Latest Madison Wealth Partners, Inc Stock Portfolio

Madison Wealth Partners, Inc Performance:

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

Performance for 2026 Q1 is -2.37%, and YTD is -2.37%, and 2025 is 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.

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.

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 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 value	26,335,900
fastenal co	650,528
agnc invt corp	583,045
spdr series trust	406,170
invesco exchange traded fd t	364,283
wec energy group inc	331,903
ishares tr	323,896
coca cola co	291,791

New stocks bought by Madison Wealth Partners, Inc

Additions

Ticker	% Inc.
fidelity covington trust	12,923
invesco exch traded fd tr ii	439
victory portfolios ii	328
first tr exchange-traded fd	137
spdr series trust	116
schwab strategic tr	109
walmart inc	82.11
alps etf tr	67.26

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.

Sector	%
Others	87.7
Technology	5.3
Communication Services	1.5
Consumer Cyclical	1.3

Market Cap. Distribution

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

Category	%
UNALLOCATED	87.7
MEGA-CAP	10.1
LARGE-CAP	1.7

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.

Index	%
Others	88
S&P 500	11.5

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.

Last Reported on: 30 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airlines group inc	0.02	10,072	108,175	reduced	-2.14

AAPL	apple inc	2.18	53,870	13,671,600	added	7.00

AAXJ	ishares tr	0.52	35,064	3,265,900	added	0.97

AAXJ	ishares tr	0.33	19,231	2,041,360	added	2.78

AAXJ	ishares tr	0.13	10,695	842,445	added	12.63

AAXJ	ishares tr	0.13	9,754	826,983	added	9.73

AAXJ	ishares tr	0.08	4,867	518,336	added	10.49

AAXJ	ishares tr	0.08	8,996	492,983	added	12.13

AAXJ	ishares tr	0.07	6,656	462,689	added	13.66

AAXJ	ishares tr	0.07	6,468	442,864	added	14.07

AAXJ	ishares tr	0.05	3,737	323,896	new

AAXJ	ishares tr	0.05	4,350	323,443	added	3.82

AAXJ	ishares tr	0.05	2,662	296,423	added	3.18

AAXJ	ishares tr	0.03	2,700	214,803	added	2.08

ABBV	abbvie inc	0.09	2,559	556,468	added	40.84

ABT	abbott laboratories	0.04	2,396	245,995	added	16.03

ACES	alps etf tr	0.08	8,808	490,351	added	67.26

ACWF	ishares tr	3.67	304,934	23,019,400	added	0.38

ACWF	ishares tr	2.98	266,466	18,700,600	reduced	-58.85

ACWF	ishares tr	0.06	8,026	370,704	added	0.25