Madison Wealth Partners, Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $405 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $61.4M, Ishares Core Dividend Growth E with a value of $39.4M, Ishares Core S&P U.S. Value Et with a value of $27.2M, Ishares Core S&P Sm Cap ETF with a value of $26.8M, and Blackrock ETF Tr U S Equity Fa with a value of $26.6M.
Examining the 13F form we can see an increase of $48.2M in the current position value, from $357M to 405M.
Below you can find more details about Madison Wealth Partners, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$405 Million
ETFs: $346 Million
Technology: $25.1 Million
Financial Services: $7.83 Million
Consumer Cyclical: $6.93 Million
Communication Services: $5.89 Million
Utilities: $4.45 Million
Industrials: $2.78 Million
Healthcare: $2.24 Million
Other: $2.86 Million
Stock Holdings Table Market Cap. of $200 Billions or more
