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Home > Institutional Investor > Madison Wealth Partners, Inc > Profile

Instuitional Investor - Madison Wealth Partners, Inc

Fund Profile
Filing Period:
Fund Name: Madison Wealth Partners, Inc
Portfolio Value $357,839,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 894,675 $54,879,341 15.33%
2.
Ishares Trust
 IEF 389,481 $54,274,183 15.16%
3.
Ishares Trust
 IEF 241,203 $22,332,945 6.24%
4.
Fidelity Comwlth Tr
 242,137 $18,416,940 5.14%
5.
Ishares Trust
 IEF 30,460 $17,930,961 5.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)