Madison Wealth Partners, Inc — 13F holdings

Madison Wealth Partners, Inc reported 292 holdings worth $786M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. IUSG ISHARES TR — $77.1M (9.8%)
  2. FMDE FIDELITY COVINGTON TRUST — $52.7M (6.7%)
  3. BINC BLACKROCK ETF TRUST II — $47.6M (6.1%)
  4. UBND VICTORY PORTFOLIOS II — $37.1M (4.7%)
  5. DYNF BLACKROCK ETF TRUST — $36.2M (4.6%)
  6. IUSV ISHARES TR — $35.2M (4.5%)
  7. CGDV CAPITAL GROUP DIVIDEND VALUE — $31.1M (4.0%)
  8. QQQM INVESCO EXCH TRADED FD TR II — $30.1M (3.8%)
  9. SMLF ISHARES TR — $28.4M (3.6%)
  10. IVV ISHARES TR — $27.5M (3.5%)