Madison Wealth Partners, Inc 13F Holdings · Q2 2026
Madison Wealth Partners, Inc reported 292 securities worth $785.86M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IUSG (9.81%), FMDE (6.70%), BINC (6.06%). Among its top 25 positions this quarter: 21 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | $77.1M | 9.81% | 409,922 | Trimmed |
| 2 | FMDE | FIDELITY COVINGTON TRUST | $52.7M | 6.70% | 1.3M | Added |
| 3 | BINC | BLACKROCK ETF TRUST II | $47.6M | 6.06% | 909,176 | Added |
| 4 | UBND | VICTORY PORTFOLIOS II | $37.1M | 4.72% | 1.7M | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $36.2M | 4.61% | 532,715 | Trimmed |
| 6 | IUSV | ISHARES TR | $35.2M | 4.48% | 319,929 | Added |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $31.1M | 3.96% | 630,760 | Added |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $30.1M | 3.84% | 99,497 | Added |
| 9 | SMLF | ISHARES TR | $28.4M | 3.62% | 319,045 | Added |
| 10 | IVV | ISHARES TR | $27.5M | 3.49% | 36,658 | Added |
| 11 | DGRO | ISHARES TR | $20.2M | 2.57% | 266,037 | Trimmed |
| 12 | AAPL | APPLE INC | $16.7M | 2.12% | 57,702 | Added |
| 13 | IJH | ISHARES TR | $15.0M | 1.91% | 194,744 | Added |
| 14 | QQQ | INVESCO QQQ TR | $14.2M | 1.81% | 19,272 | Added |
| 15 | SCHB | SCHWAB STRATEGIC TR | $10.7M | 1.36% | 370,377 | Trimmed |
| 16 | IXUS | ISHARES TR | $9.6M | 1.22% | 100,263 | Added |
| 17 | IJR | ISHARES TR | $9.3M | 1.18% | 62,525 | Added |
| 18 | MSFT | MICROSOFT CORP | $8.7M | 1.10% | 23,220 | Added |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $7.8M | 0.99% | 98,765 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $7.5M | 0.95% | 10,009 | Added |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $7.4M | 0.94% | 31,081 | Added |
| 22 | BOXX | EA SERIES TRUST | $6.7M | 0.86% | 57,519 | Added |
| 23 | GOOGL | ALPHABET INC | $6.8M | 0.86% | 19,021 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $6.1M | 0.78% | 30,492 | Added |
| 25 | SCHF | SCHWAB STRATEGIC TR | $6.1M | 0.78% | 221,464 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR