Madison Wealth Partners, Inc
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ISHARES TR | 0 | 303,766 | +303,766 | 0 | 22,746,029 | +22,746,029 |
| BLACKROCK ETF TRUST II | 0 | 811,527 | +811,527 | 0 | 42,824,275 | +42,824,275 |
| VICTORY PORTFOLIOS II | 0 | 374,374 | +374,374 | 0 | 8,236,237 | +8,236,237 |
| APPLE INC | 0 | 50,344 | +50,344 | 0 | 13,686,594 | +13,686,594 |
| ISHARES TR | 0 | 401,259 | +401,259 | 0 | 67,387,378 | +67,387,378 |
| BLACKROCK ETF TRUST | 0 | 591,085 | +591,085 | 0 | 35,943,895 | +35,943,895 |
| ISHARES TR | 0 | 311,949 | +311,949 | 0 | 31,987,231 | +31,987,231 |
| SCHWAB STRATEGIC TR | 0 | 194,374 | +194,374 | 0 | 4,672,751 | +4,672,751 |
| SCHWAB STRATEGIC TR | 0 | 133,405 | +133,405 | 0 | 4,351,684 | +4,351,684 |
| ISHARES TR | 0 | 647,554 | +647,554 | 0 | 44,953,213 | +44,953,213 |
| ALPHABET INC | 0 | 15,081 | +15,081 | 0 | 4,720,334 | +4,720,334 |
| VANGUARD WORLD FD | 0 | 7,644 | +7,644 | 0 | 1,614,817 | +1,614,817 |
| ISHARES TR | 0 | 34,651 | +34,651 | 0 | 23,734,138 | +23,734,138 |
| ISHARES TR | 0 | 15,800 | +15,800 | 0 | 1,947,491 | +1,947,491 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 6,046 | +6,046 | 0 | 3,038,782 | +3,038,782 |
| SCHWAB STRATEGIC TR | 0 | 95,639 | +95,639 | 0 | 2,875,853 | +2,875,853 |
| INVESCO QQQ TR | 0 | 19,003 | +19,003 | 0 | 11,673,728 | +11,673,728 |
| SELECT SECTOR SPDR TR | 0 | 6,833 | +6,833 | 0 | 804,356 | +804,356 |
| COSTCO WHSL CORP NEW | 0 | 2,109 | +2,109 | 0 | 1,818,692 | +1,818,692 |
| NVIDIA CORPORATION | 0 | 21,720 | +21,720 | 0 | 4,050,783 | +4,050,783 |
| VANGUARD SPECIALIZED FUNDS | 0 | 26,770 | +26,770 | 0 | 5,883,417 | +5,883,417 |
| PACER FDS TR | 0 | 10,036 | +10,036 | 0 | 603,866 | +603,866 |
| EA SERIES TRUST | 0 | 35,764 | +35,764 | 0 | 4,116,382 | +4,116,382 |
| SCHWAB STRATEGIC TR | 0 | 39,628 | +39,628 | 0 | 1,087,000 | +1,087,000 |
| SPDR GOLD TR | 0 | 6,115 | +6,115 | 0 | 2,423,504 | +2,423,504 |
| ALPHABET INC | 0 | 4,442 | +4,442 | 0 | 1,393,996 | +1,393,996 |
| FIDELITY COVINGTON TRUST | 0 | 71,652 | +71,652 | 0 | 2,621,032 | +2,621,032 |
| VANGUARD SCOTTSDALE FDS | 0 | 5,715 | +5,715 | 0 | 455,628 | +455,628 |
| SELECT SECTOR SPDR TR | 0 | 9,982 | +9,982 | 0 | 446,280 | +446,280 |
| INVESCO EXCHANGE TRADED FD T | 0 | 4,040 | +4,040 | 0 | 413,773 | +413,773 |
| SPDR SERIES TRUST | 0 | 2,951 | +2,951 | 0 | 410,627 | +410,627 |
| FIDELITY COMWLTH TR | 0 | 234,437 | +234,437 | 0 | 21,427,575 | +21,427,575 |
| WELLS FARGO CO NEW | 0 | 4,103 | +4,103 | 0 | 382,437 | +382,437 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 8,533 | +8,533 | 0 | 378,353 | +378,353 |
| BLUEROCK PVT REAL ESTATE FD | 0 | 25,190 | +25,190 | 0 | 377,852 | +377,852 |
| ISHARES TR | 0 | 2,838 | +2,838 | 0 | 601,762 | +601,762 |
| ISHARES TR | 0 | 8,006 | +8,006 | 0 | 372,591 | +372,591 |
| VANGUARD WHITEHALL FDS | 0 | 7,107 | +7,107 | 0 | 639,602 | +639,602 |
| INVESCO EXCH TRADED FD TR II | 0 | 16,883 | +16,883 | 0 | 4,270,101 | +4,270,101 |
| INVESCO EXCH TRADED FD TR II | 0 | 9,332 | +9,332 | 0 | 328,026 | +328,026 |
| ISHARES TR | 0 | 2,295 | +2,295 | 0 | 323,956 | +323,956 |
| WALMART INC | 0 | 2,728 | +2,728 | 0 | 303,934 | +303,934 |
| ALPS ETF TR | 0 | 5,266 | +5,266 | 0 | 303,859 | +303,859 |
| PROGRESSIVE CORP | 0 | 1,312 | +1,312 | 0 | 298,850 | +298,850 |
| ISHARES TR | 0 | 193,848 | +193,848 | 0 | 12,793,975 | +12,793,975 |
| ISHARES TR | 0 | 98,072 | +98,072 | 0 | 8,300,812 | +8,300,812 |
| SSGA ACTIVE ETF TR | 0 | 6,689 | +6,689 | 0 | 276,055 | +276,055 |
| LAM RESEARCH CORP | 0 | 6,697 | +6,697 | 0 | 1,146,344 | +1,146,344 |
| VANGUARD INDEX FDS | 0 | 6,137 | +6,137 | 0 | 3,848,694 | +3,848,694 |
| GE AEROSPACE | 0 | 851 | +851 | 0 | 262,204 | +262,204 |
| BLACKROCK ETF TRUST | 0 | 8,254 | +8,254 | 0 | 261,487 | +261,487 |
| ABBOTT LABS | 0 | 2,065 | +2,065 | 0 | 258,709 | +258,709 |
| ISHARES SILVER TR | 0 | 11,638 | +11,638 | 0 | 749,720 | +749,720 |
| VANGUARD INDEX FDS | 0 | 2,832 | +2,832 | 0 | 730,469 | +730,469 |
| NOVANTA INC | 0 | 1,983 | +1,983 | 0 | 235,957 | +235,957 |
| FIRST TR EXCHANGE TRADED FD | 0 | 1,493 | +1,493 | 0 | 228,428 | +228,428 |
| ELI LILLY & CO | 0 | 771 | +771 | 0 | 828,915 | +828,915 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 727 | +727 | 0 | 221,063 | +221,063 |
| DUKE ENERGY CORP NEW | 0 | 1,849 | +1,849 | 0 | 216,754 | +216,754 |
| XCEL ENERGY INC | 0 | 2,914 | +2,914 | 0 | 215,263 | +215,263 |
| JOHNSON & JOHNSON | 0 | 3,192 | +3,192 | 0 | 660,640 | +660,640 |
| SPDR SERIES TRUST | 0 | 872 | +872 | 0 | 210,412 | +210,412 |
| FIDELITY COVINGTON TRUST | 0 | 2,808 | +2,808 | 0 | 208,578 | +208,578 |
| INVESCO EXCHANGE TRADED FD T | 0 | 3,644 | +3,644 | 0 | 208,218 | +208,218 |
| VANGUARD INDEX FDS | 0 | 686 | +686 | 0 | 207,281 | +207,281 |
| TJX COS INC NEW | 0 | 1,348 | +1,348 | 0 | 207,066 | +207,066 |
| AMGEN INC | 0 | 633 | +633 | 0 | 207,054 | +207,054 |
| BROADCOM INC | 0 | 3,320 | +3,320 | 0 | 1,149,155 | +1,149,155 |
| MICRON TECHNOLOGY INC | 0 | 1,590 | +1,590 | 0 | 453,861 | +453,861 |
| ADOBE INC | 0 | 579 | +579 | 0 | 202,644 | +202,644 |
| AMAZON COM INC | 0 | 19,713 | +19,713 | 0 | 4,550,180 | +4,550,180 |
| DISNEY WALT CO | 0 | 3,503 | +3,503 | 0 | 398,556 | +398,556 |
| ISHARES TR | 0 | 34,728 | +34,728 | 0 | 3,276,912 | +3,276,912 |
| ABBVIE INC | 0 | 1,817 | +1,817 | 0 | 415,259 | +415,259 |
| PROCTER AND GAMBLE CO | 0 | 3,473 | +3,473 | 0 | 497,758 | +497,758 |
| FIDELITY GREENWOOD STREET TR | 0 | 15,674 | +15,674 | 0 | 484,478 | +484,478 |
| DANAHER CORPORATION | 0 | 5,273 | +5,273 | 0 | 1,207,095 | +1,207,095 |
| MCDONALDS CORP | 0 | 1,510 | +1,510 | 0 | 461,408 | +461,408 |
| SPDR S&P 500 ETF TR | 0 | 9,172 | +9,172 | 0 | 6,254,772 | +6,254,772 |
| ADVANCED MICRO DEVICES INC | 0 | 2,449 | +2,449 | 0 | 524,497 | +524,497 |
| VANGUARD INDEX FDS | 0 | 4,024 | +4,024 | 0 | 852,233 | +852,233 |
| EXXON MOBIL CORP | 0 | 5,064 | +5,064 | 0 | 609,456 | +609,456 |
| ISHARES TR | 0 | 38,769 | +38,769 | 0 | 3,468,281 | +3,468,281 |
| MASTERCARD INCORPORATED | 0 | 735 | +735 | 0 | 419,438 | +419,438 |
| CROWDSTRIKE HLDGS INC | 0 | 1,099 | +1,099 | 0 | 515,238 | +515,238 |
| RTX CORPORATION | 0 | 1,892 | +1,892 | 0 | 347,053 | +347,053 |
| VANGUARD INDEX FDS | 0 | 8,924 | +8,924 | 0 | 4,353,781 | +4,353,781 |
| APPLIED MATLS INC | 0 | 2,168 | +2,168 | 0 | 557,242 | +557,242 |
| META PLATFORMS INC | 0 | 1,951 | +1,951 | 0 | 1,288,053 | +1,288,053 |
| FIDELITY MERRIMACK STR TR | 0 | 111,743 | +111,743 | 0 | 5,144,668 | +5,144,668 |
| ISHARES TR | 0 | 2,609 | +2,609 | 0 | 642,135 | +642,135 |
| CATERPILLAR INC | 0 | 916 | +916 | 0 | 524,854 | +524,854 |
| TESLA INC | 0 | 4,323 | +4,323 | 0 | 1,943,950 | +1,943,950 |
| ISHARES INC | 0 | 17,427 | +17,427 | 0 | 1,171,438 | +1,171,438 |
| EXACT SCIENCES CORP | 0 | 3,316 | +3,316 | 0 | 336,784 | +336,784 |
| PALANTIR TECHNOLOGIES INC | 0 | 3,710 | +3,710 | 0 | 659,453 | +659,453 |
| VISA INC | 0 | 3,805 | +3,805 | 0 | 1,334,517 | +1,334,517 |
| HOME DEPOT INC | 0 | 1,425 | +1,425 | 0 | 490,210 | +490,210 |
| ISHARES TR | 0 | 4,190 | +4,190 | 0 | 299,214 | +299,214 |
| ISHARES TR | 0 | 1,428 | +1,428 | 0 | 283,727 | +283,727 |