Madison Wealth Partners, Inc

CIK 0001844424 · Q1 2026

13F Equity AUM

$627.0M

+14.4% QoQ

Positions

220

+13 QoQ

AUM Rank

#3,763

Top 30%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,910 · Top 60%

vs S&P -5.7%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 35.6%Top 10: 55.7%Top 20: 71.8%

IUSG10.2%

BINC7.1%

FMDE7.0%

DYNF5.7%

UBND5.6%

IUSV5.1%

CGDV4.2%

IVV3.7%

SMLF3.7%

QQQM3.5%

Others (210)44.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services88.3%

Technology5.4%

Other6.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 220Median: 0.08%Avg: 0.45%

0–0.5%

186(18.9%)

0.5–1%

16(11.3%)

1–3%

8(14.1%)

3–5%

4(15.1%)

5%+

6(40.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 212Unique: 8vs 20 funds

2.9%Low

220

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.9%

BANK OF AMERICA CORP /DE/

4.3%

4.1%

3.7%

2.6%

VANGUARD CAPITAL MANAGEMENT LLC

2.3%

GEODE CAPITAL MANAGEMENT, LLC

2.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New24Increased141Decreased41Exited11

New Positions

CGDV4.2%

+619K

FAST0.1%

+14K

AGNC0.1%

+58K

SPYM0.1%

+5K

XSMO0.1%

+5K

WEC0.1%

+3K

KO0.1%

+4K

IHE0.1%

+4K

VOT0.0%

+1K

UOCT0.0%

+7K

Increased

UBND5.6%

+1.2M(+328%)

FMDE7.0%

+1.2M(+12923%)

QQQM3.5%

+74K(+439%)

BINC7.1%

+50K(+6%)

USTB0.5%

+23K(+66%)

DYNF5.7%

+19K(+3%)

SCHD0.3%

+18K(+45%)

FENI0.5%

+16K(+22%)

SCHX0.1%

+10K(+109%)

IUSG10.2%

+9K(+2%)

Decreased

DGRO3.0%

-381,088(-59%)

ONEQ0.6%

-186,885(-80%)

SCHM0.1%

-68,485(-72%)

LNT0.2%

-6,202(-31%)

IJH2.1%

-1,981(-1%)

FBND0.8%

-1,933(-2%)

BPRE0.1%

-1,242(-5%)

CSHI0.1%

-1,037(-9%)

VCSH0.1%

-873(-15%)

AMD0.1%

-824(-34%)

Exited

-3,316

-844

-686

-3,148

-579

-1,849

-9,804

-2,808

-504

-676

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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