Madison Wealth Partners, Inc

Q3 2026 13F-HR Holdings

Location
Madison, WI
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
348
Total value ($000)
$957,515
Net value change ($000)
+171,655 (21.8%)
New positions
71
Sold out positions
15
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FLXR 30,693 2483.3%
XAGG 30,692 2805.5%
VCIT 29,930 2298.8%
QQQM 29,550 98.0%
VFMO 28,362 2119.7%
DFIC 26,287 2144.1%
FENI 26,198 520.7%
DFUS 24,814 2511.5%
FDMO 24,578 2312.1%
VCSH 24,097 308.7%
Top Reduces (Value $000, Stocks/ETFs)
IUSG -48,657 -63.1%
BINC -39,687 -83.4%
UBND -30,366 -81.8%
CGDV -30,273 -97.4%
IUSV -29,192 -82.8%
SMLF -25,507 -89.7%
FMDE -18,225 -34.6%
SCHWAB STRATEGIC TRUST -5,145 -83.9%
DYNF -3,798 -10.5%
XOM -1,393 -100.0%
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