Madison Wealth Partners, Inc

13F filer, CIK 1844424, MADISON, WI

Madison Wealth Partners, Inc reported $337,627,072 across 148 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-24. Its ten largest share positions make up 60.24% of the portfolio.

Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001951757-24-001116

Period: 2024-09-30
Reported value: $338M
Holdings: 148
Top 10 weight: 60.24%
New: 25
Sold out: 4

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VIGadded	+15,176	$3.01M
DGROadded	+41,346	$2.59M
SCHBadded	+31,952	$2.13M
QQQadded	+3,990	$1.95M
VTInew	+5,574	$1.58M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
RSPreduced	-4,996	-$895K
ONEQreduced	-5,814	-$416K
Fexited	-26,524	-$333K
HYSexited	-3,239	-$300K
CSHIreduced	-5,337	-$266K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001951757-24-001116, largest first. % of portfolio is the value over $337,627,072, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DGROISHARES TR	844,149	$52.9M	15.67%	+41,346	Timeline
IUSGISHARES TR	341,373	$45M	13.34%	-1,085	Timeline
IUSVISHARES TR	238,390	$22.8M	6.74%	+14,578	Timeline
IVVISHARES TR	29,688	$17.1M	5.07%	+777	Timeline
ONEQFIDELITY COMWLTH TR	235,714	$16.9M	5%	-5,814	Timeline
IJHISHARES TR	185,471	$11.6M	3.42%	+2,417	Timeline
SCHBSCHWAB STRATEGIC TR	159,051	$10.6M	3.13%	+31,952	Timeline
AAPLAPPLE INC	40,194	$9.37M	2.77%	+5,142	Timeline
QQQINVESCO QQQ TR	18,829	$9.19M	2.72%	+3,990	Timeline
MSFTMICROSOFT CORP	18,523	$7.97M	2.36%	+1,989	Timeline
IXUSISHARES TR	93,993	$6.83M	2.02%	-919	Timeline
IJRISHARES TR	52,223	$6.11M	1.81%	+635	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	9,450	$5.42M	1.61%	+1,444	Timeline
RSPINVESCO EXCHANGE TRADED FD T	27,568	$4.94M	1.46%	-4,996	Timeline
FBNDFIDELITY MERRIMACK STR TR	103,140	$4.82M	1.43%	+4,482	Timeline
VIGVANGUARD SPECIALIZED FUNDS	22,943	$4.54M	1.35%	+15,176	Timeline
AMZNAMAZON COM INC	20,500	$3.82M	1.13%	+3,366	Timeline
ILCGISHARES TR	44,683	$3.76M	1.11%	+171	Timeline
IEFAISHARES TR	42,792	$3.34M	0.99%	+3,124	Timeline
VUGVANGUARD INDEX FDS	8,302	$3.19M	0.94%	+133	Timeline
ILCVISHARES TR	37,478	$3.08M	0.91%	+232	Timeline
MGEEMGE ENERGY INC	31,809	$2.91M	0.86%	+503	Timeline
UBNDVICTORY PORTFOLIOS II	121,756	$2.71M	0.8%	+41,324	Timeline
MUBISHARES TR	24,871	$2.7M	0.8%	-1,547	Timeline
GOOGLALPHABET INC	15,232	$2.53M	0.75%	+3,631	Timeline
NVDANVIDIA CORPORATION	18,205	$2.21M	0.65%	+6,225	Timeline
SCHGSCHWAB STRATEGIC TR	19,263	$2.01M	0.59%	+3,154	Timeline
QQQMINVESCO EXCH TRADED FD TR II	8,911	$1.79M	0.53%	+3,047	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,617	$1.66M	0.49%	+300	Timeline
CSHINEOS ETF TRUST	31,955	$1.59M	0.47%	-5,337	Timeline
VTIVANGUARD INDEX FDS	5,574	$1.58M	0.47%	new	Timeline
JPMJPMORGAN CHASE & CO	7,478	$1.58M	0.47%	-326	Timeline
DHRDANAHER CORP DEL	5,246	$1.46M	0.43%	0	Timeline
TSLATESLA INC	5,129	$1.34M	0.4%	-18	Timeline
SCHMSCHWAB STRATEGIC TR	15,846	$1.32M	0.39%	+3,790	Timeline
VGTVANGUARD WORLD FD	2,140	$1.26M	0.37%	+167	Timeline
PGXINVESCO EXCH TRADED FD TR II	98,345	$1.21M	0.36%	-2,314	Timeline
XYLDGLOBAL X FDS	28,557	$1.19M	0.35%	+2,736	Timeline
VOOVANGUARD INDEX FDS	2,231	$1.18M	0.35%	+456	Timeline
GLDSPDR GOLD TR	4,736	$1.15M	0.34%	new	Timeline
OEFISHARES TR	4,117	$1.14M	0.34%	+234	Timeline
SCHFSCHWAB STRATEGIC TR	27,144	$1.12M	0.33%	+4,745	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,232	$1.09M	0.32%	+227	Timeline
BOXXEA SERIES TRUST	9,841	$1.07M	0.32%	+3,270	Timeline
BALTINNOVATOR ETFS TRUST	34,311	$1.06M	0.31%	+470	Timeline
IEMGISHARES INC	18,001	$1.03M	0.31%	-27	Timeline
ITOTISHARES TR	7,966	$1M	0.3%	+101	Timeline
AGGISHARES TR	9,819	$994K	0.29%	-806	Timeline
SCHDSCHWAB STRATEGIC TR	11,738	$992K	0.29%	+108	Timeline
VVISA INC	3,579	$984K	0.29%	+727	Timeline
BACBANK OF AMER CORP	24,224	$961K	0.28%	+3,204	Timeline
CGMUCAPITAL GRP FIXED INCM ETF T	34,706	$953K	0.28%	-452	Timeline
VYMVANGUARD WHITEHALL FDS	7,274	$933K	0.28%	new	Timeline
LNTALLIANT ENERGY CORP	14,433	$876K	0.26%	-201	Timeline
VVVANGUARD INDEX FDS	3,082	$812K	0.24%	0	Timeline
LLYELI LILLY & CO	894	$792K	0.23%	+284	Timeline
MUNIPIMCO ETF TR	14,943	$792K	0.23%	+259	Timeline
SCHASCHWAB STRATEGIC TR	14,992	$772K	0.23%	-883	Timeline
METAMETA PLATFORMS INC	1,315	$753K	0.22%	-70	Timeline
SRLNSSGA ACTIVE ETF TR	17,056	$712K	0.21%	-121	Timeline
VBRVANGUARD INDEX FDS	3,526	$708K	0.21%	new	Timeline
DEDEERE & CO	1,695	$707K	0.21%	+226	Timeline
IVWISHARES TR	7,245	$694K	0.21%	0	Timeline
VTEBVANGUARD MUN BD FDS	13,440	$687K	0.2%	+196	Timeline
IMCGISHARES TR	9,206	$672K	0.2%	0	Timeline
VDEVANGUARD WORLD FD	5,473	$670K	0.2%	new	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	28,539	$660K	0.2%	-115	Timeline
IMCVISHARES TR	8,402	$644K	0.19%	0	Timeline
PTYPIMCO CORPORATE & INCOME OPP	42,325	$609K	0.18%	+991	Timeline
XLCSELECT SECTOR SPDR TR	6,597	$596K	0.18%	new	Timeline
IGVISHARES TR	6,435	$575K	0.17%	-11	Timeline
VEUVANGUARD INTL EQUITY INDEX F	8,990	$566K	0.17%	0	Timeline
SUBISHARES TR	5,305	$563K	0.17%	+89	Timeline
ORCLORACLE CORP	3,111	$530K	0.16%	0	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	647	$528K	0.16%	new
HDHOME DEPOT INC	1,276	$517K	0.15%	+21	Timeline
AVGOBROADCOM INC	2,854	$492K	0.15%	+2,716	Timeline
SOXXISHARES TR	2,116	$488K	0.14%	new	Timeline
XOMEXXON MOBIL CORP	4,008	$470K	0.14%	-231	Timeline
IWMISHARES TR	2,096	$463K	0.14%	-69	Timeline
VBVANGUARD INDEX FDS	1,944	$461K	0.14%	+561	Timeline
HDVISHARES TR	3,793	$446K	0.13%	-144	Timeline
GUNRFLEXSHARES TR	10,563	$436K	0.13%	new	Timeline
IWFISHARES TR	1,156	$434K	0.13%	-5	Timeline
JNJJOHNSON & JOHNSON	2,497	$405K	0.12%	+23	Timeline
HMOPHARTFORD FDS EXCHANGE TRADED	10,043	$396K	0.12%	-2,848	Timeline
FENIFIDELITY COVINGTON TRUST	13,054	$395K	0.12%	+2,665	Timeline
VTVVANGUARD INDEX FDS	2,245	$392K	0.12%	-6	Timeline
COMTISHARES U S ETF TR	14,875	$385K	0.11%	0	Timeline
ISCGISHARES TR	7,817	$383K	0.11%	0	Timeline
SMMUPIMCO ETF TR	7,494	$378K	0.11%	-222	Timeline
CVXCHEVRON CORPORATION	2,564	$378K	0.11%	0	Timeline
VNQVANGUARD INDEX FDS	3,848	$375K	0.11%	new	Timeline
CSCOCISCO SYS INC	6,896	$367K	0.11%	+15	Timeline
AMATAPPLIED MATLS INC	1,810	$366K	0.11%	+35	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	1,718	$364K	0.11%	+50	Timeline
KRESPDR SERIES TRUST	6,375	$361K	0.11%	-175	Timeline
PGPROCTER & GAMBLE CO	2,069	$358K	0.11%	+74	Timeline
NOVTNOVANTA INC	1,983	$355K	0.11%	new	Timeline
ISCVISHARES TR	5,587	$355K	0.11%	0	Timeline
TAT&T INC	15,999	$352K	0.1%	-4,955	Timeline
CATCATERPILLAR INC	888	$347K	0.1%	0	Timeline
IWPISHARES TR	2,891	$339K	0.1%	0	Timeline
IWDISHARES TR	1,762	$334K	0.1%	0	Timeline
VOVANGUARD INDEX FDS	1,264	$334K	0.1%	+215	Timeline
MAMASTERCARD INCORPORATED	667	$330K	0.1%	new	Timeline
IWBISHARES TR	1,041	$327K	0.1%	0	Timeline
MCDMCDONALDS CORP	1,072	$326K	0.1%	+17	Timeline
PEPPEPSICO INC	1,914	$325K	0.1%	+55	Timeline
GOOGALPHABET INC	1,903	$318K	0.09%	+167	Timeline
CCITIGROUP INC	5,045	$316K	0.09%	-46	Timeline
CARRCARRIER GLOBAL CORPORATION	3,813	$307K	0.09%	0	Timeline
ACWXISHARES TR	5,320	$304K	0.09%	0	Timeline
VYMIVANGUARD WHITEHALL FDS	4,109	$302K	0.09%	new	Timeline
EFGISHARES TR	2,750	$296K	0.09%	0	Timeline
HYGISHARES TR	3,677	$295K	0.09%	-92	Timeline
DALDELTA AIR LINES INC	5,767	$293K	0.09%	+1	Timeline
NKENIKE INC	3,156	$279K	0.08%	0	Timeline
IAUISHARES GOLD TR	5,593	$278K	0.08%	new	Timeline
TSCOTRACTOR SUPPLY CO	950	$277K	0.08%	0	Timeline
LOWLOWES COS INC	1,012	$274K	0.08%	-14	Timeline
EXASEXACT SCIENCES CORP	3,987	$272K	0.08%	new	Timeline
NEENEXTERA ENERGY INC	3,190	$270K	0.08%	new	Timeline
USTBVICTORY PORTFOLIOS II	5,254	$267K	0.08%	new	Timeline
CMICUMMINS INC	818	$265K	0.08%	0	Timeline
PAPRINNOVATOR ETFS TRUST	7,263	$261K	0.08%	0	Timeline
ADBEADOBE INC	499	$258K	0.08%	+9	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	4,159	$254K	0.08%	+437	Timeline
KLACKLA CORP	328	$254K	0.08%	new	Timeline
FTECFIDELITY COVINGTON TRUST	1,455	$254K	0.08%	-1	Timeline
USBUS BANCORP	5,548	$254K	0.08%	new	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	4,173	$248K	0.07%	new	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	4,175	$247K	0.07%	0	Timeline
IWSISHARES TR	1,821	$241K	0.07%	0	Timeline
PJANINNOVATOR ETFS TRUST	5,715	$236K	0.07%	-200	Timeline
EFVISHARES TR	4,013	$231K	0.07%	new	Timeline
CRWDCROWDSTRIKE HLDGS INC	807	$226K	0.07%	+8	Timeline
MPCMARATHON PETE CORP	1,384	$225K	0.07%	0	Timeline
SCHXSCHWAB STRATEGIC TR	3,305	$224K	0.07%	new	Timeline
PFEBINNOVATOR ETFS TRUST	6,185	$223K	0.07%	0	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	4,310	$221K	0.07%	+110	Timeline
IUSBISHARES TR	4,579	$216K	0.06%	0	Timeline
EFAISHARES TR	2,430	$203K	0.06%	-556	Timeline
ABBVABBVIE INC	1,025	$202K	0.06%	new	Timeline
AMGNAMGEN INC	625	$201K	0.06%	new	Timeline
AALAMERICAN AIRLINES GROUP INC	10,372	$117K	0.03%	new	Timeline
PHKPIMCO HIGH INCOME FD	21,350	$107K	0.03%	-1,750	Timeline
LWLGLIGHTWAVE LOGIC INC	15,258	$42.1K	0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
FFORD MTR CO	26,524	$333K	shares
HYSPIMCO ETF TR	3,239	$300K	shares
NFLXNETFLIX INC.	372	$251K	shares
IGLBISHARES TR	4,757	$238K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-24-001116	base		2024-10-24	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC