13F Insight
DOSSIER · 13F-HR · Q2 2026

Madison Wealth Partners, Inc

$786M in tracked AUM across 292 positions as of Q2 2026.

MW
CIK 0001844424 · last filed Jun 30, 2026
Total AUM
$786M
as of Q2 2026
Holdings
292
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Madison Wealth Partners, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IUSG
ISHARES TR
$77M410K9.8%02
FMDE
FIDELITY COVINGTON TRUST
$53M1.3M6.7%03
BINC
BLACKROCK ETF TRUST II
$48M909K6.1%04
UBND
VICTORY PORTFOLIOS II
$37M1.7M4.7%05
DYNF
BLACKROCK ETF TRUST
$36M533K4.6%06
IUSV
ISHARES TR
$35M320K4.5%07
CGDV
CAPITAL GROUP DIVIDEND VALUE
$31M631K4.0%08
QQQM
INVESCO EXCH TRADED FD TR II
$30M99K3.8%09
SMLF
ISHARES TR
$28M319K3.6%10
IVV
ISHARES TR
$27M37K3.5%

Filing history

2026Q2Jun 30
$786M▲ 25.3%
292 positionsView →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 positionsLocked
Showing 12 of 23