Madison Wealth Partners, Inc Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$458.2B
Holdings
174
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (174 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IUSGISHARES TR | 408,133 | $61.4B | 13.40% | |
| 2 | DGROISHARES TR | 616,732 | $39.4B | 8.61% | |
| 3 | BINCBLACKROCK ETF TRUST II | 663,631 | $35.1B | 7.65% | |
| 4 | IUSVISHARES TR | 287,645 | $27.2B | 5.94% | |
| 5 | IJRISHARES TR | 245,107 | $26.8B | 5.85% | |
| 6 | DYNFBLACKROCK ETF TRUST | 488,773 | $26.6B | 5.81% | |
| 7 | IVVISHARES TR | 33,592 | $20.9B | 4.55% | |
| 8 | ONEQFIDELITY COMWLTH TR | 249,908 | $20.0B | 4.37% | |
| 9 | SCHBSCHWAB STRATEGIC TR | 515,735 | $12.3B | 2.68% | |
| 10 | IJHISHARES TR | 190,126 | $11.8B | 2.57% | |
| 11 | NDQINVESCO QQQ TR | 17,743 | $9.8B | 2.14% | |
| 12 | MSFTMICROSOFT CORP | 18,315 | $9.1B | 1.99% | |
| 13 | AAPLAPPLE INC | 40,245 | $8.3B | 1.80% | |
| 14 | IXUSISHARES TR | 95,732 | $7.4B | 1.62% | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 133,676 | $6.1B | 1.33% | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,359 | $5.8B | 1.26% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 23,775 | $4.9B | 1.06% | |
| 18 | AMZNAMAZON COM INC | 19,849 | $4.4B | 0.95% | |
| 19 | RSPINVESCO EXCHANGE TRADED FD T | 23,603 | $4.3B | 0.94% | |
| 20 | ILCGISHARES TR | 40,838 | $4.0B | 0.86% | |
| 21 | VUGVANGUARD INDEX FDS | 9,002 | $3.9B | 0.86% | |
| 22 | QQQMINVESCO EXCH TRADED FD TR II | 15,598 | $3.5B | 0.77% | |
| 23 | UBNDVICTORY PORTFOLIOS II | 160,206 | $3.5B | 0.76% | |
| 24 | AQLTISHARES TR | 37,760 | $3.2B | 0.69% | |
| 25 | NVDANVIDIA CORPORATION | 18,480 | $2.9B | 0.64% | |
| 26 | ILCVISHARES TR | 34,267 | $2.9B | 0.62% | |
| 27 | MG1MGE ENERGY INC | 29,524 | $2.6B | 0.57% | |
| 28 | BOXXEA SERIES TRUST | 21,952 | $2.5B | 0.54% | |
| 29 | SCHFSCHWAB STRATEGIC TR | 108,419 | $2.4B | 0.52% | |
| 30 | VTIVANGUARD INDEX FDS | 7,835 | $2.4B | 0.52% | |
| 31 | SCHGSCHWAB STRATEGIC TR | 76,113 | $2.2B | 0.49% | |
| 32 | GOOGLALPHABET INC | 12,554 | $2.2B | 0.48% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,548 | $2.2B | 0.48% | |
| 34 | FENIFIDELITY COVINGTON TRUST | 59,747 | $2.0B | 0.43% | |
| 35 | MUBISHARES TR | 17,376 | $1.8B | 0.40% | |
| 36 | SCHMSCHWAB STRATEGIC TR | 63,508 | $1.8B | 0.39% | |
| 37 | GQ9SPDR GOLD TR | 5,377 | $1.6B | 0.36% | |
| 38 | JPMJPMORGAN CHASE & CO. | 5,272 | $1.5B | 0.33% | |
| 39 | VOOVANGUARD INDEX FDS | 2,609 | $1.5B | 0.32% | |
| 40 | USTBVICTORY PORTFOLIOS II | 28,186 | $1.4B | 0.31% | |
| 41 | XYLDGLOBAL X FDS | 34,633 | $1.3B | 0.29% | |
| 42 | OEFISHARES TR | 4,407 | $1.3B | 0.29% | |
| 43 | TSLATESLA INC | 4,078 | $1.3B | 0.28% | |
| 44 | VVISA INC | 3,621 | $1.3B | 0.28% | |
| 45 | ITOTISHARES TR | 9,405 | $1.3B | 0.28% | |
| 46 | VGTVANGUARD WORLD FD | 1,884 | $1.2B | 0.27% | |
| 47 | COSTCOSTCO WHSL CORP NEW | 1,240 | $1.2B | 0.27% | |
| 48 | NFLXNETFLIX INC | 888 | $1.2B | 0.26% | |
| 49 | METAMETA PLATFORMS INC | 1,574 | $1.2B | 0.25% | |
| 50 | BACBANK AMERICA CORP | 24,157 | $1.1B | 0.25% | |
| 51 | DEDEERE & CO | 2,089 | $1.1B | 0.23% | |
| 52 | DHRDANAHER CORPORATION | 5,246 | $1.0B | 0.23% | |
| 53 | CGMUCAPITAL GRP FIXED INCM ETF T | 38,776 | $1.0B | 0.23% | |
| 54 | VYMVANGUARD WHITEHALL FDS | 7,730 | $1.0B | 0.22% | |
| 55 | DDTOINNOVATOR ETFS TRUST | 32,038 | $1.0B | 0.22% | |
| 56 | IEMGISHARES INC | 15,887 | $953.7M | 0.21% | |
| 57 | AGGISHARES TR | 8,673 | $860.4M | 0.19% | |
| 58 | IVWISHARES TR | 7,765 | $854.9M | 0.19% | |
| 59 | VVVANGUARD INDEX FDS | 2,969 | $847.2M | 0.18% | |
| 60 | LNTALLIANT ENERGY CORP | 13,402 | $810.4M | 0.18% | |
| 61 | ORCLORACLE CORP | 3,702 | $809.3M | 0.18% | |
| 62 | CGCPCAPITAL GRP FIXED INCM ETF T | 35,602 | $801.0M | 0.17% | |
| 63 | PGXINVESCO EXCH TRADED FD TR II | 70,395 | $783.5M | 0.17% | |
| 64 | AVGOBROADCOM INC | 2,756 | $759.7M | 0.17% | |
| 65 | IGVISHARES TR | 6,882 | $753.5M | 0.16% | |
| 66 | IMCGISHARES TR | 9,317 | $747.5M | 0.16% | |
| 67 | XLCSELECT SECTOR SPDR TR | 6,696 | $726.7M | 0.16% | |
| 68 | SRLNSSGA ACTIVE ETF TR | 17,247 | $717.3M | 0.16% | |
| 69 | JEPIJ P MORGAN EXCHANGE TRADED F | 12,380 | $703.8M | 0.15% | |
| 70 | SCHDSCHWAB STRATEGIC TR | 26,392 | $699.4M | 0.15% | |
| 71 | MUNIPIMCO ETF TR | 13,573 | $697.1M | 0.15% | |
| 72 | VDEVANGUARD WORLD FD | 5,651 | $673.1M | 0.15% | |
| 73 | CSHINEOS ETF TRUST | 13,525 | $672.6M | 0.15% | |
| 74 | VBRVANGUARD INDEX FDS | 3,394 | $661.9M | 0.14% | |
| 75 | IMCVISHARES TR | 8,616 | $654.6M | 0.14% | |
| 76 | GOOGALPHABET INC | 3,682 | $653.2M | 0.14% | |
| 77 | LRCXLAM RESEARCH CORP | 6,520 | $634.7M | 0.14% | |
| 78 | LLYELI LILLY & CO | 781 | $609.0M | 0.13% | |
| 79 | FTECFIDELITY COVINGTON TRUST | 2,953 | $582.4M | 0.13% | |
| 80 | HELOJ P MORGAN EXCHANGE TRADED F | 8,836 | $553.0M | 0.12% | |
| 81 | PTYPIMCO CORPORATE & INCOME OPP | 39,535 | $549.9M | 0.12% | |
| 82 | SOXXISHARES TR | 2,165 | $516.7M | 0.11% | |
| 83 | VEUVANGUARD INTL EQUITY INDEX F | 7,591 | $510.2M | 0.11% | |
| 84 | IWFISHARES TR | 1,184 | $502.7M | 0.11% | |
| 85 | SUBISHARES TR | 4,694 | $499.2M | 0.11% | |
| 86 | FESMFIDELITY COVINGTON TRUST | 15,090 | $482.7M | 0.11% | |
| 87 | FDNFIRST TR EXCHANGE-TRADED FD | 1,718 | $462.7M | 0.10% | |
| 88 | VBVANGUARD INDEX FDS | 1,939 | $459.6M | 0.10% | |
| 89 | IWMISHARES TR | 2,122 | $457.9M | 0.10% | |
| 90 | VTVVANGUARD INDEX FDS | 2,582 | $456.3M | 0.10% | |
| 91 | VTEBVANGUARD MUN BD FDS | 9,289 | $455.4M | 0.10% | |
| 92 | XOMEXXON MOBIL CORP | 4,170 | $449.6M | 0.10% | |
| 93 | TAT&T INC | 15,469 | $447.7M | 0.10% | |
| 94 | HDVISHARES TR | 3,819 | $447.5M | 0.10% | |
| 95 | VXUSVANGUARD STAR FDS | 6,458 | $446.2M | 0.10% | |
| 96 | PLTRPALANTIR TECHNOLOGIES INC | 3,135 | $427.4M | 0.09% | |
| 97 | XLESELECT SECTOR SPDR TR | 4,967 | $421.2M | 0.09% | |
| 98 | CRWDCROWDSTRIKE HLDGS INC | 817 | $416.1M | 0.09% | |
| 99 | FELCFIDELITY COVINGTON TRUST | 11,715 | $404.0M | 0.09% | |
| 100 | CSCOCISCO SYS INC | 5,655 | $392.4M | 0.09% |
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