The Analysis of Madison Wealth Partners, Inc's Holdings

Currently, Madison Wealth Partners, Inc holds 207 types of securities in its portfolio with a total value $548.1M. In the most recent quarter, they have increased their positions in SMLF (+303.8K shares, valued at $22.7M), BINC (+76.1K shares, valued at $4.0M), UBND (+148.3K shares, valued at $3.3M); decreased their positions in IJR (-184.6K shares, valued at $22.2M), SCHB (-161.0K shares, valued at $4.2M), N/A (-5.9K shares, valued at $1.1M); initiated new positions in SMLF (+303.8K shares, valued at $22.7M), COWZ (+10.0K shares, valued at $603.9K), VCSH (+5.7K shares, valued at $455.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSG ISHARES TR401.3K shares2.11%2025-12-312026-02-10

DGRO ISHARES TR647.6K shares2.37%2025-12-312026-02-10

BINC BLACKROCK ETF TRUST II811.5K shares10.34%2025-12-312026-02-10

DYNF BLACKROCK ETF TRUST591.1K shares4.49%2025-12-312026-02-10

IUSV ISHARES TR311.9K shares4.41%2025-12-312026-02-10

IVV ISHARES TR34.7K shares2.99%2025-12-312026-02-10

SMLF ISHARES TR303.8K sharesnew addition2025-12-312026-02-10

ONEQ FIDELITY COMWLTH TR234.4K shares-0.70%2025-12-312026-02-10

Sponsored

AAPL APPLE INC50.3K shares21.77%2025-12-312026-02-10

IJH ISHARES TR193.8K shares1.17%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR19.0K shares6.11%2025-12-312026-02-10

SCHB SCHWAB STRATEGIC TR369.1K shares-30.37%2025-12-312026-02-10

MSFT MICROSOFT CORP18.4K shares0.51%2025-12-312026-02-10

IXUS ISHARES TR98.1K shares1.04%2025-12-312026-02-10

UBND VICTORY PORTFOLIOS II374.4K shares65.60%2025-12-312026-02-10

IJR ISHARES TR61.2K shares-75.10%2025-12-312026-02-10

Sponsored

SPY SPDR S&P 500 ETF TR9.2K shares0.09%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS26.8K shares9.49%2025-12-312026-02-10

FBND FIDELITY MERRIMACK STR TR111.7K shares2.74%2025-12-312026-02-10

ALPHABET INC ALPHABET INC15.1K shares19.61%2025-12-312026-02-10

SCHF SCHWAB STRATEGIC TR194.4K shares71.22%2025-12-312026-02-10

AMZN AMAZON COM INC19.7K shares-0.69%2025-12-312026-02-10

VUG VANGUARD INDEX FDS8.9K shares1.12%2025-12-312026-02-10

SCHG SCHWAB STRATEGIC TR133.4K shares74.10%2025-12-312026-02-10

Sponsored

QQQM INVESCO EXCH TRADED FD TR II16.9K shares5.86%2025-12-312026-02-10

ILCG ISHARES TR40.1K shares-1.22%2025-12-312026-02-10

BOXX EA SERIES TRUST35.8K shares15.61%2025-12-312026-02-10

NVDA NVIDIA CORPORATION21.7K shares18.56%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares5.01%2025-12-312026-02-10

IEFA ISHARES TR38.8K shares1.52%2025-12-312026-02-10

ILCV ISHARES TR34.7K shares0.98%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.4K shares-26.40%2025-12-312026-02-10

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.0K shares60.58%2025-12-312026-02-10

SCHM SCHWAB STRATEGIC TR95.6K shares58.25%2025-12-312026-02-10

FENI FIDELITY COVINGTON TRUST71.7K shares17.07%2025-12-312026-02-10

VTI VANGUARD INDEX FDS7.8K shares-15.47%2025-12-312026-02-10

GLD SPDR GOLD TR6.1K shares14.43%2025-12-312026-02-10

MGEE MGE ENERGY INC29.0K shares-1.84%2025-12-312026-02-10

MUB ISHARES TR18.7K shares-2.67%2025-12-312026-02-10

IVW ISHARES TR15.8K shares146.26%2025-12-312026-02-10

Sponsored

TSLA TESLA INC4.3K shares4.75%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW2.1K shares69.40%2025-12-312026-02-10

USTB VICTORY PORTFOLIOS II35.6K shares-7.53%2025-12-312026-02-10

VDC VANGUARD WORLD FD7.6K shares646.48%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.4.7K shares-8.70%2025-12-312026-02-10

ITOT ISHARES TR9.7K shares-7.32%2025-12-312026-02-10

VGT VANGUARD WORLD FD1.9K shares1.54%2025-12-312026-02-10

OEF ISHARES TR4.1K shares0.54%2025-12-312026-02-10

Sponsored

ALPHABET INC ALPHABET INC4.4K shares20.64%2025-12-312026-02-10

V VISA INC3.8K shares5.02%2025-12-312026-02-10

META META PLATFORMS INC2.0K shares22.40%2025-12-312026-02-10

LNT ALLIANT ENERGY CORP19.8K shares4.34%2025-12-312026-02-10

DHR DANAHER CORPORATION5.3K shares0.51%2025-12-312026-02-10

BAC BANK AMERICA CORP21.7K shares-6.56%2025-12-312026-02-10

IEMG ISHARES INC17.4K shares7.89%2025-12-312026-02-10

BROADCOM INC BROADCOM INC3.3K shares16.17%2025-12-312026-02-10

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP6.7K shares2.51%2025-12-312026-02-10

SCHD SCHWAB STRATEGIC TR39.6K shares104.99%2025-12-312026-02-10

CGMU CAPITAL GRP FIXED INCM ETF T39.7K shares-3.03%2025-12-312026-02-10

VYM VANGUARD WHITEHALL FDS7.4K shares5.44%2025-12-312026-02-10

VV VANGUARD INDEX FDS3.0K shares0.07%2025-12-312026-02-10

AGG ISHARES TR9.2K shares-6.88%2025-12-312026-02-10

BALT INNOVATOR ETFS TRUST26.0K shares-22.37%2025-12-312026-02-10

NFLX NETFLIX INC9.1K shares924.66%2025-12-312026-02-10

Sponsored

VBR VANGUARD INDEX FDS4.0K shares18.08%2025-12-312026-02-10

LLY ELI LILLY & CO771 shares-2.41%2025-12-312026-02-10

DE DEERE & CO1.8K shares5.39%2025-12-312026-02-10

XLC SELECT SECTOR SPDR TR6.8K shares1.59%2025-12-312026-02-10

HELO J P MORGAN EXCHANGE TRADED F12.0K shares6.11%2025-12-312026-02-10

VDE VANGUARD WORLD FD6.3K shares4.45%2025-12-312026-02-10

IMCG ISHARES TR9.5K shares-1.23%2025-12-312026-02-10

SLV ISHARES SILVER TR11.6K shares0.00%2025-12-312026-02-10

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T33.1K shares0.86%2025-12-312026-02-10

IGV ISHARES TR6.9K shares0.65%2025-12-312026-02-10

IMCV ISHARES TR8.9K shares-1.05%2025-12-312026-02-10

VB VANGUARD INDEX FDS2.8K shares48.04%2025-12-312026-02-10

XYLD GLOBAL X FDS17.7K shares-50.33%2025-12-312026-02-10

MUNI PIMCO ETF TR13.4K shares-5.07%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F12.3K shares-4.71%2025-12-312026-02-10

SOXX ISHARES TR2.2K shares1.71%2025-12-312026-02-10

Sponsored

JNJ JOHNSON & JOHNSON3.2K shares32.72%2025-12-312026-02-10

PLTR PALANTIR TECHNOLOGIES INC3.7K shares22.24%2025-12-312026-02-10

ORCL ORACLE CORP3.4K shares-8.80%2025-12-312026-02-10

IWM ISHARES TR2.6K shares19.35%2025-12-312026-02-10

VYMI VANGUARD WHITEHALL FDS7.1K shares109.28%2025-12-312026-02-10

FTEC FIDELITY COVINGTON TRUST2.8K shares0.00%2025-12-312026-02-10

XOM EXXON MOBIL CORP5.1K shares21.41%2025-12-312026-02-10

COWZ PACER FDS TR10.0K sharesnew addition2025-12-312026-02-10

Sponsored

IVE ISHARES TR2.8K shares161.09%2025-12-312026-02-10

CSHI NEOS ETF TRUST11.9K shares-11.47%2025-12-312026-02-10

VEU VANGUARD INTL EQUITY INDEX F7.6K shares0.14%2025-12-312026-02-10

AMAT APPLIED MATLS INC2.2K shares1.12%2025-12-312026-02-10

VTV VANGUARD INDEX FDS2.8K shares10.12%2025-12-312026-02-10

CAT CATERPILLAR INC916 shares6.14%2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC2.4K shares5.42%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC1.1K shares39.64%2025-12-312026-02-10

Sponsored

FESM FIDELITY COVINGTON TRUST13.5K shares3.83%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO3.5K shares64.29%2025-12-312026-02-10

VXUS VANGUARD STAR FDS6.5K shares-35.95%2025-12-312026-02-10

HD HOME DEPOT INC1.4K shares45.41%2025-12-312026-02-10

FHEQ FIDELITY GREENWOOD STREET TR15.7K shares52.95%2025-12-312026-02-10

SUB ISHARES TR4.4K shares-13.05%2025-12-312026-02-10

FDN FIRST TR EXCHANGE-TRADED FD1.7K shares0.00%2025-12-312026-02-10

MCD MCDONALDS CORP1.5K shares47.46%2025-12-312026-02-10

Sponsored

VCSH VANGUARD SCOTTSDALE FDS5.7K sharesnew addition2025-12-312026-02-10

MU MICRON TECHNOLOGY INC1.6K shares6.21%2025-12-312026-02-10

XLE SELECT SECTOR SPDR TR10.0K shares100.68%2025-12-312026-02-10

ISCG ISHARES TR8.0K shares0.11%2025-12-312026-02-10

FELC FIDELITY COVINGTON TRUST11.3K shares11.95%2025-12-312026-02-10

NEE NEXTERA ENERGY INC5.3K shares6.90%2025-12-312026-02-10

VO VANGUARD INDEX FDS1.5K shares6.47%2025-12-312026-02-10

CVX CHEVRON CORP NEW2.8K shares8.96%2025-12-312026-02-10

Sponsored

MA MASTERCARD INCORPORATED735 shares45.54%2025-12-312026-02-10

CMI CUMMINS INC820 shares0.12%2025-12-312026-02-10

CSCO CISCO SYS INC5.4K shares-2.64%2025-12-312026-02-10

ABBV ABBVIE INC1.8K shares77.96%2025-12-312026-02-10

XMHQ INVESCO EXCHANGE TRADED FD T4.0K sharesnew addition2025-12-312026-02-10

HDV ISHARES TR3.4K shares-11.16%2025-12-312026-02-10

SDY SPDR SERIES TRUST3.0K sharesnew addition2025-12-312026-02-10

KLAC KLA CORP337 shares2.74%2025-12-312026-02-10

Sponsored

T AT&T INC16.3K shares5.09%2025-12-312026-02-10

ISCV ISHARES TR5.9K shares0.48%2025-12-312026-02-10

DIS DISNEY WALT CO3.5K shares87.63%2025-12-312026-02-10

IWB ISHARES TR1.1K shares0.00%2025-12-312026-02-10

IWF ISHARES TR834 shares0.24%2025-12-312026-02-10

IWD ISHARES TR1.9K shares2.35%2025-12-312026-02-10

WFC WELLS FARGO CO NEW4.1K sharesnew addition2025-12-312026-02-10

ACWX ISHARES TR5.7K shares0.00%2025-12-312026-02-10

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD8.5K sharesnew addition2025-12-312026-02-10

CITIGROUP INC CITIGROUP INC3.2K shares-4.28%2025-12-312026-02-10

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD25.2K sharesnew addition2025-12-312026-02-10

IWP ISHARES TR2.8K shares-1.57%2025-12-312026-02-10

IUSB ISHARES TR8.0K shares76.97%2025-12-312026-02-10

VTEB VANGUARD MUN BD FDS7.4K shares0.16%2025-12-312026-02-10

RTX RTX CORPORATION1.9K shares41.09%2025-12-312026-02-10

FMDE FIDELITY COVINGTON TRUST9.4K shares1.88%2025-12-312026-02-10

Sponsored

SGOV ISHARES TR3.4K shares9.72%2025-12-312026-02-10

PAUG INNOVATOR ETFS TRUST7.8K shares0.00%2025-12-312026-02-10

EXAS EXACT SCIENCES CORP3.3K shares-21.18%2025-12-312026-02-10

IDHQ INVESCO EXCH TRADED FD TR II9.3K sharesnew addition2025-12-312026-02-10

DVY ISHARES TR2.3K sharesnew addition2025-12-312026-02-10

GEV GE VERNOVA INC489 shares22.56%2025-12-312026-02-10

PGX INVESCO EXCH TRADED FD TR II28.4K shares-59.64%2025-12-312026-02-10

ISHARES GOLD TR ISHARES GOLD TR3.8K shares-2.97%2025-12-312026-02-10

Sponsored

WMT WALMART INC2.7K sharesnew addition2025-12-312026-02-10

ALPS ETF TR ALPS ETF TR5.3K sharesnew addition2025-12-312026-02-10

EFV ISHARES TR4.2K shares33.91%2025-12-312026-02-10

PGR PROGRESSIVE CORP1.3K sharesnew addition2025-12-312026-02-10

PEP PEPSICO INC2.1K shares4.08%2025-12-312026-02-10

PAPR INNOVATOR ETFS TRUST7.5K shares0.00%2025-12-312026-02-10

EFG ISHARES TR2.6K shares0.70%2025-12-312026-02-10

QUAL ISHARES TR1.4K shares35.36%2025-12-312026-02-10

Sponsored

GUNR FLEXSHARES TR6.2K shares-8.47%2025-12-312026-02-10

SRLN SSGA ACTIVE ETF TR6.7K shares-61.58%2025-12-312026-02-10

USB US BANCORP DEL5.2K shares1.39%2025-12-312026-02-10

CIBR FIRST TR EXCHANGE TRADED FD3.8K shares-20.48%2025-12-312026-02-10

CGCB CAPITAL GRP FIXED INCM ETF T10.2K shares-7.14%2025-12-312026-02-10

PJAN INNOVATOR ETFS TRUST5.7K shares0.00%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS900 shares12.78%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE851 sharesnew addition2025-12-312026-02-10

Sponsored

BALI BLACKROCK ETF TRUST8.3K shares5.79%2025-12-312026-02-10

IWS ISHARES TR1.8K shares1.95%2025-12-312026-02-10

ABT ABBOTT LABS2.1K sharesnew addition2025-12-312026-02-10

PFEB INNOVATOR ETFS TRUST6.3K shares0.00%2025-12-312026-02-10

JMUB J P MORGAN EXCHANGE TRADED F5.1K shares-8.69%2025-12-312026-02-10

QCOM QUALCOMM INC1.5K shares4.49%2025-12-312026-02-10

PTY PIMCO CORPORATE & INCOME OPP19.6K shares-51.99%2025-12-312026-02-10

ARISTA NETWORKS INC ARISTA NETWORKS INC1.9K shares7.42%2025-12-312026-02-10

Sponsored

NOC NORTHROP GRUMMAN CORP437 shares5.05%2025-12-312026-02-10

EFA ISHARES TR2.6K shares18.14%2025-12-312026-02-10

SCHX SCHWAB STRATEGIC TR9.1K shares-7.57%2025-12-312026-02-10

CEG CONSTELLATION ENERGY CORP676 shares3.52%2025-12-312026-02-10

COMT ISHARES U S ETF TR9.6K shares0.00%2025-12-312026-02-10

TSCO TRACTOR SUPPLY CO4.8K shares0.15%2025-12-312026-02-10

NOVT NOVANTA INC2.0K sharesnew addition2025-12-312026-02-10

GRID FIRST TR EXCHANGE TRADED FD1.5K sharesnew addition2025-12-312026-02-10

Sponsored

VST VISTRA CORP1.4K shares3.07%2025-12-312026-02-10

SMMU PIMCO ETF TR4.5K shares0.42%2025-12-312026-02-10

NRG NRG ENERGY INC1.4K shares2.23%2025-12-312026-02-10

SNA SNAP ON INC651 shares-18.11%2025-12-312026-02-10

USXF ISHARES TR3.9K shares3.44%2025-12-312026-02-10

XMAG TIDAL TRUST II9.8K shares0.00%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD727 sharesnew addition2025-12-312026-02-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K sharesnew addition2025-12-312026-02-10

Sponsored

XEL XCEL ENERGY INC2.9K sharesnew addition2025-12-312026-02-10

GBTC GRAYSCALE BITCOIN TRUST ETF3.1K shares0.00%2025-12-312026-02-10

HYG ISHARES TR2.6K shares-3.26%2025-12-312026-02-10

PDEC INNOVATOR ETFS TRUST4.9K shares0.00%2025-12-312026-02-10

XAR SPDR SERIES TRUST872 sharesnew addition2025-12-312026-02-10

VPU VANGUARD WORLD FD1.1K shares0.71%2025-12-312026-02-10

FHLC FIDELITY COVINGTON TRUST2.8K sharesnew addition2025-12-312026-02-10

XSVM INVESCO EXCHANGE TRADED FD T3.6K sharesnew addition2025-12-312026-02-10

Sponsored

MGK VANGUARD WORLD FD504 shares0.00%2025-12-312026-02-10

VBK VANGUARD INDEX FDS686 sharesnew addition2025-12-312026-02-10

TJX TJX COS INC NEW1.3K sharesnew addition2025-12-312026-02-10

AMGN AMGEN INC633 sharesnew addition2025-12-312026-02-10

LOW LOWES COS INC844 shares-7.15%2025-12-312026-02-10

ADBE ADOBE INC579 sharesnew addition2025-12-312026-02-10

MPC MARATHON PETE CORP1.2K shares0.81%2025-12-312026-02-10

SCHA SCHWAB STRATEGIC TR7.0K shares-17.63%2025-12-312026-02-10

Sponsored

CARR CARRIER GLOBAL CORPORATION3.8K shares1.07%2025-12-312026-02-10

F FORD MTR CO13.2K shares0.73%2025-12-312026-02-10

AAL AMERICAN AIRLS GROUP INC10.3K shares-0.88%2025-12-312026-02-10

PHK PIMCO HIGH INCOME FD13.9K shares-34.66%2025-12-312026-02-10

LWLG LIGHTWAVE LOGIC INC13.8K shares0.00%2025-12-312026-02-10

DLTH DULUTH HLDGS INC10.0K shares0.00%2025-12-312026-02-10

DATAVAULT AI INC DATAVAULT AI INC27.0K sharesnew addition2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available