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Madison Wealth Partners, Inc

Q1 2026 13F Holdings

  • Location
    madison, WI
  • Num holdings

    220

  • Value ($000)

    $626,955

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0001844424
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$63.68M
10 %

410,554

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$44.75M
7 %

861,802

F
FMDE

FIDELITY COVINGTON TRUST

ENHANCED MID
31609A503
$44.09M
7 %

1,226,135

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$35.47M
6 %

609,740

U
UBND

VICTORY PORTFOLIOS II

CORE PLUS BD ETF
92647X863
$34.93M
6 %

1,603,758

I
IUSV

ISHARES TR

CORE S&P US VLU
464287663
$31.91M
5 %

312,125

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$26.34M
4 %

619,085

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.42M
4 %

35,847

S
SMLF

ISHARES TR

US SML CAP EQT
46434V290
$23.02M
4 %

304,934

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$21.63M
4 %

91,046

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