StockDriftsStockDriftsTop 50 Madison Wealth Partners, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | 10.16% | 410.6K | $63.7M | +2.32%(+9.29K) | $99.07(+89.27%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 7.14% | 861.8K | $44.8M | +6.20%(+50.27K) | $52.35(-0.19%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 7.03% | 1.23M | $44.1M | +12923.21%(+1.22M) | $36.15(+7.15%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.66% | 609.7K | $35.5M | +3.16%(+18.66K) | $51.63(+28.69%) | 2026-03-31 | |
| UBND | VICTORY PORTFOLIOS II | 5.57% | 1.60M | $34.9M | +328.38%(+1.23M) | $21.88(-1.11%) | 2026-03-31 | |
| IUSV | ISHARES TR | 5.09% | 312.1K | $31.9M | +0.06%(+176) | $78.43(+38.61%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.2% | 619.1K | $26.3M | new | $43.09(+10.93%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.73% | 35.8K | $23.4M | +3.45%(+1.20K) | $429.58(+73.60%) | 2026-03-31 | |
| SMLF | ISHARES TR | 3.67% | 304.9K | $23.0M | +0.38%(+1.17K) | $74.62(+11.02%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.45% | 91.0K | $21.6M | +439.28%(+74.16K) | $235.61(+24.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.70% | +46.98% |
| Top 20 Holdings Unweighted | +12.71% | +43.17% |
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