Madison Wealth Partners, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1844424
Institutional-grade research for retail investors
13F Reported Value
ⓘ$627.0M
Holdings
220
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Madison Wealth Partners, Inc disclosed 220 positions worth $627.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 14 new positions and exited 8 and a full exit from $EXK. The portfolio is most concentrated in Other (82.2% of disclosed assets). All figures are sourced directly from Madison Wealth Partners, Inc’s Form 13F-HR filing with the SEC under CIK 1844424.
AI Fund Analysis
DiversifyingISHARES TR
10.2% weight
Held 9 quarters
BLACKROCK ETF TRUST II
7.1% weight
Held 5 quarters
FIDELITY COVINGTON TRUST
7.0% weight
Held 4 quarters
BLACKROCK ETF TRUST
5.7% weight
Held 5 quarters
VICTORY PORTFOLIOS II
5.6% weight
Held 8 quarters
ISHARES TR
8 quarters accumulating
$IVZ8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
FIDELITY COVINGTON TRUST
8 quarters accumulating
ISHARES TR
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$63.7M410,554 shBLACKROCK ETF TRUST II
—Quality
$44.8M861,802 shFIDELITY COVINGTON TRUST
—Quality
$44.1M1,226,135 shBLACKROCK ETF TRUST
—Quality
$35.5M609,740 shVICTORY PORTFOLIOS II
—Quality
$34.9M1,603,758 shISHARES TR
—Quality
$31.9M312,125 shCAPITAL GROUP DIVIDEND VALUE
—Quality
$26.3M619,085 shISHARES TR
—Quality
$23.4M35,847 shISHARES TR
—Quality
$23.0M304,934 sh- —
Quality
$21.6M91,046 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $63.7M | 410,554 |
| BLACKROCK ETF TRUST II | — | $44.8M | 861,802 |
| FIDELITY COVINGTON TRUST | — | $44.1M | 1,226,135 |
| BLACKROCK ETF TRUST | — | $35.5M | 609,740 |
| VICTORY PORTFOLIOS II | — | $34.9M | 1,603,758 |
| ISHARES TR | — | $31.9M | 312,125 |
| CAPITAL GROUP DIVIDEND VALUE | — | $26.3M | 619,085 |
| ISHARES TR | — | $23.4M | 35,847 |
| ISHARES TR | — | $23.0M | 304,934 |
| Invesco Ltd.$IVZ | — | $21.6M | 91,046 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Madison Wealth Partners, Inc's 220 positions.
Showing top 10 of 220 holdings.
Sector Allocation
Other
$515.5M
Technology
$41.3M
Financials
$38.9M
Consumer Discretionary
$9.6M
Industrials
$7.0M
Utilities
$4.9M
Healthcare
$3.5M
Communication Services
$2.0M
Full Holdings — Madison Wealth Partners, Inc (Q1 2026)
All 220 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $63.7M | 10.2% | +2% | — |
| 2 | — | BLACKROCK ETF TRUST II | $44.8M | 7.1% | +6% | — |
| 3 | — | FIDELITY COVINGTON TRUST | $44.1M | 7.0% | NEW | — |
| 4 | — | BLACKROCK ETF TRUST | $35.5M | 5.7% | +3% | — |
| 5 | — | VICTORY PORTFOLIOS II | $34.9M | 5.6% | +328% | — |
| 6 | — | ISHARES TR | $31.9M | 5.1% | +0% | — |
| 7 | — | CAPITAL GROUP DIVIDEND VALUE | $26.3M | 4.2% | NEW | — |
| 8 | — | ISHARES TR | $23.4M | 3.7% | +3% | — |
| 9 | — | ISHARES TR | $23.0M | 3.7% | +0% | — |
| 10 | $IVZ | Invesco Ltd. | $21.6M | 3.5% | +439% | — |
| 11 | — | ISHARES TR | $18.7M | 3.0% | -59% | — |
| 12 |  $AAPL | Apple Inc. | $13.7M | 2.2% | +7% | 76.1 |
| 13 | — | ISHARES TR | $13.0M | 2.1% | -1% | — |
| 14 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.5M | 1.7% | -4% | — |
| 15 | — | SCHWAB STRATEGIC TR | $9.5M | 1.5% | +2% | — |
| 16 | — | ISHARES TR | $8.6M | 1.4% | +1% | — |
| 17 | — | ISHARES TR | $7.6M | 1.2% | -0% | — |
| 18 |  $MSFT | MICROSOFT CORP | $7.1M | 1.1% | +4% | 83.7 |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $6.1M | 1.0% | +3% | — |
| 20 | — | VANGUARD SPECIALIZED FUNDS | $6.0M | 0.9% | +4% | — |
| 21 | — | FIDELITY MERRIMACK STR TR | $5.0M | 0.8% | -2% | — |
| 22 | — | SCHWAB STRATEGIC TR | $5.0M | 0.8% | +4% | — |
| 23 |  $GOOG | Alphabet Inc. | $4.8M | 0.8% | +10% | 80.2 |
| 24 |  $NVDA | NVIDIA CORP | $4.6M | 0.7% | +22% | 90.2 |
| 25 |  $AMZN | AMAZON COM INC | $4.5M | 0.7% | +11% | 74.6 |
| 26 | — | EA SERIES TRUST | $4.5M | 0.7% | +8% | — |
| 27 | — | SCHWAB STRATEGIC TR | $4.0M | 0.7% | +4% | — |
| 28 | — | FIDELITY COMWLTH TR | $4.0M | 0.6% | -80% | — |
| 29 | — | VANGUARD INDEX FDS | $4.0M | 0.6% | +3% | — |
| 30 | — | VANGUARD INDEX FDS | $4.0M | 0.6% | +8% | — |
| 31 | — | ISHARES TR | $3.9M | 0.6% | +2% | — |
| 32 | — | ISHARES TR | $3.5M | 0.6% | +0% | — |
| 33 | — | ISHARES TR | $3.3M | 0.5% | +1% | — |
| 34 | — | FIDELITY COVINGTON TRUST | $3.2M | 0.5% | +22% | — |
| 35 | $IVZ | Invesco Ltd. | $3.1M | 0.5% | -2% | — |
| 36 |  $GLD | SPDR GOLD TRUST | $3.1M | 0.5% | +18% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.1M | 0.5% | +5% | 64.5 |
| 38 | — | VICTORY PORTFOLIOS II | $3.0M | 0.5% | +66% | — |
| 39 | — | VANGUARD INDEX FDS | $2.7M | 0.4% | +10% | — |
| 40 | — | VANGUARD WORLD FD | $2.5M | 0.4% | +48% | — |
| 41 |  $MGEE | MGE ENERGY INC | $2.5M | 0.4% | +9% | — |
| 42 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.2M | 0.3% | +6% | 67 |
| 43 | — | ISHARES TR | $2.0M | 0.3% | +3% | — |
| 44 | — | ISHARES TR | $1.8M | 0.3% | -1% | — |
| 45 | — | SCHWAB STRATEGIC TR | $1.8M | 0.3% | +45% | — |
| 46 |  $TSLA | Tesla, Inc. | $1.7M | 0.3% | +7% | 50.1 |
| 47 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.2% | +9% | 35.6 |
| 48 |  $LRCX | LAM RESEARCH CORP | $1.5M | 0.2% | +4% | 82.4 |
| 49 | — | VANGUARD WORLD FD | $1.4M | 0.2% | +7% | — |
| 50 | — | ISHARES TR | $1.4M | 0.2% | +0% | — |
| 51 | — | ISHARES TR | $1.4M | 0.2% | +5% | — |
| 52 |  $GOOGL | Alphabet Inc. | $1.3M | 0.2% | +4% | 80.2 |
| 53 | — | VANGUARD WHITEHALL FDS | $1.3M | 0.2% | +20% | — |
| 54 |  $META | Meta Platforms, Inc. | $1.3M | 0.2% | +16% | 80.9 |
| 55 | — | ISHARES INC | $1.3M | 0.2% | +4% | — |
| 56 |  $AVGO | Broadcom Inc. | $1.2M | 0.2% | +18% | 86.4 |
| 57 |  $V | VISA INC. | $1.1M | 0.2% | -1% | 83.5 |
| 58 | — | CAPITAL GRP FIXED INCM ETF T | $1.1M | 0.2% | +5% | — |
| 59 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.2% | +6% | 68.4 |
| 60 | — | VANGUARD WORLD FD | $1.1M | 0.2% | +1% | — |
| 61 | — | ISHARES TR | $1.0M | 0.2% | +14% | — |
| 62 |  $DE | DEERE & CO | $998,375 | 0.2% | -0% | 57.4 |
| 63 |  $DHR | DANAHER CORP /DE/ | $991,418 | 0.2% | -1% | 63.9 |
| 64 |  $JNJ | JOHNSON & JOHNSON | $980,553 | 0.2% | +26% | 72.8 |
| 65 |  $LNT | ALLIANT ENERGY CORP | $973,552 | 0.2% | -31% | 56.7 |
| 66 |  $NFLX | NETFLIX INC | $960,923 | 0.1% | +10% | 86.7 |
| 67 | — | VANGUARD INDEX FDS | $940,395 | 0.1% | +27% | — |
| 68 | — | VANGUARD INDEX FDS | $935,543 | 0.1% | +7% | — |
| 69 |  $XOM | EXXON MOBIL CORP | $935,230 | 0.1% | +9% | 61.8 |
| 70 | — | INNOVATOR ETFS TRUST | $921,510 | 0.1% | +6% | — |
| 71 |  $CAT | CATERPILLAR INC | $910,933 | 0.1% | +40% | 67.8 |
| 72 | — | SELECT SECTOR SPDR TR | $901,948 | 0.1% | +47% | — |
| 73 | — | J P MORGAN EXCHANGE TRADED F | $890,107 | 0.1% | +28% | — |
| 74 |  $SLV | iShares Silver Trust | $883,603 | 0.1% | +11% | — |
| 75 | — | VANGUARD INDEX FDS | $883,145 | 0.1% | +0% | — |
| 76 | — | ISHARES TR | $876,815 | 0.1% | +21% | — |
| 77 | — | ISHARES TR | $842,445 | 0.1% | +13% | — |
| 78 | — | SCHWAB STRATEGIC TR | $840,688 | 0.1% | -72% | — |
| 79 | — | ISHARES TR | $826,983 | 0.1% | +10% | — |
| 80 | — | GLOBAL X FDS | $820,908 | 0.1% | +19% | — |
| 81 | — | J P MORGAN EXCHANGE TRADED F | $807,596 | 0.1% | +5% | — |
| 82 |  $LLY | ELI LILLY & Co | $779,892 | 0.1% | +10% | 89.3 |
| 83 |  $AMAT | APPLIED MATERIALS INC /DE | $779,362 | 0.1% | +5% | 74.8 |
| 84 | — | SELECT SECTOR SPDR TR | $777,184 | 0.1% | +3% | — |
| 85 | — | CAPITAL GRP FIXED INCM ETF T | $776,206 | 0.1% | +5% | — |
| 86 | — | VANGUARD WHITEHALL FDS | $747,183 | 0.1% | +12% | — |
| 87 | — | PIMCO ETF TR | $700,311 | 0.1% | +0% | — |
| 88 |  $CVX | CHEVRON CORP | $688,540 | 0.1% | +19% | 54.7 |
| 89 |  $MU | MICRON TECHNOLOGY INC | $662,012 | 0.1% | +23% | 88.4 |
| 90 |  $PG | PROCTER & GAMBLE Co | $653,909 | 0.1% | +30% | 72.9 |
| 91 |  $FAST | FASTENAL CO | $650,528 | 0.1% | NEW | 73.5 |
| 92 | — | ISHARES TR | $646,935 | 0.1% | +0% | — |
| 93 | — | PACER FDS TR | $632,732 | 0.1% | +1% | — |
| 94 |  $WMT | Walmart Inc. | $617,476 | 0.1% | +82% | 63.2 |
| 95 | — | FIDELITY COVINGTON TRUST | $615,638 | 0.1% | +4% | — |
| 96 | — | ISHARES TR | $597,312 | 0.1% | -0% | — |
| 97 |  $AGNC | AGNC Investment Corp. | $583,045 | 0.1% | NEW | — |
| 98 | — | FIRST TR EXCHANGE-TRADED FD | $580,365 | 0.1% | +138% | — |
| 99 | — | VANGUARD INTL EQUITY INDEX F | $571,209 | 0.1% | +0% | — |
| 100 | — | VANGUARD INDEX FDS | $569,612 | 0.1% | +3% | — |
| 101 |  $PLTR | Palantir Technologies Inc. | $566,835 | 0.1% | +4% | 85.8 |
| 102 |  $MCD | MCDONALDS CORP | $562,799 | 0.1% | +20% | 73.9 |
| 103 |  $ABBV | AbbVie Inc. | $556,468 | 0.1% | +41% | 59.3 |
| 104 | — | VANGUARD STAR FDS | $553,278 | 0.1% | +10% | — |
| 105 | — | FIDELITY GREENWOOD STREET TR | $546,868 | 0.1% | +19% | — |
| 106 | — | NEOS ETF TRUST | $542,293 | 0.1% | -9% | — |
| 107 | — | ISHARES TR | $541,417 | 0.1% | -2% | — |
| 108 |  $HD | HOME DEPOT, INC. | $531,830 | 0.1% | +13% | 69.2 |
| 109 |  $ORCL | ORACLE CORP | $525,036 | 0.1% | +6% | 67.2 |
| 110 | — | ISHARES TR | $518,336 | 0.1% | +10% | — |
| 111 | $IVZ | Invesco Ltd. | $514,978 | 0.1% | +23% | — |
| 112 | — | FIDELITY COVINGTON TRUST | $510,896 | 0.1% | -0% | — |
| 113 |  $KLAC | KLA CORP | $498,101 | 0.1% | +0% | 84.4 |
| 114 |  $T | AT&T INC. | $494,388 | 0.1% | +5% | 71.9 |
| 115 | — | ISHARES TR | $492,983 | 0.1% | +12% | — |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $492,405 | 0.1% | +17% | 72.3 |
| 117 |  $NEE | NEXTERA ENERGY INC | $491,602 | 0.1% | -1% | 71.7 |
| 118 |  $ALPS | Alps Group Inc | $490,351 | 0.1% | +67% | — |
| 119 | — | SCHWAB STRATEGIC TR | $486,745 | 0.1% | +109% | — |
| 120 | — | SPDR SERIES TRUST | $480,276 | 0.1% | +117% | — |
| 121 |  $CMI | CUMMINS INC | $472,958 | 0.1% | +7% | 58.9 |
| 122 | — | ISHARES TR | $462,689 | 0.1% | +14% | — |
| 123 | — | FIDELITY COVINGTON TRUST | $461,032 | 0.1% | +12% | — |
| 124 | — | SPDR SERIES TRUST | $457,013 | 0.1% | +6% | — |
| 125 |  $GEV | GE Vernova Inc. | $451,251 | 0.1% | +6% | 70.1 |
| 126 | — | ISHARES TR | $442,864 | 0.1% | +14% | — |
| 127 | — | FIRST TR EXCHANGE-TRADED FD | $434,594 | 0.1% | +0% | — |
| 128 |  $CRWD | CrowdStrike Holdings, Inc. | $429,510 | 0.1% | +0% | 55 |
| 129 |  $PEP | PEPSICO INC | $426,102 | 0.1% | +33% | 62.7 |
| 130 |  $RTX | RTX Corp | $421,271 | 0.1% | +15% | 70 |
| 131 | — | ISHARES TR | $417,153 | 0.1% | +4% | — |
| 132 | — | SPDR SERIES TRUST | $406,170 | 0.1% | +509% | — |
| 133 |  $MA | Mastercard Inc | $405,398 | 0.1% | +10% | 81.7 |
| 134 | — | VANGUARD INDEX FDS | $405,050 | 0.1% | -4% | — |
| 135 |  $BPRE | Bluerock Private Real Estate Fund | $397,779 | 0.1% | -5% | — |
| 136 | — | FIRST TR EXCHANGE-TRADED FD | $390,362 | 0.1% | -3% | — |
| 137 | — | ISHARES TR | $385,593 | 0.1% | +8% | — |
| 138 | — | ISHARES TR | $385,551 | 0.1% | -16% | — |
| 139 | — | VANGUARD SCOTTSDALE FDS | $383,860 | 0.1% | -15% | — |
| 140 | — | ISHARES TR | $379,885 | 0.1% | +11% | — |
| 141 | — | ISHARES TR | $376,718 | 0.1% | +7% | — |
| 142 | — | ISHARES TR | $376,077 | 0.1% | -0% | — |
| 143 | — | ISHARES TR | $370,704 | 0.1% | +0% | — |
| 144 |  $C | CITIGROUP INC | $370,535 | 0.1% | +1% | 54.8 |
| 145 | $IVZ | Invesco Ltd. | $364,283 | 0.1% | NEW | — |
| 146 |  $WFC | WELLS FARGO & COMPANY/MN | $351,267 | 0.1% | +8% | — |
| 147 | — | VANGUARD MUN BD FDS | $349,421 | 0.1% | -5% | — |
| 148 | — | INVESCO EXCH TRADED FD TR II | $349,025 | 0.1% | +6% | — |
| 149 |  $DIS | Walt Disney Co | $346,862 | 0.1% | +3% | 68.9 |
| 150 |  $IAU | ISHARES GOLD TRUST | $345,587 | 0.1% | +3% | — |
| 151 | — | FLEXSHARES TR | $342,151 | 0.1% | +0% | — |
| 152 |  $WEC | WEC ENERGY GROUP, INC. | $331,903 | 0.1% | NEW | 67 |
| 153 |  $AMD | ADVANCED MICRO DEVICES INC | $330,592 | 0.1% | -34% | 78.8 |
| 154 | — | ISHARES TR | $323,896 | 0.1% | -99% | — |
| 155 | — | INNOVATOR ETFS TRUST | $323,726 | 0.1% | -3% | — |
| 156 | — | ISHARES U S ETF TR | $323,562 | 0.1% | +0% | — |
| 157 | — | ISHARES TR | $323,443 | 0.1% | +4% | — |
| 158 | $IVZ | Invesco Ltd. | $307,578 | 0.1% | -0% | — |
| 159 |  $USB | US BANCORP DE | $303,142 | 0.1% | +13% | 71.4 |
| 160 | — | SCHWAB STRATEGIC TR | $301,992 | 0.1% | +47% | — |
| 161 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $298,965 | 0.1% | +0% | 60.5 |
| 162 | — | ISHARES TR | $296,423 | 0.1% | +3% | — |
| 163 | — | INNOVATOR ETFS TRUST | $293,954 | 0.1% | -2% | — |
| 164 |  $KO | COCA COLA CO | $291,791 | 0.1% | NEW | 74 |
| 165 | — | ISHARES TR | $287,028 | 0.1% | +7% | — |
| 166 | — | VANECK ETF TRUST | $280,104 | 0.0% | NEW | — |
| 167 |  $GE | GENERAL ELECTRIC CO | $278,195 | 0.0% | +15% | 74.8 |
| 168 | — | VANGUARD INDEX FDS | $278,179 | 0.0% | -26% | — |
| 169 | — | INNOVATOR ETFS TRUST | $277,661 | 0.0% | +49% | — |
| 170 | — | SSGA ACTIVE ETF TR | $268,496 | 0.0% | +0% | — |
| 171 | — | ZACKS TRUST | $268,170 | 0.0% | NEW | — |
| 172 | — | CAPITAL GRP FIXED INCM ETF T | $267,539 | 0.0% | +0% | — |
| 173 | — | ISHARES TR | $265,157 | 0.0% | -3% | — |
| 174 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $264,140 | 0.0% | +21% | 66.7 |
| 175 | — | INNOVATOR ETFS TRUST | $263,633 | 0.0% | +0% | — |
| 176 |  $MPC | Marathon Petroleum Corp | $261,761 | 0.0% | -14% | 50.7 |
| 177 |  $ANET | Arista Networks, Inc. | $260,171 | 0.0% | +11% | 86 |
| 178 | — | J P MORGAN EXCHANGE TRADED F | $255,067 | 0.0% | +0% | — |
| 179 | — | INNOVATOR ETFS TRUST | $253,392 | 0.0% | +0% | — |
| 180 |  $TJX | TJX COMPANIES INC /DE/ | $252,911 | 0.0% | +18% | 70.7 |
| 181 | — | ISHARES TR | $250,476 | 0.0% | +0% | — |
| 182 | — | BLACKROCK ETF TRUST | $247,651 | 0.0% | -3% | — |
| 183 |  $AMGN | AMGEN INC | $246,724 | 0.0% | +11% | 79.5 |
| 184 |  $ABT | ABBOTT LABORATORIES | $245,995 | 0.0% | +16% | 67 |
| 185 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $242,833 | 0.0% | -1% | — |
| 186 |  $MRK | Merck & Co., Inc. | $242,769 | 0.0% | NEW | 70.9 |
| 187 | — | ISHARES TR | $242,256 | 0.0% | -30% | — |
| 188 |  $PGR | PROGRESSIVE CORP/OH/ | $239,743 | 0.0% | -8% | 83.6 |
| 189 |  $SNA | Snap-on Inc | $236,708 | 0.0% | +0% | 69.3 |
| 190 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $236,641 | 0.0% | +0% | — |
| 191 | — | FIRST TR EXCHANGE-TRADED FD | $236,617 | 0.0% | -1% | — |
| 192 |  $NOVT | NOVANTA INC | $234,212 | 0.0% | +0% | 50.5 |
| 193 | — | INNOVATOR ETFS TRUST | $230,811 | 0.0% | +27% | — |
| 194 | — | VANGUARD TAX-MANAGED FDS | $229,086 | 0.0% | NEW | — |
| 195 | — | PIMCO ETF TR | $227,714 | 0.0% | +0% | — |
| 196 |  $XEL | XCEL ENERGY INC | $225,677 | 0.0% | -3% | — |
| 197 | — | VANGUARD WORLD FD | $225,144 | 0.0% | +1% | — |
| 198 | — | FIDELITY COVINGTON TRUST | $223,800 | 0.0% | -95% | — |
| 199 |  $VZ | VERIZON COMMUNICATIONS INC | $222,906 | 0.0% | NEW | 71.6 |
| 200 |  $CARR | CARRIER GLOBAL Corp | $222,481 | 0.0% | +4% | 61.5 |
| 201 | — | VANGUARD SCOTTSDALE FDS | $222,281 | 0.0% | -35% | — |
| 202 | — | INVESCO EXCHANGE TRADED FD T | $221,817 | 0.0% | +1% | — |
| 203 | — | SELECT SECTOR SPDR TR | $218,624 | 0.0% | -78% | — |
| 204 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $215,742 | 0.0% | NEW | — |
| 205 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $215,623 | 0.0% | -0% | 60.7 |
| 206 | — | ISHARES TR | $214,803 | 0.0% | +2% | — |
| 207 |  $QCOM | QUALCOMM INC/DE | $213,946 | 0.0% | +12% | 81.9 |
| 208 | — | ISHARES TR | $213,818 | 0.0% | +0% | — |
| 209 |  $VST | Vistra Corp. | $209,176 | 0.0% | -1% | 62.9 |
| 210 | — | INNOVATOR ETFS TRUST | $206,890 | 0.0% | +0% | — |
| 211 |  $NRG | NRG ENERGY, INC. | $205,822 | 0.0% | -1% | 59.5 |
| 212 | — | FIDELITY COVINGTON TRUST | $202,323 | 0.0% | -95% | — |
| 213 |  $LIN | LINDE PLC | $202,086 | 0.0% | NEW | — |
| 214 |  $F | FORD MOTOR CO | $152,360 | 0.0% | +0% | 58.5 |
| 215 |  $ORC | Orchid Island Capital, Inc. | $108,965 | 0.0% | NEW | — |
| 216 |  $AAL | American Airlines Group Inc. | $108,175 | 0.0% | -2% | 50.6 |
| 217 |  $EDF | Virtus Stone Harbor Emerging Markets Income Fund | $76,480 | 0.0% | NEW | — |
| 218 |  $PHK | PIMCO HIGH INCOME FUND | $64,589 | 0.0% | +0% | — |
| 219 |  $DLTH | DULUTH HOLDINGS INC. | $31,600 | 0.0% | +0% | 26.8 |
| 220 |  $DVLT | Datavault AI Inc. | $16,681 | 0.0% | +0% | 23.7 |
New Positions (14)
CAPITAL GROUP DIVIDEND VALUE$26.3M
$FAST FASTENAL CO$650,528$AGNC AGNC Investment Corp.$583,045$WEC WEC ENERGY GROUP, INC.$331,903$KO COCA COLA CO$291,791 VANECK ETF TRUST$280,104
ZACKS TRUST$268,170
$MRK Merck & Co., Inc.$242,769 VANGUARD TAX-MANAGED FDS$229,086
$VZ VERIZON COMMUNICATIONS INC$222,906$CBSH COMMERCE BANCSHARES INC /MO/$215,742$LIN LINDE PLC$202,086$ORC Orchid Island Capital, Inc.$108,965$EDF Virtus Stone Harbor Emerging Markets Income Fund$76,480
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