EdgeMarket › What Madison Wealth Partners, Inc reported owning
What Madison Wealth Partners, Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
627.0MPositions
220Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IUSG iShares Core S&P U.S. Growth ETF | 63.7M | 10.2% | 410.6K | 189.82 | +22.3% |
| BINC iShares Flexible Income Active ETF | 44.8M | 7.1% | 861.8K | 52.00 | -1.7% |
| FMDE Fidelity Enhanced Mid Cap Core ETF | 44.1M | 7.0% | 1.2M | 42.39 | +20.2% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 35.5M | 5.7% | 609.7K | 69.08 | +22.3% |
| UBND VictoryShares Core Plus Bond ETF | 34.9M | 5.6% | 1.6M | 21.36 | -2.1% |
| IUSV iShares Core S&P U.S. Value ETF | 31.9M | 5.1% | 312.1K | 114.89 | +17.6% |
| CGDV Capital Group Dividend Value ETF | 26.3M | 4.2% | 619.1K | 50.21 | +22.5% |
| IVV iShares Core S&P 500 ETF | 23.4M | 3.7% | 35.8K | 769.31 | +20.0% |
| SMLF iShares U.S. Small-Cap Equity Factor ETF | 23.0M | 3.7% | 304.9K | 89.29 | +26.8% |
| QQQM Invesco NASDAQ 100 ETF | 21.6M | 3.5% | 91.0K | 293.76 | +26.1% |
| DGRO iShares Core Dividend Growth ETF | 18.7M | 3.0% | 266.5K | 79.61 | +20.0% |
| AAPL Apple Inc. | 13.7M | 2.2% | 53.9K | 309.35 | +36.9% |
| IJH iShares Core S&P Mid-Cap ETF | 13.0M | 2.1% | 191.9K | 76.77 | +20.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 10.5M | 1.7% | 18.2K | 713.44 | +26.1% |
| SCHB Schwab U.S. Broad Market ETF | 9.5M | 1.5% | 378.3K | 29.61 | +20.4% |
| IXUS iShares Core MSCI Total International Stock ET | 8.6M | 1.4% | 99.3K | 97.94 | +22.5% |
| IJR iShares Core S&P Small-Cap ETF | 7.6M | 1.2% | 60.9K | 147.31 | +29.0% |
| MSFT MICROSOFT CORP | 7.1M | 1.1% | 19.2K | 483.24 | -4.4% |
| SPY SPDR S&P 500 ETF TRUST | 6.1M | 1.0% | 9.4K | 765.72 | +20.0% |
| VIG Vanguard Div Appreciation ETF | 6.0M | 1.0% | 27.8K | 243.91 | +16.2% |
| FBND Fidelity Total Bond ETF | 5.0M | 0.8% | 109.8K | 44.90 | -2.1% |
| SCHF Schwab International Equity ETF | 5.0M | 0.8% | 202.0K | 28.46 | +24.7% |
| GOOGL Alphabet Inc. | 4.8M | 0.8% | 16.5K | 344.82 | +73.0% |
| NVDA NVIDIA CORP | 4.6M | 0.7% | 26.5K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 4.5M | 0.7% | 21.8K | 258.63 | +15.6% |
| BOXX Alpha Architect 1-3 Month Box ETF | 4.5M | 0.7% | 38.8K | 117.96 | +4.1% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 4.0M | 0.6% | 139.0K | 35.32 | +17.3% |
| ONEQ Fidelity Nasdaq Composite Index ETF | 4.0M | 0.6% | 47.6K | 103.14 | +23.7% |
| VUG Vanguard Morningstar Growth ETF | 4.0M | 0.6% | 9.2K | 87.50 | +15.9% |
| VOO Vanguard S&P 500 ETF | 4.0M | 0.6% | 6.7K | 703.71 | +20.0% |
| ILCG iShares Morningstar Large-Cap Growth ETF | 3.9M | 0.6% | 41.1K | 114.86 | +15.6% |
| IEFA iShares Core MSCI EAFE ETF | 3.5M | 0.6% | 39.0K | 100.85 | +16.8% |
| ILCV iShares Morningstar Large-Cap Value ETF | 3.3M | 0.5% | 35.1K | 108.10 | +25.0% |
| FENI Fidelity Enhanced International ETF | 3.2M | 0.5% | 87.2K | 41.72 | +20.7% |
| RSP Invesco S&P 500 Equal Weight ETF | 3.1M | 0.5% | 16.1K | 221.67 | +18.8% |
| GLD SPDR GOLD TRUST | 3.1M | 0.5% | 7.2K | 423.36 | +37.3% |
| unmapped CUSIP 084670702 | 3.1M | 0.5% | 6.4K | — | — |
| USTB VictoryShares Short-Term Bond ETF | 3.0M | 0.5% | 59.0K | 50.47 | -0.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.7M | 0.4% | 8.5K | 378.24 | +20.5% |
| VDC Vanguard Consumer Staples ETF | 2.5M | 0.4% | 11.3K | 231.75 | +2.9% |
| MGEE MGE ENERGY INC | 2.5M | 0.4% | 31.7K | 78.66 | -7.6% |
| COST COSTCO WHOLESALE CORP /NEW | 2.2M | 0.4% | 2.2K | 947.74 | -4.7% |
| MUB iShares National Muni Bond ETF | 2.0M | 0.3% | 19.2K | 105.34 | +1.2% |
| IVW iShares S&P 500 Growth ETF | 1.8M | 0.3% | 15.7K | 138.83 | +22.2% |
| SCHD Schwab US Dividend Equity ETF | 1.8M | 0.3% | 57.6K | 35.11 | +27.6% |
| TSLA Tesla, Inc. | 1.7M | 0.3% | 4.6K | 362.86 | +12.0% |
| JPM JPMORGAN CHASE & CO | 1.5M | 0.2% | 5.1K | 351.58 | +20.3% |
| LRCX LAM RESEARCH CORP | 1.5M | 0.2% | 6.9K | 314.00 | +216.7% |
| VGT Vanguard Information Tech ETF | 1.4M | 0.2% | 2.0K | 118.42 | +38.5% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.4M | 0.2% | 9.8K | 167.97 | +20.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →