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Latest Madison Wealth Partners, Inc Stock Portfolio

$785Million | No. of Holdings #290

Madison Wealth Partners, Inc Performance

2026 Q2+8.09%
YTD+5.53%
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 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Madison Wealth Partners, Inc reported an equity portfolio of $785.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Madison Wealth Partners, Inc are IJR, , HYMU. The fund has invested 9.8% of it's portfolio in ISHARES TR and 6.7% of portfolio in FIDELITY COVINGTON TRUST. <br><br> The fund managers got completely rid off INNOVATOR ETFS TRUST (BAPR) and TRACTOR SUPPLY CO (TSCO) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), PIMCO CORPORATE & INCOME OPP and VANGUARD MUN BD FDS (VTEB). Madison Wealth Partners, Inc opened new stock positions in VANGUARD WELLINGTON FD (VFLQ), VANGUARD SCOTTSDALE FDS (BNDW) and TCW ETF TRUST (NETZ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD WORLD FD (VAW) and VANGUARD INDEX FDS (VB).
Madison Wealth Partners, Inc Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$785Million
  as of Aug 12, 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 8.09% in the last quarter. In trailing 12 months, it's portfolio return was 15.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard wellington fd1,337,580
vanguard scottsdale fds1,301,880
tcw etf trust1,236,090
dimensional etf trust1,226,030
schwab strategic tr1,192,220
select sector spdr tr1,105,300
morgan stanley etf trust1,094,400
schwab strategic tr1,065,800
New stocks bought by Madison Wealth Partners, Inc

Additions

Ticker% Inc.
vanguard scottsdale fds1,939
vanguard world fd856
vanguard index fds644
fidelity covington trust501
vanguard index fds407
ishares tr400
ishares tr304
merck & co inc297
Additions to existing portfolio by Madison Wealth Partners, Inc

Reductions

Ticker% Reduced
ishares tr-26.09
pimco corporate & income opp-25.48
invesco exch traded fd tr ii-18.4
vanguard mun bd fds-15.98
invesco exchange traded fd t-13.66
ishares tr-12.64
blackrock etf trust-12.63
capital grp fixed incm etf t-11.01
Madison Wealth Partners, Inc reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-277,661
innovator etfs trust-230,811
tractor supply co-215,623
Madison Wealth Partners, Inc got rid off the above stocks

Sector Distribution

Madison Wealth Partners, Inc has about 86.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
Sector%
Others86.1
Technology6.6
Communication Services1.5
Consumer Cyclical1.3

Market Cap. Distribution

Madison Wealth Partners, Inc has about 13.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.1
MEGA-CAP11.4
LARGE-CAP2

Stocks belong to which Index?

About 13% of the stocks held by Madison Wealth Partners, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others86.5
S&P 50013
Top 5 Winners (%)%
MU
micron technology inc
218.4 %
AMD
advanced micro devices inc
133.1 %
KLAC
kla corp
101.1 %
IJR
ishares tr
94.9 %
CRWD
crowdstrike hldgs inc
90.2 %
Top 5 Winners ($)$
IJR
ishares tr
13.5 M
BAB
invesco exch traded fd tr ii
6.2 M
fidelity covington trust
5.8 M
BECO
blackrock etf trust
5.6 M
ACWF
ishares tr
4.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.8 %
AMPS
ishares tr
-70.3 %
VB
vanguard index fds
-69.8 %
VB
vanguard index fds
-60.6 %
IJR
ishares tr
-60.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-13.6 M
VAW
vanguard world fd
-6.3 M
AMPS
ishares tr
-0.9 M
VB
vanguard index fds
-0.9 M
IJR
ishares tr
-0.7 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 290 stocks in it's portfolio. About 51.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Madison Wealth Partners, Inc last quarter.

$785.86MTotal Value
295Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Madison Wealth Partners, Inc, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.45%35,051
$3.55M
0.45%
decreased 0.04 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.27%19,681
$2.12M
0.27%
increased 2.34 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.14%10,895
$1.07M
0.14%
increased 1.87 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.12%9,906
$905.2K
0.12%
increased 1.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.08%9,195
$602.7K
0.08%
increased 2.21 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.07%7,199
$551.0K
0.07%
increased 65.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.07%6,820
$534.2K
0.07%
increased 2.46 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.07%4,881
$519.7K
0.07%
increased 0.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.06%6,564
$499.6K
0.06%
increased 1.48 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.05%3,748
$371.1K
0.05%
increased 0.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.04%2,661
$331.1K
0.04%
decreased 0.04 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.04%3,440
$275.1K
0.04%
increased 27.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.03%8,500
$259.2K
0.03%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madison Wealth Partners, Inc's holding in Ishares Tr over time
0.03%2,041
$225.2K
0.03%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Madison Wealth Partners, Inc's holding in Alps Etf Tr over time
0.06%7,972
$465.0K
0.06%
decreased 9.49 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Madison Wealth Partners, Inc's holding in Dbx Etf Tr over time
0.08%17,058
$623.0K
0.08%
new position