Madison Wealth Partners, Inc Diversified Active

CIK: 0001844424 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 29, 2025

Total Value ($000): $458,159 (100.0% shares, 0.0% debt)

Holdings (174)

IUSG ISHARES TR 13.4%
Value ($000) $61,383 Shares 408,133 Est. Cost $99.10 Unrealized
DGRO ISHARES TR 8.6%
Value ($000) $39,434 Shares 616,732 Est. Cost $49.11 Unrealized
BINC BLACKROCK ETF TRUST II 7.7%
Value ($000) $35,066 Shares 663,631 Est. Cost $52.38 Unrealized
IUSV ISHARES TR 5.9%
Value ($000) $27,220 Shares 287,645 Est. Cost $77.52 Unrealized
IJR ISHARES TR 5.8%
Value ($000) $26,788 Shares 245,107 Est. Cost $103.38 Unrealized
DYNF BLACKROCK ETF TRUST 5.8%
Value ($000) $26,619 Shares 488,773 Est. Cost $49.11 Unrealized
IVV ISHARES TR 4.6%
Value ($000) $20,857 Shares 33,592 Est. Cost $427.61 Unrealized
ONEQ FIDELITY COMWLTH TR 4.4%
Value ($000) $20,018 Shares 249,908 Est. Cost $56.97 Unrealized
SCHB SCHWAB STRATEGIC TR 2.7%
Value ($000) $12,290 Shares 515,735 Est. Cost $33.38 Unrealized
IJH ISHARES TR 2.6%
Value ($000) $11,792 Shares 190,126 Est. Cost $94.68 Unrealized
QQQ INVESCO QQQ TR 2.1%
Value ($000) $9,788 Shares 17,743 Est. Cost $371.95 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $9,110 Shares 18,315 Est. Cost $290.72 Unrealized +48.7%
AAPL APPLE INC 1.8%
Value ($000) $8,257 Shares 40,245 Est. Cost $145.25 Unrealized +38.7%
IXUS ISHARES TR 1.6%
Value ($000) $7,401 Shares 95,732 Est. Cost $66.86 Unrealized
FBND FIDELITY MERRIMACK STR TR 1.3%
Value ($000) $6,116 Shares 133,676 Est. Cost $44.98 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $5,783 Shares 9,359 Est. Cost $404.31 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $4,866 Shares 23,775 Est. Cost $185.36 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $4,355 Shares 19,849 Est. Cost $135.45 Unrealized +46.1%
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $4,290 Shares 23,603 Est. Cost $157.80 Unrealized
ILCG ISHARES TR 0.9%
Value ($000) $3,957 Shares 40,838 Est. Cost $52.82 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $3,946 Shares 9,002 Est. Cost $276.13 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $3,542 Shares 15,598 Est. Cost $189.07 Unrealized
UBND VICTORY PORTFOLIOS II 0.8%
Value ($000) $3,501 Shares 160,206 Est. Cost $21.65 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $3,152 Shares 37,760 Est. Cost $65.22 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,920 Shares 18,480 Est. Cost $105.55 Unrealized +19.2%
ILCV ISHARES TR 0.6%
Value ($000) $2,858 Shares 34,267 Est. Cost $64.95 Unrealized
MGEE MGE ENERGY INC 0.6%
Value ($000) $2,611 Shares 29,524 Est. Cost $64.41 Unrealized +37.7%
BOXX EA SERIES TRUST 0.5%
Value ($000) $2,474 Shares 21,952 Est. Cost $110.54 Unrealized
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,396 Shares 108,419 Est. Cost $23.44 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $2,381 Shares 7,835 Est. Cost $285.48 Unrealized
SCHG SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,223 Shares 76,113 Est. Cost $41.39 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $2,212 Shares 12,554 Est. Cost $131.70 Unrealized +24.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,209 Shares 4,548 Est. Cost $314.17 Unrealized +61.7%
FENI FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,987 Shares 59,747 Est. Cost $31.34 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $1,815 Shares 17,376 Est. Cost $114.60 Unrealized
SCHM SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,781 Shares 63,508 Est. Cost $38.62 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $1,639 Shares 5,377 Est. Cost $244.30 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,529 Shares 5,272 Est. Cost $143.72 Unrealized +75.8%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,482 Shares 2,609 Est. Cost $439.81 Unrealized
USTB VICTORY PORTFOLIOS II 0.3%
Value ($000) $1,432 Shares 28,186 Est. Cost $50.54 Unrealized
XYLD GLOBAL X FDS 0.3%
Value ($000) $1,349 Shares 34,633 Est. Cost $40.02 Unrealized
OEF ISHARES TR 0.3%
Value ($000) $1,341 Shares 4,407 Est. Cost $198.34 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,296 Shares 4,078 Est. Cost $219.22 Unrealized +37.4%
V VISA INC 0.3%
Value ($000) $1,286 Shares 3,621 Est. Cost $217.78 Unrealized +59.3%
ITOT ISHARES TR 0.3%
Value ($000) $1,270 Shares 9,405 Est. Cost $100.27 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value ($000) $1,250 Shares 1,884 Est. Cost $378.25 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,227 Shares 1,240 Est. Cost $478.13 Unrealized +107.2%
NFLX NETFLIX INC 0.3%
Value ($000) $1,189 Shares 888 Est. Cost $113.07 Unrealized 0.0%
META META PLATFORMS INC 0.3%
Value ($000) $1,162 Shares 1,574 Est. Cost $218.18 Unrealized +182.6%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,143 Shares 24,157 Est. Cost $28.45 Unrealized +45.7%
DE DEERE & CO 0.2%
Value ($000) $1,062 Shares 2,089 Est. Cost $326.24 Unrealized +48.6%
DHR DANAHER CORPORATION 0.2%
Value ($000) $1,036 Shares 5,246 Est. Cost $196.66 Unrealized -1.9%
CGMU CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $1,035 Shares 38,776 Est. Cost $26.45 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,030 Shares 7,730 Est. Cost $128.19 Unrealized
BALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,028 Shares 32,038 Est. Cost $29.91 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $954 Shares 15,887 Est. Cost $50.25 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $860 Shares 8,673 Est. Cost $101.98 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $855 Shares 7,765 Est. Cost $66.44 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $847 Shares 2,969 Est. Cost $184.01 Unrealized
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $810 Shares 13,402 Est. Cost $46.59 Unrealized +29.0%
ORCL ORACLE CORP 0.2%
Value ($000) $809 Shares 3,702 Est. Cost $87.88 Unrealized +83.0%
CGCP CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $801 Shares 35,602 Est. Cost $21.92 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $783 Shares 70,395 Est. Cost $11.47 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $760 Shares 2,756 Est. Cost $158.65 Unrealized +36.1%
IGV ISHARES TR 0.2%
Value ($000) $754 Shares 6,882 Est. Cost $137.37 Unrealized
IMCG ISHARES TR 0.2%
Value ($000) $748 Shares 9,317 Est. Cost $57.52 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $727 Shares 6,696 Est. Cost $90.40 Unrealized
SRLN SSGA ACTIVE ETF TR 0.2%
Value ($000) $717 Shares 17,247 Est. Cost $41.93 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $704 Shares 12,380 Est. Cost $58.09 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $699 Shares 26,392 Est. Cost $43.30 Unrealized
MUNI PIMCO ETF TR 0.2%
Value ($000) $697 Shares 13,573 Est. Cost $51.50 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $673 Shares 5,651 Est. Cost $122.45 Unrealized
CSHI NEOS ETF TRUST 0.1%
Value ($000) $673 Shares 13,525 Est. Cost $49.89 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $662 Shares 3,394 Est. Cost $200.75 Unrealized
IMCV ISHARES TR 0.1%
Value ($000) $655 Shares 8,616 Est. Cost $63.62 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $653 Shares 3,682 Est. Cost $149.94 Unrealized +9.9%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $635 Shares 6,520 Est. Cost $74.98 Unrealized +5.2%
LLY ELI LILLY & CO 0.1%
Value ($000) $609 Shares 781 Est. Cost $684.21 Unrealized +13.0%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $582 Shares 2,953 Est. Cost $182.87 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $553 Shares 8,836 Est. Cost $60.52 Unrealized
PIMCO CORPORATE & INCOME OPP 0.1%
Value ($000) $550 Shares 39,535 Est. Cost $13.41 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $517 Shares 2,165 Est. Cost $230.66 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $510 Shares 7,591 Est. Cost $52.56 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $503 Shares 1,184 Est. Cost $261.08 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $499 Shares 4,694 Est. Cost $106.82 Unrealized
FESM FIDELITY COVINGTON TRUST 0.1%
Value ($000) $483 Shares 15,090 Est. Cost $32.13 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $463 Shares 1,718 Est. Cost $211.64 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $460 Shares 1,939 Est. Cost $208.40 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $458 Shares 2,122 Est. Cost $169.37 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $456 Shares 2,582 Est. Cost $134.46 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $455 Shares 9,289 Est. Cost $49.92 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $450 Shares 4,170 Est. Cost $50.71 Unrealized +106.1%
T AT&T INC 0.1%
Value ($000) $448 Shares 15,469 Est. Cost $15.95 Unrealized +69.1%
HDV ISHARES TR 0.1%
Value ($000) $447 Shares 3,819 Est. Cost $101.66 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $446 Shares 6,458 Est. Cost $58.93 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $427 Shares 3,135 Est. Cost $87.82 Unrealized +33.6%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $421 Shares 4,967 Est. Cost $84.81 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $416 Shares 817 Est. Cost $241.53 Unrealized +79.5%
FELC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $404 Shares 11,715 Est. Cost $32.96 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $392 Shares 5,655 Est. Cost $47.98 Unrealized +25.9%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $392 Shares 2,142 Est. Cost $126.79 Unrealized +24.2%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $391 Shares 1,397 Est. Cost $243.22 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $388 Shares 2,798 Est. Cost $98.47 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.1%
Value ($000) $382 Shares 11,097 Est. Cost $34.42 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $368 Shares 11,229 Est. Cost $32.81 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $367 Shares 2,404 Est. Cost $136.66 Unrealized +10.4%
ISCG ISHARES TR 0.1%
Value ($000) $367 Shares 7,368 Est. Cost $39.75 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $365 Shares 2,548 Est. Cost $104.02 Unrealized +31.7%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $361 Shares 4,775 Est. Cost $58.55 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $359 Shares 1,057 Est. Cost $233.22 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $356 Shares 971 Est. Cost $288.18 Unrealized +23.5%
ACWX ISHARES TR 0.1%
Value ($000) $346 Shares 5,670 Est. Cost $49.40 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $345 Shares 4,976 Est. Cost $72.70 Unrealized -6.3%
IWD ISHARES TR 0.1%
Value ($000) $343 Shares 1,763 Est. Cost $158.34 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $336 Shares 2,107 Est. Cost $126.40 Unrealized +27.2%
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $335 Shares 6,749 Est. Cost $50.28 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $335 Shares 863 Est. Cost $259.31 Unrealized +27.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $326 Shares 2,300 Est. Cost $108.87 Unrealized 0.0%
ISCV ISHARES TR 0.1%
Value ($000) $326 Shares 5,307 Est. Cost $53.01 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $311 Shares 1,065 Est. Cost $255.48 Unrealized +18.8%
SGOV ISHARES TR 0.1%
Value ($000) $301 Shares 2,993 Est. Cost $100.67 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $293 Shares 328 Est. Cost $775.08 Unrealized -3.4%
EFG ISHARES TR 0.1%
Value ($000) $290 Shares 2,591 Est. Cost $95.47 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $289 Shares 10,971 Est. Cost $26.30 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $288 Shares 3,382 Est. Cost $41.73 Unrealized +70.6%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $288 Shares 3,392 Est. Cost $74.02 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $284 Shares 5,605 Est. Cost $50.71 Unrealized
HMOP HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $284 Shares 7,411 Est. Cost $37.64 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $284 Shares 505 Est. Cost $463.34 Unrealized +19.0%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $281 Shares 7,541 Est. Cost $34.77 Unrealized
GUNR FLEXSHARES TR 0.1%
Value ($000) $281 Shares 6,995 Est. Cost $41.25 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $279 Shares 3,813 Est. Cost $53.63 Unrealized +25.5%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $273 Shares 5,549 Est. Cost $36.02 Unrealized +26.5%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $270 Shares 3,370 Est. Cost $73.50 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $269 Shares 4,313 Est. Cost $59.23 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $268 Shares 819 Est. Cost $247.59 Unrealized +23.5%
VST VISTRA CORP 0.1%
Value ($000) $265 Shares 1,365 Est. Cost $147.45 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value ($000) $264 Shares 3,276 Est. Cost $79.89 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $262 Shares 1,983 Est. Cost $135.62 Unrealized -3.4%
NOVT NOVANTA INC 0.1%
Value ($000) $256 Shares 1,983 Est. Cost $173.82 Unrealized -30.0%
KRE SPDR SERIES TRUST 0.1%
Value ($000) $253 Shares 4,255 Est. Cost $52.43 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $252 Shares 5,715 Est. Cost $39.11 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $251 Shares 4,754 Est. Cost $52.22 Unrealized -3.1%
SNA SNAP ON INC 0.1%
Value ($000) $247 Shares 795 Est. Cost $312.59 Unrealized 0.0%
COMT ISHARES U S ETF TR 0.1%
Value ($000) $247 Shares 9,570 Est. Cost $34.51 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $240 Shares 6,319 Est. Cost $34.20 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $240 Shares 9,822 Est. Cost $38.15 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $238 Shares 1,799 Est. Cost $116.34 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $235 Shares 798 Est. Cost $253.82 Unrealized 0.0%
BALI BLACKROCK ETF TRUST 0.1%
Value ($000) $235 Shares 7,802 Est. Cost $28.79 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $231 Shares 1,867 Est. Cost $102.81 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $230 Shares 5,090 Est. Cost $41.12 Unrealized -0.9%
SMMU PIMCO ETF TR 0.1%
Value ($000) $229 Shares 4,569 Est. Cost $49.60 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $227 Shares 4,269 Est. Cost $50.80 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $222 Shares 1,385 Est. Cost $130.97 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $218 Shares 564 Est. Cost $385.32 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $217 Shares 8,584 Est. Cost $36.07 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $214 Shares 3,376 Est. Cost $57.53 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $213 Shares 798 Est. Cost $245.29 Unrealized +5.0%
IVE ISHARES TR 0.0%
Value ($000) $210 Shares 1,072 Est. Cost $190.61 Unrealized
XMAG TIDAL TR II 0.0%
Value ($000) $208 Shares 9,804 Est. Cost $21.21 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $207 Shares 414 Est. Cost $486.10 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $206 Shares 1,945 Est. Cost $100.89 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $205 Shares 1,234 Est. Cost $147.88 Unrealized 0.0%
FHEQ FIDELITY GREENWOOD STREET TR 0.0%
Value ($000) $203 Shares 7,038 Est. Cost $28.82 Unrealized
USXF ISHARES TR 0.0%
Value ($000) $202 Shares 3,745 Est. Cost $53.92 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $201 Shares 4,356 Est. Cost $45.99 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $201 Shares 907 Est. Cost $182.79 Unrealized +20.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $201 Shares 622 Est. Cost $263.84 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $142 Shares 13,072 Est. Cost $9.24 Unrealized +6.8%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $116 Shares 10,372 Est. Cost $10.58 Unrealized +1.2%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $102 Shares 21,350 Est. Cost $4.99 Unrealized
DLTH DULUTH HLDGS INC 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $1.88 Unrealized 0.0%
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $17 Shares 13,758 Est. Cost $3.65 Unrealized -71.2%