Madison Wealth Partners, Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$338M
Signature - Title
Mark McFarland - Chief Compliance Officer
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by Madison Wealth Partners, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Madison Wealth Partners, Inc reported 148 stock holdings with total value $338M as of Q3 2024. Top holdings included DGRO, IUSG, IUSV, IVV, and ONEQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 148 $338M +$33.7M -$3.76M +$29.9M DGRO, IUSG, IUSV, IVV, ONEQ 13F-HR 10/24/2024, 08:57 AM
Q2 2024 127 $292M +$11.7M -$3.42M +$8.23M DGRO, IUSG, IUSV, ONEQ, IVV 13F-HR 8/9/2024, 03:43 PM
Q1 2024 124 $276M +$16.3M -$2.71M +$13.6M DGRO, IUSG, IUSV, IVV, ONEQ 13F-HR 4/29/2024, 01:16 PM
Q4 2023 117 $252M +$36.9M -$2.57M +$34.4M DGRO, IUSG, IUSV, IVV, ONEQ 13F-HR 2/12/2024, 09:08 AM
Q3 2023 95 $198M +$9.15M -$16.8M -$7.67M DGRO, IUSG, IUSV, IVV, ONEQ 13F-HR 11/1/2023, 08:48 AM
Q2 2023 92 $214M +$7.39M -$4.45M +$2.94M IUSG, DGRO, IUSV, ONEQ, IVV 13F-HR 7/20/2023, 09:44 AM
Q1 2023 85 $198M +$18.6M -$2.88M +$15.7M IUSG, DGRO, IUSV, AGG, ONEQ 13F-HR 4/20/2023, 01:09 PM
Q4 2022 78 $171M +$13.8M -$4.48M +$9.3M DGRO, IUSG, IUSV, ONEQ, IVV 13F-HR 1/24/2023, 03:44 PM
Q3 2022 69 $153M +$7.72M -$2.92M +$4.81M IUSG, DGRO, IUSV, ONEQ, IVV 13F-HR 10/24/2022, 11:49 AM
Q2 2022 77 $157M +$17.7M -$11.3M +$6.39M IUSG, DGRO, IUSV, ONEQ, IVV 13F-HR 7/22/2022, 09:51 AM
Q1 2022 79 $179M +$9M -$18.3M -$9.29M IUSG, DGRO, IUSV, ONEQ, IVV 13F-HR 5/2/2022, 10:11 AM
Q4 2021 77 $199M +$9.23M -$1.58M +$7.65M IUSG, DGRO, AGG, IUSV, ONEQ 13F-HR 1/19/2022, 02:57 PM
Q3 2021 73 $177M +$6.73M -$3.78M +$2.95M IUSG, DGRO, AGG, IUSV, ONEQ 13F-HR 11/9/2021, 12:30 PM
Q2 2021 72 $175M +$34.8M -$15M +$19.9M IUSG, AGG, DGRO, IUSV, ONEQ 13F-HR 7/19/2021, 04:23 PM
Q1 2021 54 $141M +$8.86K -$6.94M -$6.93M AGG, DGRO, IUSG, IJH, MUB 13F-HR 5/17/2021, 06:43 PM
Q4 2020 55 $149M $0 $0 AGG, DGRO, IUSG, MUB, IJH 13F-HR 2/16/2021, 03:15 PM