account_balance

Investment manager · 13F filer · SEC CIK 1844424

Madison Wealth Partners, Inc

Reported value$958Mas of Sep 30, 2026

Positions348 70 new, 14 sold out

Top 10 weight35.8%QQQM alone is 6%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

QQQMInvesco Exch Traded Fd Tr II

6.2%Added +97%

FMDEFidelity Covington Trust

3.6%Trimmed −34%

DYNFBlackRock ETF Trust

3.4%Trimmed −12%

FLXRTCW ETF Trust

3.3%Added +2570%

VCSHVanguard Scottsdale FDS

3.3%Added +318%

XAGGMorgan Stanley ETF Trust

3.3%Added +2915%

VCITVanguard Scottsdale FDS

3.3%Added +2432%

FENIFidelity Covington Trust

3.3%Added +524%

VFMOVanguard Wellington Fd

3.1%Added +2340%

IVViShares Tr

3.0%

IUSGiShares Tr

3.0%Trimmed −64%

DFICDimensional ETF Trust

2.9%Added +2123%

QQQMInvesco Exch Traded Fd Tr II

6.2%Added +97%

FMDEFidelity Covington Trust

3.6%

DYNFBlackRock ETF Trust

3.4%

FLXRTCW ETF Trust

3.3%+2570%

VCSHVanguard Scottsdale FDS

3.3%+318%

XAGGMorgan Stanley ETF Trust

3.3%+2915%

VCITVanguard Scottsdale FDS

3.3%

FENIFidelity Covington Trust

3.3%

VFMOVanguard Wellington Fd

3.1%

IVViShares Tr

3.0%

IUSGiShares Tr

3.0%

DFICDimensional ETF Trust

2.9%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

QQQM Invesco Exch Traded Fd Tr II 6.2% Added +97%

FMDE Fidelity Covington Trust 3.6% Trimmed −34%

DYNF BlackRock ETF Trust 3.4% Trimmed −12%

FLXR TCW ETF Trust 3.3% Added +2570%

VCSH Vanguard Scottsdale FDS 3.3% Added +318%

XAGG Morgan Stanley ETF Trust 3.3% Added +2915%

VCIT Vanguard Scottsdale FDS 3.3% Added +2432%

FENI Fidelity Covington Trust 3.3% Added +524%

VFMO Vanguard Wellington Fd 3.1% Added +2340%

IVV iShares Tr 3.0% Held

IUSG iShares Tr 3.0% Trimmed −64%

DFIC Dimensional ETF Trust 2.9% Added +2123%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 12, 2026 filing

add_circleNew

VFMF $12.3M
IYW $1.22M
PWR $973K
MCK $600K

arrow_upwardAdded

XAGG +2915%
FLXR +2570%
DFUS +2477%
VCIT +2432%

arrow_downwardTrimmed

SMLF −89%
BINC −83%
IUSV −83%
UBND −81%

remove_circleSold out

USB $326K
UDEC $276K
UJAN $276K
CBSH $253K

Madison Wealth Partners, Inc

Where the money is

Biggest moves since Jun 30, 2026

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