Madison Wealth Partners, Inc

Q3 2025 13F-HR Holdings

Location
Madison, WI
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
184
Total value ($000)
$505,735
Net value change ($000)
+47,576 (10.4%)
New positions
15
Sold out positions
5
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DYNF 6,870 25.8%
BINC 4,089 11.7%
DGRO 3,629 9.2%
IUSG 3,279 5.3%
IUSV 2,643 9.7%
IJR 2,429 9.1%
AAPL 2,271 27.5%
VOO 2,097 141.5%
IVV 1,662 8.0%
UBND 1,484 42.4%
Top Reduces (Value $000, Stocks/ETFs)
FBND -1,087 -17.8%
BRK-B -316 -14.3%
DE -290 -27.3%
DAL -273 -100.0%
NOVT -256 -100.0%
ADBE -218 -100.0%
PGR -213 -100.0%
FTNT -206 -100.0%
SCHD -171 -24.5%
MGEE -125 -4.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type