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Madison Wealth Partners, Inc

13F
Madison Wealth Partners, Inc
Last update 2025-04-22 157 Stocks (11 new)
Value $405.00 Mil Turnover 21 %
Countries:
Madison Wealth Partners, Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IUSG
ISHARES TRUST
390,148
49,580.0
+0.17%
12.240
+0.02%
0.250
+19.99%
+8.78%
23,602.8
 
DGRO
iShares Core Dividend Growth ETF
612,026
37,811.0
-31.59%
9.330
-4.85%
0.120
+10.15%
+5.79%
32,468.7
 
BINC
iShares Flexible Income Active ETF
658,820
34,509.0
New Holding
8.520
+8.52%
0.400
+1.86%
+1.13%
9,790.9
 
IUSV
ISHARES TRUST
280,961
25,929.9
+16.48%
6.400
+0.91%
0.130
+9.51%
+3.60%
21,188.7
 
IJR
iShares Core S&P Small-Cap ETF
215,704
22,556.2
+314.41%
5.570
+4.23%
0.030
+14.60%
-1.97%
81,472.0
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
458,924
22,377.2
New Holding
5.520
+5.52%
0.150
+15.57%
+6.91%
19,207.6
 
IVV
iShares Core S&P 500 ETF
31,670
17,795.6
+3.97%
4.390
+0.17%
0.000
+14.79%
+6.51%
622,640.3
 
ONEQ
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
231,032
15,725.2
-4.59%
3.880
-0.24%
0.220
+20.14%
+6.68%
7,575.7
 
SCHB
Schwab U.S. Broad Market ETF
530,443
11,420.4
+6.19%
2.820
+0.16%
0.040
+15.42%
+6.17%
34,682.3
 
IJH
iShares Core S&P Mid-Cap ETF
189,788
11,074.1
+1.48%
2.730
+0.04%
0.010
+13.86%
+2.15%
97,315.4
 

Madison Wealth Partners, Inc's Historical Top Holdings Breakdowns

Madison Wealth Partners, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BINC
iShares Flexible Income Active ETF
2025-03-31
New Buy
New Buy
+8.52%
51.89 ($52.37) 52.82
$52.61
0.46%
New holding
658,820
658,820
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
New Buy
New Buy
+5.52%
48.08 ($51.4) 53.73
$54.79
6.60%
New holding
458,924
458,924
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Reduce
Reduce
-4.85%
60.46 ($62.66) 64.42
$64.89
3.56%
Reduce -31.59%
612,026
-282,649
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+4.23%
102.49 ($112.84) 119.96
$112.95
0.10%
Add 314.41%
215,704
163,653
IUSV
ISHARES TRUST
2025-03-31
Add
Add
+0.91%
90 ($93.85) 96.32
$95.92
2.21%
Add 16.48%
280,961
39,758
BOXX
Alpha Architect 1-3 Month Box ETF
2025-03-31
Add
Add
+0.24%
110.33 ($110.94) 111.49
$112.77
1.65%
Add 104.56%
16,778
8,576
ONEQ
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
2025-03-31
Reduce
Reduce
-0.24%
68.07 ($74.63) 78.99
$81.14
8.72%
Reduce -4.59%
231,032
-11,105
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.17%
554.06 ($590.51) 615.85
$627.03
6.18%
Add 3.97%
31,670
1,210
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+0.16%
21.23 ($22.75) 23.75
$24.10
5.93%
Add 6.19%
530,443
30,916
FBND
Fidelity Total Bond ETF
2025-03-31
Reduce
Reduce
-0.15%
44.41 ($45.29) 45.98
$45.62
0.73%
Reduce -9.03%
122,731
-12,186

Madison Wealth Partners, Inc Total Holding History ($B)

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Madison Wealth Partners, Inc's Asset Allocation

To

Madison Wealth Partners, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Madison Wealth Partners, Inc's Hypothetical Growth since 2025-03-31

Madison Wealth Partners, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Madison Wealth Partners, Inc's Holdings Heat Map

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