Madison Wealth Partners, Inc Portfolio Holdings

Madison Wealth Partners, Inc

$444 Million
Q3 2025

Madison Wealth Partners, Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $444 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $64.7M, Ishares Core Dividend Growth E with a value of $43.1M, Blackrock ETF Tr U S Equity Fa with a value of $33.5M, Ishares Core S&P U.S. Value Et with a value of $29.9M, and Ishares Core S&P Sm Cap ETF with a value of $29.2M.

Examining the 13F form we can see an increase of $38.7M in the current position value, from $405M to 444M.

Below you can find more details about Madison Wealth Partners, Inc portfolio as well as his latest detailed transactions.

Portfolio value $444 Million

ETFs: $379 Million

Technology: $28.6 Million

Consumer Cyclical: $7.59 Million

Financial Services: $7.53 Million

Communication Services: $6.85 Million

Utilities: $4.84 Million

Industrials: $2.62 Million

Healthcare: $2.55 Million

Other: $2.91 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$64.7 Million 14.57% of portfolio	392,985	Q3 2025 Reduced 3.71%
DGRO Ishares Core Dividend Growth E ETFs	$0	$43.1 Million 9.7% of portfolio	632,534	Q3 2025 Added 2.56%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$33.5 Million 7.54% of portfolio	565,689	Q3 2025 Added 15.74%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$29.9 Million 6.73% of portfolio	298,779	Q3 2025 Added 3.87%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$29.2 Million 6.58% of portfolio	245,870	Q3 2025 Added 0.31%
IVV Ishares Core S&P 500 ETF ETFs	$0	$22.5 Million 5.07% of portfolio	33,645	Q3 2025 Added 0.16%
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$21 Million 4.74% of portfolio	236,096	Q3 2025 Reduced 5.53%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$13.6 Million 3.07% of portfolio	530,124	Q3 2025 Added 2.79%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$12.5 Million 2.82% of portfolio	191,615	Q3 2025 Added 0.78%

QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$10.8 Million 2.42% of portfolio	17,909	Q3 2025 Added 0.94%
AAPL Apple Inc. Technology	$4.3T	$10.5 Million 2.37% of portfolio	41,345	Q3 2025 Added 2.73%
MSFT Microsoft Corp Technology	$3.78T	$9.48 Million 2.14% of portfolio	18,310	Q3 2025 Reduced 0.03%
IXUS Ishares Tr ETFs	$0	$8.02 Million 1.81% of portfolio	97,063	Q3 2025 Added 1.39%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.1 Million 1.38% of portfolio	9,164	Q3 2025 Reduced 2.08%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$5.03 Million 1.13% of portfolio	108,762	Q3 2025 Reduced 18.64%
VIG Vanguard Dividend Appreciation ETFs	$0	$4.45 Million 1.0% of portfolio	24,450	Q3 2025 Added 2.84%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$4.36 Million 0.98% of portfolio	19,849	Q2 2025 Reduced 1.21%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$4.22 Million 0.95% of portfolio	22,235	Q3 2025 Reduced 5.8%

VUG Vanguard Growth ETF ETFs	$0	$4.23 Million 0.95% of portfolio	8,825	Q3 2025 Reduced 1.97%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$3.94 Million 0.89% of portfolio	15,949	Q3 2025 Added 2.25%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$3.58 Million 0.81% of portfolio	5,844	Q3 2025 Added 123.99%
NVDA Nvidia Corp Technology	$465B	$3.42 Million 0.77% of portfolio	18,320	Q3 2025 Reduced 0.87%
IEFA Ishares Tr ETFs	$0	$3.33 Million 0.75% of portfolio	38,189	Q3 2025 Added 1.14%
ILCV Ishares Morningstar Value ETF ETFs	$0	$3.1 Million 0.7% of portfolio	34,392	Q3 2025 Added 0.36%
GOOGL Alphabet Inc. Communication Services	$1.65T	$3.07 Million 0.69% of portfolio	12,608	Q3 2025 Added 0.43%
VTI Vanguard Total Stock Market Et ETFs	$0	$3.01 Million 0.68% of portfolio	9,185	Q3 2025 Added 17.23%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.64 Million 0.6% of portfolio	113,525	Q3 2025 Added 4.71%
MGEE Mge Energy Inc Utilities	$3.03B	$2.49 Million 0.56% of portfolio	29,528	Q3 2025 Added 0.01%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$2.45 Million 0.55% of portfolio	76,626	Q3 2025 Added 0.67%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.05 Million 0.46% of portfolio	19,223	Q3 2025 Added 10.63%
USTB Victory Portfolios Ii Victorys ETFs	$0	$1.96 Million 0.44% of portfolio	38,490	Q3 2025 Added 36.56%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$1.89 Million 0.43% of portfolio	3,765	Q3 2025 Reduced 17.22%
GLD Spdr Gold Trust ETFs	$130B	$1.9 Million 0.43% of portfolio	5,344	Q3 2025 Reduced 0.61%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$1.84 Million 0.41% of portfolio	4,127	Q3 2025 Added 1.2%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.79 Million 0.4% of portfolio	60,434	Q3 2025 Reduced 4.84%
JPM Jpmorgan Chase & CO Financial Services	$881B	$1.63 Million 0.37% of portfolio	5,175	Q3 2025 Reduced 1.84%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.53 Million 0.34% of portfolio	10,516	Q3 2025 Added 11.81%
VGT Vanguard Information Technolog ETFs	$0	$1.41 Million 0.32% of portfolio	1,884	Q2 2025 Reduced 0.05%
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$1.4 Million 0.31% of portfolio	35,558	Q3 2025 Added 2.67%
LNT Alliant Energy Corp Utilities	$16.9B	$1.28 Million 0.29% of portfolio	18,947	Q3 2025 Added 41.37%
V Visa Inc. Financial Services	$533B	$1.24 Million 0.28% of portfolio	3,623	Q3 2025 Added 0.06%
BAC Bank Of America Corp Financial Services	$413B	$1.2 Million 0.27% of portfolio	23,224	Q3 2025 Reduced 3.86%
COST Costco Wholesale Corp Consumer Defensive	$404B	$1.15 Million 0.26% of portfolio	1,245	Q3 2025 Added 0.4%
META Meta Platforms, Inc. Communication Services	$1.37T	$1.17 Million 0.26% of portfolio	1,594	Q3 2025 Added 1.27%
BALT Innovator Etfs Tr	$0	$1.1 Million 0.25% of portfolio	33,538	Q3 2025 Added 4.68%
NFLX Netflix Inc Communication Services	$49.1B	$1.06 Million 0.24% of portfolio	888	Q2 2025 New
OEF Ishares S&P 100 ETF ETFs	$0	$1.09 Million 0.24% of portfolio	4,087	Q3 2025 Reduced 7.26%
DHR Danaher Corp Healthcare	$160B	$1.04 Million 0.23% of portfolio	5,246	Q4 2023 Reduced 0.66%
ORCL Oracle Corp Technology	$593B	$1.04 Million 0.23% of portfolio	3,703	Q3 2025 Added 0.03%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$988,000 0.22% of portfolio	9,858	Q3 2025 Added 13.66%

Summary

Portfolio
No. of Stocks 184
Current Value $444 Million
Prior Value $405 Million
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 15 stocks
Additional Purchases 90 stocks
Sold out of 0 stocks
Reduced holdings in 47 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Portfolio Holdings