Madison Wealth Partners, Inc
CIK 1844424 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- IUSG9.81%
- FMDE6.70%
- BINC6.06%
- UBND4.72%
- DYNF4.61%
- IUSV4.48%
- CGDV3.96%
- QQQM3.84%
- SMLF3.62%
- IVV3.49%
Share classes counted separately51.29%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BINCWeight decreased · -1.08 pp7.14% → 6.06%Shares +47.37K (+5.50%)
- DYNFWeight decreased · -1.05 pp5.66% → 4.61%Shares -77.03K (-12.63%)
- VCSHWeight increased · +0.93 pp0.06% → 0.99%Shares +93.92K (+1,939.76%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $77.10M | 9.81% | 409.92K shares | 10.16% → 9.81%-0.35 pp -632 (-0.15%) | Reduced | ↗▾ |
| 02 | FMDEFIDELITY ENHANCED MID CAP COENH MID COR ETF View history and evidence | $52.69M | 6.70% | 1.30M shares | 7.03% → 6.70%-0.33 pp +72.20K (+5.89%) | Added | ↗▾ |
| 03 | BINCISHARES FLEX I A ETF-USD INCISHA FLEX IN ETF View history and evidence | $47.59M | 6.06% | 909.18K shares | 7.14% → 6.06%-1.08 pp +47.37K (+5.50%) | Added | ↗▾ |
| 04 | UBNDVICTORYSHARES CORE PLUS BONDCORE PLUS BD ETF View history and evidence | $37.10M | 4.72% | 1.71M shares | 5.57% → 4.72%-0.85 pp +103.94K (+6.48%) | Added | ↗▾ |
| 05 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $36.23M | 4.61% | 532.72K shares | 5.66% → 4.61%-1.05 pp -77.03K (-12.63%) | Reduced | ↗▾ |
| 06 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $35.24M | 4.48% | 319.93K shares | 5.09% → 4.48%-0.61 pp +7.80K (+2.50%) | Added | ↗▾ |
| 07 | CGDVCAP GROUP DIVIDEND VALUESHS CREAT UNIT View history and evidence | $31.08M | 3.96% | 630.76K shares | 4.20% → 3.96%-0.24 pp +11.68K (+1.89%) | Added | ↗▾ |
| 08 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $30.14M | 3.84% | 99.50K shares | 3.45% → 3.84%+0.39 pp +8.45K (+9.28%) | Added | ↗▾ |
| 09 | SMLFISHARES US SMALLCAP EQUITY FUS SML CAP EQT View history and evidence | $28.44M | 3.62% | 319.05K shares | 3.67% → 3.62%-0.05 pp +14.11K (+4.63%) | Added | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $27.45M | 3.49% | 36.66K shares | 3.73% → 3.49%-0.24 pp +811 (+2.26%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UOCT INNOVATOR U.S. EQUITY ULTRA | Non-derivative | -7,261 | -$277.66K | SEC filing ↗ | SEC filing ↗ |
| UNOV INNOVATOR U.S. EQUITY ULTRA | Non-derivative | -6,193 | -$230.81K | SEC filing ↗ | SEC filing ↗ |
| TSCO TRACTOR SUPPLY COMPANY | Non-derivative | -4,760 | -$215.62K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1844424 · Period Jun 30, 2026
Data loaded Oct 15, 2026 · First reported Aug 12, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 785860140
}Research all 292 reported holdings.
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