Madison Wealth Partners, Inc: 13F holdings
CIK 18444242026Q2
| Positions | 292 |
|---|
| Reported value | $785.9m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 292 (+72 vs prior quarter) |
|---|
| Reported value | $785.9m (+25.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IUSG ISHARES TR | 409,922 | $77.1m | 9.8% |
| FMDE FIDELITY COVINGTON TRUST | 1,298,333 | $52.7m | 6.7% |
| BINC BLACKROCK ETF TRUST II | 909,176 | $47.6m | 6.1% |
| UBND VICTORY PORTFOLIOS II | 1,707,703 | $37.1m | 4.7% |
| DYNF BLACKROCK ETF TRUST | 532,715 | $36.2m | 4.6% |
| QQQE ISHARES TR | 319,929 | $35.2m | 4.5% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 630,760 | $31.1m | 4.0% |
| QQQM INVESCO EXCH TRADED FD TR II | 99,497 | $30.1m | 3.8% |
| SMLF ISHARES TR | 319,045 | $28.4m | 3.6% |
| IVV ISHARES TR | 36,658 | $27.5m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844424")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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