Madison Wealth Partners, Inc
CIK: 0001844424SEC EDGAR →
Portfolio Value
$548.1M
Holdings
207
As of
Q4 2025
New Positions
15
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 401,259 | $67.4M | 12.30% |
| 2 | ISHARES TR | 647,554 | $45.0M | 8.20% |
| 3 | BLACKROCK ETF TRUST II | 811,527 | $42.8M | 7.81% |
| 4 | BLACKROCK ETF TRUST | 591,085 | $35.9M | 6.56% |
| 5 | ISHARES TR | 311,949 | $32.0M | 5.84% |
| 6 | ISHARES TR | 34,651 | $23.7M | 4.33% |
| 7 | ISHARES TR | 303,766 | $22.7M | 4.15% |
| 8 | FIDELITY COMWLTH TR | 234,437 | $21.4M | 3.91% |
| 9 | APPLE INC | 50,344 | $13.7M | 2.50% |
| 10 | ISHARES TR | 193,848 | $12.8M | 2.33% |
Quarterly Changes
Top Buys
New Positions (28)
$22.7M · 304K shares
$603K · 10K shares
$455K · 6K shares
$413K · 4K shares
$410K · 3K shares
$382K · 4K shares
$378K · 9K shares
$377K · 25K shares
$328K · 9K shares
$323K · 2K shares
$303K · 5K shares
$303K · 3K shares
$298K · 1K shares
$262K · 851 shares
$258K · 2K shares
$235K · 2K shares
$228K · 1K shares
$221K · 727 shares
$216K · 2K shares
$215K · 3K shares
$210K · 872 shares
$208K · 3K shares
$208K · 4K shares
$207K · 686 shares
$207K · 633 shares
$207K · 1K shares
$202K · 579 shares
$17K · 27K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $454.4M | 82.9% |
| Technology | 24 | $36.0M | 6.6% |
| Unknown | 13 | $26.0M | 4.7% |
| Communication Services | 6 | $9.1M | 1.7% |
| Consumer Cyclical | 9 | $8.3M | 1.5% |
| Healthcare | 7 | $3.9M | 0.7% |
| Industrials | 9 | $3.2M | 0.6% |
| Utilities | 7 | $2.9M | 0.5% |
| Consumer Defensive | 4 | $2.9M | 0.5% |
| Energy | 3 | $1.2M | 0.2% |
| Basic Materials | 1 | $44K | 0.0% |