Madison Wealth Partners, Inc
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 626,955
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 220 | 626,955 | 13F-HR | Madison Wealth Partners, Inc |
| Q4 2025 | 2/10/2026 | 207 | 548,077 | 13F-HR | Madison Wealth Partners, Inc |
| Q3 2025 | 11/12/2025 | 184 | 505,735 | 13F-HR | Madison Wealth Partners, Inc |
| Q2 2025 | 7/29/2025 | 174 | 458,159 | 13F-HR | Madison Wealth Partners, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170.7 K | 27.2% | 0 | 183.7 K | -183.7 K |
| ETFs | 456 K | 72.7% | 263 K | 0 | 263 K |
| Debt | 268 | 0.0% | 0 | 2 | -2 |
| Other | 0 | 0.0% | 0 | 373 | -373 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
626,955
Holdings
220
QoQ value change ($000)
78,878
(14.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.