Madison Wealth Partners, Inc ETF holdings
Madison, WI
Reported $670.8M in 186 ETFs in its Form 13F for June 30, 2026.
ETF value
$670.8M
ETFs held
186
Change from prior quarter
+23.0%
With price moves
ETFs as a share of its 13F
85.4%
of $785.9M
Top 10 of 186 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IUSG | iShares Core S&P U.S. Growth ETF | $77.1M | 409,922 | −632 shares |
| FMDE | Fidelity Enhanced Mid Cap Core ETF | $52.7M | 1,298,333 | +72,198 shares |
| BINC | iShares Flexible Income Active ETF | $47.6M | 909,176 | +47,374 shares |
| UBND | VictoryShares Core Plus Bond ETF | $37.1M | 1,707,703 | +103,945 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $36.2M | 532,715 | −77,025 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $35.2M | 319,929 | +7,804 shares |
| CGDV | Capital Group Dividend Value ETF | $31.1M | 630,760 | +11,675 shares |
| QQQM | Invesco NASDAQ 100 ETF | $30.1M | 99,497 | +8,451 shares |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | $28.4M | 319,045 | +14,111 shares |
| IVV | iShares Core S&P 500 ETF | $27.5M | 36,658 | +811 shares |
176 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001844424. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Madison Wealth Partners, Inc own?
Madison Wealth Partners, Inc reported 186 ETF positions worth $670.8M in its Form 13F for June 30, 2026. The largest was IUSG, at $77.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.