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Madison Wealth Partners, Inc — 13F Holdings & Portfolio

CIK 1844424 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Madison Wealth Partners, Inc manages $785.9M in 13F-reported U.S. long-equity assets across 292 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IUSG (9.81%), FMDE (6.70%), BINC (6.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 75 new positions and exited 3; 163 existing positions rose in reported value and 22 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$785.9M

Long-equity book

Holdings
292

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+75 / −3 / ↑163 / ↓22

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IUSG9.8% · -0%FMDE6.7% · +6%BINC6.1% · +6%UBND4.7% · +6%DYNF4.6% · -13%IUSV4.5% · +2%CGDV4.0% · +2%QQQM3.8% · +9%SMLF3.6% · +5%IVV3.5% · +2%DGRO2.6% · -0%AAPL2.1% · +7%IJH1.9% · +2%QQQ1.8% · +6%SCHB1.4% · -2%IXUS1.2% · +1%IJR1.2% · +3%MSFT1.1% · +21%VCSH1.0% · +1940%SPY1.0% · +6%VIG0.9% · +12%GOOGL0.9% · +15%BOXX0.9% · +48%SCHF0.8% · +10%NVDA0.8% · +15%VUG0.8% · +645%AMZN0.7% · +11%FENI0.6% · +44%FBND0.6% · -0%VOO0.6% · +7%ONEQ0.6% · -1%ILCG0.6% · -0%SCHG0.6% · -6%IEFA0.5% · +6%ILCV0.5% · -0%LRCX0.5% · +18%VTI0.4% · +8%USTB0.4% · +14%RSP0.4% · -5%BRK.B0.4% · -1%GLD0.4% · +5%VDC0.3% · +8%AVGO0.3% · +77%MGEE0.3% · +0%SCHD0.3% · +33%MU0.3% · +6%AMAT0.3% · +45%VGT0.3% · +857%TSLA0.3% · +16%COST0.3% · +7%IVW0.3% · -1%MUB0.3% · +2%JPM0.2% · +15%GOOG0.2% · +13%IEMG0.2% · +19%SOXX0.2% · 0%META0.2% · +34%CAT0.2% · +21%ITOT0.2% · +3%OEF0.2% · -0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 51.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 17, 2026.

Assets Under Management
$1.30B
Discretionary
$1.28B
Employees
17
Accounts
6,213
Address
1502 W BROADWAY
SUITE 301
MADISON, WI 53713
Phone
(608) 210-1021
Website
Name Title / Status Ownership Type
Kieler, Shane, Daniel ControlCO-CHIEF EXECUTIVE OFFICER
since Feb 2020
50–75%Individual
McFarland, Mark, Peter ControlCO-CHIEF EXECUTIVE OFFICER
since Feb 2020
50–75%Individual
SADZEWICZ, GERY, JOSEPHCHIEF COMPLIANCE OFFICER
since Jan 2026
Less than 5%Individual
Ownership & leadership changes · 4 filings with changes since Feb 3, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 8, 2026 filing
  • AddedSADZEWICZ, GERY, JOSEPH · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedMcFarland, Mark, Peter · title CO-CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER → CO-CHIEF EXECUTIVE OFFICER
Dec 13, 2021 filing
  • ChangedKieler, Shane, Daniel · title CO-CEO → CO-CHIEF EXECUTIVE OFFICER
  • ChangedMcFarland, Mark, Peter · title CO-CEO AND CHIEF COMPLIANCE OFFICER → CO-CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER
Dec 23, 2020 filing
  • ChangedKieler, Shane, Daniel · title MANAGING MEMBER / MANAGING PARTNER → CO-CEO
  • ChangedMcFarland, Mark, Peter · title MANAGING MEMBER / MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER → CO-CEO AND CHIEF COMPLIANCE OFFICER
Mar 6, 2020 filing
  • No longer listedRIA VENTURES, LLC · MANAGING MEMBER · 75% or more · control person · listed since Jan 2020
  • No longer listedWINN, CHRISTOPHER, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2020
  • No longer listedWINN, CHRISTOPHER, EDWARD · MANAGING MEMBER · 75% or more · indirect via RIA VENTURES, LLC · control person · listed since Feb 2016
  • AddedKieler, Shane, Daniel · MANAGING MEMBER / MANAGING PARTNER · 50–75% · control person
  • AddedMcFarland, Mark, Peter · MANAGING MEMBER / MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER · 50–75% · control person
Feb 3, 2020 filing (earliest on record)
  • ListedRIA VENTURES, LLC · MANAGING MEMBER · 75% or more · control person
  • ListedWINN, CHRISTOPHER, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedWINN, CHRISTOPHER, EDWARD · MANAGING MEMBER · 75% or more · indirect via RIA VENTURES, LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 163 →

Top Trims

Show all 22 →

New Positions

Show all 75 →

Exited Positions

Show all 3 →

Madison Wealth Partners, Inc Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IUSG 464287671 $77.1M 9.81% 409,922 SH
2 FIDELITY COVINGTON TRUST FMDE 31609A503 $52.7M 6.70% 1,298,333 SH
3 BLACKROCK ETF TRUST II BINC 092528603 $47.6M 6.06% 909,176 SH
4 VICTORY PORTFOLIOS II UBND 92647X863 $37.1M 4.72% 1,707,703 SH
5 BLACKROCK ETF TRUST DYNF 09290C103 $36.2M 4.61% 532,715 SH
6 ISHARES TR IUSV 464287663 $35.2M 4.48% 319,929 SH
7 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $31.1M 3.96% 630,760 SH
8 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $30.1M 3.84% 99,497 SH
9 ISHARES TR SMLF 46434V290 $28.4M 3.62% 319,045 SH
10 ISHARES TR IVV 464287200 $27.5M 3.49% 36,658 SH
11 ISHARES TR DGRO 46434V621 $20.2M 2.57% 266,037 SH
12 APPLE INC AAPL 037833100 $16.7M 2.12% 57,702 SH
13 ISHARES TR IJH 464287507 $15.0M 1.91% 194,744 SH
14 INVESCO QQQ TR QQQ 46090E103 $14.2M 1.81% 19,272 SH
15 SCHWAB STRATEGIC TR SCHB 808524102 $10.7M 1.36% 370,377 SH
16 ISHARES TR IXUS 46432F834 $9.6M 1.22% 100,263 SH
17 ISHARES TR IJR 464287804 $9.3M 1.18% 62,525 SH
18 MICROSOFT CORP MSFT 594918104 $8.7M 1.10% 23,220 SH
19 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $7.8M 0.99% 98,765 SH
20 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $7.5M 0.95% 10,009 SH
21 VANGUARD SPECIALIZED FUNDS VIG 921908844 $7.4M 0.94% 31,081 SH
22 ALPHABET INC GOOGL 02079K305 $6.8M 0.86% 19,021 SH
23 EA SERIES TRUST BOXX 02072L565 $6.7M 0.86% 57,519 SH
24 SCHWAB STRATEGIC TR SCHF 808524805 $6.1M 0.78% 221,464 SH
25 NVIDIA CORPORATION NVDA 67066G104 $6.1M 0.78% 30,492 SH
26 VANGUARD INDEX FDS VUG 922908736 $5.9M 0.75% 68,444 SH
27 AMAZON COM INC AMZN 023135106 $5.8M 0.73% 24,219 SH
28 FIDELITY COVINGTON TRUST FENI 31609A404 $5.0M 0.64% 125,355 SH
29 FIDELITY MERRIMACK STR TR FBND 316188309 $5.0M 0.63% 109,301 SH
30 VANGUARD INDEX FDS VOO 922908363 $4.9M 0.62% 7,132 SH
31 FIDELITY COMWLTH TR ONEQ 315912808 $4.9M 0.62% 47,044 SH
32 ISHARES TR ILCG 464287119 $4.8M 0.61% 40,983 SH
33 SCHWAB STRATEGIC TR SCHG 808524300 $4.4M 0.57% 131,239 SH
34 ISHARES TR IEFA 46432F842 $4.0M 0.51% 41,107 SH
35 ISHARES TR ILCV 464288109 $3.5M 0.45% 35,051 SH
36 LAM RESEARCH CORP LRCX 512807306 $3.5M 0.45% 8,172 SH
37 VANGUARD INDEX FDS VTI 922908769 $3.4M 0.44% 9,253 SH
38 VICTORY PORTFOLIOS II USTB 92647N535 $3.4M 0.43% 67,190 SH
39 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $3.2M 0.41% 15,243 SH
40 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.2M 0.40% 6,331 SH
41 SPDR GOLD TR GLD 78463V107 $2.8M 0.35% 7,570 SH
42 VANGUARD WORLD FD VDC 92204A207 $2.7M 0.35% 12,172 SH
43 BROADCOM INC AVGO 11135F101 $2.6M 0.33% 6,961 SH
44 MGE ENERGY INC MGEE 55277P104 $2.6M 0.33% 31,812 SH
45 SCHWAB STRATEGIC TR SCHD 808524797 $2.4M 0.31% 76,620 SH
46 MICRON TECHNOLOGY INC MU 595112103 $2.4M 0.31% 2,086 SH
47 APPLIED MATLS INC AMAT 038222105 $2.4M 0.30% 3,312 SH
48 VANGUARD WORLD FD VGT 92204A702 $2.3M 0.30% 19,613 SH
49 TESLA INC TSLA 88160R101 $2.3M 0.29% 5,360 SH
50 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.2M 0.28% 2,374 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $785.9M 292 0001104659-26-094666
2026-03-31 2026-04-30 $627.0M 220 0001104659-26-052362
2025-12-31 2026-02-10 $548.1M 207 0001104659-26-012404
Filer Information
Address
1502 WEST BROADWAY STREET
SUITE 301
MADISON, WI 53713
Phone
(608) 210-1021
Filing Manager
Madison Wealth Partners, Inc
MADISON, WI
Signatory
Mark McFarland
Co-CEO & CCO