Latest Madison Wealth Partners, Inc Stock Portfolio

Madison Wealth Partners, Inc Performance:

2025 Q4: 0.75%YTD: 12.61%2024: 0.3%

Performance for 2025 Q4 is 0.75%, and YTD is 12.61%, and 2024 is 0.3%.

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

Madison Wealth Partners, Inc is a hedge fund based in Madison, WI. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Madison Wealth Partners, Inc reported an equity portfolio of $548.1 Millions as of 31 Dec, 2025.

The top stock holdings of Madison Wealth Partners, Inc are IJR, ACWF, HYMU. The fund has invested 12.3% of it's portfolio in ISHARES TR and 8.2% of portfolio in ISHARES TR.

The fund managers got completely rid off JANUS DETROIT STR TR (JAAA), SPDR SERIES TRUST (BIL) and VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), SSGA ACTIVE ETF TR (GAL) and PIMCO CORPORATE & INCOME OPP. Madison Wealth Partners, Inc opened new stock positions in ISHARES TR (ACWF), PACER FDS TR (AFTY) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD WORLD FD (VAW) and ISHARES TR (IJR).

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

Our best estimate is that Madison Wealth Partners, Inc made a return of 0.75% in the last quarter. In trailing 12 months, it's portfolio return was 12.61%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	22,746,000
pacer fds tr	603,866
vanguard scottsdale fds	455,628
invesco exchange traded fd t	413,773
spdr series trust	410,627
wells fargo co new	382,437
first tr exchange-traded fd	378,353
bluerock pvt real estate fd	377,852

New stocks bought by Madison Wealth Partners, Inc

Additions

Ticker	% Inc.
netflix inc	924
vanguard world fd	646
ishares tr	161
ishares tr	146
vanguard whitehall fds	109
schwab strategic tr	104
select sector spdr tr	100
disney walt co	87.63

Additions to existing portfolio by Madison Wealth Partners, Inc

Reductions

Ticker	% Reduced
ishares tr	-75.1
ssga active etf tr	-61.58
invesco exch traded fd tr ii	-59.64
pimco corporate & income opp	-51.99
global x fds	-50.33
vanguard star fds	-35.95
pimco high income fd	-34.66
schwab strategic tr	-30.37

Madison Wealth Partners, Inc reduced stake in above stock

Sold off

Ticker	$ Sold
janus detroit str tr	-285,638
hartford fds exchange traded	-210,321
spdr series trust	-269,414
vanguard bd index fds	-227,346
vanguard index fds	-201,595

Madison Wealth Partners, Inc got rid off the above stocks

Sector Distribution

Madison Wealth Partners, Inc has about 86.4% of it's holdings in Others sector.

Sector	%
Others	86.4
Technology	6.3
Communication Services	1.7
Consumer Cyclical	1.5
Financial Services	1.1

Market Cap. Distribution

Madison Wealth Partners, Inc has about 13% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	86.4
MEGA-CAP	10
LARGE-CAP	3

Stocks belong to which Index?

About 12.7% of the stocks held by Madison Wealth Partners, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86.7
S&P 500	12.7

Top 5 Winners (%)		%
EXAS	exact sciences corp	76.6 %
MU	micron technology inc	67.2 %
SLV	ishares silver tr	52.0 %
LLY	eli lilly & co	40.4 %
AAL	american airls group inc	36.2 %

Top 5 Winners ($)		$
IJR	ishares tr	1.4 M
GOOG	alphabet inc	1.0 M
BECO	blackrock etf trust	0.9 M
ACWF	ishares tr	0.9 M
IJR	ishares tr	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
DLTH	duluth hldgs inc	-46.8 %
XLB	select sector spdr tr	-42.8 %
ORCL	oracle corp	-29.3 %
	grayscale bitcoin trust etf	-23.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-5.5 M
MSFT	microsoft corp	-0.6 M
HYMU	blackrock etf trust ii	-0.4 M
XLB	select sector spdr tr	-0.3 M
ORCL	oracle corp	-0.3 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 206 stocks in it's portfolio. About 57.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Madison Wealth Partners, Inc last quarter.

Last Reported on: 10 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airls group inc	0.03	10,292	157,779	reduced	-0.88

AAPL	apple inc	2.50	50,344	13,686,600	added	21.77

AAXJ	ishares tr	0.60	34,728	3,276,910	added	0.98

AAXJ	ishares tr	0.37	18,710	2,004,070	reduced	-2.67

AAXJ	ishares tr	0.14	9,496	758,161	reduced	-1.23

AAXJ	ishares tr	0.13	8,889	731,887	reduced	-1.05

AAXJ	ishares tr	0.09	4,405	469,966	reduced	-13.05

AAXJ	ishares tr	0.08	8,023	444,983	added	0.11

AAXJ	ishares tr	0.07	5,856	401,166	added	0.48

AAXJ	ishares tr	0.07	5,670	380,627	unchanged	0.00

AAXJ	ishares tr	0.06	4,190	299,214	added	33.91

AAXJ	ishares tr	0.05	2,580	293,961	added	0.7

AAXJ	ishares tr	0.04	2,645	213,260	reduced	-3.26

ABBV	abbvie inc	0.08	1,817	415,259	added	77.96

ABT	abbott labs	0.05	2,065	258,709	new

ACES	alps etf tr	0.06	5,266	303,859	new

ACWF	ishares tr	8.20	647,554	44,953,200	added	2.37

ACWF	ishares tr	4.15	303,766	22,746,000	new

ACWF	ishares tr	0.07	8,006	372,591	added	76.97

ADBE	adobe inc	0.04	579	202,644	new