Madison Wealth Partners, Inc - Portfolio overview

Madison Wealth Partners, Inc has 231 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IUSG - ISHARES TR, 10.12%
2. BINC - BLACKROCK ETF TRUST II, 7.11%
3. FMDE - FIDELITY COVINGTON TRUST, 7.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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