Madison Wealth Partners, Inc
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 785,860
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 292 | 785,860 | 13F-HR | Madison Wealth Partners, Inc |
| 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 | 173.9 K | 22.1% | 3.194 K | 0 | 3.194 K |
| ETFs | 611.7 K | 77.8% | 155.7 K | 0 | 155.7 K |
| Debt | 237 | 0.0% | 0 | 31 | -31 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
785,860
Holdings
292
QoQ value change ($000)
158,905
(25.3%)
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.