§ 13F · FUND PROFILE
Madison Wealth Partners, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $506M (13F)Positions · 184Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | 411K | $64M | 10.2% | +2% |
| 2 | BINC | BLACKROCK ETF TRUST II | 862K | $45M | 7.1% | +6% |
| 3 | FMDE | FIDELITY COVINGTON TRUST | 1.23M | $44M | 7.0% | +12923% |
| 4 | DYNF | BLACKROCK ETF TRUST | 610K | $35M | 5.7% | +3% |
| 5 | UBND | VICTORY PORTFOLIOS II | 1.60M | $35M | 5.6% | +328% |
| 6 | IUSV | ISHARES TR | 312K | $32M | 5.1% | ±0% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 619K | $26M | 4.2% | NEW |
| 8 | IVV | ISHARES TR | 36K | $23M | 3.7% | +3% |
| 9 | SMLF | ISHARES TR | 305K | $23M | 3.7% | ±0% |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | 91K | $22M | 3.5% | +439% |
§ 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 $506 million in assets. The fund runs a portfolio of 184 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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