Madison Wealth Partners, Inc Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$405.1B
Holdings
157
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (157 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IUSGISHARES TR | 390,148 | $49.6B | 12.24% | |
| 2 | DGROISHARES TR | 612,026 | $37.8B | 9.33% | |
| 3 | BINCBLACKROCK ETF TRUST II | 658,820 | $34.5B | 8.52% | |
| 4 | IUSVISHARES TR | 280,961 | $25.9B | 6.40% | |
| 5 | IJRISHARES TR | 215,704 | $22.6B | 5.57% | |
| 6 | DYNFBLACKROCK ETF TRUST | 458,924 | $22.4B | 5.52% | |
| 7 | IVVISHARES TR | 31,670 | $17.8B | 4.39% | |
| 8 | ONEQFIDELITY COMWLTH TR | 231,032 | $15.7B | 3.88% | |
| 9 | SCHBSCHWAB STRATEGIC TR | 530,443 | $11.4B | 2.82% | |
| 10 | IJHISHARES TR | 189,788 | $11.1B | 2.73% | |
| 11 | AAPLAPPLE INC | 40,191 | $8.9B | 2.20% | |
| 12 | NDQINVESCO QQQ TR | 17,462 | $8.2B | 2.02% | |
| 13 | MSFTMICROSOFT CORP | 18,486 | $6.9B | 1.71% | |
| 14 | IXUSISHARES TR | 92,300 | $6.4B | 1.59% | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 122,731 | $5.6B | 1.38% | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,446 | $5.3B | 1.30% | |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 27,553 | $4.8B | 1.18% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 23,304 | $4.5B | 1.12% | |
| 19 | AMZNAMAZON COM INC | 20,092 | $3.8B | 0.94% | |
| 20 | UBNDVICTORY PORTFOLIOS II | 164,959 | $3.6B | 0.89% | |
| 21 | ILCGISHARES TR | 41,858 | $3.4B | 0.84% | |
| 22 | VUGVANGUARD INDEX FDS | 8,488 | $3.1B | 0.78% | |
| 23 | AQLTISHARES TR | 39,099 | $3.0B | 0.73% | |
| 24 | ILCVISHARES TR | 35,098 | $2.9B | 0.71% | |
| 25 | MG1MGE ENERGY INC | 29,230 | $2.7B | 0.67% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,404 | $2.3B | 0.58% | |
| 27 | MUBISHARES TR | 21,936 | $2.3B | 0.57% | |
| 28 | GOOGLALPHABET INC | 14,869 | $2.3B | 0.57% | |
| 29 | QQQMINVESCO EXCH TRADED FD TR II | 11,859 | $2.3B | 0.57% | |
| 30 | NVDANVIDIA CORPORATION | 20,289 | $2.2B | 0.54% | |
| 31 | SCHGSCHWAB STRATEGIC TR | 86,825 | $2.2B | 0.54% | |
| 32 | VTIVANGUARD INDEX FDS | 7,652 | $2.1B | 0.52% | |
| 33 | SCHFSCHWAB STRATEGIC TR | 99,008 | $2.0B | 0.48% | |
| 34 | BOXXEA SERIES TRUST | 16,778 | $1.9B | 0.46% | |
| 35 | JPMJPMORGAN CHASE & CO. | 7,459 | $1.8B | 0.45% | |
| 36 | GQ9SPDR GOLD TR | 5,353 | $1.5B | 0.38% | |
| 37 | SCHMSCHWAB STRATEGIC TR | 51,110 | $1.3B | 0.33% | |
| 38 | XYLDGLOBAL X FDS | 33,777 | $1.3B | 0.33% | |
| 39 | DDTOINNOVATOR ETFS TRUST | 41,501 | $1.3B | 0.32% | |
| 40 | VVISA INC | 3,599 | $1.3B | 0.31% | |
| 41 | USTBVICTORY PORTFOLIOS II | 24,358 | $1.2B | 0.30% | |
| 42 | COSTCOSTCO WHSL CORP NEW | 1,228 | $1.2B | 0.29% | |
| 43 | VOOVANGUARD INDEX FDS | 2,221 | $1.1B | 0.28% | |
| 44 | OEFISHARES TR | 4,109 | $1.1B | 0.27% | |
| 45 | DHRDANAHER CORPORATION | 5,246 | $1.1B | 0.27% | |
| 46 | CSHINEOS ETF TRUST | 21,637 | $1.1B | 0.27% | |
| 47 | TSLATESLA INC | 4,093 | $1.1B | 0.26% | |
| 48 | VGTVANGUARD WORLD FD | 1,885 | $1.0B | 0.25% | |
| 49 | BACBANK AMERICA CORP | 24,443 | $1.0B | 0.25% | |
| 50 | VYMVANGUARD WHITEHALL FDS | 7,864 | $1.0B | 0.25% | |
| 51 | PGXINVESCO EXCH TRADED FD TR II | 90,100 | $1.0B | 0.25% | |
| 52 | SCHDSCHWAB STRATEGIC TR | 35,689 | $997.9M | 0.25% | |
| 53 | ITOTISHARES TR | 8,096 | $987.8M | 0.24% | |
| 54 | LNTALLIANT ENERGY CORP | 13,550 | $871.9M | 0.22% | |
| 55 | AGGISHARES TR | 8,796 | $870.1M | 0.21% | |
| 56 | IEMGISHARES INC | 15,930 | $859.7M | 0.21% | |
| 57 | MUNIPIMCO ETF TR | 16,457 | $848.4M | 0.21% | |
| 58 | CGMUCAPITAL GRP FIXED INCM ETF T | 29,829 | $800.0M | 0.20% | |
| 59 | CGCPCAPITAL GRP FIXED INCM ETF T | 35,383 | $794.3M | 0.20% | |
| 60 | VVVANGUARD INDEX FDS | 3,082 | $792.3M | 0.20% | |
| 61 | DEDEERE & CO | 1,686 | $791.4M | 0.20% | |
| 62 | METAMETA PLATFORMS INC | 1,373 | $791.3M | 0.20% | |
| 63 | FENIFIDELITY COVINGTON TRUST | 25,672 | $764.0M | 0.19% | |
| 64 | VDEVANGUARD WORLD FD | 5,607 | $727.3M | 0.18% | |
| 65 | IVWISHARES TR | 7,761 | $720.4M | 0.18% | |
| 66 | LLYELI LILLY & CO | 867 | $715.8M | 0.18% | |
| 67 | SRLNSSGA ACTIVE ETF TR | 17,089 | $702.9M | 0.17% | |
| 68 | JEPIJ P MORGAN EXCHANGE TRADED F | 11,867 | $678.1M | 0.17% | |
| 69 | PTYPIMCO CORPORATE & INCOME OPP | 44,526 | $643.8M | 0.16% | |
| 70 | XLCSELECT SECTOR SPDR TR | 6,644 | $640.8M | 0.16% | |
| 71 | VBRVANGUARD INDEX FDS | 3,396 | $632.7M | 0.16% | |
| 72 | IGVISHARES TR | 6,938 | $617.4M | 0.15% | |
| 73 | IMCGISHARES TR | 8,609 | $614.9M | 0.15% | |
| 74 | IMCVISHARES TR | 7,894 | $585.6M | 0.14% | |
| 75 | VTEBVANGUARD MUN BD FDS | 11,278 | $559.6M | 0.14% | |
| 76 | VEUVANGUARD INTL EQUITY INDEX F | 8,898 | $539.8M | 0.13% | |
| 77 | ORCLORACLE CORP | 3,650 | $510.3M | 0.13% | |
| 78 | SUBISHARES TR | 4,793 | $506.1M | 0.12% | |
| 79 | XOMEXXON MOBIL CORP | 4,129 | $491.1M | 0.12% | |
| 80 | LRCXLAM RESEARCH CORP | 6,499 | $472.5M | 0.12% | |
| 81 | HDVISHARES TR | 3,817 | $462.3M | 0.11% | |
| 82 | AVGOBROADCOM INC | 2,735 | $457.8M | 0.11% | |
| 83 | VBVANGUARD INDEX FDS | 1,952 | $432.9M | 0.11% | |
| 84 | TAT&T INC | 15,138 | $428.1M | 0.11% | |
| 85 | CVXCHEVRON CORP NEW | 2,546 | $425.9M | 0.11% | |
| 86 | HDHOME DEPOT INC | 1,156 | $423.7M | 0.10% | |
| 87 | IWMISHARES TR | 2,096 | $418.1M | 0.10% | |
| 88 | IWFISHARES TR | 1,156 | $417.4M | 0.10% | |
| 89 | JNJJOHNSON & JOHNSON | 2,500 | $414.6M | 0.10% | |
| 90 | SOXXISHARES TR | 2,140 | $402.7M | 0.10% | |
| 91 | VXUSVANGUARD STAR FDS | 6,466 | $401.5M | 0.10% | |
| 92 | VTVVANGUARD INDEX FDS | 2,211 | $381.9M | 0.09% | |
| 93 | FDNFIRST TR EXCHANGE-TRADED FD | 1,718 | $381.7M | 0.09% | |
| 94 | MAMASTERCARD INCORPORATED | 673 | $369.0M | 0.09% | |
| 95 | COMTISHARES U S ETF TR | 13,757 | $364.1M | 0.09% | |
| 96 | LVLNSPDR SER TR | 6,378 | $362.6M | 0.09% | |
| 97 | FESMFIDELITY COVINGTON TRUST | 12,285 | $362.2M | 0.09% | |
| 98 | PGPROCTER AND GAMBLE CO | 2,106 | $358.9M | 0.09% | |
| 99 | FELCFIDELITY COVINGTON TRUST | 11,501 | $358.7M | 0.09% | |
| 100 | MCDMCDONALDS CORP | 1,140 | $356.0M | 0.09% |
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