Notify me when Madison Wealth Partners, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 207 | $548,077,093 | +$66,936,225 | -$33,395,745 | +$33,540,480 | IUSG, DGRO, BINC, DYNF, IUSV | 13F-HR | 10 Feb 2026, 09:20 |
| Q3 2025 | 184 | $505,734,763 | +$23,040,189 | -$8,791,613 | +$14,248,576 | IUSG, DGRO, BINC, DYNF, IUSV | 13F-HR | 12 Nov 2025, 10:36 |
| Q2 2025 | 174 | $458,158,677 | +$24,799,300 | -$7,211,100 | +$17,588,200 | IUSG, DGRO, BINC, IUSV, IJR | 13F-HR | 29 Jul 2025, 17:22 |
| Q1 2025 | 157 | $405,068,591 | +$85,694,811 | -$23,032,824 | +$62,661,987 | IUSG, DGRO, BINC, IUSV, IJR | 13F-HR | 22 Apr 2025, 15:46 |
| Q4 2024 | 152 | $357,839,515 | +$32,237,478 | -$4,852,043 | +$27,385,435 | DGRO, IUSG, IUSV, ONEQ, IVV | 13F-HR | 10 Feb 2025, 10:05 |
| Q3 2024 | 148 | $337,627,072 | +$33,656,873 | -$3,763,354 | +$29,893,519 | DGRO, IUSG, IUSV, IVV, ONEQ | 13F-HR | 24 Oct 2024, 08:57 |
| Q2 2024 | 127 | $291,529,259 | +$11,653,787 | -$3,421,869 | +$8,231,918 | DGRO, IUSG, IUSV, ONEQ, IVV | 13F-HR | 09 Aug 2024, 15:43 |
| Q1 2024 | 124 | $276,450,117 | +$16,342,468 | -$2,707,897 | +$13,634,571 | DGRO, IUSG, IUSV, IVV, ONEQ | 13F-HR | 29 Apr 2024, 13:16 |
| Q4 2023 | 117 | $252,193,897 | +$36,929,909 | -$2,573,682 | +$34,356,227 | DGRO, IUSG, IUSV, IVV, ONEQ | 13F-HR | 12 Feb 2024, 09:08 |
| Q3 2023 | 95 | $197,695,325 | +$9,150,246 | -$16,820,103 | -$7,669,857 | DGRO, IUSG, IUSV, IVV, ONEQ | 13F-HR | 01 Nov 2023, 08:48 |
| Q2 2023 | 92 | $213,985,202 | +$7,385,701 | -$4,446,756 | +$2,938,945 | IUSG, DGRO, IUSV, ONEQ, IVV | 13F-HR | 20 Jul 2023, 09:44 |
| Q1 2023 | 85 | $198,304,197 | +$18,619,739 | -$2,876,782 | +$15,742,957 | IUSG, DGRO, IUSV, AGG, ONEQ | 13F-HR | 20 Apr 2023, 13:09 |
| Q4 2022 | 78 | $171,351,586 | +$13,784,664 | -$4,483,118 | +$9,301,546 | DGRO, IUSG, IUSV, ONEQ, IVV | 13F-HR | 24 Jan 2023, 15:44 |
| Q3 2022 | 69 | $152,876,000 | +$7,722,324 | -$2,915,423 | +$4,806,901 | IUSG, DGRO, IUSV, ONEQ, IVV | 13F-HR | 24 Oct 2022, 11:49 |
| Q2 2022 | 77 | $157,438,000 | +$17,739,052 | -$11,349,611 | +$6,389,441 | IUSG, DGRO, IUSV, ONEQ, IVV | 13F-HR | 22 Jul 2022, 09:51 |
| Q1 2022 | 79 | $178,843,000 | +$8,995,436 | -$18,287,909 | -$9,292,473 | IUSG, DGRO, IUSV, ONEQ, IVV | 13F-HR | 02 May 2022, 10:11 |
| Q4 2021 | 77 | $198,923,000 | +$9,226,980 | -$1,580,976 | +$7,646,004 | IUSG, DGRO, AGG, IUSV, ONEQ | 13F-HR | 19 Jan 2022, 14:57 |
| Q3 2021 | 73 | $177,296,000 | +$6,725,594 | -$3,779,616 | +$2,945,978 | IUSG, DGRO, AGG, IUSV, ONEQ | 13F-HR | 09 Nov 2021, 12:30 |
| Q2 2021 | 72 | $174,655,000 | +$34,847,889 | -$14,958,969 | +$19,888,920 | IUSG, AGG, DGRO, IUSV, ONEQ | 13F-HR | 19 Jul 2021, 16:23 |
| Q1 2021 | 54 | $140,931,000 | +$8,863 | -$6,937,116 | -$6,928,253 | AGG, DGRO, IUSG, IJH, MUB | 13F-HR | 17 May 2021, 18:43 |
| Q4 2020 | 55 | $149,082,000 | $0 | $0 | $0 | AGG, DGRO, IUSG, MUB, IJH | 13F-HR | 16 Feb 2021, 15:15 |