |
| VISTRA CORP | 1408 | 227132 | COM |
| PIMCO ETF TR | 4496 | 226713 | SHTRM MUN BD ACT |
| NRG ENERGY INC | 1420 | 226057 | COM NEW |
| SNAP ON INC | 651 | 224496 | COM |
| ISHARES TR | 3874 | 223037 | ESG MSCI USA ETF |
| TIDAL TRUST II | 9804 | 221276 | DEFIANCE LARGE |
| TAIWAN SEMICONDUCTOR MFG LTD | 727 | 221063 | SPONSORED ADS |
| DUKE ENERGY CORP NEW | 1849 | 216754 | COM NEW |
| XCEL ENERGY INC | 2914 | 215263 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 3148 | 215197 | SHS REP COM UT |
| ISHARES TR | 2645 | 213260 | IBOXX HI YD ETF |
| VANGUARD WORLD FD | 1130 | 209051 | UTILITIES ETF |
| FIDELITY COVINGTON TRUST | 2808 | 208578 | MSCI HLTH CARE I |
| INVESCO EXCHANGE TRADED FD T | 3644 | 208218 | S&P SMCP VLU MNT |
| VANGUARD WORLD FD | 504 | 208036 | MEGA GRWTH IND |
| VANGUARD INDEX FDS | 686 | 207281 | SML CP GRW ETF |
| TJX COS INC NEW | 1348 | 207066 | COM |
| AMGEN INC | 633 | 207054 | COM |
| LOWES COS INC | 844 | 203539 | COM |
| ADOBE INC | 579 | 202644 | COM |
| MARATHON PETE CORP | 1244 | 202312 | COM |
| SCHWAB STRATEGIC TR | 7048 | 200725 | US SML CAP ETF |
| CARRIER GLOBAL CORPORATION | 3789 | 200211 | COM |
| FORD MTR CO | 13174 | 172844 | COM |
| AMERICAN AIRLS GROUP INC | 10292 | 157779 | COM |
| PIMCO HIGH INCOME FD | 13950 | 67797 | COM SHS |
| LIGHTWAVE LOGIC INC | 13758 | 44576 | COM |
| DULUTH HLDGS INC | 10000 | 20800 | COM CL B |
| DATAVAULT AI INC | 26978 | 17592 | COM SHS |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.