Madison Wealth Partners, Inc
Madison Wealth Partners, Inc reported 292 positions worth $785.9M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IUSG (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IUSG | SH | $77.1M | 9.81% | 409,922 | — | — | |
| ▸ 2 | FMDE | SH | $52.7M | 6.70% | 1,298,333 | — | — | |
| ▸ 3 | BINC | SH | $47.6M | 6.06% | 909,176 | — | — | |
| ▸ 4 | UBND | SH | $37.1M | 4.72% | 1,707,703 | — | — | |
| ▸ 5 | DYNF | SH | $36.2M | 4.61% | 532,715 | — | — | |
| ▸ 6 | IUSV | SH | $35.2M | 4.48% | 319,929 | — | — | |
| ▸ 7 | CGDV | SH | $31.1M | 3.96% | 630,760 | — | — | |
| ▸ 8 | QQQM | SH | $30.1M | 3.84% | 99,497 | — | — | |
| ▸ 9 | SMLF | SH | $28.4M | 3.62% | 319,045 | — | — | |
| ▸ 10 | IVV | SH | $27.5M | 3.49% | 36,658 | — | — |
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Frequently Asked Questions
What stocks does Madison Wealth Partners, Inc hold as of Q2 2026?
Madison Wealth Partners, Inc reported 292 positions worth $785.9M in its Q2 2026 13F filing. Largest positions: IUSG (9.8%), FMDE (6.7%), BINC (6.1%), UBND (4.7%) and DYNF (4.6%).
What did Madison Wealth Partners, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Madison Wealth Partners, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.