Madison Wealth Partners, Inc 13F Holdings
CIK 0001844424 · WAUNAKEE, WI
As of Sep 30, 2025, Madison Wealth Partners, Inc reported 184 positions worth $505.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 392,985 | $64.7M | 12.79% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 632,534 | $43.1M | 8.51% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 735,446 | $39.2M | 7.74% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 565,689 | $33.5M | 6.62% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 298,779 | $29.9M | 5.90% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 245,870 | $29.2M | 5.78% |
| ISHARES CORE S&P 500 ETF | IVV | — | 33,645 | $22.5M | 4.45% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 236,096 | $21.0M | 4.16% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 530,124 |