13F HOLDINGS REPORT

Madison Wealth Partners, Inc

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001104659-26-012404

Total Value

$548.1M

Positions

207

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (207)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287671	401,259	$67.4M	12.30%
2	ISHARES TR	46434V621	647,554	$45.0M	8.20%
3	BLACKROCK ETF TRUST II	BLK	811,527	$42.8M	7.81%
4	BLACKROCK ETF TRUST	BLK	591,085	$35.9M	6.56%
5	ISHARES TR	464287663	311,949	$32.0M	5.84%
6	ISHARES TR	464287200	34,651	$23.7M	4.33%
7	ISHARES TR	46434V290	303,766	$22.7M	4.15%
8	FIDELITY COMWLTH TR	315912808	234,437	$21.4M	3.91%
9	APPLE INC	AAPL	50,344	$13.7M	2.50%
10	ISHARES TR	464287507	193,848	$12.8M	2.33%
11	INVESCO QQQ TR	IVZ	19,003	$11.7M	2.13%
12	SCHWAB STRATEGIC TR	808524102	369,116	$9.7M	1.77%
13	MICROSOFT CORP	MSFT	18,403	$8.9M	1.62%
14	ISHARES TR	46432F834	98,072	$8.3M	1.51%
15	VICTORY PORTFOLIOS II	92647X863	374,374	$8.2M	1.50%
16	ISHARES TR	464287804	61,232	$7.4M	1.34%
17	SPDR S&P 500 ETF TR	SPY	9,172	$6.3M	1.14%
18	VANGUARD SPECIALIZED FUNDS	921908844	26,770	$5.9M	1.07%
19	FIDELITY MERRIMACK STR TR	316188309	111,743	$5.1M	0.94%
20	ALPHABET INC	GOOG	15,081	$4.7M	0.86%
21	SCHWAB STRATEGIC TR	808524805	194,374	$4.7M	0.85%
22	AMAZON COM INC	AMZN	19,713	$4.6M	0.83%
23	VANGUARD INDEX FDS	922908736	8,924	$4.4M	0.79%
24	SCHWAB STRATEGIC TR	808524300	133,405	$4.4M	0.79%
25	INVESCO EXCH TRADED FD TR II	IVZ	16,883	$4.3M	0.78%
26	ISHARES TR	464287119	40,143	$4.2M	0.76%
27	EA SERIES TRUST	02072L565	35,764	$4.1M	0.75%
28	NVIDIA CORPORATION	NVDA	21,720	$4.1M	0.74%
29	VANGUARD INDEX FDS	922908363	6,137	$3.8M	0.70%
30	ISHARES TR	46432F842	38,769	$3.5M	0.63%
31	ISHARES TR	464288109	34,728	$3.3M	0.60%
32	INVESCO EXCHANGE TRADED FD T	IVZ	16,366	$3.1M	0.57%
33	BERKSHIRE HATHAWAY INC DEL	BRK-A	6,046	$3.0M	0.55%
34	SCHWAB STRATEGIC TR	808524508	95,639	$2.9M	0.52%
35	FIDELITY COVINGTON TRUST	31609A404	71,652	$2.6M	0.48%
36	VANGUARD INDEX FDS	922908769	7,764	$2.6M	0.47%
37	SPDR GOLD TR	GLD	6,115	$2.4M	0.44%
38	MGE ENERGY INC	MGEE	28,985	$2.3M	0.41%
39	ISHARES TR	464288414	18,710	$2.0M	0.37%
40	ISHARES TR	464287309	15,800	$1.9M	0.36%
41	TESLA INC	TSLA	4,323	$1.9M	0.35%
42	COSTCO WHSL CORP NEW	22160K105	2,109	$1.8M	0.33%
43	VICTORY PORTFOLIOS II	92647N535	35,592	$1.8M	0.33%
44	VANGUARD WORLD FD	92204A207	7,644	$1.6M	0.29%
45	JPMORGAN CHASE & CO.	VYLD	4,725	$1.5M	0.28%
46	ISHARES TR	464287150	9,746	$1.4M	0.26%
47	VANGUARD WORLD FD	92204A702	1,913	$1.4M	0.26%
48	ISHARES TR	464287101	4,109	$1.4M	0.26%
49	ALPHABET INC	GOOG	4,442	$1.4M	0.25%
50	VISA INC	V	3,805	$1.3M	0.24%
51	META PLATFORMS INC	META	1,951	$1.3M	0.24%
52	ALLIANT ENERGY CORP	LNT	19,769	$1.3M	0.23%
53	DANAHER CORPORATION	235851102	5,273	$1.2M	0.22%
54	BANK AMERICA CORP	060505104	21,701	$1.2M	0.22%
55	ISHARES INC	46434G103	17,427	$1.2M	0.21%
56	BROADCOM INC	AVGO	3,320	$1.1M	0.21%
57	LAM RESEARCH CORP	LRCX	6,697	$1.1M	0.21%
58	SCHWAB STRATEGIC TR	808524797	39,628	$1.1M	0.20%
59	CAPITAL GRP FIXED INCM ETF T	14020Y201	39,664	$1.1M	0.20%
60	VANGUARD WHITEHALL FDS	921946406	7,401	$1.1M	0.19%
61	VANGUARD INDEX FDS	922908637	2,954	$929,951	0.17%
62	ISHARES TR	464287226	9,180	$916,902	0.17%
63	INNOVATOR ETFS TRUST	INHD	26,037	$872,484	0.16%
64	NETFLIX INC	NFLX	9,099	$853,122	0.16%
65	VANGUARD INDEX FDS	922908611	4,024	$852,233	0.16%
66	ELI LILLY & CO	LLY	771	$828,915	0.15%
67	DEERE & CO	DE	1,779	$828,460	0.15%
68	SELECT SECTOR SPDR TR	81369Y852	6,833	$804,356	0.15%
69	J P MORGAN EXCHANGE TRADED F	46654Q724	12,008	$797,671	0.15%
70	VANGUARD WORLD FD	92204A306	6,269	$789,390	0.14%
71	ISHARES TR	464288307	9,496	$758,161	0.14%
72	ISHARES SILVER TR	SLV	11,638	$749,720	0.14%
73	CAPITAL GRP FIXED INCM ETF T	14020Y102	33,072	$748,750	0.14%
74	ISHARES TR	464287515	6,927	$732,108	0.13%
75	ISHARES TR	464288406	8,889	$731,887	0.13%
76	VANGUARD INDEX FDS	922908751	2,832	$730,469	0.13%
77	GLOBAL X FDS	37954Y475	17,662	$717,607	0.13%
78	PIMCO ETF TR	72201R866	13,391	$701,808	0.13%
79	J P MORGAN EXCHANGE TRADED F	46641Q332	12,252	$701,330	0.13%
80	ISHARES TR	464287523	2,206	$664,399	0.12%
81	JOHNSON & JOHNSON	JNJ	3,192	$660,640	0.12%
82	PALANTIR TECHNOLOGIES INC	PLTR	3,710	$659,453	0.12%
83	ORACLE CORP	ORCL-PD	3,377	$658,211	0.12%
84	ISHARES TR	464287655	2,609	$642,135	0.12%
85	VANGUARD WHITEHALL FDS	921946794	7,107	$639,602	0.12%
86	FIDELITY COVINGTON TRUST	316092808	2,843	$638,740	0.12%
87	EXXON MOBIL CORP	XOM	5,064	$609,456	0.11%
88	PACER FDS TR	69374H881	10,036	$603,866	0.11%
89	ISHARES TR	464287408	2,838	$601,762	0.11%
90	NEOS ETF TRUST	78433H501	11,931	$593,328	0.11%
91	VANGUARD INTL EQUITY INDEX F	922042775	7,605	$559,422	0.10%
92	APPLIED MATLS INC	038222105	2,168	$557,242	0.10%
93	VANGUARD INDEX FDS	922908744	2,830	$540,516	0.10%
94	CATERPILLAR INC	CAT	916	$524,854	0.10%
95	ADVANCED MICRO DEVICES INC	AMD	2,449	$524,497	0.10%
96	CROWDSTRIKE HLDGS INC	CRWD	1,099	$515,238	0.09%
97	FIDELITY COVINGTON TRUST	31609A206	13,509	$510,386	0.09%
98	PROCTER AND GAMBLE CO	742718109	3,473	$497,758	0.09%
99	VANGUARD STAR FDS	921909768	6,509	$491,019	0.09%
100	HOME DEPOT INC	HD	1,425	$490,210	0.09%
101	FIDELITY GREENWOOD STREET TR	31624J745	15,674	$484,478	0.09%
102	ISHARES TR	464288158	4,405	$469,966	0.09%
103	FIRST TR EXCHANGE-TRADED FD	33733E302	1,718	$462,451	0.08%
104	MCDONALDS CORP	MCD	1,510	$461,408	0.08%
105	VANGUARD SCOTTSDALE FDS	92206C409	5,715	$455,628	0.08%
106	MICRON TECHNOLOGY INC	MU	1,590	$453,861	0.08%
107	SELECT SECTOR SPDR TR	81369Y506	9,982	$446,280	0.08%
108	ISHARES TR	464288604	8,023	$444,983	0.08%
109	FIDELITY COVINGTON TRUST	316092113	11,322	$432,179	0.08%
110	NEXTERA ENERGY INC	NEE-PW	5,346	$429,214	0.08%
111	VANGUARD INDEX FDS	922908629	1,465	$425,239	0.08%
112	CHEVRON CORP NEW	CVX	2,785	$424,521	0.08%
113	MASTERCARD INCORPORATED	MA	735	$419,438	0.08%
114	CUMMINS INC	CMI	820	$418,450	0.08%
115	CISCO SYS INC	CSCO	5,412	$416,911	0.08%
116	ABBVIE INC	ABBV	1,817	$415,259	0.08%
117	INVESCO EXCHANGE TRADED FD T	IVZ	4,040	$413,773	0.08%
118	ISHARES TR	46429B663	3,400	$413,522	0.08%
119	SPDR SERIES TRUST	78464A763	2,951	$410,627	0.07%
120	KLA CORP	KLAC	337	$409,329	0.07%
121	AT&T INC	T-PC	16,275	$404,270	0.07%
122	ISHARES TR	464288703	5,856	$401,166	0.07%
123	DISNEY WALT CO	254687106	3,503	$398,556	0.07%
124	ISHARES TR	464287622	1,057	$394,880	0.07%
125	ISHARES TR	464287614	834	$394,766	0.07%
126	ISHARES TR	464287598	1,872	$393,858	0.07%
127	WELLS FARGO CO NEW	949746101	4,103	$382,437	0.07%
128	ISHARES TR	464288240	5,670	$380,627	0.07%
129	FIRST TR EXCHANGE-TRADED FD	336917109	8,533	$378,353	0.07%
130	CITIGROUP INC	C-PR	3,240	$378,059	0.07%
131	BLUEROCK PVT REAL ESTATE FD	09631P102	25,190	$377,852	0.07%
132	ISHARES TR	464287481	2,754	$377,155	0.07%
133	ISHARES TR	46434V613	8,006	$372,591	0.07%
134	VANGUARD MUN BD FDS	922907746	7,398	$372,028	0.07%
135	RTX CORPORATION	RTX	1,892	$347,053	0.06%
136	FIDELITY COVINGTON TRUST	31609A503	9,415	$342,521	0.06%
137	ISHARES TR	46436E718	3,397	$340,981	0.06%
138	INNOVATOR ETFS TRUST	INHD	7,808	$337,696	0.06%
139	EXACT SCIENCES CORP	30063P105	3,316	$336,784	0.06%
140	INVESCO EXCH TRADED FD TR II	IVZ	9,332	$328,026	0.06%
141	ISHARES TR	464287168	2,295	$323,956	0.06%
142	GE VERNOVA INC	GEV	489	$319,449	0.06%
143	INVESCO EXCH TRADED FD TR II	IVZ	28,409	$319,317	0.06%
144	ISHARES GOLD TR	IAU	3,795	$308,040	0.06%
145	WALMART INC	WMT	2,728	$303,934	0.06%
146	ALPS ETF TR	00162Q387	5,266	$303,859	0.06%
147	ISHARES TR	464288877	4,190	$299,214	0.05%
148	PROGRESSIVE CORP	743315103	1,312	$298,850	0.05%
149	PEPSICO INC	PEP	2,068	$296,741	0.05%
150	INNOVATOR ETFS TRUST	INHD	7,541	$294,998	0.05%
151	ISHARES TR	464288885	2,580	$293,961	0.05%
152	ISHARES TR	46432F339	1,428	$283,727	0.05%
153	FLEXSHARES TR	FLEX	6,182	$283,433	0.05%
154	SSGA ACTIVE ETF TR	78467V608	6,689	$276,055	0.05%
155	US BANCORP DEL	USB-PS	5,170	$275,846	0.05%
156	FIRST TR EXCHANGE TRADED FD	33734X846	3,797	$271,296	0.05%
157	CAPITAL GRP FIXED INCM ETF T	14020Y508	10,188	$270,188	0.05%
158	INNOVATOR ETFS TRUST	INHD	5,715	$268,719	0.05%
159	INTERNATIONAL BUSINESS MACHS	INTR	900	$266,509	0.05%
160	GE AEROSPACE	369604301	851	$262,204	0.05%
161	BLACKROCK ETF TRUST	BLK	8,254	$261,487	0.05%
162	ISHARES TR	464287473	1,834	$258,749	0.05%
163	ABBOTT LABS	ABLZF	2,065	$258,709	0.05%
164	INNOVATOR ETFS TRUST	INHD	6,319	$257,303	0.05%
165	J P MORGAN EXCHANGE TRADED F	46641Q647	5,086	$256,864	0.05%
166	QUALCOMM INC	QCOM	1,489	$254,753	0.05%
167	PIMCO CORPORATE & INCOME OPP	PTY	19,622	$253,123	0.05%
168	ARISTA NETWORKS INC	ANET	1,912	$250,529	0.05%
169	NORTHROP GRUMMAN CORP	NOC	437	$249,111	0.05%
170	ISHARES TR	464287465	2,579	$247,639	0.05%
171	SCHWAB STRATEGIC TR	808524201	9,083	$244,431	0.04%
172	CONSTELLATION ENERGY CORP	CEG	676	$238,676	0.04%
173	ISHARES U S ETF TR	46431W853	9,570	$238,241	0.04%
174	TRACTOR SUPPLY CO	TSCO	4,762	$238,147	0.04%
175	NOVANTA INC	NOVTU	1,983	$235,957	0.04%
176	FIRST TR EXCHANGE TRADED FD	33737A108	1,493	$228,428	0.04%
177	VISTRA CORP	VST	1,408	$227,132	0.04%
178	PIMCO ETF TR	72201R874	4,496	$226,713	0.04%
179	NRG ENERGY INC	NRG	1,420	$226,057	0.04%
180	SNAP ON INC	SNA	651	$224,496	0.04%
181	ISHARES TR	46436E767	3,874	$223,037	0.04%
182	TIDAL TRUST II	88636R743	9,804	$221,276	0.04%
183	TAIWAN SEMICONDUCTOR MFG LTD	874039100	727	$221,063	0.04%
184	DUKE ENERGY CORP NEW	DUKB	1,849	$216,754	0.04%
185	XCEL ENERGY INC	XELLL	2,914	$215,263	0.04%
186	GRAYSCALE BITCOIN TRUST ETF	GBTC	3,148	$215,197	0.04%
187	ISHARES TR	464288513	2,645	$213,260	0.04%
188	INNOVATOR ETFS TRUST	INHD	4,868	$211,174	0.04%
189	SPDR SERIES TRUST	78464A631	872	$210,412	0.04%
190	VANGUARD WORLD FD	92204A876	1,130	$209,051	0.04%
191	FIDELITY COVINGTON TRUST	316092600	2,808	$208,578	0.04%
192	INVESCO EXCHANGE TRADED FD T	IVZ	3,644	$208,218	0.04%
193	VANGUARD WORLD FD	921910816	504	$208,036	0.04%
194	VANGUARD INDEX FDS	922908595	686	$207,281	0.04%
195	TJX COS INC NEW	872540109	1,348	$207,066	0.04%
196	AMGEN INC	AMGN	633	$207,054	0.04%
197	LOWES COS INC	548661107	844	$203,539	0.04%
198	ADOBE INC	ADBE	579	$202,644	0.04%
199	MARATHON PETE CORP	MARA	1,244	$202,312	0.04%
200	SCHWAB STRATEGIC TR	808524607	7,048	$200,725	0.04%
201	CARRIER GLOBAL CORPORATION	CARR	3,789	$200,211	0.04%
202	FORD MTR CO	345370860	13,174	$172,844	0.03%
203	AMERICAN AIRLS GROUP INC	02376R102	10,292	$157,779	0.03%
204	PIMCO HIGH INCOME FD	722014107	13,950	$67,797	0.01%
205	LIGHTWAVE LOGIC INC	LWLG	13,758	$44,576	0.01%
206	DULUTH HLDGS INC	DLTH	10,000	$20,800	0.00%
207	DATAVAULT AI INC	DVLT	26,978	$17,592	0.00%