0001844424-21-000004.txt : 20210719 0001844424-21-000004.hdr.sgml : 20210719 20210719162353 ACCESSION NUMBER: 0001844424-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210719 DATE AS OF CHANGE: 20210719 EFFECTIVENESS DATE: 20210719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Madison Wealth Partners, Inc CENTRAL INDEX KEY: 0001844424 IRS NUMBER: 845012397 STATE OF INCORPORATION: WI FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20942 FILM NUMBER: 211098159 BUSINESS ADDRESS: STREET 1: 109 SOUTH STREET CITY: WAUNAKEE STATE: WI ZIP: 53597 BUSINESS PHONE: (608) 850-3400 MAIL ADDRESS: STREET 1: 109 SOUTH STREET CITY: WAUNAKEE STATE: WI ZIP: 53597 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001844424 XXXXXXXX 06-30-2021 06-30-2021 Madison Wealth Partners, Inc

109 SOUTH STREET WAUNAKEE WI 53597

13F HOLDINGS REPORT 028-20942 N MARK P. MCFARLAND (608) 850-3400 MARK P. MCFARLAND Waunakee WI 07-19-2021 0 72 174655 false INFORMATION TABLE 2 13F_madisonwealth_2021Q2.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 223 380 SH SOLE 0 0 380 ADVERUM BIOTECHNOLOGIES INC COM 00773U108 50 14412 SH SOLE 0 0 14412 ALLIANT ENERGY CORP COM 018802108 1354 24281 SH SOLE 0 0 24281 ALPHABET INC CAP STK CL A 02079K305 801 328 SH SOLE 0 0 328 AMAZON COM INC COM 023135106 1121 326 SH SOLE 0 0 326 AMERICAN AIRLS GROUP INC COM 02376R102 222 10448 SH SOLE 0 0 10448 APPLE INC COM 037833100 3770 27523 SH SOLE 0 0 27523 AT&T INC COM 00206R102 873 30340 SH SOLE 0 0 30340 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 688 2477 SH SOLE 0 0 2477 BK OF AMERICA CORP COM 060505104 401 9724 SH SOLE 0 0 9724 CISCO SYS INC COM 17275R102 208 3918 SH SOLE 0 0 3918 COSTCO WHSL CORP NEW COM 22160K105 418 1057 SH SOLE 0 0 1057 DANAHER CORPORATION COM 235851102 1374 5120 SH SOLE 0 0 5120 DEERE & CO COM 244199105 733 2077 SH SOLE 0 0 2077 DISNEY WALT CO COM 254687106 295 1679 SH SOLE 0 0 1679 EXXON MOBIL CORP COM 30231G102 289 4583 SH SOLE 0 0 4583 FACEBOOK INC CL A 30303M102 431 1240 SH SOLE 0 0 1240 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 9364 166182 SH SOLE 0 0 166182 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 278 4354 SH SOLE 0 0 4354 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 408 1668 SH SOLE 0 0 1668 HOME DEPOT INC COM 437076102 233 731 SH SOLE 0 0 731 INNOVATOR ETFS TR S&P 500 ULTRA 45782C375 214 7340 SH SOLE 0 0 7340 INNOVATOR ETFS TR S&P 500 PWR BUFR 45782C383 262 8592 SH SOLE 0 0 8592 INVESCO QQQ TR UNIT SER 1 46090E103 3930 11089 SH SOLE 0 0 11089 ISHARES INC CORE MSCI EMKT 46434G103 232 3458 SH SOLE 0 0 3458 ISHARES TR CORE S&P US GWT 464287671 26516 262585 SH SOLE 0 0 262585 ISHARES TR CORE S&P US VLU 464287663 10647 147963 SH SOLE 0 0 147963 ISHARES TR CORE US AGGBD ET 464287226 25579 221786 SH SOLE 0 0 221786 ISHARES TR CORE DIV GRWTH 46434V621 22315 443117 SH SOLE 0 0 443117 ISHARES TR CORE MSCI TOTAL 46432F834 7442 101523 SH SOLE 0 0 101523 ISHARES TR CORE S&P500 ETF 464287200 8158 18976 SH SOLE 0 0 18976 ISHARES TR CORE S&P MCP ETF 464287507 8898 33113 SH SOLE 0 0 33113 ISHARES TR CORE S&P SCP ETF 464287804 5094 45087 SH SOLE 0 0 45087 ISHARES TR MSCI EAFE ETF 464287465 234 2969 SH SOLE 0 0 2969 ISHARES TR NATIONAL MUN ETF 464288414 7774 66334 SH SOLE 0 0 66334 ISHARES TR EXPANDED TECH 464287515 505 1295 SH SOLE 0 0 1295 ISHARES TR S&P 100 ETF 464287101 570 2908 SH SOLE 0 0 2908 ISHARES TR CORE TOTAL USD 46434V613 1110 20752 SH SOLE 0 0 20752 ISHARES TR RUS MD CP GR ETF 464287481 214 1893 SH SOLE 0 0 1893 ISHARES TR IBOXX HI YD ETF 464288513 358 4062 SH SOLE 0 0 4062 ISHARES TR SHRT NAT MUN ETF 464288158 942 8740 SH SOLE 0 0 8740 ISHARES TR CORE MSCI EAFE 46432F842 550 7348 SH SOLE 0 0 7348 ISHARES TR RUS 1000 VAL ETF 464287598 214 1346 SH SOLE 0 0 1346 ISHARES TR S&P 500 GRWT ETF 464287309 425 5838 SH SOLE 0 0 5838 ISHARES TR RUS 1000 GRW ETF 464287614 410 1511 SH SOLE 0 0 1511 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 519 15053 SH SOLE 0 0 15053 JOHNSON & JOHNSON COM 478160104 342 2077 SH SOLE 0 0 2077 LOWES COS INC COM 548661107 238 1226 SH SOLE 0 0 1226 MGE ENERGY INC COM 55277P104 2113 28380 SH SOLE 0 0 28380 MICROSOFT CORP COM 594918104 2202 8128 SH SOLE 0 0 8128 NIO INC SPON ADS 62914V106 436 8196 SH SOLE 0 0 8196 ORACLE CORP COM 68389X105 226 2908 SH SOLE 0 0 2908 PEPSICO INC COM 713448108 209 1407 SH SOLE 0 0 1407 PFIZER INC COM 717081103 288 7349 SH SOLE 0 0 7349 PROCTER AND GAMBLE CO COM 742718109 264 1955 SH SOLE 0 0 1955 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 232 3064 SH SOLE 0 0 3064 SPDR S&P 500 ETF TR TR UNIT 78462F103 3317 7750 SH SOLE 0 0 7750 SPDR SER TR BLOOMBERG BRCLYS 78468R622 480 4369 SH SOLE 0 0 4369 TESLA INC COM 88160R101 625 920 SH SOLE 0 0 920 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 230 3621 SH SOLE 0 0 3621 VANGUARD INDEX FDS GROWTH ETF 922908736 2252 7853 SH SOLE 0 0 7853 VANGUARD INDEX FDS MID CAP ETF 922908629 230 969 SH SOLE 0 0 969 VANGUARD INDEX FDS SMALL CP ETF 922908751 319 1418 SH SOLE 0 0 1418 VANGUARD INDEX FDS LARGE CAP ETF 922908637 458 2279 SH SOLE 0 0 2279 VANGUARD INDEX FDS SML CP GRW ETF 922908595 228 787 SH SOLE 0 0 787 VANGUARD INDEX FDS VALUE ETF 922908744 359 2610 SH SOLE 0 0 2610 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 475 7493 SH SOLE 0 0 7493 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 453 2929 SH SOLE 0 0 2929 VANGUARD WORLD FD MEGA GRWTH IND 921910816 231 997 SH SOLE 0 0 997 VANGUARD WORLD FDS INF TECH ETF 92204A702 897 2250 SH SOLE 0 0 2250 VERIZON COMMUNICATIONS INC COM 92343V104 208 3715 SH SOLE 0 0 3715 VISA INC COM CL A 92826C839 697 2979 SH SOLE 0 0 2979