13F Insight
DOSSIER · 13F-HR · Q1 2026

Madison Wealth Partners, Inc

$627M in tracked AUM across 220 positions as of Q1 2026.

MW
CIK 0001844424 · last filed Mar 31, 2026
Total AUM
$627M
as of Q1 2026
Holdings
220
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Madison Wealth Partners, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IUSG
ISHARES TR
$64M411K10.2%02
BINC
BLACKROCK ETF TRUST II
$45M862K7.1%03
FMDE
FIDELITY COVINGTON TRUST
$44M1.2M7.0%04
DYNF
BLACKROCK ETF TRUST
$35M610K5.7%05
UBND
VICTORY PORTFOLIOS II
$35M1.6M5.6%06
IUSV
ISHARES TR
$32M312K5.1%07
CGDV
CAPITAL GROUP DIVIDEND VALUE
$26M619K4.2%08
IVV
ISHARES TR
$23M36K3.7%09
SMLF
ISHARES TR
$23M305K3.7%10
QQQM
INVESCO EXCH TRADED FD TR II
$22M91K3.5%

Filing history

2026Q1Mar 31
$627M▲ 14.4%
220 positionsView →2025Q4Dec 31
$548M▲ 8.4%
207 positionsView →2025Q3Sep 30
$506M▲ 10.4%
184 positionsView →2025Q2Jun 30
$458M▲ 13.1%
174 positionsLocked2025Q1Mar 31
$405M▲ 13.2%
157 positionsLocked2024Q4Dec 31
$358M▲ 6.0%
152 positionsLocked2024Q3Sep 30
$338M▲ 15.8%
148 positionsLocked2024Q2Jun 30
$292M▲ 5.5%
127 positionsLocked2024Q1Mar 31
$276M▲ 9.6%
124 positionsLocked2023Q4Dec 31
$252M▲ 27.6%
117 positionsLocked2023Q3Sep 30
$198M▼ 7.6%
95 positionsLocked2023Q2Jun 30
$214M▲ 7.9%
92 positionsLocked
Showing 12 of 22