§ 13F · FUND PROFILE
Madison Wealth Partners, Inc.
AUM · $786M (13F)Positions · 292Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | 410K | $77M | 9.8% | ±0% |
| 2 | FMDE | FIDELITY COVINGTON TRUST | 1.30M | $53M | 6.7% | +6% |
| 3 | BINC | BLACKROCK ETF TRUST II | 909K | $48M | 6.1% | +6% |
| 4 | UBND | VICTORY PORTFOLIOS II | 1.71M | $37M | 4.7% | +6% |
| 5 | DYNF | BLACKROCK ETF TRUST | 533K | $36M | 4.6% | −13% |
| 6 | IUSV | ISHARES TR | 320K | $35M | 4.5% | +3% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 631K | $31M | 4.0% | +2% |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 99K | $30M | 3.8% | +9% |
| 9 | SMLF | ISHARES TR | 319K | $28M | 3.6% | +5% |
| 10 | IVV | ISHARES TR | 37K | $27M | 3.5% | +2% |
§ 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 $786 million in assets. The fund runs a broad portfolio of 292 positions.
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