0001844424-22-000002.txt : 20220119 0001844424-22-000002.hdr.sgml : 20220119 20220119145714 ACCESSION NUMBER: 0001844424-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220119 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: 22538328 BUSINESS ADDRESS: STREET 1: 1502 WEST BROADWAY STREET STREET 2: SUITE 301 CITY: MADISON STATE: WI ZIP: 53713 BUSINESS PHONE: (608) 210-1021 MAIL ADDRESS: STREET 1: 1502 WEST BROADWAY STREET STREET 2: SUITE 301 CITY: MADISON STATE: WI ZIP: 53713 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001844424 XXXXXXXX 12-31-2021 12-31-2021 Madison Wealth Partners, Inc

1502 WEST BROADWAY STREET SUITE 301 MADISON WI 53713

13F HOLDINGS REPORT 028-20942 N MARK MCFARLAND 608-210-1021 MARK MCFARLAND MADISON WI 01-19-2022 0 77 198923 false INFORMATION TABLE 2 13F_madisonwealth_2021Q4.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 225 397 SH SOLE 0 0 397 ADVANCED MICRO DEVICES INC COM 007903107 292 2030 SH SOLE 0 0 2030 ADVERUM BIOTECHNOLOGIES INC COM 00773U108 25 14412 SH SOLE 0 0 14412 ALLIANT ENERGY CORP COM 018802108 1504 24470 SH SOLE 0 0 24470 ALPHABET INC CAP STK CL A 02079K305 950 328 SH SOLE 0 0 328 ALPHABET INC CAP STK CL C 02079K107 203 70 SH SOLE 0 0 70 AMAZON COM INC COM 023135106 1267 380 SH SOLE 0 0 380 AMERICAN AIRLS GROUP INC COM 02376R102 196 10918 SH SOLE 0 0 10918 APPLE INC COM 037833100 5247 29550 SH SOLE 0 0 29550 AT&T INC COM 00206R102 598 24289 SH SOLE 0 0 24289 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 752 2515 SH SOLE 0 0 2515 BK OF AMERICA CORP COM 060505104 401 9009 SH SOLE 0 0 9009 CARRIER GLOBAL CORPORATION COM 14448C104 202 3716 SH SOLE 0 0 3716 CHEVRON CORP NEW COM 166764100 249 2122 SH SOLE 0 0 2122 CISCO SYS INC COM 17275R102 255 4025 SH SOLE 0 0 4025 COSTCO WHSL CORP NEW COM 22160K105 632 1113 SH SOLE 0 0 1113 DANAHER CORPORATION COM 235851102 1685 5120 SH SOLE 0 0 5120 DEERE & CO COM 244199105 721 2102 SH SOLE 0 0 2102 DISNEY WALT CO COM 254687106 271 1749 SH SOLE 0 0 1749 EXXON MOBIL CORP COM 30231G102 290 4734 SH SOLE 0 0 4734 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 11511 189016 SH SOLE 0 0 189016 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 269 3919 SH SOLE 0 0 3919 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 377 1668 SH SOLE 0 0 1668 HOME DEPOT INC COM 437076102 303 731 SH SOLE 0 0 731 INNOVATOR ETFS TR US EQT ULTRA BF 45782C375 209 7001 SH SOLE 0 0 7001 INVESCO QQQ TR UNIT SER 1 46090E103 4606 11577 SH SOLE 0 0 11577 ISHARES INC CORE MSCI EMKT 46434G103 308 5150 SH SOLE 0 0 5150 ISHARES TR CORE DIV GRWTH 46434V621 27724 498815 SH SOLE 0 0 498815 ISHARES TR CORE S&P US GWT 464287671 32935 284803 SH SOLE 0 0 284803 ISHARES TR CORE S&P US VLU 464287663 13391 175413 SH SOLE 0 0 175413 ISHARES TR CORE US AGGBD ET 464287226 21687 190100 SH SOLE 0 0 190100 ISHARES TR CORE MSCI TOTAL 46432F834 7814 110143 SH SOLE 0 0 110143 ISHARES TR CORE S&P500 ETF 464287200 10388 21778 SH SOLE 0 0 21778 ISHARES TR CORE S&P MCP ETF 464287507 10183 35971 SH SOLE 0 0 35971 ISHARES TR CORE S&P SCP ETF 464287804 5884 51384 SH SOLE 0 0 51384 ISHARES TR EXPANDED TECH 464287515 633 1591 SH SOLE 0 0 1591 ISHARES TR NATIONAL MUN ETF 464288414 7379 63457 SH SOLE 0 0 63457 ISHARES TR S&P 100 ETF 464287101 650 2968 SH SOLE 0 0 2968 ISHARES TR CORE TOTAL USD 46434V613 843 15927 SH SOLE 0 0 15927 ISHARES TR RUS MD CP GR ETF 464287481 252 2189 SH SOLE 0 0 2189 ISHARES TR RUS MDCP VAL ETF 464287473 220 1800 SH SOLE 0 0 1800 ISHARES TR IBOXX HI YD ETF 464288513 354 4074 SH SOLE 0 0 4074 ISHARES TR SHRT NAT MUN ETF 464288158 1024 9534 SH SOLE 0 0 9534 ISHARES TR CORE MSCI EAFE 46432F842 508 6808 SH SOLE 0 0 6808 ISHARES TR RUS 1000 VAL ETF 464287598 291 1731 SH SOLE 0 0 1731 ISHARES TR S&P 500 GRWT ETF 464287309 517 6176 SH SOLE 0 0 6176 ISHARES TR CORE HIGH DV ETF 46429B663 211 2093 SH SOLE 0 0 2093 ISHARES TR RUS 1000 GRW ETF 464287614 503 1647 SH SOLE 0 0 1647 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 477 15431 SH SOLE 0 0 15431 JOHNSON & JOHNSON COM 478160104 358 2092 SH SOLE 0 0 2092 LOWES COS INC COM 548661107 366 1415 SH SOLE 0 0 1415 META PLATFORMS INC CL A 30303M102 424 1260 SH SOLE 0 0 1260 MGE ENERGY INC COM 55277P104 2444 29713 SH SOLE 0 0 29713 MICROSOFT CORP COM 594918104 2831 8418 SH SOLE 0 0 8418 NIO INC SPON ADS 62914V106 260 8196 SH SOLE 0 0 8196 ORACLE CORP COM 68389X105 266 3050 SH SOLE 0 0 3050 PEPSICO INC COM 713448108 246 1418 SH SOLE 0 0 1418 PFIZER INC COM 717081103 483 8182 SH SOLE 0 0 8182 PROCTER AND GAMBLE CO COM 742718109 331 2026 SH SOLE 0 0 2026 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 469 5806 SH SOLE 0 0 5806 SPDR S&P 500 ETF TR TR UNIT 78462F103 3710 7811 SH SOLE 0 0 7811 SPDR SER TR BLOOMBERG HIGH Y 78468R622 474 4369 SH SOLE 0 0 4369 TESLA INC COM 88160R101 976 924 SH SOLE 0 0 924 UNITED PARCEL SERVICE INC CL B 911312106 263 1229 SH SOLE 0 0 1229 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 236 3781 SH SOLE 0 0 3781 VANGUARD INDEX FDS GROWTH ETF 922908736 2485 7742 SH SOLE 0 0 7742 VANGUARD INDEX FDS MID CAP ETF 922908629 240 942 SH SOLE 0 0 942 VANGUARD INDEX FDS SMALL CP ETF 922908751 320 1418 SH SOLE 0 0 1418 VANGUARD INDEX FDS LARGE CAP ETF 922908637 556 2516 SH SOLE 0 0 2516 VANGUARD INDEX FDS SML CP GRW ETF 922908595 214 760 SH SOLE 0 0 760 VANGUARD INDEX FDS VALUE ETF 922908744 416 2829 SH SOLE 0 0 2829 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 225 516 SH SOLE 0 0 516 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 443 7237 SH SOLE 0 0 7237 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 538 3134 SH SOLE 0 0 3134 VANGUARD WORLD FD MEGA GRWTH IND 921910816 260 997 SH SOLE 0 0 997 VANGUARD WORLD FDS INF TECH ETF 92204A702 1031 2250 SH SOLE 0 0 2250 VISA INC COM CL A 92826C839 642 2961 SH SOLE 0 0 2961