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MADISON WEALTH MANAGEMENT

Q3 2023 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    150

  • Value ($000)

    $475,801

  • Date Filed
    11/07/2023
  • Form type
    13F-HR
  • CIK
    0001801857
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$27.56M
6 %

87,269

A
AAPL

APPLE INC

COM
037833100
$23.05M
5 %

134,655

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$22.43M
5 %

445,722

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$18.84M
4 %

142,909

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$18.73M
4 %

53,472

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$17.56M
4 %

44,720

C
CBRE

CBRE GROUP INC

CL A
12504L109
$10.15M
2 %

137,406

F
FNDF

SCHWAB STRATEGIC TR

SCHWB FDT INT LG
808524755
$9.46M
2 %

298,608

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.51M
2 %

65,067

F
FNDA

SCHWAB STRATEGIC TR

SCHWAB FDT US SC
808524763
$8.22M
2 %

169,417

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