13F HOLDINGS REPORT

Madison Wealth Partners, Inc

Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001951757-25-000996

Total Value

$458.2M

Positions

174

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (174)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287671	408,133	$61.4M	13.40%
2	ISHARES TR	46434V621	616,732	$39.4M	8.61%
3	BLACKROCK ETF TRUST II	BLK	663,631	$35.1M	7.65%
4	ISHARES TR	464287663	287,645	$27.2M	5.94%
5	ISHARES TR	464287804	245,107	$26.8M	5.85%
6	BLACKROCK ETF TRUST	BLK	488,773	$26.6M	5.81%
7	ISHARES TR	464287200	33,592	$20.9M	4.55%
8	FIDELITY COMWLTH TR	315912808	249,908	$20.0M	4.37%
9	SCHWAB STRATEGIC TR	808524102	515,735	$12.3M	2.68%
10	ISHARES TR	464287507	190,126	$11.8M	2.57%
11	INVESCO QQQ TR	IVZ	17,743	$9.8M	2.14%
12	MICROSOFT CORP	MSFT	18,315	$9.1M	1.99%
13	APPLE INC	AAPL	40,245	$8.3M	1.80%
14	ISHARES TR	46432F834	95,732	$7.4M	1.62%
15	FIDELITY MERRIMACK STR TR	316188309	133,676	$6.1M	1.33%
16	SPDR S&P 500 ETF TR	SPY	9,359	$5.8M	1.26%
17	VANGUARD SPECIALIZED FUNDS	921908844	23,775	$4.9M	1.06%
18	AMAZON COM INC	AMZN	19,849	$4.4M	0.95%
19	INVESCO EXCHANGE TRADED FD T	IVZ	23,603	$4.3M	0.94%
20	ISHARES TR	464287119	40,838	$4.0M	0.86%
21	VANGUARD INDEX FDS	922908736	9,002	$3.9M	0.86%
22	INVESCO EXCH TRADED FD TR II	IVZ	15,598	$3.5M	0.77%
23	VICTORY PORTFOLIOS II	92647X863	160,206	$3.5M	0.76%
24	ISHARES TR	46432F842	37,760	$3.2M	0.69%
25	NVIDIA CORPORATION	NVDA	18,480	$2.9M	0.64%
26	ISHARES TR	464288109	34,267	$2.9M	0.62%
27	MGE ENERGY INC	MGEE	29,524	$2.6M	0.57%
28	EA SERIES TRUST	02072L565	21,952	$2.5M	0.54%
29	SCHWAB STRATEGIC TR	808524805	108,419	$2.4M	0.52%
30	VANGUARD INDEX FDS	922908769	7,835	$2.4M	0.52%
31	SCHWAB STRATEGIC TR	808524300	76,113	$2.2M	0.49%
32	ALPHABET INC	GOOG	12,554	$2.2M	0.48%
33	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,548	$2.2M	0.48%
34	FIDELITY COVINGTON TRUST	31609A404	59,747	$2.0M	0.43%
35	ISHARES TR	464288414	17,376	$1.8M	0.40%
36	SCHWAB STRATEGIC TR	808524508	63,508	$1.8M	0.39%
37	SPDR GOLD TR	GLD	5,377	$1.6M	0.36%
38	JPMORGAN CHASE & CO.	VYLD	5,272	$1.5M	0.33%
39	VANGUARD INDEX FDS	922908363	2,609	$1.5M	0.32%
40	VICTORY PORTFOLIOS II	92647N535	28,186	$1.4M	0.31%
41	GLOBAL X FDS	37954Y475	34,633	$1.3M	0.29%
42	ISHARES TR	464287101	4,407	$1.3M	0.29%
43	TESLA INC	TSLA	4,078	$1.3M	0.28%
44	VISA INC	V	3,621	$1.3M	0.28%
45	ISHARES TR	464287150	9,405	$1.3M	0.28%
46	VANGUARD WORLD FD	92204A702	1,884	$1.2M	0.27%
47	COSTCO WHSL CORP NEW	22160K105	1,240	$1.2M	0.27%
48	NETFLIX INC	NFLX	888	$1.2M	0.26%
49	META PLATFORMS INC	META	1,574	$1.2M	0.25%
50	BANK AMERICA CORP	060505104	24,157	$1.1M	0.25%
51	DEERE & CO	DE	2,089	$1.1M	0.23%
52	DANAHER CORPORATION	235851102	5,246	$1.0M	0.23%
53	CAPITAL GRP FIXED INCM ETF T	14020Y201	38,776	$1.0M	0.23%
54	VANGUARD WHITEHALL FDS	921946406	7,730	$1.0M	0.22%
55	INNOVATOR ETFS TRUST	INHD	32,038	$1.0M	0.22%
56	ISHARES INC	46434G103	15,887	$953,668	0.21%
57	ISHARES TR	464287226	8,673	$860,398	0.19%
58	ISHARES TR	464287309	7,765	$854,888	0.19%
59	VANGUARD INDEX FDS	922908637	2,969	$847,180	0.18%
60	ALLIANT ENERGY CORP	LNT	13,402	$810,448	0.18%
61	ORACLE CORP	ORCL-PD	3,702	$809,284	0.18%
62	CAPITAL GRP FIXED INCM ETF T	14020Y102	35,602	$801,042	0.17%
63	INVESCO EXCH TRADED FD TR II	IVZ	70,395	$783,496	0.17%
64	BROADCOM INC	AVGO	2,756	$759,694	0.17%
65	ISHARES TR	464287515	6,882	$753,543	0.16%
66	ISHARES TR	464288307	9,317	$747,503	0.16%
67	SELECT SECTOR SPDR TR	81369Y852	6,696	$726,689	0.16%
68	SSGA ACTIVE ETF TR	78467V608	17,247	$717,303	0.16%
69	J P MORGAN EXCHANGE TRADED F	46641Q332	12,380	$703,778	0.15%
70	SCHWAB STRATEGIC TR	808524797	26,392	$699,388	0.15%
71	PIMCO ETF TR	72201R866	13,573	$697,131	0.15%
72	VANGUARD WORLD FD	92204A306	5,651	$673,119	0.15%
73	NEOS ETF TRUST	78433H501	13,525	$672,609	0.15%
74	VANGUARD INDEX FDS	922908611	3,394	$661,935	0.14%
75	ISHARES TR	464288406	8,616	$654,628	0.14%
76	ALPHABET INC	GOOG	3,682	$653,172	0.14%
77	LAM RESEARCH CORP	LRCX	6,520	$634,652	0.14%
78	ELI LILLY & CO	LLY	781	$609,016	0.13%
79	FIDELITY COVINGTON TRUST	316092808	2,953	$582,363	0.13%
80	J P MORGAN EXCHANGE TRADED F	46654Q724	8,836	$552,980	0.12%
81	PIMCO CORPORATE & INCOME OPP	PTY	39,535	$549,938	0.12%
82	ISHARES TR	464287523	2,165	$516,702	0.11%
83	VANGUARD INTL EQUITY INDEX F	922042775	7,591	$510,242	0.11%
84	ISHARES TR	464287614	1,184	$502,709	0.11%
85	ISHARES TR	464288158	4,694	$499,187	0.11%
86	FIDELITY COVINGTON TRUST	31609A206	15,090	$482,734	0.11%
87	FIRST TR EXCHANGE-TRADED FD	33733E302	1,718	$462,709	0.10%
88	VANGUARD INDEX FDS	922908751	1,939	$459,573	0.10%
89	ISHARES TR	464287655	2,122	$457,895	0.10%
90	VANGUARD INDEX FDS	922908744	2,582	$456,316	0.10%
91	VANGUARD MUN BD FDS	922907746	9,289	$455,446	0.10%
92	EXXON MOBIL CORP	XOM	4,170	$449,566	0.10%
93	AT&T INC	T-PC	15,469	$447,682	0.10%
94	ISHARES TR	46429B663	3,819	$447,498	0.10%
95	VANGUARD STAR FDS	921909768	6,458	$446,184	0.10%
96	PALANTIR TECHNOLOGIES INC	PLTR	3,135	$427,363	0.09%
97	SELECT SECTOR SPDR TR	81369Y506	4,967	$421,240	0.09%
98	CROWDSTRIKE HLDGS INC	CRWD	817	$416,106	0.09%
99	FIDELITY COVINGTON TRUST	316092113	11,715	$404,033	0.09%
100	CISCO SYS INC	CSCO	5,655	$392,356	0.09%
101	APPLIED MATLS INC	038222105	2,142	$392,201	0.09%
102	VANGUARD INDEX FDS	922908629	1,397	$390,920	0.09%
103	ISHARES TR	464287481	2,798	$388,035	0.08%
104	FIDELITY COVINGTON TRUST	31609A503	11,097	$381,907	0.08%
105	ISHARES SILVER TR	SLV	11,229	$368,423	0.08%
106	JOHNSON & JOHNSON	JNJ	2,404	$367,167	0.08%
107	ISHARES TR	464288604	7,368	$366,656	0.08%
108	CHEVRON CORP NEW	CVX	2,548	$364,828	0.08%
109	FIRST TR EXCHANGE TRADED FD	33734X846	4,775	$360,895	0.08%
110	ISHARES TR	464287622	1,057	$359,020	0.08%
111	HOME DEPOT INC	HD	971	$356,007	0.08%
112	ISHARES TR	464288240	5,670	$345,530	0.08%
113	NEXTERA ENERGY INC	NEE-PW	4,976	$345,461	0.08%
114	ISHARES TR	464287598	1,763	$342,521	0.07%
115	PROCTER AND GAMBLE CO	742718109	2,107	$335,680	0.07%
116	J P MORGAN EXCHANGE TRADED F	46641Q647	6,749	$335,044	0.07%
117	CATERPILLAR INC	CAT	863	$335,025	0.07%
118	ADVANCED MICRO DEVICES INC	AMD	2,300	$326,370	0.07%
119	ISHARES TR	464288703	5,307	$325,823	0.07%
120	MCDONALDS CORP	MCD	1,065	$311,055	0.07%
121	ISHARES TR	46436E718	2,993	$301,324	0.07%
122	KLA CORP	KLAC	328	$293,487	0.06%
123	ISHARES TR	464288885	2,591	$290,192	0.06%
124	CAPITAL GRP FIXED INCM ETF T	14020Y508	10,971	$288,530	0.06%
125	CITIGROUP INC	C-PR	3,382	$287,905	0.06%
126	GRAYSCALE BITCOIN TRUST ETF	GBTC	3,392	$287,743	0.06%
127	JANUS DETROIT STR TR	47103U845	5,605	$284,454	0.06%
128	HARTFORD FDS EXCHANGE TRADED	41653L503	7,411	$283,693	0.06%
129	MASTERCARD INCORPORATED	MA	505	$283,615	0.06%
130	INNOVATOR ETFS TRUST	INHD	7,541	$281,198	0.06%
131	FLEXSHARES TR	FLEX	6,995	$280,566	0.06%
132	CARRIER GLOBAL CORPORATION	CARR	3,813	$279,073	0.06%
133	DELTA AIR LINES INC DEL	DAL	5,549	$272,923	0.06%
134	VANGUARD WHITEHALL FDS	921946794	3,370	$269,994	0.06%
135	ISHARES GOLD TR	IAU	4,313	$268,959	0.06%
136	CUMMINS INC	CMI	819	$268,182	0.06%
137	VISTRA CORP	VST	1,365	$264,604	0.06%
138	ISHARES TR	464288513	3,276	$264,177	0.06%
139	PEPSICO INC	PEP	1,983	$261,876	0.06%
140	NOVANTA INC	NOVTU	1,983	$255,668	0.06%
141	SPDR SERIES TRUST	78464A698	4,255	$252,686	0.06%
142	INNOVATOR ETFS TRUST	INHD	5,715	$251,746	0.05%
143	TRACTOR SUPPLY CO	TSCO	4,754	$250,892	0.05%
144	SNAP ON INC	SNA	795	$247,466	0.05%
145	ISHARES U S ETF TR	46431W853	9,570	$247,385	0.05%
146	INNOVATOR ETFS TRUST	INHD	6,319	$240,185	0.05%
147	SCHWAB STRATEGIC TR	808524201	9,822	$240,052	0.05%
148	ISHARES TR	464287473	1,799	$237,720	0.05%
149	INTERNATIONAL BUSINESS MACHS	INTR	798	$235,155	0.05%
150	BLACKROCK ETF TRUST	BLK	7,802	$234,918	0.05%
151	DISNEY WALT CO	254687106	1,867	$231,485	0.05%
152	US BANCORP DEL	USB-PS	5,090	$230,315	0.05%
153	PIMCO ETF TR	72201R874	4,569	$229,211	0.05%
154	EXACT SCIENCES CORP	30063P105	4,269	$226,874	0.05%
155	NRG ENERGY INC	NRG	1,385	$222,388	0.05%
156	ADOBE INC	ADBE	564	$218,200	0.05%
157	SCHWAB STRATEGIC TR	808524607	8,584	$217,179	0.05%
158	ISHARES TR	464288877	3,376	$214,305	0.05%
159	PROGRESSIVE CORP	743315103	798	$213,050	0.05%
160	ISHARES TR	464287408	1,072	$209,571	0.05%
161	TIDAL TR II	88636R743	9,804	$207,943	0.05%
162	NORTHROP GRUMMAN CORP	NOC	414	$206,963	0.05%
163	FORTINET INC	FTNT	1,945	$205,625	0.04%
164	MARATHON PETE CORP	MARA	1,234	$204,980	0.04%
165	FIDELITY GREENWOOD STREET TR	31624J745	7,038	$202,835	0.04%
166	ISHARES TR	46436E767	3,745	$201,947	0.04%
167	ISHARES TR	46434V613	4,356	$201,398	0.04%
168	LOWES COS INC	548661107	907	$201,306	0.04%
169	CONSTELLATION ENERGY CORP	CEG	622	$200,806	0.04%
170	FORD MTR CO	345370860	13,072	$141,831	0.03%
171	AMERICAN AIRLS GROUP INC	02376R102	10,372	$116,369	0.03%
172	PIMCO HIGH INCOME FD	722014107	21,350	$102,480	0.02%
173	DULUTH HLDGS INC	DLTH	10,000	$21,000	0.00%
174	LIGHTWAVE LOGIC INC	LWLG	13,758	$17,060	0.00%