Madison Wealth Partners, Inc

13F filer · CIK 0001844424

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$786MU.S. long equity reported on 13F

Positions12729 new · 2 closed

Net flow last quarter+$25.9MBuys minus sells

Top 10 positions weight9.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026127 positions
AAPLApple Inc.	$16.7M	2.12%	0.00%	+7.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$14.2M	1.81%	Not reported	+5.8%	Q4 2020
MSFTMicrosoft Corp	$8.66M	1.10%	0.00%	+20.8%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$7.47M	0.95%	Not reported	+6.1%	Q4 2020
GOOGLAlphabet Inc.	$6.8M	0.86%	0.00%	+15.1%	Q4 2020
NVDANvidia Corp	$6.1M	0.78%	0.00%	+14.9%	Q2 2023
AMZNAmazon Com Inc	$5.77M	0.73%	0.00%	+11.2%	Q4 2020
LRCXLam Research Corp	$3.54M	0.45%	0.00%	+17.7%	Q3 2024
BRK.BBerkshire Hathaway Inc	$3.17M	0.40%	Not reported	-0.6%	Q4 2020
GLDSPDR Gold Trust	$2.79M	0.35%	0.00%	+5.3%	Q3 2024
AVGOBroadcom Inc.	$2.63M	0.33%	0.00%	+77.0%	Q2 2024
MGEEMge Energy Inc	$2.59M	0.33%	0.09%	+0.3%	Q4 2020
MUMicron Technology Inc	$2.41M	0.31%	0.00%	+6.4%	Q3 2025
AMATApplied Materials Inc	$2.39M	0.30%	0.00%	+45.3%	Q1 2023
TSLATesla, Inc.	$2.25M	0.29%	0.00%	+16.4%	Q4 2020
COSTCostco Wholesale Corp	$2.22M	0.28%	0.00%	+6.7%	Q2 2021
JPMJPMorgan Chase & Co	$1.94M	0.25%	0.00%	+15.2%	Q4 2022
GOOGAlphabet Inc.	$1.84M	0.23%	Not reported	+12.6%	Q4 2021
METAMeta Platforms, Inc.	$1.71M	0.22%	Not reported	+33.6%	Q4 2020
CATCaterpillar Inc	$1.66M	0.21%	0.00%	+21.2%	Q3 2023
BACBank of America Corp	$1.48M	0.19%	0.00%	+13.4%	Q4 2020
VVisa Inc.	$1.45M	0.18%	0.00%	+12.2%	Q4 2020
XOMExxonMobil Holdings Corp	$1.39M	0.18%	0.00%	+84.9%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.32M	0.17%	Not reported	-6.0%	Q3 2024
LLYELI LILLY & Co	$1.29M	0.16%	0.00%	+26.7%	Q4 2023
AMDAdvanced Micro Devices Inc	$1.25M	0.16%	0.00%	+32.1%	Q3 2021
FLXRVW Win Century Inc.	$1.24M	0.16%	0.02%	New	Q2 2026
FNDFSchwab Strategic Trust	$1.19M	0.15%	Not reported	New	Q2 2026
JNJJohnson & Johnson	$1.18M	0.15%	0.00%	+16.0%	Q4 2020
DEDeere & Co	$1.13M	0.14%	0.00%	+0.4%	Q4 2020
KLACKla Corp	$1.06M	0.13%	0.00%	+3.6%	Q3 2024
MRKMerck & Co., Inc.	$1.03M	0.13%	0.00%	+297.6%	Q1 2026
LNTAlliant Energy Corp	$1.03M	0.13%	0.01%	-1.0%	Q4 2020
DHRDanaher Corp	$1.01M	0.13%	0.00%	+1.2%	Q4 2020
CSCOCisco Systems, Inc.	$947K	0.12%	0.00%	+27.0%	Q2 2021
BALTBaltic Trading Ltd	$941K	0.12%	Not reported	-0.3%	Q4 2023
ABBVAbbVie Inc.	$927K	0.12%	0.00%	+44.0%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$891K	0.11%	0.00%	+6.2%	Q4 2023
ORCLOracle Corp	$818K	0.10%	0.00%	+56.3%	Q2 2021
GEVGE Vernova Inc.	$783K	0.10%	0.00%	+29.0%	Q3 2025
WMTWalmart Inc.	$783K	0.10%	0.00%	+39.1%	Q4 2025
CGCPCardiogenesis Corp	$775K	0.10%	Not reported	+0.1%	Q4 2022
PGPROCTER & GAMBLE Co	$772K	0.10%	0.00%	+16.2%	Q2 2021
HDHome Depot, Inc.	$768K	0.10%	0.00%	+34.7%	Q2 2021
SPCXSpace Exploration Technologies Corp	$747K	0.10%	Not reported	New	Q2 2026
SLViShares Silver Trust	$720K	0.09%	0.00%	+3.8%	Q2 2025
NFLXNetflix Inc	$704K	0.09%	0.00%	-1.4%	Q1 2024
FASTFastenal Co	$688K	0.09%	0.00%	+2.2%	Q1 2026
CMICummins Inc	$682K	0.09%	0.00%	+8.8%	Q1 2024
SMHMarket Vectors ETF Trust	$677K	0.09%	Not reported	New	Q2 2026

Q1 2026Reported Apr 30, 2026100 positions
AAPLApple Inc.	$13.7M	2.18%	0.00%	+7.0%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$10.5M	1.68%	Not reported	-4.2%	Q4 2020
MSFTMicrosoft Corp	$7.12M	1.13%	0.00%	+4.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$6.13M	0.98%	Not reported	+2.8%	Q4 2020
GOOGLAlphabet Inc.	$4.75M	0.76%	0.00%	+9.6%	Q4 2020
NVDANvidia Corp	$4.63M	0.74%	0.00%	+22.2%	Q2 2023
AMZNAmazon Com Inc	$4.54M	0.72%	0.00%	+10.5%	Q4 2020
GLDSPDR Gold Trust	$3.09M	0.49%	0.00%	+17.5%	Q3 2024
BRK.BBerkshire Hathaway Inc	$3.05M	0.49%	Not reported	+5.4%	Q4 2020
MGEEMge Energy Inc	$2.45M	0.39%	0.09%	+9.5%	Q4 2020
COSTCostco Wholesale Corp	$2.22M	0.35%	0.00%	+5.6%	Q2 2021
TSLATesla, Inc.	$1.71M	0.27%	0.00%	+6.5%	Q4 2020
JPMJPMorgan Chase & Co	$1.51M	0.24%	0.00%	+9.0%	Q4 2022
LRCXLam Research Corp	$1.48M	0.24%	0.00%	+3.7%	Q3 2024
GOOGAlphabet Inc.	$1.32M	0.21%	Not reported	+4.0%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.32M	0.21%	Not reported	+20.1%	Q3 2024
METAMeta Platforms, Inc.	$1.3M	0.21%	Not reported	+16.3%	Q4 2020
AVGOBroadcom Inc.	$1.22M	0.19%	0.00%	+18.5%	Q2 2024
VVisa Inc.	$1.14M	0.18%	0.00%	-0.9%	Q4 2020
BACBank of America Corp	$1.12M	0.18%	0.00%	+5.5%	Q4 2020
DEDeere & Co	$998K	0.16%	0.00%	-0.4%	Q4 2020
DHRDanaher Corp	$991K	0.16%	0.00%	-0.8%	Q4 2020
JNJJohnson & Johnson	$981K	0.16%	0.00%	+25.7%	Q4 2020
LNTAlliant Energy Corp	$974K	0.16%	0.01%	-31.4%	Q4 2020
NFLXNetflix Inc	$961K	0.15%	0.00%	+9.8%	Q1 2024
XOMExxonMobil Holdings Corp	$935K	0.15%	0.00%	+8.9%	Q4 2020
BALTBaltic Trading Ltd	$922K	0.15%	Not reported	+5.8%	Q4 2023
CATCaterpillar Inc	$911K	0.15%	0.00%	+40.4%	Q3 2023
SLViShares Silver Trust	$884K	0.14%	0.00%	+11.4%	Q2 2025
LLYELI LILLY & Co	$780K	0.12%	0.00%	+10.0%	Q4 2023
AMATApplied Materials Inc	$779K	0.12%	0.00%	+5.2%	Q1 2023
CGCPCardiogenesis Corp	$776K	0.12%	Not reported	+5.1%	Q4 2022
CVXChevron Corp	$689K	0.11%	0.00%	+19.5%	Q4 2021
MUMicron Technology Inc	$662K	0.11%	0.00%	+23.3%	Q3 2025
PGPROCTER & GAMBLE Co	$654K	0.10%	0.00%	+30.4%	Q2 2021
FASTFastenal Co	$651K	0.10%	0.00%	New	Q1 2026
WMTWalmart Inc.	$617K	0.10%	0.00%	+82.1%	Q4 2025
AGNCAGNC Investment Corp.	$583K	0.09%	0.01%	New	Q1 2026
PLTRPalantir Technologies Inc.	$567K	0.09%	0.00%	+4.5%	Q1 2025
MCDMcdonalds Corp	$563K	0.09%	0.00%	+19.9%	Q1 2023
ABBVAbbVie Inc.	$556K	0.09%	0.00%	+40.8%	Q3 2024
HDHome Depot, Inc.	$532K	0.08%	0.00%	+13.5%	Q2 2021
ORCLOracle Corp	$525K	0.08%	0.00%	+5.7%	Q2 2021
KLACKla Corp	$498K	0.08%	0.00%	+0.3%	Q3 2024
TAt&T Inc.	$494K	0.08%	0.00%	+4.8%	Q4 2020
CSCOCisco Systems, Inc.	$492K	0.08%	0.00%	+17.3%	Q2 2021
NEENextera Energy Inc	$492K	0.08%	0.00%	-1.0%	Q3 2024
OUSABrendan Technologies Inc	$490K	0.08%	Not reported	+67.3%	Q4 2025
CMICummins Inc	$473K	0.08%	0.00%	+7.2%	Q1 2024
GEVGE Vernova Inc.	$451K	0.07%	0.00%	+5.7%	Q3 2025

Q4 2025Reported Feb 10, 202694 positions
AAPLApple Inc.	$13.7M	2.50%	0.00%	+21.8%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$11.7M	2.13%	Not reported	+6.1%	Q4 2020
MSFTMicrosoft Corp	$8.9M	1.62%	0.00%	+0.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$6.25M	1.14%	Not reported	+0.1%	Q4 2020
GOOGLAlphabet Inc.	$4.72M	0.86%	0.00%	+19.6%	Q4 2020
AMZNAmazon Com Inc	$4.55M	0.83%	0.00%	-0.7%	Q4 2020
NVDANvidia Corp	$4.05M	0.74%	0.00%	+18.6%	Q2 2023
BRK.BBerkshire Hathaway Inc	$3.04M	0.55%	Not reported	+60.6%	Q4 2020
GLDSPDR Gold Trust	$2.42M	0.44%	0.00%	+14.4%	Q3 2024
MGEEMge Energy Inc	$2.27M	0.41%	0.08%	-1.8%	Q4 2020
TSLATesla, Inc.	$1.94M	0.35%	0.00%	+4.8%	Q4 2020
COSTCostco Wholesale Corp	$1.82M	0.33%	0.00%	+69.4%	Q2 2021
JPMJPMorgan Chase & Co	$1.52M	0.28%	0.00%	-8.7%	Q4 2022
GOOGAlphabet Inc.	$1.39M	0.25%	Not reported	+20.6%	Q4 2021
VVisa Inc.	$1.33M	0.24%	0.00%	+5.0%	Q4 2020
METAMeta Platforms, Inc.	$1.29M	0.24%	Not reported	+22.4%	Q4 2020
LNTAlliant Energy Corp	$1.29M	0.23%	0.01%	+4.3%	Q4 2020
DHRDanaher Corp	$1.21M	0.22%	0.00%	+0.5%	Q4 2020
BACBank of America Corp	$1.19M	0.22%	0.00%	-6.6%	Q4 2020
AVGOBroadcom Inc.	$1.15M	0.21%	0.00%	+16.2%	Q2 2024
LRCXLam Research Corp	$1.15M	0.21%	0.00%	+2.5%	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.06M	0.19%	Not reported	+5.4%	Q3 2024
BALTBaltic Trading Ltd	$872K	0.16%	Not reported	-22.4%	Q4 2023
NFLXNetflix Inc	$853K	0.16%	0.00%	+2.5%	Q1 2024
LLYELI LILLY & Co	$829K	0.15%	0.00%	-2.4%	Q4 2023
DEDeere & Co	$828K	0.15%	0.00%	+5.4%	Q4 2020
SLViShares Silver Trust	$750K	0.14%	0.00%	Not reported	Q2 2025
CGCPCardiogenesis Corp	$749K	0.14%	Not reported	+0.9%	Q4 2022
JNJJohnson & Johnson	$661K	0.12%	0.00%	+32.7%	Q4 2020
PLTRPalantir Technologies Inc.	$659K	0.12%	0.00%	+22.2%	Q1 2025
ORCLOracle Corp	$658K	0.12%	0.00%	-8.8%	Q2 2021
XOMExxonMobil Holdings Corp	$609K	0.11%	0.00%	+21.4%	Q4 2020
AMATApplied Materials Inc	$557K	0.10%	0.00%	+1.1%	Q1 2023
CATCaterpillar Inc	$525K	0.10%	0.00%	+6.1%	Q3 2023
AMDAdvanced Micro Devices Inc	$524K	0.10%	0.00%	+5.4%	Q3 2021
CRWDCrowdStrike Holdings, Inc.	$515K	0.09%	0.00%	+39.6%	Q4 2023
PGPROCTER & GAMBLE Co	$498K	0.09%	0.00%	+64.3%	Q2 2021
HDHome Depot, Inc.	$490K	0.09%	0.00%	+45.4%	Q2 2021
MCDMcdonalds Corp	$461K	0.08%	0.00%	+47.5%	Q1 2023
MUMicron Technology Inc	$454K	0.08%	0.00%	+6.2%	Q3 2025
NEENextera Energy Inc	$429K	0.08%	0.00%	+6.9%	Q3 2024
CVXChevron Corp	$425K	0.08%	0.00%	+9.0%	Q4 2021
MAMastercard Inc	$419K	0.08%	0.00%	+45.5%	Q3 2024
CMICummins Inc	$418K	0.08%	0.00%	+0.1%	Q1 2024
CSCOCisco Systems, Inc.	$417K	0.08%	0.00%	-2.6%	Q2 2021
ABBVAbbVie Inc.	$415K	0.08%	0.00%	+78.0%	Q3 2024
KLACKla Corp	$409K	0.07%	0.00%	+2.7%	Q3 2024
TAt&T Inc.	$404K	0.07%	0.00%	+5.1%	Q4 2020
DISWalt Disney Co	$399K	0.07%	0.00%	+87.6%	Q4 2020
WFCWells Fargo & Company	$382K	0.07%	0.00%	New	Q4 2025

Q3 2025Reported Nov 12, 202580 positions
QQQInvesco QQQ Trust, Series 1	$10.8M	2.13%	Not reported	+0.9%	Q4 2020
AAPLApple Inc.	$10.5M	2.08%	0.00%	+2.7%	Q4 2020
MSFTMicrosoft Corp	$9.48M	1.88%	0.00%	0.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$6.1M	1.21%	Not reported	-2.1%	Q4 2020
AMZNAmazon Com Inc	$4.36M	0.86%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$3.42M	0.68%	0.00%	-0.9%	Q2 2023
GOOGLAlphabet Inc.	$3.07M	0.61%	0.00%	+0.4%	Q4 2020
MGEEMge Energy Inc	$2.49M	0.49%	0.08%	0.0%	Q4 2020
GLDSPDR Gold Trust	$1.9M	0.38%	0.00%	-0.6%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.89M	0.37%	Not reported	-17.2%	Q4 2020
TSLATesla, Inc.	$1.84M	0.36%	0.00%	+1.2%	Q4 2020
JPMJPMorgan Chase & Co	$1.63M	0.32%	0.00%	-1.8%	Q4 2022
LNTAlliant Energy Corp	$1.28M	0.25%	0.01%	+41.4%	Q4 2020
VVisa Inc.	$1.24M	0.24%	0.00%	+0.1%	Q4 2020
BACBank of America Corp	$1.2M	0.24%	0.00%	-3.9%	Q4 2020
METAMeta Platforms, Inc.	$1.17M	0.23%	Not reported	+1.3%	Q4 2020
COSTCostco Wholesale Corp	$1.15M	0.23%	0.00%	+0.4%	Q2 2021
BALTBaltic Trading Ltd	$1.1M	0.22%	Not reported	+4.7%	Q4 2023
NFLXNetflix Inc	$1.06M	0.21%	0.00%	Not reported	Q1 2024
ORCLOracle Corp	$1.04M	0.21%	0.00%	0.0%	Q2 2021
DHRDanaher Corp	$1.04M	0.21%	0.00%	Not reported	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$989K	0.20%	Not reported	-9.2%	Q3 2024
AVGOBroadcom Inc.	$943K	0.19%	0.00%	+3.7%	Q2 2024
GOOGAlphabet Inc.	$897K	0.18%	Not reported	Not reported	Q4 2021
LRCXLam Research Corp	$875K	0.17%	0.00%	+0.2%	Q3 2024
DEDeere & Co	$772K	0.15%	0.00%	-19.2%	Q4 2020
CGCPCardiogenesis Corp	$745K	0.15%	Not reported	-7.9%	Q4 2022
LLYELI LILLY & Co	$603K	0.12%	0.00%	+1.2%	Q4 2023
PTYPimco Corporate & Income Opportunity Fund	$590K	0.12%	Not reported	+3.4%	Q4 2023
PLTRPalantir Technologies Inc.	$554K	0.11%	0.00%	-3.2%	Q1 2025
SLViShares Silver Trust	$493K	0.10%	0.00%	+3.6%	Q2 2025
XOMExxonMobil Holdings Corp	$470K	0.09%	0.00%	0.0%	Q4 2020
JNJJohnson & Johnson	$446K	0.09%	0.00%	0.0%	Q4 2020
AMATApplied Materials Inc	$439K	0.09%	0.00%	+0.1%	Q1 2023
TAt&T Inc.	$437K	0.09%	0.00%	+0.1%	Q4 2020
CATCaterpillar Inc	$412K	0.08%	0.00%	Not reported	Q3 2023
HDHome Depot, Inc.	$397K	0.08%	0.00%	+0.9%	Q2 2021
CVXChevron Corp	$397K	0.08%	0.00%	+0.3%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$386K	0.08%	0.00%	-3.7%	Q4 2023
CSCOCisco Systems, Inc.	$380K	0.08%	0.00%	-1.7%	Q2 2021
NEENextera Energy Inc	$378K	0.07%	0.00%	+0.5%	Q3 2024
AMDAdvanced Micro Devices Inc	$376K	0.07%	0.00%	+1.0%	Q3 2021
KLACKla Corp	$354K	0.07%	0.00%	Not reported	Q3 2024
CMICummins Inc	$346K	0.07%	0.00%	Not reported	Q1 2024
CCitigroup Inc	$344K	0.07%	0.00%	+0.1%	Q4 2023
PGPROCTER & GAMBLE Co	$325K	0.06%	0.00%	+0.3%	Q2 2021
MCDMcdonalds Corp	$311K	0.06%	0.00%	-3.9%	Q1 2023
MAMastercard Inc	$287K	0.06%	0.00%	Not reported	Q3 2024
IAUIshares Gold Trust	$285K	0.06%	0.00%	-9.3%	Q3 2024
GBTCGrayscale Bitcoin Trust ETF	$283K	0.06%	0.00%	-7.2%	Q1 2024

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