13F HOLDINGS REPORT

Madison Wealth Partners, Inc

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001951757-25-000413

Total Value

$405.1M

Positions

157

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (157)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287671	390,148	$49.6M	12.24%
2	ISHARES TR	46434V621	612,026	$37.8M	9.33%
3	BLACKROCK ETF TRUST II	BLK	658,820	$34.5M	8.52%
4	ISHARES TR	464287663	280,961	$25.9M	6.40%
5	ISHARES TR	464287804	215,704	$22.6M	5.57%
6	BLACKROCK ETF TRUST	BLK	458,924	$22.4M	5.52%
7	ISHARES TR	464287200	31,670	$17.8M	4.39%
8	FIDELITY COMWLTH TR	315912808	231,032	$15.7M	3.88%
9	SCHWAB STRATEGIC TR	808524102	530,443	$11.4M	2.82%
10	ISHARES TR	464287507	189,788	$11.1M	2.73%
11	APPLE INC	AAPL	40,191	$8.9M	2.20%
12	INVESCO QQQ TR	IVZ	17,462	$8.2M	2.02%
13	MICROSOFT CORP	MSFT	18,486	$6.9M	1.71%
14	ISHARES TR	46432F834	92,300	$6.4M	1.59%
15	FIDELITY MERRIMACK STR TR	316188309	122,731	$5.6M	1.38%
16	SPDR S&P 500 ETF TR	SPY	9,446	$5.3M	1.30%
17	INVESCO EXCHANGE TRADED FD T	IVZ	27,553	$4.8M	1.18%
18	VANGUARD SPECIALIZED FUNDS	921908844	23,304	$4.5M	1.12%
19	AMAZON COM INC	AMZN	20,092	$3.8M	0.94%
20	VICTORY PORTFOLIOS II	92647X863	164,959	$3.6M	0.89%
21	ISHARES TR	464287119	41,858	$3.4M	0.84%
22	VANGUARD INDEX FDS	922908736	8,488	$3.1M	0.78%
23	ISHARES TR	46432F842	39,099	$3.0M	0.73%
24	ISHARES TR	464288109	35,098	$2.9M	0.71%
25	MGE ENERGY INC	MGEE	29,230	$2.7M	0.67%
26	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,404	$2.3M	0.58%
27	ISHARES TR	464288414	21,936	$2.3M	0.57%
28	ALPHABET INC	GOOG	14,869	$2.3M	0.57%
29	INVESCO EXCH TRADED FD TR II	IVZ	11,859	$2.3M	0.57%
30	NVIDIA CORPORATION	NVDA	20,289	$2.2M	0.54%
31	SCHWAB STRATEGIC TR	808524300	86,825	$2.2M	0.54%
32	VANGUARD INDEX FDS	922908769	7,652	$2.1M	0.52%
33	SCHWAB STRATEGIC TR	808524805	99,008	$2.0M	0.48%
34	EA SERIES TRUST	02072L565	16,778	$1.9M	0.46%
35	JPMORGAN CHASE & CO.	VYLD	7,459	$1.8M	0.45%
36	SPDR GOLD TR	GLD	5,353	$1.5M	0.38%
37	SCHWAB STRATEGIC TR	808524508	51,110	$1.3M	0.33%
38	GLOBAL X FDS	37954Y475	33,777	$1.3M	0.33%
39	INNOVATOR ETFS TRUST	INHD	41,501	$1.3M	0.32%
40	VISA INC	V	3,599	$1.3M	0.31%
41	VICTORY PORTFOLIOS II	92647N535	24,358	$1.2M	0.30%
42	COSTCO WHSL CORP NEW	22160K105	1,228	$1.2M	0.29%
43	VANGUARD INDEX FDS	922908363	2,221	$1.1M	0.28%
44	ISHARES TR	464287101	4,109	$1.1M	0.27%
45	DANAHER CORPORATION	235851102	5,246	$1.1M	0.27%
46	NEOS ETF TRUST	78433H501	21,637	$1.1M	0.27%
47	TESLA INC	TSLA	4,093	$1.1M	0.26%
48	VANGUARD WORLD FD	92204A702	1,885	$1.0M	0.25%
49	BANK AMERICA CORP	060505104	24,443	$1.0M	0.25%
50	VANGUARD WHITEHALL FDS	921946406	7,864	$1.0M	0.25%
51	INVESCO EXCH TRADED FD TR II	IVZ	90,100	$1.0M	0.25%
52	SCHWAB STRATEGIC TR	808524797	35,689	$997,864	0.25%
53	ISHARES TR	464287150	8,096	$987,824	0.24%
54	ALLIANT ENERGY CORP	LNT	13,550	$871,918	0.22%
55	ISHARES TR	464287226	8,796	$870,131	0.21%
56	ISHARES INC	46434G103	15,930	$859,719	0.21%
57	PIMCO ETF TR	72201R866	16,457	$848,373	0.21%
58	CAPITAL GRP FIXED INCM ETF T	14020Y201	29,829	$800,011	0.20%
59	CAPITAL GRP FIXED INCM ETF T	14020Y102	35,383	$794,337	0.20%
60	VANGUARD INDEX FDS	922908637	3,082	$792,279	0.20%
61	DEERE & CO	DE	1,686	$791,411	0.20%
62	META PLATFORMS INC	META	1,373	$791,342	0.20%
63	FIDELITY COVINGTON TRUST	31609A404	25,672	$763,999	0.19%
64	VANGUARD WORLD FD	92204A306	5,607	$727,325	0.18%
65	ISHARES TR	464287309	7,761	$720,421	0.18%
66	ELI LILLY & CO	LLY	867	$715,770	0.18%
67	SSGA ACTIVE ETF TR	78467V608	17,089	$702,871	0.17%
68	J P MORGAN EXCHANGE TRADED F	46641Q332	11,867	$678,092	0.17%
69	PIMCO CORPORATE & INCOME OPP	PTY	44,526	$643,842	0.16%
70	SELECT SECTOR SPDR TR	81369Y852	6,644	$640,819	0.16%
71	VANGUARD INDEX FDS	922908611	3,396	$632,709	0.16%
72	ISHARES TR	464287515	6,938	$617,422	0.15%
73	ISHARES TR	464288307	8,609	$614,941	0.15%
74	ISHARES TR	464288406	7,894	$585,641	0.14%
75	VANGUARD MUN BD FDS	922907746	11,278	$559,636	0.14%
76	VANGUARD INTL EQUITY INDEX F	922042775	8,898	$539,753	0.13%
77	ORACLE CORP	ORCL-PD	3,650	$510,306	0.13%
78	ISHARES TR	464288158	4,793	$506,146	0.12%
79	EXXON MOBIL CORP	XOM	4,129	$491,107	0.12%
80	LAM RESEARCH CORP	LRCX	6,499	$472,484	0.12%
81	ISHARES TR	46429B663	3,817	$462,266	0.11%
82	BROADCOM INC	AVGO	2,735	$457,842	0.11%
83	VANGUARD INDEX FDS	922908751	1,952	$432,871	0.11%
84	AT&T INC	T-PC	15,138	$428,093	0.11%
85	CHEVRON CORP NEW	CVX	2,546	$425,920	0.11%
86	HOME DEPOT INC	HD	1,156	$423,662	0.10%
87	ISHARES TR	464287655	2,096	$418,121	0.10%
88	ISHARES TR	464287614	1,156	$417,420	0.10%
89	JOHNSON & JOHNSON	JNJ	2,500	$414,559	0.10%
90	ISHARES TR	464287523	2,140	$402,709	0.10%
91	VANGUARD STAR FDS	921909768	6,466	$401,546	0.10%
92	VANGUARD INDEX FDS	922908744	2,211	$381,928	0.09%
93	FIRST TR EXCHANGE-TRADED FD	33733E302	1,718	$381,654	0.09%
94	MASTERCARD INCORPORATED	MA	673	$369,005	0.09%
95	ISHARES U S ETF TR	46431W853	13,757	$364,148	0.09%
96	SPDR SER TR	78464A698	6,378	$362,598	0.09%
97	FIDELITY COVINGTON TRUST	31609A206	12,285	$362,151	0.09%
98	PROCTER AND GAMBLE CO	742718109	2,106	$358,871	0.09%
99	FIDELITY COVINGTON TRUST	316092113	11,501	$358,708	0.09%
100	MCDONALDS CORP	MCD	1,140	$355,979	0.09%
101	CROWDSTRIKE HLDGS INC	CRWD	996	$351,170	0.09%
102	VANGUARD INDEX FDS	922908553	3,857	$349,187	0.09%
103	CISCO SYS INC	CSCO	5,650	$348,691	0.09%
104	ISHARES TR	464287598	1,783	$335,580	0.08%
105	VANGUARD INDEX FDS	922908629	1,285	$332,399	0.08%
106	ISHARES TR	464287481	2,811	$330,265	0.08%
107	ALPHABET INC	GOOG	2,111	$329,803	0.08%
108	J P MORGAN EXCHANGE TRADED F	46654Q724	5,521	$329,501	0.08%
109	NEXTERA ENERGY INC	NEE-PW	4,583	$324,866	0.08%
110	ISHARES TR	464287622	1,055	$323,586	0.08%
111	ISHARES TR	464288604	7,137	$321,544	0.08%
112	J P MORGAN EXCHANGE TRADED F	46641Q647	6,409	$320,441	0.08%
113	PEPSICO INC	PEP	2,112	$316,609	0.08%
114	ISHARES TR	464288240	5,670	$314,402	0.08%
115	APPLIED MATLS INC	038222105	2,153	$312,385	0.08%
116	ISHARES TR	464288703	5,123	$303,819	0.08%
117	PIMCO ETF TR	72201R874	5,775	$288,886	0.07%
118	HARTFORD FDS EXCHANGE TRADED	41653L503	7,411	$284,953	0.07%
119	CATERPILLAR INC	CAT	863	$284,617	0.07%
120	ISHARES TR	464288513	3,520	$277,730	0.07%
121	JANUS DETROIT STR TR	47103U845	5,475	$277,637	0.07%
122	PALANTIR TECHNOLOGIES INC	PLTR	3,277	$276,579	0.07%
123	FLEXSHARES TR	FLEX	6,940	$269,351	0.07%
124	FIRST TR EXCHANGE TRADED FD	33734X846	4,275	$269,325	0.07%
125	TRACTOR SUPPLY CO	TSCO	4,754	$261,922	0.06%
126	ISHARES TR	464288885	2,596	$259,600	0.06%
127	INNOVATOR ETFS TRUST	INHD	7,241	$258,209	0.06%
128	CUMMINS INC	CMI	819	$256,557	0.06%
129	FIDELITY COVINGTON TRUST	316092808	1,591	$256,543	0.06%
130	NOVANTA INC	NOVTU	1,983	$253,566	0.06%
131	VANGUARD WHITEHALL FDS	921946794	3,329	$245,324	0.06%
132	DELTA AIR LINES INC DEL	DAL	5,548	$241,909	0.06%
133	CARRIER GLOBAL CORPORATION	CARR	3,813	$241,744	0.06%
134	CITIGROUP INC	C-PR	3,339	$237,028	0.06%
135	INNOVATOR ETFS TRUST	INHD	5,715	$237,001	0.06%
136	US BANCORP DEL	USB-PS	5,590	$236,016	0.06%
137	ISHARES GOLD TR	IAU	3,969	$234,012	0.06%
138	ABBVIE INC	ABBV	1,095	$229,470	0.06%
139	ISHARES TR	464287473	1,818	$229,013	0.06%
140	INNOVATOR ETFS TRUST	INHD	6,319	$226,347	0.06%
141	PROGRESSIVE CORP	743315103	798	$225,944	0.06%
142	BLACKROCK ETF TRUST	BLK	7,802	$224,620	0.06%
143	KLA CORP	KLAC	329	$223,890	0.06%
144	GRAYSCALE BITCOIN TRUST ETF	GBTC	3,392	$221,057	0.05%
145	ISHARES TR	46432F339	1,291	$220,619	0.05%
146	ISHARES TR	46436E718	2,183	$219,763	0.05%
147	SCHWAB STRATEGIC TR	808524201	9,816	$216,746	0.05%
148	LOWES COS INC	548661107	906	$211,273	0.05%
149	ISHARES TR	46434V613	4,578	$210,954	0.05%
150	ISHARES TR	464287408	1,098	$209,286	0.05%
151	SCHWAB STRATEGIC TR	808524607	8,579	$201,002	0.05%
152	ISHARES TR	464288877	3,405	$200,687	0.05%
153	NIKE INC	NKE	3,155	$200,279	0.05%
154	FORD MTR CO	345370860	13,225	$132,643	0.03%
155	AMERICAN AIRLS GROUP INC	02376R102	10,372	$109,420	0.03%
156	PIMCO HIGH INCOME FD	722014107	21,350	$104,402	0.03%
157	LIGHTWAVE LOGIC INC	LWLG	13,758	$14,102	0.00%