Madison Wealth Partners, Inc Portfolio Holdings
Madison Wealth Partners, Inc
- $405 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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