Madison Wealth Partners, Inc
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$627M
Holdings
219
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IUSG
ISHARES TR
Q1 2026: Sold 95.1% (401.3k → 19.7k shares)
10.2%
02
$BINC
BLACKROCK ETF TRUST II
Q1 2026: Exited (was 811.5k shares)
7.1%
03
$FMDE
FIDELITY COVINGTON TRUST
Q1 2026: Exited (was 9.4k shares)
7.0%
04
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Sold 94.1% (591.1k → 35.1k shares)
5.7%
05
$UBND
VICTORY PORTFOLIOS II
Q1 2026: Exited (was 374.4k shares)
5.6%
06
$IUSV
ISHARES TR
Q1 2026: Sold 94.7% (311.9k → 16.5k shares)
5.1%
07
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
4.2%
08
$IVV
ISHARES TR
Q1 2026: Sold 24.5% (34.7k → 26.2k shares)
3.7%
09
$SMLF
ISHARES TR
Q1 2026: Exited (was 303.8k shares)
3.7%
10
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 16.9k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:20 UTC.