§ 13F · FUND PROFILE
Madison Wealth Partners, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $458.2T (13F)Positions · 174Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | 401K | $67.4T | 12.3% | +2% |
| 2 | DGRO | ISHARES TR | 648K | $45.0T | 8.2% | +2% |
| 3 | BINC | BLACKROCK ETF TRUST II | 812K | $42.8T | 7.8% | +10% |
| 4 | DYNF | BLACKROCK ETF TRUST | 591K | $35.9T | 6.6% | +4% |
| 5 | IUSV | ISHARES TR | 312K | $32.0T | 5.8% | +4% |
| 6 | IVV | ISHARES TR | 35K | $23.7T | 4.3% | +3% |
| 7 | SMLF | ISHARES TR | 304K | $22.7T | 4.2% | NEW |
| 8 | ONEQ | FIDELITY COMWLTH TR | 234K | $21.4T | 3.9% | −1% |
| 9 | AAPL | APPLE INC | 50K | $13.7T | 2.5% | +22% |
| 10 | IJH | ISHARES TR | 194K | $12.8T | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MADISON SIGNAL
AC read
Madison Wealth Partners, Inc is a Other fund managing $458158.7 trillion in assets. The fund runs a portfolio of 174 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed