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Latest Madison Wealth Partners, Inc Stock Portfolio

$626Million | No. of Holdings #219

Madison Wealth Partners, Inc Performance

2026 Q1-2.37%
YTD-2.37%
2025+13.84%

About Madison Wealth Partners, Inc and 13F Hedge Fund Stock Holdings

Madison Wealth Partners, Inc is a hedge fund based in Madison, WI. On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Madison Wealth Partners, Inc reported an equity portfolio of $627 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Madison Wealth Partners, Inc are IJR, HYMU, . The fund has invested 10.2% of it's portfolio in ISHARES TR and 7.1% of portfolio in BLACKROCK ETF TRUST II. <br><br> The fund managers got completely rid off EXACT SCIENCES CORP (EXAS), CONSTELLATION ENERGY CORP (CEG) and TIDAL TRUST II stocks. They significantly reduced their stock positions in FIDELITY COMWLTH TR (ONEQ), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (ACWF). Madison Wealth Partners, Inc opened new stock positions in CAPITAL GROUP DIVIDEND VALUE (CGDV), FASTENAL CO (FAST) and AGNC INVT CORP (AGNC). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY COVINGTON TRUST, INVESCO EXCH TRADED FD TR II (BAB) and VICTORY PORTFOLIOS II (MDCP).
Madison Wealth Partners, Inc Equity Portfolio Value
Last Reported on: 30 Apr, 2026
$626Million
  as of Apr 30, 2026

Madison Wealth Partners, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Madison Wealth Partners, Inc made a return of -2.37% in the last quarter. In trailing 12 months, it's portfolio return was 15.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
capital group dividend value26,335,900
fastenal co650,528
agnc invt corp583,045
spdr series trust406,170
invesco exchange traded fd t364,283
wec energy group inc331,903
ishares tr323,896
coca cola co291,791
New stocks bought by Madison Wealth Partners, Inc

Additions

Ticker% Inc.
fidelity covington trust12,923
invesco exch traded fd tr ii439
victory portfolios ii328
first tr exchange-traded fd137
spdr series trust116
schwab strategic tr109
walmart inc82.11
alps etf tr67.26
Additions to existing portfolio by Madison Wealth Partners, Inc

Reductions

Ticker% Reduced
fidelity comwlth tr-79.72
schwab strategic tr-71.61
ishares tr-58.85
advanced micro devices inc-33.65
alliant energy corp-31.37
ishares tr-30.28
ishares tr-16.44
vanguard scottsdale fds-15.28
Madison Wealth Partners, Inc reduced stake in above stock

Sold off

Ticker$ Sold
lightwave logic inc-44,576
tidal trust ii-221,276
exact sciences corp-336,784
grayscale bitcoin trust etf-215,197
fidelity covington trust-208,578
duke energy corp new-216,754
lowes cos inc-203,539
vanguard index fds-207,281
Madison Wealth Partners, Inc got rid off the above stocks

Sector Distribution

Madison Wealth Partners, Inc has about 87.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
Sector%
Others87.7
Technology5.3
Communication Services1.5
Consumer Cyclical1.3

Market Cap. Distribution

Madison Wealth Partners, Inc has about 11.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.7
MEGA-CAP10.1
LARGE-CAP1.7

Stocks belong to which Index?

About 11.5% of the stocks held by Madison Wealth Partners, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88
S&P 50011.5
Top 5 Winners (%)%
DLTH
duluth hldgs inc
51.9 %
MPC
marathon pete corp
46.7 %
XOM
exxon mobil corp
38.7 %
VAW
vanguard world fd
37.2 %
CCRV
ishares u s etf tr
35.8 %
Top 5 Winners ($)$
ACWF
ishares tr
0.3 M
VAW
vanguard world fd
0.3 M
IJR
ishares tr
0.3 M
COST
costco wholesale corporation
0.3 M
LRCX
lam research corp
0.3 M
Top 5 Losers (%)%
AAL
american airlines group inc
-29.6 %
ORCL
oracle corp
-24.0 %
IJR
ishares tr
-24.0 %
QCOM
qualcomm inc
-23.7 %
MSFT
microsoft corp
-23.1 %
Top 5 Losers ($)$
IJR
ishares tr
-5.2 M
MSFT
microsoft corp
-2.1 M
BECO
blackrock etf trust
-1.6 M
IJR
ishares tr
-1.1 M
AAPL
apple inc
-0.9 M

Madison Wealth Partners, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Madison Wealth Partners, Inc

Madison Wealth Partners, Inc has 219 stocks in it's portfolio. About 55.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. ACWF was the most profitable stock for Madison Wealth Partners, Inc last quarter.

$626.96MTotal Value
231Positions
30 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Madison Wealth Partners, Inc, last reported on 30 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.52%35,064
$3.27M
0.52%
increased 0.97 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.33%19,231
$2.04M
0.33%
increased 2.78 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.13%10,695
$842.4K
0.13%
increased 12.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.13%9,754
$827.0K
0.13%
increased 9.73 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.08%4,867
$518.3K
0.08%
increased 10.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.08%8,996
$493.0K
0.08%
increased 12.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.07%6,656
$462.7K
0.07%
increased 13.66 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.07%6,468
$442.9K
0.07%
increased 14.07 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.05%3,737
$323.9K
0.05%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.05%4,350
$323.4K
0.05%
increased 3.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.05%2,662
$296.4K
0.05%
increased 3.18 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.03%2,700
$214.8K
0.03%
increased 2.08 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Madison Wealth Partners, Inc's holding in Alps Etf Tr over time
0.08%8,808
$490.4K
0.08%
increased 67.26 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Madison Wealth Partners, Inc's holding in Ishares Tr over time
3.67%304,934
$23.02M
3.67%
increased 0.38 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Madison Wealth Partners, Inc's holding in Ishares Tr over time
2.98%266,466
$18.70M
2.98%
decreased 58.85 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.06%8,026
$370.7K
0.06%
increased 0.25 percentadded