Madison Wealth Partners, Inc Portfolio Holdings

Madison Wealth Partners, Inc has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $357 Million distributed in 157 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 $49.6M, Ishares Core Dividend Growth E with a value of $37.8M, Ishares Core S&P U.S. Value Et with a value of $25.9M, Ishares Core S&P Sm Cap ETF with a value of $22.6M, and Blackrock ETF Tr U S Equity Fa with a value of $22.4M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $345M to 357M.

Below you can find more details about Madison Wealth Partners, Inc portfolio as well as his latest detailed transactions.