Madison Wealth Partners, Inc - Portfolio Stock Holdings
Madison Wealth Partners, Inc disclosed 230 stock positions in a recent SEC 13F filing. $618,976,463 of stock holdings were filed, with the largest holdings including IUSG, BINC, and FMDE. This filing represented positions held on March 31, 2026, and was filed on April 30, 2026.We estimate the fund has a total AUM of $1,303,110,029 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
230Est. Stock Holding Value:
$618,976,463Top Stock Holdings By Sector
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Portfolio Stock Holdings - Madison Wealth Partners, Inc
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