StockDriftsStockDriftsTop 50 Madison Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.79% | 87.3K | $27.6M | -3.75%(-3.40K) | — | 2023-09-30 | |
| AAPL | APPLE INC | 4.85% | 134.7K | $23.1M | -0.26%(-356) | — | 2023-09-30 | |
| USFR | WISDOMTREE TR | 4.71% | 445.7K | $22.4M | +3.46%(+14.89K) | — | 2023-09-30 | |
| GOOG | ALPHABET INC | 3.96% | 142.9K | $18.8M | -0.59%(-853) | — | 2023-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.94% | 53.5K | $18.7M | -0.09%(-48) | — | 2023-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.69% | 44.7K | $17.6M | +10.95%(+4.41K) | — | 2023-09-30 | |
| CBRE | CBRE GROUP INC | 2.13% | 137.4K | $10.1M | -0.26%(-352) | — | 2023-09-30 | |
| FNDF | SCHWAB STRATEGIC TR | 1.99% | 298.6K | $9.5M | +4.90%(+13.94K) | — | 2023-09-30 | |
| GOOGL | ALPHABET INC | 1.79% | 65.1K | $8.5M | +1.93%(+1.23K) | — | 2023-09-30 | |
| FNDA | SCHWAB STRATEGIC TR | 1.73% | 169.4K | $8.2M | +5.95%(+9.51K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Madison Wealth Management reports $475.80M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.8%), AAPL (4.8%) and USFR (4.7%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Madison Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801857). View Madison Wealth Management’s 13F filings on SEC