0001844424-22-000003.txt : 20220502 0001844424-22-000003.hdr.sgml : 20220502 20220502101114 ACCESSION NUMBER: 0001844424-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 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: 22879807 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 03-31-2022 03-31-2022 Madison Wealth Partners, Inc

1502 WEST BROADWAY STREET SUITE 301 MADISON WI 53713

13F HOLDINGS REPORT 028-20942 N MARK P. MCFARLAND (608) 210-1021 MARK P. MCFARLAND MADISON WI 05-02-2022 0 79 178843 false INFORMATION TABLE 2 13F_madisonwealth_2022Q1.xml AT&T INC COM 00206R102 553 23385 SH SOLE 0 0 23385 ADVERUM BIOTECHNOLOGIES INC COM 00773U108 19 14412 SH SOLE 0 0 14412 ADVANCED MICRO DEVICES INC COM 007903107 241 2202 SH SOLE 0 0 2202 ALLIANT ENERGY CORP COM 018802108 1519 24312 SH SOLE 0 0 24312 ALPHABET INC CAP STK CL C 02079K107 223 80 SH SOLE 0 0 80 ALPHABET INC CAP STK CL A 02079K305 1057 380 SH SOLE 0 0 380 AMAZON COM INC COM 023135106 1288 395 SH SOLE 0 0 395 APPLE INC COM 037833100 5235 29980 SH SOLE 0 0 29980 BK OF AMERICA CORP COM 060505104 384 9316 SH SOLE 0 0 9316 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 905 2564 SH SOLE 0 0 2564 CHEVRON CORP NEW COM 166764100 356 2184 SH SOLE 0 0 2184 CISCO SYS INC COM 17275R102 236 4231 SH SOLE 0 0 4231 COSTCO WHSL CORP NEW COM 22160K105 675 1172 SH SOLE 0 0 1172 DANAHER CORPORATION COM 235851102 1502 5120 SH SOLE 0 0 5120 DEERE & CO COM 244199105 862 2074 SH SOLE 0 0 2074 DISNEY WALT CO COM 254687106 205 1495 SH SOLE 0 0 1495 EXXON MOBIL CORP COM 30231G102 376 4548 SH SOLE 0 0 4548 META PLATFORMS INC CL A 30303M102 270 1214 SH SOLE 0 0 1214 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 11121 200156 SH SOLE 0 0 200156 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 250 3812 SH SOLE 0 0 3812 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 313 1668 SH SOLE 0 0 1668 HOME DEPOT INC COM 437076102 244 816 SH SOLE 0 0 816 IG ACQUISITION CORP *W EXP 10/05/202 449534114 10 32000 SH SOLE 0 0 32000 INNOVATOR ETFS TR US EQT ULTRA BF 45782C375 211 7001 SH SOLE 0 0 7001 INVESCO QQQ TR UNIT SER 1 46090E103 4173 11511 SH SOLE 0 0 11511 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 361 2424 SH SOLE 0 0 2424 ISHARES TR S&P 100 ETF 464287101 613 2938 SH SOLE 0 0 2938 ISHARES TR MORNINGSTAR GRWT 464287119 304 4680 SH SOLE 0 0 4680 ISHARES TR CORE S&P500 ETF 464287200 10323 22752 SH SOLE 0 0 22752 ISHARES TR CORE US AGGBD ET 464287226 5099 47611 SH SOLE 0 0 47611 ISHARES TR S&P 500 GRWT ETF 464287309 481 6296 SH SOLE 0 0 6296 ISHARES TR RUS MDCP VAL ETF 464287473 215 1800 SH SOLE 0 0 1800 ISHARES TR RUS MD CP GR ETF 464287481 220 2189 SH SOLE 0 0 2189 ISHARES TR CORE S&P MCP ETF 464287507 9785 36464 SH SOLE 0 0 36464 ISHARES TR EXPANDED TECH 464287515 710 2059 SH SOLE 0 0 2059 ISHARES TR RUS 1000 VAL ETF 464287598 292 1761 SH SOLE 0 0 1761 ISHARES TR RUS 1000 GRW ETF 464287614 418 1505 SH SOLE 0 0 1505 ISHARES TR CORE S&P US VLU 464287663 14028 184895 SH SOLE 0 0 184895 ISHARES TR CORE S&P US GWT 464287671 31575 298835 SH SOLE 0 0 298835 ISHARES TR CORE S&P SCP ETF 464287804 5693 52772 SH SOLE 0 0 52772 ISHARES TR MORNINGSTAR VALU 464288109 567 8272 SH SOLE 0 0 8272 ISHARES TR SHRT NAT MUN ETF 464288158 1239 11847 SH SOLE 0 0 11847 ISHARES TR NATIONAL MUN ETF 464288414 5966 54419 SH SOLE 0 0 54419 ISHARES TR IBOXX HI YD ETF 464288513 309 3759 SH SOLE 0 0 3759 ISHARES TR CORE HIGH DV ETF 46429B663 234 2192 SH SOLE 0 0 2192 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 618 15431 SH SOLE 0 0 15431 ISHARES TR CORE MSCI TOTAL 46432F834 6855 102961 SH SOLE 0 0 102961 ISHARES TR CORE MSCI EAFE 46432F842 935 13449 SH SOLE 0 0 13449 ISHARES INC CORE MSCI EMKT 46434G103 507 9132 SH SOLE 0 0 9132 ISHARES TR CORE TOTAL USD 46434V613 582 11724 SH SOLE 0 0 11724 ISHARES TR CORE DIV GRWTH 46434V621 27760 519753 SH SOLE 0 0 519753 JOHNSON & JOHNSON COM 478160104 366 2066 SH SOLE 0 0 2066 LOWES COS INC COM 548661107 299 1477 SH SOLE 0 0 1477 MGE ENERGY INC COM 55277P104 2403 30112 SH SOLE 0 0 30112 MICROSOFT CORP COM 594918104 2668 8654 SH SOLE 0 0 8654 ORACLE CORP COM 68389X105 263 3173 SH SOLE 0 0 3173 PEPSICO INC COM 713448108 241 1441 SH SOLE 0 0 1441 PFIZER INC COM 717081103 408 7885 SH SOLE 0 0 7885 PROCTER AND GAMBLE CO COM 742718109 312 2040 SH SOLE 0 0 2040 SPDR S&P 500 ETF TR TR UNIT 78462F103 3541 7839 SH SOLE 0 0 7839 SPDR SER TR BLOOMBERG HIGH Y 78468R622 448 4369 SH SOLE 0 0 4369 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 458 5808 SH SOLE 0 0 5808 TESLA INC COM 88160R101 996 924 SH SOLE 0 0 924 TRACTOR SUPPLY CO COM 892356106 225 965 SH SOLE 0 0 965 UNITED PARCEL SERVICE INC CL B 911312106 264 1229 SH SOLE 0 0 1229 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 227 3949 SH SOLE 0 0 3949 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 857 5287 SH SOLE 0 0 5287 VANGUARD WORLD FD MEGA GRWTH IND 921910816 235 997 SH SOLE 0 0 997 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 450 7810 SH SOLE 0 0 7810 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 250 5412 SH SOLE 0 0 5412 VANGUARD WORLD FDS INF TECH ETF 92204A702 937 2250 SH SOLE 0 0 2250 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 214 516 SH SOLE 0 0 516 VANGUARD INDEX FDS MID CAP ETF 922908629 237 995 SH SOLE 0 0 995 VANGUARD INDEX FDS LARGE CAP ETF 922908637 610 2926 SH SOLE 0 0 2926 VANGUARD INDEX FDS GROWTH ETF 922908736 2350 8172 SH SOLE 0 0 8172 VANGUARD INDEX FDS VALUE ETF 922908744 496 3354 SH SOLE 0 0 3354 VANGUARD INDEX FDS SMALL CP ETF 922908751 328 1545 SH SOLE 0 0 1545 VERIZON COMMUNICATIONS INC COM 92343V104 214 4192 SH SOLE 0 0 4192 VISA INC COM CL A 92826C839 629 2838 SH SOLE 0 0 2838