Institutional Fund
Madison Wealth Partners, Inc
Madison, WICIK 18444245 filings on record
Portfolio Value
$626.96M
Q1 2026
Holdings
220
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+14.4%
from $548.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.2%
- Blackrock ETF Trust II7.1%
- Fidelity Covington Trust7.0%
- Blackrock ETF Trust5.7%
- Victory Portfolios II5.6%
- Ishares Tr5.1%
- Other59.4%
Portfolio Holdings
220 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 410.6K | $63.68M | 10.2% | +9.3K | Added |
| 2 | Blackrock ETF Trust II | 861.8K | $44.75M | 7.1% | +50.3K | Added |
| 3 | Fidelity Covington Trust | 1.23M | $44.09M | 7.0% | +1.22M | Added |
| 4 | Blackrock ETF Trust | 609.7K | $35.47M | 5.7% | +18.7K | Added |
| 5 | Victory Portfolios II | 1.60M | $34.93M | 5.6% | +1.23M | Added |
| 6 | Ishares Tr | 312.1K | $31.91M | 5.1% | +176 | Added |
| 7 | Capital Group Dividend Value | 619.1K | $26.34M | 4.2% | +619.1K | New |
| 8 | Ishares Tr | 35.8K | $23.42M | 3.7% | +1.2K | Added |
| 9 | Ishares Tr | 304.9K | $23.02M | 3.7% | +1.2K | Added |
| 10 | Invesco Exch Traded Fd Tr II | 91.0K | $21.63M | 3.5% | +74.2K | Added |
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