StockDriftsStockDriftsTop 50 Madison Wealth Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | 9.81% | 409.9K | $77.1M | -0.15%(-632) | $99.07(+96.09%) | 2026-06-30 | |
| FMDE | FIDELITY COVINGTON TRUST | 6.7% | 1.30M | $52.7M | +5.89%(+72.20K) | $36.24(+18.28%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 6.06% | 909.2K | $47.6M | +5.50%(+47.37K) | $52.34(-0.60%) | 2026-06-30 | |
| UBND | VICTORY PORTFOLIOS II | 4.72% | 1.71M | $37.1M | +6.48%(+103.94K) | $21.87(-1.93%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.61% | 532.7K | $36.2M | -12.63%(-77.03K) | $51.63(+35.91%) | 2026-06-30 | |
| IUSV | ISHARES TR | 4.48% | 319.9K | $35.2M | +2.50%(+7.80K) | $79.09(+45.87%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.96% | 630.8K | $31.1M | +1.89%(+11.68K) | $43.13(+17.93%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.84% | 99.5K | $30.1M | +9.28%(+8.45K) | $238.23(+26.53%) | 2026-06-30 | |
| SMLF | ISHARES TR | 3.62% | 319.0K | $28.4M | +4.63%(+14.11K) | $74.90(+20.77%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.49% | 36.7K | $27.5M | +2.26%(+811) | $435.38(+78.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.29% | +57.25% | +8.97% | +53.62% |
| Top 20 Holdings Unweighted | +15.38% | +53.62% | +8.68% | +51.65% |
Madison Wealth Partners INC reports $785.86M in US-listed equity holdings across 292 positions in its most recent 13F filing. Its largest disclosed positions are IUSG (9.8%), FMDE (6.7%) and BINC (6.1%). The top 20 holdings account for 66.5% of reported assets. Its disclosed equity book has returned +57.25% on a three-year cumulative basis. Figures reflect the Q2 2026 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 Partners INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844424). View Madison Wealth Partners INC’s 13F filings on SEC