Madison Wealth Partners, Inc
Q4 2025 13F Holdings
- Locationmadison, WI
- Num holdings
207
- Value ($000)
$548,077
- Date Filed02/10/2026
- Form type13F-HR
- CIK0001844424
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P US GWT | 464287671 | $67.39M | 12 % | 401,259 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $44.95M | 8 % | 647,554 | ||
BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $42.82M | 8 % | 811,527 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $35.94M | 7 % | 591,085 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | $31.99M | 6 % | 311,949 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $23.73M | 4 % | 34,651 | ||
ISHARES TR | US SML CAP EQT | 46434V290 | $22.75M | 4 % | 303,766 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $21.43M | 4 % | 234,437 | ||
APPLE INC | COM | 037833100 | $13.69M | 3 % | 50,344 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.79M | 2 % | 193,848 |
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