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Mark McFarland

Madison Wealth Partners, Inc

Assets Managed
$626.955M
Holdings
220
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
14.4%(2Q avg: 11.39%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Madison Wealth Partners, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 220 positions.

Assets under management

The assets under management (AUM) of Madison Wealth Partners, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 626.955M in assets, with a quarterly growth rate of 14.4% and a 2-quarter average growth rate of 11.39%. The portfolio is managed by Mark McFarland, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 2.32%
10.16%
$63.681M
410,554 shares@ $155.11 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 6.2%
7.14%
$44.753M
861,802 shares@ $51.94 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 12923.21%
7.04%
$44.092M
1.226M shares@ $35.96 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 3.16%
5.66%
$35.475M
609,740 shares@ $58.19 avg price
UBND
Victoryshares Core Plus Inte
Recent Activity
Increased 328.39%
5.58%
$34.93M
1.604M shares@ $21.78 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 0.06%
5.1%
$31.915M
312,125 shares@ $102.26 avg price
CGDV
Cap Group Dividend Value
Recent Activity
New Position
4.21%
$26.336M
619,085 shares@ $42.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.46%
3.74%
$23.416M
35,847 shares@ $653.22 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Increased 0.39%
3.68%
$23.019M
304,934 shares@ $75.49 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 439.28%
3.46%
$21.634M
91,046 shares@ $237.62 avg price

1-10 of 220