Madison Wealth Partners, Inc
Q3 2025 13F Holdings
- Locationmadison, WI
- Num holdings
184
- Value ($000)
$505,735
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001844424
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P US GWT | 464287671 | $64.66M | 13 % | 392,985 | ||
D ISHARES TR | CORE DIV GRWTH | 46434V621 | $43.06M | 9 % | 632,534 | ||
B BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $39.16M | 8 % | 735,446 | ||
D BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $33.49M | 7 % | 565,689 | ||
I ISHARES TR | CORE S&P US VLU | 464287663 | $29.86M | 6 % | 298,779 | ||
I ISHARES TR | CORE S&P SCP ETF | 464287804 | $29.22M | 6 % | 245,870 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $22.52M | 5 % | 33,645 | ||
O FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $21.04M | 4 % | 236,096 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $13.63M | 3 % | 530,124 | ||
I ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.50M | 3 % | 191,615 |
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