Long-term investor
Madison Wealth Partners, Inc. @madisonwealthpartnersinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844424).
Record
- Tracked since 2025-06-30 (454 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +936.7% · all +936.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287671 · 9.8% · long · since 2025-06-30
- 31609A503 · 6.7% · long · since 2025-06-30
- 092528603 · 6.1% · long · since 2025-06-30
- 92647X863 · 4.7% · long · since 2025-06-30
- 09290C103 · 4.6% · long · since 2025-06-30
- 464287663 · 4.5% · long · since 2025-06-30
- 14020W106 · 4.0% · long · since 2026-03-31
- 46138G649 · 3.8% · long · since 2025-06-30
- 46434V290 · 3.6% · long · since 2025-12-31
- 464287200 · 3.5% · long · since 2025-06-30
- 46434V621 · 2.6% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30