Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Madison Wealth Partners, Inc (CIK 1844424) reported $627.0M across 219 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSG ($63.7M, 10.16%), BINC ($44.8M, 7.14%), FMDE ($44.1M, 7.03%), DYNF ($35.5M, 5.66%), UBND ($34.9M, 5.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | $63.7M | 10.16% | 410,554 | Added |
| 2 | BINC | BLACKROCK ETF TRUST II | $44.8M | 7.14% | 861,802 | Added |
| 3 | FMDE | FIDELITY COVINGTON TRUST | $44.1M | 7.03% | 1.2M | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $35.5M | 5.66% | 609,740 | Added |
| 5 | UBND | VICTORY PORTFOLIOS II | $34.9M | 5.57% | 1.6M | Added |
| 6 | IUSV | ISHARES TR | $31.9M | 5.09% | 312,125 | Added |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.3M | 4.20% | 619,085 | New |
| 8 | IVV | ISHARES TR | $23.4M | 3.73% | 35,847 | Added |
| 9 | SMLF | ISHARES TR | $23.0M | 3.67% | 304,934 | Added |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $21.6M | 3.45% | 91,046 | Added |
| 11 | DGRO | ISHARES TR | $18.7M | 2.98% | 266,466 | Trimmed |
| 12 | AAPL | APPLE INC | $13.7M | 2.18% | 53,870 | Added |
| 13 | IJH | ISHARES TR | $13.0M | 2.07% | 191,867 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $10.5M | 1.68% | 18,208 | Trimmed |
| 15 | SCHB | SCHWAB STRATEGIC TR | $9.5M | 1.51% | 378,312 | Added |
| 16 | IXUS | ISHARES TR | $8.6M | 1.37% | 99,343 | Added |
| 17 | IJR | ISHARES TR | $7.6M | 1.21% | 60,947 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $7.1M | 1.13% | 19,222 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $6.1M | 0.98% | 9,430 | Added |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $6.0M | 0.95% | 27,791 | Added |
| 21 | SCHF | SCHWAB STRATEGIC TR | $5.0M | 0.80% | 201,972 | Added |
| 22 | FBND | FIDELITY MERRIMACK STR TR | $5.0M | 0.80% | 109,810 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $4.8M | 0.76% | 16,528 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $4.6M | 0.74% | 26,532 | Added |
| 25 | AMZN | AMAZON COM INC | $4.5M | 0.72% | 21,788 | Added |
Source: SEC Form 13F filings · as of 2026-03-31