Madison Wealth Partners, Inc
Q2 2025 13F Holdings
- Locationmadison, WI
- Num holdings
174
- Value ($000)
$458,159
- Date Filed07/29/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $61.38 M | 13 % | 408,133 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $39.43 M | 9 % | 616,732 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $35.07 M | 8 % | 663,631 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $27.22 M | 6 % | 287,645 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $26.79 M | 6 % | 245,107 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $26.62 M | 6 % | 488,773 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.86 M | 5 % | 33,592 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $20.02 M | 4 % | 249,908 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $12.29 M | 3 % | 515,735 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.79 M | 3 % | 190,126 |
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