Madison Wealth Partners, Inc

Q4 2025 13F-HR Holdings

Location
Madison, WI
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$548,077
Net value change ($000)
+42,342 (8.4%)
New positions
28
Sold out positions
5
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SMLF 22,746 NEW
BINC 3,669 9.4%
UBND 3,251 65.2%
AAPL 3,159 30.0%
IUSG 2,725 4.2%
DYNF 2,455 7.3%
IUSV 2,124 7.1%
SCHWAB STRATEGIC TRUST 2,030 76.8%
SCHG 1,907 78.0%
DGRO 1,890 4.4%
Top Reduces (Value $000, Stocks/ETFs)
IJR -21,858 -74.8%
SCHB -3,948 -29.0%
RSP -1,083 -25.7%
XYLD -678 -48.6%
MSFT -584 -6.2%
PGX -498 -61.0%
SRLN -448 -61.9%
VTI -411 -13.6%
ORCL -383 -36.8%
PTY -337 -57.1%
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