SEC 13F Intelligence

Managers / Q1 2026

Madison Wealth Partners, Inc

CIK 0001844424 · 1502 WEST BROADWAY STREET, SUITE 301, MADISON, WI, 53713 · (608) 210-1021

Reported Value
$627M
Q1 2026
Positions
220
Filings on Record
22
2019–present window
Filed
Apr 30, 2026
original filing

Summary

Madison Wealth Partners, Inc reported $627M in U.S.-listed holdings across 220 positions for Q1 2026.

Its largest position, IUSG, represents 10.2% of the portfolio.

Compared with Q4 2025, the fund opened 24 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $149MQ4 ’20Q1 ’21: $142MQ2 ’21: $175MQ3 ’21: $177MQ3 ’21Q4 ’21: $199MQ1 ’22: $179MQ2 ’22: $157MQ2 ’22Q3 ’22: $153MQ4 ’22: $171.4BQ1 ’23: $198MQ1 ’23Q2 ’23: $214MQ3 ’23: $198MQ4 ’23: $252MQ4 ’23Q1 ’24: $276MQ2 ’24: $292MQ3 ’24: $338MQ3 ’24Q4 ’24: $358MQ1 ’25: $405MQ2 ’25: $458MQ2 ’25Q3 ’25: $506MQ4 ’25: $548MQ1 ’26: $627MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 87.0%Common Stock: 12.7%Closed-End Fund: 0.1%REIT: 0.1%ADR: 0.0%Other: 0.0%
  • ETP · 87.0% · $545M
  • Common Stock · 12.7% · $80M
  • Closed-End Fund · 0.1% · $775,489
  • REIT · 0.1% · $692,010
  • ADR · 0.0% · $242,833
  • Other · 0.0% · $202,086

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$627M220Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$548M207Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$506M184Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$458M174Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$405M157Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$358M152Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$338M148Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$292M127Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$276M124Apr 29, 202413F-HRchanges · EDGAR ↗
Q4 2023$252M117Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$198M95Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$214M92Jul 20, 202313F-HRchanges · EDGAR ↗
Q1 2023$198M85Apr 20, 202313F-HRchanges · EDGAR ↗
Q4 2022$171.4B78Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$153M69Oct 24, 202213F-HRchanges · EDGAR ↗
Q2 2022$157M77Jul 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$179M79May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$199M77Jan 19, 202213F-HRchanges · EDGAR ↗
Q3 2021$177M73Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$175M72Jul 19, 202113F-HRchanges · EDGAR ↗
Q1 2021$142M54May 18, 202113F-HRchanges · EDGAR ↗
Q4 2020$149M55Feb 16, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.