Madison Wealth Partners, Inc
Q1 2025 13F Holdings
- Locationmadison, WI
- Num holdings
157
- Value ($000)
$405,069
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001844424
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $49.58M | 12 % | 390,148 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $37.81M | 9 % | 612,026 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $34.51M | 9 % | 658,820 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $25.93M | 6 % | 280,961 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $22.56M | 6 % | 215,704 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $22.38M | 6 % | 458,924 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $17.80M | 4 % | 31,670 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $15.73M | 4 % | 231,032 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $11.42M | 3 % | 530,443 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.07M | 3 % | 189,788 |
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