Madison Wealth Partners, Inc

RIA/Wealth

Madison Wealth Partners, Inc is a RIA/Wealth based in Lee's Summit, MO led by Mark Peter Mcfarland, reporting $1.1B in AUM as of Q3 2025 with 85% ETF concentration and 61% concentrated in top 10 holdings.

CEOMark Peter Mcfarland

Portfolio Value: $505.5M
Positions: 183
Top Holding: IUSG at 12.79%
Last Reported: Q3 2025

Address400 Sw Longview Blvd., Suite 220, Lee's Summit, MO, 64081, United States

Top Holdings

Largest long holdings in Madison Wealth Partners, Inc's portfolio (61.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P U.S. Growth IUSG	ETF ETF	$64.7M	12.79%	-$2.5M Sold	— 393.0K shares	Q4 2020 Held for 4y 11m
2 iShares Core Dividend Growth DGRO	ETF ETF	$43.1M	8.52%	+$1.1M Bought	— 632.5K shares	Q4 2020 Held for 4y 11m
3 BlackRock Flexible Income BINC	ETF ETF	$39.2M	7.75%	+$3.8M Bought	— 735.4K shares	Q1 2025 Held for 8 months
4 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$33.5M	6.62%	+$4.6M Bought	— 565.7K shares	Q1 2025 Held for 8 months
5 iShares Core S&P U.S. Value IUSV	ETF ETF	$29.9M	5.91%	+$1.1M Bought	— 298.8K shares	Q4 2020 Held for 4y 11m
6 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$29.2M	5.78%	+$90.7K Bought	— 245.9K shares	Q4 2020 Held for 4y 11m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$22.5M	4.45%	+$35.5K Bought	— 33.6K shares	Q4 2020 Held for 4y 11m
8 ONEQ Fidelity Nasdaq Composite Index ETF ONEQ	ETF ETF	$21.0M	4.16%	-$1.2M Sold	— 236.1K shares	Q4 2020 Held for 4y 11m
9 Schwab U.S. Broad Market SCHB	ETF ETF	$13.6M	2.70%	+$369.9K Bought	— 530.1K shares	Q4 2023 Held for 1y 11m
10 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$12.5M	2.47%	+$97.2K Bought	— 191.6K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Madison Wealth Partners, Inc's latest filing

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Market Value

$505.5M

Prior: $458.0M

Q/Q Change

+10.39%

+$47.6M

Net Flows % of MV

+2.52%

Turnover Ratio

3.15%

New Purchases

8 stocks

$2.0M

Added To

90 stocks

+$19.6M

Sold Out Of

5 stocks

$1.2M

Reduced Holdings

47 stocks

-$7.6M

Increased Positions

Position	Shares Δ	Change
1 Innovator U.S. Equity Power Buffer ETF PAUG	New	0 → 7.8K +$331.6K
2 Arista Networks ANET	New	0 → 1.8K +$259.4K
3 Micron Technology MU	New	0 → 1.5K +$250.4K
4 General Electric GEV	New	0 → 399.0 +$245.1K
5 Qualcomm QCOM	New	0 → 1.4K +$237.0K

Decreased Positions

Position	Shares Δ	Change
1 Delta Air Lines DAL	Sold	5.5K → 0 −$272.9K
2 Novanta NOVT	Sold	2.0K → 0 −$255.7K
3 Adobe ADBE	Sold	564.0 → 0 −$218.2K
4 Progressive PGR	Sold	798.0 → 0 −$213.1K
5 Fortinet FTNT	Sold	1.9K → 0 −$205.6K