Madison Wealth Partners, Inc
โขCIK: 1844424โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other81.9%
Technology7.1%
ETF6.2%
Consumer1.8%
Financial1.4%
Healthcare0.7%
Industrial0.4%
Communication0.3%
๐ช Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW27 new positions
โ115 increased
โ44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023