Data as of Q4 2025 (Dec 31, 2025)

Madison Wealth Partners, Inc

โ€ขCIK: 1844424โ€ขFiling: Q4 2025

**Madison Wealth Partners, Inc.** manages $548M across a diversified portfolio of 207 positions. The strategy exhibits significant concentration in select names, notably allocating $67.4M to IUSG and $45.0M to DGRO. Further substantial exposure includes BINC ($42.8M), DYNF ($35.9M), and IUSV ($32.0M). This positioning suggests a tactical allocation favoring specific sector leaders and established growth names.

Total AUM
$548.1M
QoQ Performance
+8.4%
Positions
122
Top 10 Concentration
58.0%
Latest Filing
Q4 2025

Top Holdings Allocation

IUSG
DGRO
BINC
DYNF
IUSV
IUSG12.3%
DGRO8.2%
BINC7.8%
DYNF6.6%
IUSV5.8%
IVV4.3%
SMLF4.2%
ONEQ3.9%

๐Ÿ“ˆ Biggest Buys

SMLF
ISHARES TR
NEW
4.2% of portfolio
BINC
BLACKROCK ETF TRUST II
+10.3%
7.8% of portfolio
UBND
VICTORY PORTFOLIOS II
+65.6%
1.5% of portfolio
AAPL
APPLE INC
+21.8%
2.5% of portfolio
SCHF
SCHWAB STRATEGIC TR
+71.2%
0.9% of portfolio

๐Ÿ“‰ Biggest Sells

IJR
ISHARES TR
-75.1%
1.3% of portfolio
SCHB
SCHWAB STRATEGIC TR
-30.4%
1.8% of portfolio
RSP
INVESCO EXCHANGE TRADED FD T
-26.4%
0.6% of portfolio
XYLD
GLOBAL X FDS
-50.3%
0.1% of portfolio
VTI
VANGUARD INDEX FDS
-15.5%
0.5% of portfolio

Sector Breakdown

Other81.9%
Technology7.1%
ETF6.2%
Consumer1.8%
Financial1.4%
Healthcare0.7%
Industrial0.4%
Communication0.3%

๐Ÿšช Exited Positionssold since Q3 2025

JAAA
JANUS DETROIT STR TR
SOLD
$285.6K
KRE
SPDR SERIES TRUST
SOLD
$269.4K
BND
VANGUARD BD INDEX FDS
SOLD
$227.3K
CARR
CARRIER GLOBAL CORPORATION
SOLD
$223.8K
HMOP
HARTFORD FDS EXCHANGE TRADED
SOLD
$210.3K
+6 more exited positions

Changes from Q3 2025

NEW27 new positions
โ†‘115 increased
โ†“44 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023