Madison Wealth Partners, Inc
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationmadison, WI
- CIK0001844424
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
157 | $405.07 M | IUSG, DGRO, BINC, IUSV | 13F-HR | Apr 22, 2025 | 000195175725000413 | ||
152 | $357.84 M | DGRO, IUSG, IUSV, ONEQ | 13F-HR | Feb 10, 2025 | 000195175725000215 | ||
148 | $337.63 M | DGRO, IUSG, IUSV, IVV | 13F-HR | Oct 24, 2024 | 000195175724001116 | ||
127 | $291.53 M | DGRO, IUSG, IUSV, ONEQ | 13F-HR | Aug 9, 2024 | 000195175724000716 | ||
124 | $276.45 M | DGRO, IUSG, IUSV, IVV | 13F-HR | Apr 29, 2024 | 000195175724000405 | ||
117 | $252.19 M | DGRO, IUSG, IUSV, IVV | 13F-HR | Feb 12, 2024 | 000195175724000238 | ||
95 | $197.70 M | DGRO, IUSG, IUSV, IVV | 13F-HR | Nov 1, 2023 | 000195175723000657 | ||
92 | $213.99 M | IUSG, DGRO, IUSV, ONEQ | 13F-HR | Jul 20, 2023 | 000195175723000410 | ||
85 | $198.31 M | IUSG, DGRO, IUSV, AGG | 13F-HR | Apr 20, 2023 | 000195175723000189 | ||
78 | $171.35 M | DGRO, IUSG, IUSV, ONEQ | 13F-HR | Jan 24, 2023 | 000195175723000047 | ||
69 | $152.88 M | IUSG, DGRO, IUSV, ONEQ | 13F-HR | Oct 24, 2022 | 000184442422000004 | ||
77 | $157.44 M | IUSG, DGRO, IUSV, ONEQ | 13F-HR | Jul 22, 2022 | 000169613622000004 | ||
79 | $178.84 M | IUSG, DGRO, IUSV, ONEQ | 13F-HR | May 2, 2022 | 000184442422000003 | ||
77 | $198.92 M | IUSG, DGRO, AGG, IUSV | 13F-HR | Jan 19, 2022 | 000184442422000002 | ||
73 | $177.30 M | IUSG, DGRO, AGG, IUSV | 13F-HR | Nov 9, 2021 | 000184442421000005 | ||
72 | $174.66 M | IUSG, AGG, DGRO, IUSV | 13F-HR | Jul 19, 2021 | 000184442421000004 | ||
54 | $142.18 M | AGG, DGRO, IUSG, IJH | 13F-HR | May 18, 2021 | 000184442421000003 | ||
55 | $149.08 M | AGG, DGRO, IUSG, MUB | 13F-HR | Feb 16, 2021 | 000184442421000002 |