Compliance Officer

0001765380-23-000110.txt : 20230508 0001765380-23-000110.hdr.sgml : 20230508 20230508131256 ACCESSION NUMBER: 0001765380-23-000110 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MADISON WEALTH MANAGEMENT CENTRAL INDEX KEY: 0001801857 IRS NUMBER: 311725548 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19842 FILM NUMBER: 23896871 BUSINESS ADDRESS: STREET 1: 7755 MONTGOMERY ROAD STREET 2: SUITE 350 CITY: CINCINNATI STATE: OH ZIP: 45236 BUSINESS PHONE: 513-871-4555 MAIL ADDRESS: STREET 1: 7755 MONTGOMERY ROAD STREET 2: SUITE 350 CITY: CINCINNATI STATE: OH ZIP: 45236 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001801857 XXXXXXXX 03-31-2023 03-31-2023 MADISON WEALTH MANAGEMENT

7755 MONTGOMERY ROAD SUITE 350 CINCINNATI OH 45236

13F HOLDINGS REPORT 028-19842 N Michelle McCarthy Compliance Officer 5138325447 Michelle McCarthy Cincinnati OH 05-08-2023 0 155 462394863 false INFORMATION TABLE 2 madison13f2023q1.xml MICROSOFT CORP COM 594918104 26743178 92762 SH SOLE Madison Wealth Management 92762 0 0 APPLE INC COM 037833100 22645635 137329 SH SOLE Madison Wealth Management 137329 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 21998354 437604 SH SOLE Andy Bruns,Madison Wealth Management 437604 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16496655 53427 SH SOLE Madison Wealth Management 53427 0 0 ALPHABET INC CAP STK CL C 02079K107 15079064 144991 SH SOLE Madison Wealth Management 144991 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14936039 39716 SH SOLE David Niehaus,Madison Wealth Management,Madison Wealth Mangement 39716 0 0 CBRE GROUP INC CL A 12504L109 10068022 138278 SH SOLE Madison Wealth Management 138278 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 9899050 303745 SH SOLE Madison Wealth Management 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