Madison Wealth Partners, Inc

Q1 2026 13F-HR Holdings

Location
Madison, WI
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
220
Total value ($000)
$626,955
Net value change ($000)
+78,878 (14.4%)
New positions
24
Sold out positions
11
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FMDE 43,749 12754.8%
UBND 26,694 324.1%
CGDV 26,336 NEW
QQQM 17,364 406.7%
BINC 1,929 4.5%
USTB 1,177 65.1%
VDC 927 57.4%
SCHD 682 62.7%
GLD 668 27.6%
FAST 651 NEW
Top Reduces (Value $000, Stocks/ETFs)
DGRO -26,252 -58.4%
ONEQ -17,390 -81.2%
IUSG -3,706 -5.5%
SCHM -2,035 -70.8%
MSFT -1,785 -20.1%
QQQ -1,165 -10.0%
DYNF -469 -1.3%
VUG -340 -7.8%
EXAS -337 -100.0%
IVV -318 -1.3%
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