Madison Wealth Partners, Inc holds a focused book of 292 stocks worth $785.9M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Vanguard US Momentum Factor and trimmed Ishares Core S&P U.S. Growth. Their largest long position is Ishares Core S&P U.S. Growth at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Madison Wealth Partners, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 80 / 80 | $186.8B |
| LPL Financial LLC | 80 / 80 | $117.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $111.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $83.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $22.8B |
| CWM, LLC | 80 / 80 | $9.8B |
| MORGAN STANLEY | 79 / 80 | $598.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $518.2B |
Ranked by how many of Madison Wealth Partners, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P US GWT | $77.1M | 409.9K | 9.8% | ▼−0.1% Reduced · −632 sh | |
| 2 | Fidelity Covington Trust ENH MID COR ETF | $52.7M | 1.30M | 6.7% | ▲+5.9% Added · +72K sh | |
| 3 | BlackRock ETF Trust II ISHA FLEX IN ETF | $47.6M | 909.2K | 6.1% | ▲+5.5% Added · +47K sh | |
| 4 | Victory Portfolios II CORE PLUS BD ETF | $37.1M | 1.71M | 4.7% | ▲+6.5% Added · +104K sh | |
| 5 | BlackRock ETF Trust ISHARES US EQUIT | $36.2M | 532.7K | 4.6% | ▼−13% Reduced · −77K sh | |
| 6 | Ishares TR CORE S&P US VLU | $35.2M | 319.9K | 4.5% | ▲+2.5% Added · +8K sh | |
| 7 | Capital Group Dividend Value SHS CREAT UNIT | $31.1M | 630.8K | 4.0% | ▲+1.9% Added · +12K sh | |
| 8 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $30.1M | 99.5K | 3.8% | ▲+9.3% Added · +8K sh | |
| 9 | Ishares TR US SML CAP EQT | $28.4M | 319.0K | 3.6% | ▲+4.6% Added · +14K sh | |
| 10 | Ishares TR CORE S&P500 ETF | $27.5M | 36.7K | 3.5% | ▲+2.3% Added · +811 sh | |
| 11 | Ishares TR CORE DIV GRWTH | $20.2M | 266.0K | 2.6% | ▼−0.2% Reduced · −429 sh | |
| 12 | Apple Inc COM | $16.7M | 57.7K | 2.1% | ▲+7.1% Added · +4K sh | |
| 13 | Ishares TR CORE S&P MCP ETF | $15.0M | 194.7K | 1.9% | ▲+1.5% Added · +3K sh | |
| 14 | Invesco QQQ TR UNIT SER 1 | $14.2M | 19.3K | 1.8% | ▲+5.8% Added · +1K sh | |
| 15 | Schwab Strategic TR US BRD MKT ETF | $10.7M | 370.4K | 1.4% | ▼−2.1% Reduced · −8K sh | |
| 16 | Ishares TR CORE MSCI TOTAL | $9.6M | 100.3K | 1.2% | ▲+0.9% Added · +920 sh | |
| 17 | Ishares TR CORE S&P SCP ETF | $9.3M | 62.5K | 1.2% | ▲+2.6% Added · +2K sh | |
| 18 | Microsoft Corp COM | $8.7M | 23.2K | 1.1% | ▲+21% Added · +4K sh | |
| 19 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $7.8M | 98.8K | 1.0% | ▲20× Added · +94K sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $7.5M | 10.0K | 1.0% | ▲+6.1% Added · +579 sh | |
| 21 | Vanguard Specialized Funds DIV APP ETF | $7.4M | 31.1K | 0.9% | ▲+12% Added · +3K sh | |
| 22 | Alphabet Inc CAP STK CL A | $6.8M | 19.0K | 0.9% | ▲+15% Added · +2K sh | |
| 23 | Ea Series Trust ALPHA ARCH 1-3 | $6.7M | 57.5K | 0.9% | ▲+48% Added · +19K sh | |
| 24 | Schwab Strategic TR INTL EQTY ETF | $6.1M | 221.5K | 0.8% | ▲+9.7% Added · +19K sh | |
| 25 | Nvidia Corporation COM | $6.1M | 30.5K | 0.8% | ▲+15% Added · +4K sh | |
| 26 | Vanguard Index FDS GROWTH ETF | $5.9M | 68.4K | 0.8% | ▲+645% Added · +59K sh | |
| 27 | Amazon Com Inc COM | $5.8M | 24.2K | 0.7% | ▲+11% Added · +2K sh | |
| 28 | Fidelity Covington Trust ENHANCED INTL | $5.0M | 125.4K | 0.6% | ▲+44% Added · +38K sh | |
| 29 | Fidelity Merrimack STR TR TOTAL BD ETF | $5.0M | 109.3K | 0.6% | ▼−0.5% Reduced · −509 sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $4.9M | 7.1K | 0.6% | ▲+7.2% Added · +478 sh | |
| 31 | Fidelity Comwlth TR NASDAQ COMPSIT | $4.9M | 47.0K | 0.6% | ▼−1.1% Reduced · −508 sh | |
| 32 | Ishares TR MORNINGSTAR GRWT | $4.8M | 41.0K | 0.6% | ▼−0.2% Reduced · −102 sh | |
| 33 | Schwab Strategic TR US LCAP GR ETF | $4.4M | 131.2K | 0.6% | ▼−5.6% Reduced · −8K sh | |
| 34 | Ishares TR CORE MSCI EAFE | $4.0M | 41.1K | 0.5% | ▲+5.5% Added · +2K sh | |
| 35 | Ishares TR MORNINGSTAR VALU | $3.5M | 35.1K | 0.5% | ▼~0% Reduced · −13 sh | |
| 36 | Lam Research Corp COM NEW | $3.5M | 8.2K | 0.5% | ▲+18% Added · +1K sh | |
| 37 | Vanguard Index FDS TOTAL STK MKT | $3.4M | 9.3K | 0.4% | ▲+8.3% Added · +709 sh | |
| 38 | Victory Portfolios II SHORT TRM BD ETF | $3.4M | 67.2K | 0.4% | ▲+14% Added · +8K sh | |
| 39 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.2M | 15.2K | 0.4% | ▼−5.4% Reduced · −873 sh | |
| 40 | Berkshire Hathaway Inc Del CL B NEW | $3.2M | 6.3K | 0.4% | ▼−0.6% Reduced · −39 sh | |
| 41 | SPDR Gold TR GOLD SHS | $2.8M | 7.6K | 0.4% | ▲+5.3% Added · +383 sh | |
| 42 | Vanguard World FD CONSUM STP ETF | $2.7M | 12.2K | 0.3% | ▲+7.5% Added · +852 sh | |
| 43 | Broadcom Inc COM | $2.6M | 7.0K | 0.3% | ▲+77% Added · +3K sh | |
| 44 | Mge Energy Inc COM | $2.6M | 31.8K | 0.3% | ▲+0.3% Added · +81 sh | |
| 45 | Schwab Strategic TR US DIVIDEND EQ | $2.4M | 76.6K | 0.3% | ▲+33% Added · +19K sh | |
| 46 | Micron Technology Inc COM | $2.4M | 2.1K | 0.3% | ▲+6.4% Added · +126 sh | |
| 47 | Applied Matls Inc COM | $2.4M | 3.3K | 0.3% | ▲+45% Added · +1K sh | |
| 48 | Vanguard World FD INF TECH ETF | $2.3M | 19.6K | 0.3% | ▲+857% Added · +18K sh | |
| 49 | Tesla Inc COM | $2.3M | 5.4K | 0.3% | ▲+16% Added · +756 sh | |
| 50 | Costco Wholesale Corporation COM | $2.2M | 2.4K | 0.3% | ▲+6.6% Added · +148 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1844424/holdings"
Use Arkolith to show Madison Wealth Partners, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 292 | $785.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 220 | $627.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 207 | $548.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 184 | $505.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 174 | $458.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 157 | $405.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 152 | $357.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 148 | $337.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.