Madison Wealth Partners, Inc
Madison Wealth Partners, Inc reported 292 holdings worth US$786M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Madison Wealth Partners, Inc reported 292 holdings worth US$786M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 292
- Value as reported
- US$786M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 57,702 | US$16.7M | 2.1% |
| Microsoft Corp. | 23,220 | US$8.66M | 1.1% |
| Alphabet Inc (google) Class C | 24,160 | US$8.63M | 1.1% |
| Nvidia Corporation | 30,492 | US$6.1M | 0.78% |
| Amazon.com, Inc. | 24,219 | US$5.77M | 0.73% |
| Lam Research Corporation | 8,172 | US$3.54M | 0.45% |
| Berkshire Hathaway Inc. | 6,331 | US$3.17M | 0.40% |
| Broadcom Inc. | 6,961 | US$2.63M | 0.33% |
| Mge Energy Inc. | 31,812 | US$2.59M | 0.33% |
| Micron Technology, Inc. | 2,086 | US$2.41M | 0.31% |
| Applied Materials, Inc. | 3,312 | US$2.39M | 0.30% |
| Tesla, Inc. | 5,360 | US$2.25M | 0.29% |
| Costco Wholesale Corporation | 2,374 | US$2.22M | 0.28% |
| Jp Morgan Chase & Co. | 5,929 | US$1.94M | 0.25% |
| Meta Platforms, Inc. | 3,031 | US$1.71M | 0.22% |
| Caterpillar, Inc. | 1,558 | US$1.66M | 0.21% |
| Bank Of America Corporation | 25,962 | US$1.48M | 0.19% |
| Visa Inc. | 4,233 | US$1.45M | 0.18% |
| Exxon Mobil Corporation | 10,192 | US$1.39M | 0.18% |
| Eli Lilly And Company | 1,074 | US$1.29M | 0.16% |
| Advanced Micro Devices Inc | 2,146 | US$1.25M | 0.16% |
| Johnson & Johnson | 4,654 | US$1.18M | 0.15% |
| Deere & Company | 1,779 | US$1.13M | 0.14% |
| Kla Corporation | 3,500 | US$1.06M | 0.13% |
| Merck & Company, Inc. | 8,024 | US$1.03M | 0.13% |
| Alliant Energy Corporation | 13,438 | US$1.03M | 0.13% |
| Danaher Corporation | 5,291 | US$1.01M | 0.13% |
| Cisco Systems, Inc. | 8,060 | US$947K | 0.12% |
| Abbvie Inc. | 3,685 | US$927K | 0.12% |
| Crowdstrike Holdings, Inc. | 1,168 | US$891K | 0.11% |
| Oracle Corporation | 5,579 | US$818K | 0.10% |
| Ge Vernova Inc. | 667 | US$783K | 0.10% |
| Walmart Inc. | 6,912 | US$783K | 0.10% |
| Procter & Gamble Company (the) | 5,261 | US$772K | 0.10% |
| Home Depot, Inc. (the) | 2,178 | US$768K | 0.10% |
| Space Exploration Technologies Corp | 4,370 | US$747K | 0.10% |
| Netflix, Inc. | 9,855 | US$704K | 0.09% |
| Fastenal Company | 14,331 | US$688K | 0.09% |
| Cummins Inc. | 956 | US$682K | 0.09% |
| Chevron Corporation | 3,880 | US$643K | 0.08% |
| Agnc Investment Corp. | 57,782 | US$630K | 0.08% |
| Citigroup, Inc. | 3,967 | US$555K | 0.07% |
| International Business Machines Corporation | 1,956 | US$550K | 0.07% |
| Mcdonald's Corporation | 1,979 | US$535K | 0.07% |
| Mastercard Incorporated | 1,035 | US$532K | 0.07% |
| Palantir Technologies Inc. | 4,528 | US$528K | 0.07% |
| Nextera Energy, Inc. | 5,732 | US$503K | 0.06% |
| Ge Aerospace | 1,204 | US$450K | 0.06% |
| Rtx Corporation | 2,334 | US$443K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 925 | US$442K | 0.06% |
| Wells Fargo & Company | 4,976 | US$411K | 0.05% |
| Intel Corporation | 2,863 | US$400K | 0.05% |
| Qualcomm Incorporated | 2,132 | US$394K | 0.05% |
| Coca-cola Company (the) | 4,843 | US$394K | 0.05% |
| Palo Alto Networks, Inc. | 1,149 | US$392K | 0.05% |
| Pepsico, Inc. | 2,885 | US$391K | 0.05% |
| At&t Inc. | 18,375 | US$380K | 0.05% |
| Walt Disney Company (the) | 3,917 | US$377K | 0.05% |
| Arista Networks, Inc. | 2,179 | US$370K | 0.05% |
| Amgen Inc. | 996 | US$361K | 0.05% |
| Wec Energy Group, Inc. | 2,981 | US$348K | 0.04% |
| U.s. Bancorp | 5,399 | US$326K | 0.04% |
| Novanta Inc. | 1,983 | US$322K | 0.04% |
| Amphenol Corporation | 1,816 | US$320K | 0.04% |
| Corning Incorporated | 1,238 | US$316K | 0.04% |
| Verizon Communications Inc. | 7,143 | US$302K | 0.04% |
| Duke Energy Corporation (holding Company) | 2,378 | US$301K | 0.04% |
| Fortinet, Inc. | 1,937 | US$298K | 0.04% |
| Carrier Global Corporation | 4,002 | US$294K | 0.04% |
| Marathon Petroleum Corporation | 1,087 | US$278K | 0.04% |
| Consolidated Edison, Inc. | 2,462 | US$272K | 0.03% |
| Progressive Corporation (the) | 1,234 | US$269K | 0.03% |
| Snap-on Incorporated | 666 | US$268K | 0.03% |
| Goldman Sachs Group, Inc. (the) | 258 | US$261K | 0.03% |
| Philip Morris International Inc | 1,417 | US$256K | 0.03% |
| Freeport-mcmoran, Inc. | 4,029 | US$253K | 0.03% |
| Commerce Bancshares, Inc. | 4,385 | US$253K | 0.03% |
| Tjx Companies, Inc. (the) | 1,666 | US$252K | 0.03% |
| Asml Holding Nv | 126 | US$251K | 0.03% |
| Vertiv Holdings, Llc | 738 | US$247K | 0.03% |
| Union Pacific Corporation | 889 | US$242K | 0.03% |
| Abbott Laboratories | 2,660 | US$241K | 0.03% |
| Vistra Corp. | 1,495 | US$237K | 0.03% |
| Xcel Energy Inc. | 2,869 | US$230K | 0.03% |
| Northrop Grumman Corporation | 452 | US$230K | 0.03% |
| Ford Mtr Co Del | 15,098 | US$210K | 0.03% |
| Texas Instruments Incorporated | 697 | US$208K | 0.03% |
| Southern Company (the) | 2,149 | US$206K | 0.03% |
| Nicolet Bankshares Inc. | 1,241 | US$205K | 0.03% |
| Caretrust Reit, Inc. | 5,084 | US$205K | 0.03% |
| Nrg Energy, Inc. | 1,404 | US$205K | 0.03% |
| Dell Technologies Inc. | 473 | US$204K | 0.03% |
| Blackrock, Inc. | 209 | US$201K | 0.03% |
| Novartis Ag | 1,281 | US$201K | 0.03% |
| American Airlines Group, Inc. | 10,078 | US$182K | 0.02% |
| Dynex Capital, Inc. | 10,121 | US$133K | 0.02% |
| Orchid Island Capital, Inc. | 15,500 | US$108K | 0.01% |
| Rithm Capital Corp. | 10,001 | US$93,909 | 0.01% |
| Duluth Holdings Inc. | 10,000 | US$44,800 | <0.01% |
| Datavault Ai Inc. | 26,978 | US$9,442 | <0.01% |
Every holding of Madison Wealth Partners, Inc
Source
View original at SEC
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