Q2 2026 13F · SEC CIK 1844424

Madison Wealth Partners, Inc

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $785.9M
Reported positions: 292
Top holdings a year, 3 yrs: +17.6%
Assets under management: $1.3B

Madison Wealth Partners, Inc is a wealth manager that reported 292 positions worth $785.9M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Ishares Tr (IUSG, 9.8%), Fidelity Covington Trust (FMDE, 6.7%), Blackrock ETF Trust II (BINC, 6.1%). A portfolio copying its top holdings returned 17.6% a year over the last 3 years, against 20.4% for the S&P 500.

Madison Wealth Partners, Inc holdings largest 50 of 292 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Madison Wealth Partners, Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IUSGIshares Tr	9.8%	10.2%	409,922	-0.2%	$77.1M
FMDEFidelity Covington Trust	6.7%	7.0%	1,298,333	+5.9%	$52.7M
BINCBlackrock ETF Trust II	6.1%	7.1%	909,176	+5.5%	$47.6M
UBNDVictory Portfolios II	4.7%	5.6%	1,707,703	+6.5%	$37.1M
DYNFBlackrock ETF Trust	4.6%	5.7%	532,715	-12.6%	$36.2M
IUSVIshares Tr	4.5%	5.1%	319,929	+2.5%	$35.2M
CGDVCapital Group Dividend Value	4.0%	4.2%	630,760	+1.9%	$31.1M
QQQMInvesco Exch Traded Fd Tr II	3.8%	3.5%	99,497	+9.3%	$30.1M
SMLFIshares Tr	3.6%	3.7%	319,045	+4.6%	$28.4M
IVVIshares Tr	3.5%	3.7%	36,658	+2.3%	$27.5M
DGROIshares Tr	2.6%	3.0%	266,037	-0.2%	$20.2M
AAPLApple Inc	2.1%	2.2%	57,702	+7.1%	$16.7M
IJHIshares Tr	1.9%	2.1%	194,744	+1.5%	$15.0M
QQQInvesco Qqq Tr	1.8%	1.7%	19,272	+5.8%	$14.2M
SCHBSchwab Strategic Tr	1.4%	1.5%	370,377	-2.1%	$10.7M
IXUSIshares Tr	1.2%	1.4%	100,263	+0.9%	$9.6M
IJRIshares Tr	1.2%	1.2%	62,525	+2.6%	$9.3M
MSFTMicrosoft Corp	1.1%	1.1%	23,220	+20.8%	$8.7M
VCSHVanguard Scottsdale Fds	1.0%	—	98,765	—	$7.8M
SPYState Str Spdr S&p 500 ETF T	1.0%	1.0%	10,009	+6.1%	$7.5M
VIGVanguard Specialized Funds	0.9%	1.0%	31,081	+11.8%	$7.4M
GOOGLAlphabet Inc	0.9%	0.8%	19,021	+15.1%	$6.8M
BOXXEa Series Trust	0.9%	0.7%	57,519	+48.3%	$6.7M
SCHFSchwab Strategic Tr	0.8%	0.8%	221,464	+9.7%	$6.1M
NVDANvidia Corporation	0.8%	0.7%	30,492	+14.9%	$6.1M
VUGVanguard Index Fds	0.8%	0.6%	68,444	+644.8%	$5.9M
AMZNAmazon Com Inc	0.7%	0.7%	24,219	+11.2%	$5.8M
FENIFidelity Covington Trust	0.6%	0.5%	125,355	+43.8%	$5.0M
FBNDFidelity Merrimack Str Tr	0.6%	0.8%	109,301	-0.5%	$5.0M
VOOVanguard Index Fds	0.6%	0.6%	7,132	+7.2%	$4.9M
ONEQFidelity Comwlth Tr	0.6%	0.6%	47,044	-1.1%	$4.9M
JKEIshares Tr	0.6%	0.6%	40,983	-0.2%	$4.8M
SCHGSchwab Strategic Tr	0.6%	0.6%	131,239	-5.6%	$4.4M
IEFAIshares Tr	0.5%	0.6%	41,107	+5.5%	$4.0M
JKFIshares Tr	0.5%	0.5%	35,051	-0.0%	$3.5M
LRCXLam Research Corp	0.5%	0.2%	8,172	+17.7%	$3.5M
VTIVanguard Index Fds	0.4%	0.4%	9,253	+8.3%	$3.4M
USTBVictoryshares Short	0.4%	0.5%	67,190	+13.8%	$3.4M
RSPInvesco Exchange Traded Fd T	0.4%	0.5%	15,243	-5.4%	$3.2M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	6,331	-0.6%	$3.2M
GLDSpdr Gold Tr	0.4%	0.5%	7,570	+5.3%	$2.8M
VDCVanguard World Fd	0.3%	0.4%	12,172	+7.5%	$2.7M
AVGOBroadcom Inc	0.3%	—	6,961	—	$2.6M
MGEEMge Energy Inc	0.3%	0.4%	31,812	+0.3%	$2.6M
SCHDSchwab Strategic Tr	0.3%	0.3%	76,620	+32.9%	$2.4M
MUMicron Technology Inc	0.3%	—	2,086	—	$2.4M
AMATApplied Matls Inc	0.3%	—	3,312	—	$2.4M
VGTVanguard World Fd	0.3%	0.2%	19,613	+856.7%	$2.3M
TSLATesla Inc	0.3%	0.3%	5,360	+16.4%	$2.3M
COSTCostco Wholesale Corporation	0.3%	0.4%	2,374	+6.6%	$2.2M

What Madison Wealth Partners, Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+856.7% shares
VUG Vanguard Index Fds+644.8% shares
BOXX Ea Series Trust+48.3% shares
FENI Fidelity Covington Trust+43.8% shares
SCHD Schwab Strategic Tr+32.9% shares
MSFT Microsoft Corp+20.8% shares
LRCX Lam Research Corp+17.7% shares
TSLA Tesla Inc+16.4% shares

Reduced

DYNF Blackrock ETF Trust-12.6% shares
SCHG Schwab Strategic Tr-5.6% shares
RSP Invesco Exchange Traded Fd T-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: +17.6% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$785.9M	292
Q1 2026	$627.0M	220
Q4 2025	$548.1M	207
Q3 2025	$505.7M	184
Q2 2025	$458.2M	174
Q1 2025	$405.1M	157
Q4 2024	$357.8M	152
Q3 2024	$337.6M	148
Q2 2024	$291.5M	127
Q1 2024	$276.5M	124
Q4 2023	$252.2M	117
Q3 2023	$197.7M	95

Questions about Madison Wealth Partners, Inc's portfolio

What stocks does Madison Wealth Partners, Inc own?

Madison Wealth Partners, Inc's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 292 positions worth $785.9M. The largest are Ishares Tr (IUSG) at 9.8%, Fidelity Covington Trust (FMDE) at 6.7%, Blackrock ETF Trust II (BINC) at 6.1%, Victory Portfolios II (UBND) at 4.7% and Blackrock ETF Trust (DYNF) at 4.6%.

What did Madison Wealth Partners, Inc buy last quarter?

In Q2 2026, Madison Wealth Partners, Inc added Vanguard World Fd (VGT) (+856.7% shares), Vanguard Index Fds (VUG) (+644.8% shares) and Ea Series Trust (BOXX) (+48.3% shares), compared with its Q1 2026 filing.

What did Madison Wealth Partners, Inc sell last quarter?

In Q2 2026, Madison Wealth Partners, Inc cut from its top 50 Ishares Tr (MUB), cut from its top 50 Ishares Tr (IVW), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Ishares Tr (ITOT), Blackrock ETF Trust (DYNF) (-12.6% shares), Schwab Strategic Tr (SCHG) (-5.6% shares) and Invesco Exchange Traded Fd T (RSP) (-5.4% shares), compared with its Q1 2026 filing.

How has Madison Wealth Partners, Inc's portfolio performed?

A portfolio copying Madison Wealth Partners, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.9% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Madison Wealth Partners, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Madison Wealth Partners, Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Madison Wealth Partners, Inc manage?

Madison Wealth Partners, Inc reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $785.9M.