Madison-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NOVT",
  "MGEE",
  "AAL",
  null,
  "ABBV",
  "GOOGL",
  "VDE",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "CMI",
  "PTY",
  "PHK",
  null,
  null,
  null,
  null,
  "LWLG",
  null,
  "HD",
  "MCD",
  null,
  null,
  null,
  "AMAT",
  null,
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "IWS",
  null,
  null,
  null,
  "MA",
  null,
  "MSFT",
  null,
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "ORCL",
  null,
  null,
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  "SCHX",
  "GLD",
  null,
  null,
  "VNQ",
  "VO",
  "VV",
  null,
  null,
  "VIG",
  "TSCO",
  "VYM",
  null,
  "F",
  "IWP",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VYMI",
  "VXUS",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "IUSG",
  null,
  "LNT",
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  "IXUS",
  null,
  "IUSV",
  null,
  "DGRO",
  "BAC",
  "BRK-B",
  null,
  "CARR",
  "CVX",
  "CSCO",
  "C",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "DAL",
  "RSP",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 157
Total Value: 405068591
Accession Number: 0001951757-25-000413
Form Type: 13F-HR
CIK: madison-wealth-partners
Manager Name: Madison-Wealth-Partners

Data Enrichment

64% identified

101 identified56 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

157 positions • $405.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287119

Shares:41.9K

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$405.1M)

922908736

VUG|922908736

Shares:8.5K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$405.1M)

46432F842

IEFA|46432F842

Shares:39.1K

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$405.1M)

464288109

Shares:35.1K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$405.1M)

MGE ENERGY INC

MGEE|55277P104

Shares:29.2K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$405.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.4K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$405.1M)

464288414

MUB|464288414

Shares:21.9K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$405.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:14.9K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$405.1M)

46138G649

Shares:11.9K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$405.1M)

NVIDIA CORP

NVDA|67066G104

Shares:20.3K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$405.1M)

808524300

SCHG|808524300

Shares:86.8K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$405.1M)

922908769

VTI|922908769

Shares:7.7K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$405.1M)

808524805

SCHF|808524805

Shares:99.0K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$405.1M)

02072L565

Shares:16.8K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$405.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.5K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$405.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:5.4K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$405.1M)

808524508

Shares:51.1K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$405.1M)

37954Y475

Shares:33.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$405.1M)

45783Y855

Shares:41.5K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$405.1M)

VISA INC.

V|92826C839

Shares:3.6K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$405.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287119)✕	41.9K	QoQ -7.50% (-3.4K) YoY -6.20% (-2.8K)	All Managers (Combined)	$3.4M	0.8% ($3.4M/$405.1M)	QoQ -16.39% (-$664.8K) YoY +0.63% (-$21.5K)
(VUGcusip922908736)	8.5K	QoQ +2.89% (-239) YoY +4.31% (+351)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$405.1M)	QoQ -7.03% (-$238.0K) YoY +12.37% (+$346.6K)
(IEFAcusip46432F842)	39.1K	QoQ -6.18% (-2.6K) YoY -3.17% (-1.3K)	All Managers (Combined)	$3.0M	0.7% ($3.0M/$405.1M)	QoQ +0.98% (-$29.0K) YoY -1.30% (-$39.2K)
(cusip464288109)✕	35.1K	QoQ -8.70% (-3.3K) YoY -6.60% (-2.5K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$405.1M)	QoQ -8.17% (-$254.5K) YoY -1.02% (-$29.7K)
MGE ENERGY INC(MGEEcusip55277P104)	29.2K	QoQ -4.15% (-1.3K) YoY -1.46% (-435)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$405.1M)	QoQ -5.17% (-$148.4K) YoY +16.35% (-$382.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.4K	QoQ +2.01% (+87) YoY +41.01% (+1.3K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$405.1M)	QoQ +19.86% (+$388.7K) YoY +78.59% (+$1.0M)
(MUBcusip464288414)	21.9K	QoQ -3.15% (-714) YoY -20.29% (-5.6K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$405.1M)	QoQ -4.16% (-$100.5K) YoY -21.89% (-$648.5K)
Alphabet Inc.(GOOGLcusip02079K305)	14.9K	QoQ +0.02% (-4) YoY +28.72% (+3.3K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$405.1M)	QoQ -18.28% (-$514.5K) YoY +31.89% (+$556.1K)
(cusip46138G649)✕	11.9K	QoQ +24.98% (+2.4K) YoY +162.94% (+7.3K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$405.1M)	QoQ +14.64% (+$292.4K) YoY +177.80% (+$1.5M)
NVIDIA CORP(NVDAcusip67066G104)	20.3K	QoQ +9.52% (-1.8K) YoY +1673.51% (+19.1K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$405.1M)	QoQ -11.60% (-$288.7K) YoY +112.71% (+$1.2M)
(SCHGcusip808524300)	86.8K	QoQ +4.30% (-3.6K) YoY +491.65% (+72.2K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$405.1M)	QoQ -6.28% (-$145.8K) YoY +59.78% (+$813.4K)
(VTIcusip922908769)	7.7K	QoQ -1.45% (-113) YoY NEW(+7.7K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$405.1M)	QoQ -6.55% (-$147.5K) YoY NEW(+$2.1M)
(SCHFcusip808524805)	99.0K	QoQ +5.01% (+4.7K) YoY +360.01% (+77.5K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$405.1M)	QoQ +12.28% (+$214.3K) YoY +133.18% (+$1.1M)
(cusip02072L565)✕	16.8K	QoQ +104.55% (+8.6K) YoY NEW(+16.8K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$405.1M)	QoQ +106.81% (+$966.1K) YoY NEW(+$1.9M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.5K	QoQ -1.38% (-105) YoY -2.56% (-196)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$405.1M)	QoQ +0.91% (-$16.5K) YoY +19.33% (-$296.5K)
SPDR GOLD TRUST(GLDcusip78463V107)	5.4K	QoQ +3.00% (+156) YoY NEW(+5.4K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$405.1M)	QoQ +22.57% (+$284.1K) YoY NEW(+$1.5M)
(cusip808524508)✕	51.1K	QoQ -5.66% (-3.1K) YoY +341.13% (+39.5K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$405.1M)	QoQ -10.80% (-$162.2K) YoY +41.93% (+$395.7K)
(cusip37954Y475)✕	33.8K	QoQ +8.10% (+2.5K) YoY +57.00% (+12.3K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$405.1M)	QoQ +1.88% (+$24.7K) YoY +51.99% (+$456.3K)
(cusip45783Y855)✕	41.5K	QoQ +16.93% (+6.0K) YoY +281.75% (+30.6K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$405.1M)	QoQ +16.78% (+$187.2K) YoY +309.41% (+$984.2K)
VISA INC.(Vcusip92826C839)	3.6K	QoQ +1.23% (+44) YoY +26.19% (+747)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$405.1M)	QoQ +12.28% (+$138.0K) YoY +58.49% (+$465.6K)