Madison Wealth Partners, Inc
CIK 1844424
13F filing for Q2 2026・No. 2,987
- Holdings
- US$785.86M
- Quarter change
- +US$158.9M
- Entries
- 292
- Net bought (estimate)
- +US$76.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 75
- Sold out 3
- Cut 45
- Added 154
- Corporate actions 2
- Unchanged 18
Largest holdings
292 stocks worth US$785.86M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE S&P US GWT | Cut | 409,922 | US$77.1M | 9.81% |
| FIDELITY COVINGTON TRUSTENH MID COR ETF | Added | 1,298,333 | US$52.69M | 6.70% |
| BLACKROCK ETF TRUST IIISHA FLEX IN ETF | Added | 909,176 | US$47.59M | 6.06% |
| VICTORY PORTFOLIOS IICORE PLUS BD ETF | Added | 1,707,703 | US$37.1M | 4.72% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 532,715 | US$36.23M | 4.61% |
| ISHARES TRCORE S&P US VLU | Added | 319,929 | US$35.24M | 4.48% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 630,760 | US$31.08M | 3.96% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 99,497 | US$30.14M | 3.84% |
| ISHARES TRUS SML CAP EQT | Added | 319,045 | US$28.44M | 3.62% |
| IVVISHARES TRCORE S&P500 ETF | Added | 36,658 | US$27.45M | 3.49% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.