Holders — by stockHoldings — by fund
Madison Wealth Partners, Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1844424
$785.9M
disclosed book value
292
positions
9.8%
largest position share
Positions, as of 2026-06-30
top 100 of 292 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IUSGISHARES TR | 409,922 | $77.1M | 9.8% |
| 2 | FMDEFIDELITY COVINGTON TRUST | 1.3M | $52.7M | 6.7% |
| 3 | BINCBLACKROCK ETF TRUST II | 909,176 | $47.6M | 6.1% |
| 4 | UBNDVICTORY PORTFOLIOS II | 1.7M | $37.1M | 4.7% |
| 5 | DYNFBLACKROCK ETF TRUST | 532,715 | $36.2M | 4.6% |
| 6 | IUSVISHARES TR | 319,929 | $35.2M | 4.5% |
| 7 | CGDVCAPITAL GROUP DIVIDEND VALUE | 630,760 | $31.1M | 4% |
| 8 | QQQMINVESCO EXCH TRADED FD TR II | 99,497 | $30.1M | 3.8% |
| 9 | SMLFISHARES TR | 319,045 | $28.4M | 3.6% |
| 10 | IVVISHARES TR | 36,658 | $27.5M | 3.5% |
| 11 | DGROISHARES TR | 266,037 | $20.2M | 2.6% |
| 12 | AAPLAPPLE INC | 57,702 | $16.7M | 2.1% |
| 13 | IJHISHARES TR | 194,744 | $15.0M | 1.9% |
| 14 | QQQINVESCO QQQ TR | 19,272 | $14.2M | 1.8% |
| 15 | SCHBSCHWAB STRATEGIC TR | 370,377 | $10.7M | 1.4% |
| 16 | IXUSISHARES TR | 100,263 | $9.6M | 1.2% |
| 17 | IJRISHARES TR | 62,525 | $9.3M | 1.2% |
| 18 | MSFTMICROSOFT CORP | 23,220 | $8.7M | 1.1% |
| 19 | VCSHVANGUARD SCOTTSDALE FDS | 98,765 | $7.8M | 1% |
| 20 | SPYSTATE STR SPDR S&P 500 ETF T | 10,009 | $7.5M | 1% |
| 21 | VIGVANGUARD SPECIALIZED FUNDS | 31,081 | $7.4M | 0.9% |
| 22 | GOOGLALPHABET INC | 19,021 | $6.8M | 0.9% |
| 23 | BOXXEA SERIES TRUST | 57,519 | $6.7M | 0.9% |
| 24 | SCHFSCHWAB STRATEGIC TR | 221,464 | $6.1M | 0.8% |
| 25 | NVDANVIDIA CORPORATION | 30,492 | $6.1M | 0.8% |
| 26 | VUGVANGUARD INDEX FDS | 68,444 | $5.9M | 0.8% |
| 27 | AMZNAMAZON COM INC | 24,219 | $5.8M | 0.7% |
| 28 | FENIFIDELITY COVINGTON TRUST | 125,355 | $5.0M | 0.6% |
| 29 | FBNDFIDELITY MERRIMACK STR TR | 109,301 | $5.0M | 0.6% |
| 30 | VOOVANGUARD INDEX FDS | 7,132 | $4.9M | 0.6% |
| 31 | ONEQFIDELITY COMWLTH TR | 47,044 | $4.9M | 0.6% |
| 32 | ILCGISHARES TR | 40,983 | $4.8M | 0.6% |
| 33 | SCHGSCHWAB STRATEGIC TR | 131,239 | $4.4M | 0.6% |
| 34 | IEFAISHARES TR | 41,107 | $4.0M | 0.5% |
| 35 | ILCVISHARES TR | 35,051 | $3.5M | 0.5% |
| 36 | LRCXLAM RESEARCH CORP | 8,172 | $3.5M | 0.5% |
| 37 | VTIVANGUARD INDEX FDS | 9,253 | $3.4M | 0.4% |
| 38 | USTBVICTORY PORTFOLIOS II | 67,190 | $3.4M | 0.4% |
| 39 | RSPINVESCO EXCHANGE TRADED FD T | 15,243 | $3.2M | 0.4% |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,331 | $3.2M | 0.4% |
| 41 | GLDSPDR GOLD TR | 7,570 | $2.8M | 0.4% |
| 42 | VDCVANGUARD WORLD FD | 12,172 | $2.7M | 0.3% |
| 43 | AVGOBROADCOM INC | 6,961 | $2.6M | 0.3% |
| 44 | MGEEMGE ENERGY INC | 31,812 | $2.6M | 0.3% |
| 45 | SCHDSCHWAB STRATEGIC TR | 76,620 | $2.4M | 0.3% |
| 46 | MUMICRON TECHNOLOGY INC | 2,086 | $2.4M | 0.3% |
| 47 | AMATAPPLIED MATLS INC | 3,312 | $2.4M | 0.3% |
| 48 | VGTVANGUARD WORLD FD | 19,613 | $2.3M | 0.3% |
| 49 | TSLATESLA INC | 5,360 | $2.3M | 0.3% |
| 50 | COSTCOSTCO WHOLESALE CORPORATION | 2,374 | $2.2M | 0.3% |
| 51 | IVWISHARES TR | 15,518 | $2.1M | 0.3% |
| 52 | MUBISHARES TR | 19,681 | $2.1M | 0.3% |
| 53 | JPMJPMORGAN CHASE & CO | 5,929 | $1.9M | 0.2% |
| 54 | GOOGALPHABET INC | 5,198 | $1.8M | 0.2% |
| 55 | IEMGISHARES INC | 21,637 | $1.8M | 0.2% |
| 56 | SOXXISHARES TR | 2,669 | $1.7M | 0.2% |
| 57 | METAMETA PLATFORMS INC | 3,031 | $1.7M | 0.2% |
| 58 | CATCATERPILLAR INC | 1,558 | $1.7M | 0.2% |
| 59 | ITOTISHARES TR | 10,028 | $1.6M | 0.2% |
| 60 | OEFISHARES TR | 4,317 | $1.6M | 0.2% |
| 61 | BACBANK OF AMER CORP | 25,962 | $1.5M | 0.2% |
| 62 | VVISA INC | 4,233 | $1.5M | 0.2% |
| 63 | EXMOCEXXON MOBIL CORP | 10,192 | $1.4M | 0.2% |
| 64 | VFMOVANGUARD WELLINGTON FD | 5,361 | $1.3M | 0.2% |
| 65 | FDVVFIDELITY COVINGTON TRUST | 22,024 | $1.3M | 0.2% |
| 66 | VYMVANGUARD WHITEHALL FDS | 8,355 | $1.3M | 0.2% |
| 67 | VCITVANGUARD SCOTTSDALE FDS | 15,752 | $1.3M | 0.2% |
| 68 | LLYELI LILLY & CO | 1,074 | $1.3M | 0.2% |
| 69 | VYMIVANGUARD WHITEHALL FDS | 12,933 | $1.3M | 0.2% |
| 70 | AMDADVANCED MICRO DEVICES INC | 2,146 | $1.2M | 0.2% |
| 71 | FLXRTCW ETF TRUST | 31,525 | $1.2M | 0.2% |
| 72 | DFICDIMENSIONAL ETF TRUST | 32,905 | $1.2M | 0.2% |
| 73 | VBVANGUARD INDEX FDS | 3,942 | $1.2M | 0.2% |
| 74 | FNDFSCHWAB STRATEGIC TR | 22,597 | $1.2M | 0.2% |
| 75 | JNJJOHNSON & JOHNSON | 4,654 | $1.2M | 0.2% |
| 76 | FTECFIDELITY COVINGTON TRUST | 4,096 | $1.2M | 0.1% |
| 77 | CGMUCAPITAL GRP FIXED INCM ETF T | 41,831 | $1.1M | 0.1% |
| 78 | DEDEERE & CO | 1,779 | $1.1M | 0.1% |
| 79 | JEPIJ P MORGAN EXCHANGE TRADED F | 19,971 | $1.1M | 0.1% |
| 80 | XLKSELECT SECTOR SPDR TR | 5,802 | $1.1M | 0.1% |
| 81 | XLESELECT SECTOR SPDR TR | 20,763 | $1.1M | 0.1% |
| 82 | MORGAN STANLEY ETF TRUST | 21,892 | $1.1M | 0.1% |
| 83 | SCHMSCHWAB STRATEGIC TR | 29,269 | $1.1M | 0.1% |
| 84 | IMCGISHARES TR | 10,895 | $1.1M | 0.1% |
| 85 | FNDESCHWAB STRATEGIC TR | 26,860 | $1.1M | 0.1% |
| 86 | FIDELITY COVINGTON TRUST | 10,787 | $1.1M | 0.1% |
| 87 | KLACKLA CORP | 3,500 | $1.1M | 0.1% |
| 88 | VVVANGUARD INDEX FDS | 3,062 | $1.1M | 0.1% |
| 89 | MRKMERCK & CO INC | 8,024 | $1.0M | 0.1% |
| 90 | LNTALLIANT ENERGY CORP | 13,438 | $1.0M | 0.1% |
| 91 | DHRDANAHER CORP DEL | 5,291 | $1.0M | 0.1% |
| 92 | DFUSDIMENSIONAL ETF TRUST | 12,057 | $987,946 | 0.1% |
| 93 | VBRVANGUARD INDEX FDS | 4,051 | $984,392 | 0.1% |
| 94 | VDEVANGUARD WORLD FD | 6,489 | $974,209 | 0.1% |
| 95 | CSCOCISCO SYS INC | 8,060 | $946,678 | 0.1% |
| 96 | BALTINNOVATOR ETFS TRUST | 27,462 | $941,107 | 0.1% |
| 97 | HELOJ P MORGAN EXCHANGE TRADED F | 13,899 | $939,264 | 0.1% |
| 98 | ABBVABBVIE INC | 3,685 | $927,373 | 0.1% |
| 99 | VTVVANGUARD INDEX FDS | 4,190 | $913,209 | 0.1% |
| 100 | AGGISHARES TR | 9,151 | $905,766 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.