13F HOLDINGS REPORT

Madison Wealth Partners, Inc

Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001951757-25-000215

Total Value

$357.8M

Positions

152

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (152)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	46434V621	894,675	$54.9M	15.34%
2	ISHARES TR	464287671	389,481	$54.3M	15.17%
3	ISHARES TR	464287663	241,203	$22.3M	6.24%
4	FIDELITY COMWLTH TR	315912808	242,137	$18.4M	5.15%
5	ISHARES TR	464287200	30,460	$17.9M	5.01%
6	ISHARES TR	464287507	187,028	$11.7M	3.26%
7	SCHWAB STRATEGIC TR	808524102	499,527	$11.3M	3.17%
8	APPLE INC	AAPL	40,096	$10.0M	2.81%
9	INVESCO QQQ TR	IVZ	17,636	$9.0M	2.52%
10	MICROSOFT CORP	MSFT	18,384	$7.7M	2.17%
11	ISHARES TR	46432F834	91,970	$6.1M	1.70%
12	FIDELITY MERRIMACK STR TR	316188309	134,917	$6.1M	1.69%
13	ISHARES TR	464287804	52,051	$6.0M	1.68%
14	SPDR S&P 500 ETF TR	SPY	9,444	$5.5M	1.55%
15	INVESCO EXCHANGE TRADED FD T	IVZ	27,430	$4.8M	1.34%
16	VANGUARD SPECIALIZED FUNDS	921908844	22,745	$4.5M	1.24%
17	AMAZON COM INC	AMZN	19,717	$4.3M	1.21%
18	ISHARES TR	464287119	45,255	$4.1M	1.13%
19	VANGUARD INDEX FDS	922908736	8,249	$3.4M	0.95%
20	VICTORY PORTFOLIOS II	92647X863	147,776	$3.2M	0.88%
21	ISHARES TR	464288109	38,444	$3.1M	0.87%
22	ISHARES TR	46432F842	41,675	$2.9M	0.82%
23	MGE ENERGY INC	MGEE	30,497	$2.9M	0.80%
24	ALPHABET INC	GOOG	14,865	$2.8M	0.79%
25	NVIDIA CORPORATION	NVDA	18,525	$2.5M	0.70%
26	ISHARES TR	464288414	22,650	$2.4M	0.67%
27	SCHWAB STRATEGIC TR	808524300	83,239	$2.3M	0.65%
28	VANGUARD INDEX FDS	922908769	7,765	$2.3M	0.63%
29	INVESCO EXCH TRADED FD TR II	IVZ	9,488	$2.0M	0.56%
30	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,317	$2.0M	0.55%
31	JPMORGAN CHASE & CO.	VYLD	7,564	$1.8M	0.51%
32	TESLA INC	TSLA	4,400	$1.8M	0.50%
33	SCHWAB STRATEGIC TR	808524805	94,277	$1.7M	0.49%
34	SCHWAB STRATEGIC TR	808524508	54,177	$1.5M	0.42%
35	NEOS ETF TRUST	78433H501	29,572	$1.5M	0.41%
36	GLOBAL X FDS	37954Y475	31,244	$1.3M	0.37%
37	SPDR GOLD TR	GLD	5,197	$1.3M	0.35%
38	VANGUARD WORLD FD	92204A702	1,997	$1.2M	0.35%
39	DANAHER CORPORATION	235851102	5,246	$1.2M	0.34%
40	ISHARES TR	464287101	4,153	$1.2M	0.34%
41	VANGUARD INDEX FDS	922908363	2,218	$1.2M	0.33%
42	COSTCO WHSL CORP NEW	22160K105	1,228	$1.1M	0.31%
43	VISA INC	V	3,555	$1.1M	0.31%
44	INNOVATOR ETFS TRUST	INHD	35,491	$1.1M	0.31%
45	BANK AMERICA CORP	060505104	24,423	$1.1M	0.30%
46	INVESCO EXCH TRADED FD TR II	IVZ	90,100	$1.0M	0.29%
47	ISHARES TR	464287150	7,903	$1.0M	0.28%
48	VANGUARD WHITEHALL FDS	921946406	7,651	$976,202	0.27%
49	SCHWAB STRATEGIC TR	808524797	35,517	$970,324	0.27%
50	EA SERIES TRUST	02072L565	8,202	$904,473	0.25%
51	CAPITAL GRP FIXED INCM ETF T	14020Y201	33,526	$902,529	0.25%
52	ISHARES INC	46434G103	16,839	$879,310	0.25%
53	ISHARES TR	464287226	8,871	$859,590	0.24%
54	VANGUARD INDEX FDS	922908637	3,082	$831,333	0.23%
55	PIMCO ETF TR	72201R866	15,803	$817,484	0.23%
56	META PLATFORMS INC	META	1,359	$795,708	0.22%
57	ALLIANT ENERGY CORP	LNT	13,400	$792,464	0.22%
58	CAPITAL GRP FIXED INCM ETF T	14020Y102	35,017	$777,368	0.22%
59	VICTORY PORTFOLIOS II	92647N535	15,340	$770,078	0.22%
60	SCHWAB STRATEGIC TR	808524607	28,965	$749,027	0.21%
61	ISHARES TR	464287309	7,295	$740,626	0.21%
62	DEERE & CO	DE	1,696	$718,621	0.20%
63	SSGA ACTIVE ETF TR	78467V608	17,079	$712,707	0.20%
64	ISHARES TR	464288307	9,206	$695,329	0.19%
65	ELI LILLY & CO	LLY	890	$687,134	0.19%
66	VANGUARD INDEX FDS	922908611	3,450	$683,788	0.19%
67	VANGUARD WORLD FD	92204A306	5,567	$675,334	0.19%
68	ISHARES TR	464287515	6,435	$644,233	0.18%
69	SELECT SECTOR SPDR TR	81369Y852	6,625	$641,363	0.18%
70	PIMCO CORPORATE & INCOME OPP	PTY	43,978	$631,964	0.18%
71	ISHARES TR	464288406	8,402	$623,917	0.17%
72	BROADCOM INC	AVGO	2,651	$614,598	0.17%
73	VANGUARD MUN BD FDS	922907746	12,248	$614,002	0.17%
74	J P MORGAN EXCHANGE TRADED F	46641Q332	9,440	$543,092	0.15%
75	FIDELITY COVINGTON TRUST	31609A404	19,222	$529,184	0.15%
76	ORACLE CORP	ORCL-PD	3,128	$521,250	0.15%
77	VANGUARD INTL EQUITY INDEX F	922042775	8,990	$516,116	0.14%
78	ISHARES TR	464288158	4,789	$505,164	0.14%
79	VANGUARD INDEX FDS	922908751	1,950	$468,576	0.13%
80	LAM RESEARCH CORP	LRCX	6,482	$468,229	0.13%
81	ISHARES TR	464287614	1,156	$464,226	0.13%
82	ISHARES TR	464287655	2,096	$463,121	0.13%
83	ISHARES TR	464287523	2,137	$460,574	0.13%
84	EXXON MOBIL CORP	XOM	4,157	$447,209	0.12%
85	HOME DEPOT INC	HD	1,140	$443,449	0.12%
86	ISHARES TR	46429B663	3,764	$422,553	0.12%
87	FIRST TR EXCHANGE-TRADED FD	33733E302	1,718	$417,766	0.12%
88	ISHARES TR	464288604	7,845	$388,038	0.11%
89	SPDR SER TR	78464A698	6,377	$384,833	0.11%
90	ALPHABET INC	GOOG	2,015	$383,738	0.11%
91	VANGUARD STAR FDS	921909768	6,465	$380,985	0.11%
92	VANGUARD INDEX FDS	922908744	2,245	$380,078	0.11%
93	ISHARES U S ETF TR	46431W853	14,875	$376,486	0.11%
94	FIDELITY COVINGTON TRUST	316092113	11,390	$375,078	0.10%
95	CHEVRON CORP NEW	CVX	2,565	$371,462	0.10%
96	FIDELITY COVINGTON TRUST	31609A206	11,473	$371,156	0.10%
97	ISHARES TR	464287481	2,891	$366,435	0.10%
98	FLEXSHARES TR	FLEX	10,046	$365,260	0.10%
99	MASTERCARD INCORPORATED	MA	688	$362,140	0.10%
100	JOHNSON & JOHNSON	JNJ	2,499	$361,354	0.10%
101	ISHARES TR	464288703	5,614	$356,011	0.10%
102	CITIGROUP INC	C-PR	5,038	$354,625	0.10%
103	DELTA AIR LINES INC DEL	DAL	5,768	$348,979	0.10%
104	PROCTER AND GAMBLE CO	742718109	2,070	$346,993	0.10%
105	VANGUARD INDEX FDS	922908553	3,853	$343,265	0.10%
106	AT&T INC	T-PC	15,023	$342,063	0.10%
107	VANGUARD INDEX FDS	922908629	1,286	$339,720	0.09%
108	ISHARES TR	464287622	1,042	$335,708	0.09%
109	CISCO SYS INC	CSCO	5,646	$334,265	0.09%
110	ISHARES TR	464287598	1,789	$331,287	0.09%
111	PIMCO ETF TR	72201R874	6,608	$329,326	0.09%
112	CATERPILLAR INC	CAT	888	$322,131	0.09%
113	J P MORGAN EXCHANGE TRADED F	46641Q647	6,395	$320,691	0.09%
114	MCDONALDS CORP	MCD	1,098	$318,178	0.09%
115	HARTFORD FDS EXCHANGE TRADED	41653L503	8,068	$311,909	0.09%
116	NOVANTA INC	NOVTU	1,983	$302,943	0.08%
117	PEPSICO INC	PEP	1,956	$297,410	0.08%
118	ISHARES TR	464288240	5,670	$295,747	0.08%
119	APPLIED MATLS INC	038222105	1,811	$294,499	0.08%
120	J P MORGAN EXCHANGE TRADED F	46654Q724	4,718	$292,691	0.08%
121	CUMMINS INC	CMI	818	$285,220	0.08%
122	CROWDSTRIKE HLDGS INC	CRWD	829	$283,651	0.08%
123	ISHARES TR	464288513	3,566	$280,455	0.08%
124	FIRST TR EXCHANGE TRADED FD	33734X846	4,275	$271,249	0.08%
125	FIDELITY COVINGTON TRUST	316092808	1,455	$268,914	0.08%
126	US BANCORP DEL	USB-PS	5,577	$266,728	0.07%
127	INNOVATOR ETFS TRUST	INHD	7,263	$266,589	0.07%
128	CARRIER GLOBAL CORPORATION	CARR	3,813	$260,275	0.07%
129	LOWES COS INC	548661107	1,029	$253,955	0.07%
130	TRACTOR SUPPLY CO	TSCO	4,753	$252,186	0.07%
131	ISHARES TR	464288885	2,600	$251,758	0.07%
132	GRAYSCALE BITCOIN TRUST ETF	GBTC	3,392	$251,076	0.07%
133	INNOVATOR ETFS TRUST	INHD	5,715	$241,459	0.07%
134	NIKE INC	NKE	3,155	$238,739	0.07%
135	ISHARES TR	464287473	1,821	$235,528	0.07%
136	NEXTERA ENERGY INC	NEE-PW	3,278	$235,000	0.07%
137	EXACT SCIENCES CORP	30063P105	4,117	$231,355	0.06%
138	JANUS DETROIT STR TR	47103U845	4,550	$230,731	0.06%
139	NETFLIX INC	NFLX	258	$229,961	0.06%
140	SCHWAB STRATEGIC TR	808524201	9,857	$228,476	0.06%
141	INNOVATOR ETFS TRUST	INHD	6,185	$227,608	0.06%
142	ISHARES TR	46434V613	5,029	$227,311	0.06%
143	ADOBE INC	ADBE	505	$224,563	0.06%
144	VANGUARD WHITEHALL FDS	921946794	3,305	$224,351	0.06%
145	ISHARES TR	464288877	4,013	$210,559	0.06%
146	KLA CORP	KLAC	329	$207,042	0.06%
147	INNOVATOR ETFS TRUST	INHD	5,268	$202,397	0.06%
148	DISNEY WALT CO	254687106	1,805	$200,949	0.06%
149	AMERICAN AIRLS GROUP INC	02376R102	10,372	$180,777	0.05%
150	NEXGEN ENERGY LTD	NXE	19,254	$127,076	0.04%
151	PIMCO HIGH INCOME FD	722014107	21,350	$103,761	0.03%
152	LIGHTWAVE LOGIC INC	LWLG	15,258	$32,042	0.01%