Titelia

Holdings of Madison Wealth Partners, Inc

196 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 57.8 % of the equity sleeve

Sector breakdown

  • Funds 11.8 %
  • Technology 5.8 %
  • Communication 1.6 %
  • Financials 1.5 %
  • Consumer discretionary 1.4 %
  • Industrials 0.8 %
  • Consumer staples 0.8 %
  • Health care 0.7 %
  • Utilities 0.4 %
  • Energy 0.2 %
  • Unattributed 75.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US195575.5M $99.96 %
2TW1242.8K $0.04 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P U.S. Growth ETF 410,55463.7M $
2BlackRock ETF Trust II 861,80244.8M $
3Fidelity Covington Trust 1,226,13544.1M $
4BlackRock ETF Trust 609,74035.5M $
5iShares Trust 312,12531.9M $
6Capital Group Dividend Value ETF 619,08526.3M $
7iShares Core S&P 500 ETF 35,84723.4M $
8iShares Trust 304,93423M $
9INVESCO EXCHANGE-TRADED FUND TRUST II 91,04621.6M $
10iShares Core Dividend Growth ETF 266,46618.7M $
11Apple Inc 53,87013.7M $
12iShares Core S&P Mid-Cap ETF 191,86713M $
13Invesco QQQ Trust Series 1 18,20810.5M $
14Schwab US Broad Market ETF 378,3129.5M $
15iShares Core MSCI Total International Stock ETF 99,3438.6M $
16iShares Core S&P Small-Cap ETF 60,9477.6M $
17Microsoft Corp 19,2227.1M $
18State Street SPDR S&P 500 ETF Trust 9,4306.1M $
19VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 27,7916M $
20Fidelity Total Bond ETF 109,8105M $
21Schwab International Equity ETF 201,9725M $
22Alphabet Inc 16,5284.8M $
23NVIDIA Corp 26,5324.6M $
24Amazon.com Inc 21,7884.5M $
25Alpha Architect 1-3 Month Box 38,7864.5M $
26Schwab Strategic Trust 138,9944M $
27Vanguard Growth ETF 9,1894M $
28Vanguard S&P 500 ETF 6,6544M $
29iShares Morningstar Growth ETF 41,0853.9M $
30iShares Core MSCI EAFE ETF 38,9523.5M $
31iShares Trust 35,0643.3M $
32Fidelity Covington Trust 87,1703.2M $
33Invesco S&P 500 Equal Weight ETF 16,1163.1M $
34SPDR Gold Shares 7,1873.1M $
35Berkshire Hathaway Inc 6,3703.1M $
36Vanguard Total Stock Market ETF 8,5442.7M $
37Vanguard World Fund 11,3202.5M $
38MGE Energy Inc 31,7312.5M $
39Costco Wholesale Corp 2,2262.2M $
40iShares National Muni Bond ETF 19,2312M $
41iShares Trust 15,6851.8M $
42Schwab US Dividend Equity ETF 57,6491.8M $
43Tesla Inc 4,6041.7M $
44JPMorgan Chase & Co 5,1491.5M $
45Lam Research Corp 6,9451.5M $
46Vanguard Information Technology ETF 2,0501.4M $
47iShares Core S&P Total U.S. Stock Market ETF 9,7681.4M $
48Ishares S&p 100 Etf 4,3281.4M $
49Alphabet Inc 4,6181.3M $
50Vanguard High Dividend Yield E 8,8851.3M $
51Meta Platforms Inc 2,2681.3M $
52iShares Core MSCI Emerging Markets ETF 18,1751.3M $
53Broadcom Inc 3,9331.2M $
54Visa Inc 3,7721.1M $
55CAPITAL GROUP MUNICIPAL INCOME ETF 41,7781.1M $
56Bank of America Corp 22,9001.1M $
57VANGUARD ENERGY ETF VANGUARD ENERGY ETF 6,3241.1M $
58iShares Core U.S. Aggregate Bond ETF 10,4751M $
59Deere & Co 1,772998.4K $
60Danaher Corp 5,229991.4K $
61Johnson & Johnson 4,011980.6K $
62Alliant Energy Corp 13,567973.6K $
63Netflix Inc 9,994960.9K $
64Vanguard Small-Cap ETF 3,590940.4K $
65Vanguard Index Funds 4,306935.5K $
66Exxon Mobil Corp 5,512935.2K $
67Caterpillar Inc 1,286910.9K $
68Select Sector Spdr Trust 14,723901.9K $
69J P Morgan Exchange Traded Fund Trust 15,704890.1K $
70iShares Silver Trust 12,967883.6K $
71Vanguard Large-Cap ETF 2,955883.1K $
72iShares Trust 2,668876.8K $
73Global X Funds 20,979820.9K $
74J P Morgan Exchange Traded Fund Trust 12,636807.6K $
75Eli Lilly & Co 848779.9K $
76Applied Materials Inc 2,280779.4K $
77SELECT SECTOR SPDR TRUST (THE) 7,011777.2K $
78Capital Group Core Plus Income ETF 34,745776.2K $
79Vanguard Whitehall Funds 7,929747.2K $
80Chevron Corp 3,328688.5K $
81Micron Technology Inc 1,960662K $
82Procter & Gamble Co/The 4,527653.9K $
83Fastenal Co 14,020650.5K $
84iShares Russell 2000 ETF 2,609646.9K $
85Pacer Funds Trust 10,114632.7K $
86Walmart Inc 4,968617.5K $
87FIDELITY COVINGTON TRUST 2,959615.6K $
88iShares Trust 2,829597.3K $
89AGNC Investment Corp 58,130583K $
90First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3,548580.4K $
91Vanguard FTSE All-World ex-US ETF 7,606571.2K $
92Vanguard Value ETF 2,903569.6K $
93Palantir Technologies Inc 3,875566.8K $
94McDonald's Corp. 1,811562.8K $
95AbbVie Inc 2,559556.5K $
96Vanguard Total International S 7,175553.3K $
97Fidelity Greenwood Street Trust 18,588546.9K $
98ISHARES TRUST 6,763541.4K $
99Home Depot Inc/The 1,617531.8K $
100Oracle Corp 3,569525K $