Managers / Q1 2023 · view latest →
Madison Wealth Partners, Inc
CIK 0001844424 · 1502 WEST BROADWAY STREET, SUITE 301, MADISON, WI, 53713 · (608) 210-1021
Reported Value
$198M
Q1 2023
Positions
85
Filings on Record
22
2019–present window
Filed
Apr 20, 2023
original filing
Summary
Madison Wealth Partners, Inc reported $198M in U.S.-listed holdings across 85 positions for Q1 2023.
Its largest position, IUSG, represents 16.5% of the portfolio.
Compared with Q4 2022, the fund opened 10 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 88.1% · $175M
- Common Stock · 11.9% · $24M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $627M | 220 | Apr 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $548M | 207 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $506M | 184 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $458M | 174 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $405M | 157 | Apr 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $358M | 152 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $338M | 148 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $292M | 127 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $276M | 124 | Apr 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $252M | 117 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $198M | 95 | Nov 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $214M | 92 | Jul 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $198M | 85 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $171.4B | 78 | Jan 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $153M | 69 | Oct 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $157M | 77 | Jul 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $179M | 79 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $199M | 77 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $177M | 73 | Nov 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $175M | 72 | Jul 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $142M | 54 | May 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $149M | 55 | Feb 16, 2021 | 13F-HR | changes · 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 ↗.