Madison Wealth Partners, Inc

Q2 2026 13F-HR Holdings

Location
Madison, WI
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
292
Total value ($000)
$785,860
Net value change ($000)
+158,905 (25.3%)
New positions
75
Sold out positions
3
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IUSG 13,421 21.1%
FMDE 8,594 19.5%
QQQM 8,511 39.3%
VCSH 7,421 1932.6%
SMLF 5,421 23.6%
CGDV 4,748 18.0%
IVV 4,037 17.2%
QQQ 3,683 35.0%
IUSV 3,325 10.4%
AAPL 3,025 22.1%
Top Reduces (Value $000, Stocks/ETFs)
GLD -303 -9.8%
UOCT -278 -100.0%
NFLX -257 -26.7%
UNOV -231 -100.0%
TSCO -216 -100.0%
SLV -164 -18.6%
AGG -134 -12.9%
VDE -120 -11.0%
T -114 -23.1%
IUSB -97 -26.1%
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