Madison Wealth Partners
Madison Wealth Partners reported 292 stocks worth $786M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are IUSG (9.8%), FMDE (6.7%) and BINC (6.1%). Compared with Q1 2026, the fund opened new positions in VFMO, VCIT and FLXR, added to FMDE, BINC and UBND, trimmed IUSG, DYNF and DGRO and sold out of UOCT, UNOV and TSCO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IUSG Ishares TR | $77.1M | 9.8% | 410K | −632 (−0%) | 8 of 8 | |
| 2 |  FMDE Fidelity Enhanced Mid Cap ETF | $52.7M | 6.7% | 1.3M | +72K (+6%) | 5 of 8 | |
| 3 |  BINC Blackrock ETF Trust II | $47.6M | 6.1% | 909K | +47K (+5%) | 6 of 8 | |
| 4 |  UBND Victory Portfolios II | $37.1M | 4.7% | 1.7M | +104K (+6%) | 8 of 8 | |
| 5 |  DYNF Blackrock ETF Trust | $36.2M | 4.6% | 533K | −77K (−13%) | 6 of 8 | |
| 6 |  IUSV Ishares TR | $35.2M | 4.5% | 320K | +7,804 (+3%) | 8 of 8 | |
| 7 |  CGDV Capital Group Dividend | $31.1M | 4.0% | 631K | +12K (+2%) | 2 of 8 | |
| 8 |  QQQM Invesco Nasdaq | $30.1M | 3.8% | 99K | +8,451 (+9%) | 8 of 8 | |
| 9 |  SMLF Ishares TR | $28.4M | 3.6% | 319K | +14K (+5%) | 3 of 8 | |
| 10 |  IVV Ishares TR | $27.5M | 3.5% | 37K | +811 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Madison Wealth Partners 13F FAQ
What does Madison Wealth Partners own?
Madison Wealth Partners reported 292 stocks worth $786M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are IUSG (9.8%), FMDE (6.7%) and BINC (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Madison Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 75 new positions, 152 added to, 42 trimmed and 3 sold out. New positions include VFMO, VCIT and FLXR. It sold all of UOCT, UNOV and TSCO.
When will Madison Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Madison Wealth Partners's portfolio worth?
The Q2 2026 filing reports $786M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.