Madison Wealth Partners, Inc
CIK 0001844424 · MADISON, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$785.9M
2026 Q2
Positions
292
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IUSG
ISHARES TR
9.8%
FMDE
FIDELITY COVINGTON TRUST
6.7%
BINC
BLACKROCK ETF TRUST II
6.1%
UBND
VICTORY PORTFOLIOS II
4.7%
DYNF
BLACKROCK ETF TRUST
4.6%
IUSV
ISHARES TR
4.5%
CGDV
CAPITAL GROUP DIVIDEND VALUE
4.0%
QQQM
INVESCO EXCH TRADED FD TR II
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.