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Madison Wealth Partners, Inc.
Madison Wealth Partners, Inc. is a fiduciary, fee-only registered investment adviser headquartered in Madison, Wisconsin with multiple offices across the state. Founded in 2021, the firm serves individual and institutional clients, providing independent and objective financial planning and investment management services. As of March 2025, Madison Wealth Partners manages approximately $1.1 billion in client assets and has 16 employees, with a strong focus on investor service and client-centric planning.
Investment Strategy
Madison Wealth Partners, Inc. employs an independent, fiduciary approach focused on objective guidance tailored to each client's financial situation. The firm is fee-only, avoiding commissions or product-driven incentives, and provides personalized investment management utilizing diversified strategies across equities, ETFs, and fixed income. Their philosophy centers on long-term planning, transparency, and aligning advisory interests strictly with those of their clients, building portfolios to meet unique objectives and risk tolerances.
Latest 13F Filing Activity
Madison Wealth Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 172 equity positions with a total 13F market value of $458M. The fund increased holdings in Ishares TR, Fidelity Comwlth TR, Blackrock Etf Trust among other positions. Madison Wealth Partners, Inc. reduced exposure to Apple Inc., Ishares TR, Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSG | ISHARES TR | 13.40% | $61.4M | 408,133 | $99.27 | $150.40 | +$11.8M |
D DGRO | ISHARES TR | 8.61% | $39.4M | 616,732 | $49.21 | $63.94 | +$1.6M |
B BINC | BLACKROCK ETF TRUST II | 7.65% | $35.1M | 663,631 | $52.38 | $52.84 | +$557.2K |
I IUSV | ISHARES TR | 5.94% | $27.2M | 287,645 | $77.61 | $94.63 | +$1.3M |
I IJR | ISHARES TR | 5.85% | $26.8M | 245,107 | $103.38 | $109.29 | +$4.2M |
Industry Allocation
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