Madison Wealth Partners, Inc reported 105 positions worth $118.21M for the quarter ended Jun 30, 2026, up 39.0% on the prior quarter. It opened 23 new positions, added to 71, trimmed 6 and exited 1. Its largest holding is Apple Inc. at 14.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +3,998 | +20.8% | $1.49M | 7.33% |
| AVGO Broadcom Inc. | +3,028 | +77.0% | $1.14M | 2.22% |
| AAPL Apple Inc. | +3,832 | +7.1% | $1.11M | 14.12% |
| GOOGL Alphabet Inc. | +2,493 | +15.1% | $890.91K | 5.75% |
| NVDA Nvidia Corp | +3,960 | +14.9% | $792.35K | 5.16% |
| MRK Merck & Co., Inc. | +6,006 | +297.6% | $771.75K | 0.872% |
| SPCX Space Exploration Technologies Corp | +4,370 | – | $746.64K | 0.632% |
| AMAT Applied Materials Inc | +1,032 | +45.3% | $746.10K | 2.03% |
| XOM ExxonMobil Holdings Corp | +4,680 | +84.9% | $639.86K | 1.18% |
| AMZN Amazon Com Inc | +2,431 | +11.2% | $579.41K | 4.88% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSCO Tractor Supply Co | -4,760 | -100.0% | $215.62K | Exited |
| USB Us Bancorp \De\ | -430 | -7.4% | $25.97K | 0.276% |
| BRK-B Berkshire Hathaway Inc | -39 | -0.6% | $19.52K | 2.68% |
| NFLX Netflix Inc | -139 | -1.4% | $9.92K | 0.595% |
| LNT Alliant Energy Corp | -129 | -1.0% | $9.84K | 0.867% |
| AGNC AGNC Investment Corp. | -348 | -0.6% | $3.79K | 0.533% |
| NRG Nrg Energy, Inc. | -4 | -0.3% | $584.24 | 0.173% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +4,370 | $746.64K | 0.632% |
| INTC Intel Corp | +2,863 | $399.69K | 0.338% |
| PANW Palo Alto Networks Inc | +1,149 | $391.97K | 0.332% |
| APH Amphenol Corp | +3,632 | $320.19K | 0.271% |
| GLW Corning Inc | +1,238 | $316.24K | 0.268% |
| DUK Duke Energy CORP | +2,378 | $301.02K | 0.255% |
| FTNT Fortinet, Inc. | +1,937 | $297.53K | 0.252% |
| ED Consolidated Edison Inc | +2,462 | $272.33K | 0.23% |
| GS Goldman Sachs Group Inc | +258 | $261.41K | 0.221% |
| PM Philip Morris International Inc. | +1,417 | $256.27K | 0.217% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TSCO Tractor Supply Co | -4,760 | $215.62K | 0.254% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 57.7K | $16.70M | 14.12% | +3,832 | +7.1% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 23.2K | $8.66M | 7.33% | +3,998 | +20.8% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 19.0K | $6.80M | 5.75% | +2,493 | +15.1% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 30.5K | $6.10M | 5.16% | +3,960 | +14.9% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 24.2K | $5.77M | 4.88% | +2,431 | +11.2% | Added | 0% |
| 6 | LRCX Lam Research Corp | Technology | 8,172 | $3.54M | 3% | +1,227 | +17.7% | Added | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,331 | $3.17M | 2.68% | -39 | -0.6% | Reduced | 0% |
| 8 | GLD Spdr Gold Trust | Financial Services | 7,570 | $2.79M | 2.36% | +383 | +5.3% | Added | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 6,961 | $2.63M | 2.22% | +3,028 | +77.0% | Added | 0% |
| 10 | MGEE Mge Energy Inc | Utilities | 31.8K | $2.59M | 2.19% | +81 | +0.3% | Added | 0.08% |
| 11 | MU Micron Technology Inc | Technology | 2,086 | $2.41M | 2.04% | +126 | +6.4% | Added | 0% |
| 12 | AMAT Applied Materials Inc | Technology | 3,312 | $2.39M | 2.03% | +1,032 | +45.3% | Added | 0% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 5,360 | $2.25M | 1.91% | +756 | +16.4% | Added | 0% |
| 14 | COST Costco Wholesale Corp | Consumer Staples | 2,374 | $2.22M | 1.88% | +148 | +6.6% | Added | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 5,929 | $1.94M | 1.64% | +780 | +15.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Madison Wealth Partners.
As of its Q2 2026 13F filing, Madison Wealth Partners, Inc’s five largest positions were Apple Inc. (AAPL) at 14.1%, Microsoft Corp (MSFT) at 7.3%, Alphabet Inc. (GOOGL) at 5.8%, Nvidia Corp (NVDA) at 5.2%, Amazon Com Inc (AMZN) at 4.9% of the reported portfolio.
Madison Wealth Partners, Inc reported a 13F portfolio worth $118.21M across 105 positions for Q2 2026. That is up 39.0% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($1.49M), Broadcom Inc. ($1.14M), Apple Inc. ($1.11M). It opened 23 new positions.
Its largest sales by value were Tractor Supply Co ($215.62K), Us Bancorp \De\ ($25.97K), Berkshire Hathaway Inc ($19.52K). It exited 1 positions entirely.
From the Form 13F-HR reports Madison Wealth Partners, Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.