0001844424-22-000004.txt : 20221024
0001844424-22-000004.hdr.sgml : 20221024
20221024114933
ACCESSION NUMBER: 0001844424-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221024
DATE AS OF CHANGE: 20221024
EFFECTIVENESS DATE: 20221024
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: 221325479
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
09-30-2022
09-30-2022
Madison Wealth Partners, Inc
1502 WEST BROADWAY STREET
SUITE 301
MADISON
WI
53713
13F HOLDINGS REPORT
028-20942
N
MARK P. MCFARLAND
Chief Compliance Officer
MARK P. MCFARLAND
MARK P. MCFARLAND
MADISON
WI
10-24-2022
0
69
152876
false
INFORMATION TABLE
2
13F_madisonwealth_Q32022.xml
IG ACQUISITION CORP
*W EXP 10/05/202
449534114
7
49000
SH
SOLE
0
0
49000
UNITED PARCEL SERVICE INC
CL B
911312106
202
1251
SH
SOLE
0
0
1251
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
211
1668
SH
SOLE
0
0
1668
HARTFORD FDS EXCHANGE TRADED
SHRT DURTN ETF
41653L602
222
5913
SH
SOLE
0
0
5913
ISHARES TR
0-5YR INVT GR CP
46434V100
225
4737
SH
SOLE
0
0
4737
HOME DEPOT INC
COM
437076102
244
886
SH
SOLE
0
0
886
ISHARES TR
RUS 1000 VAL ETF
464287598
252
1849
SH
SOLE
0
0
1849
ISHARES TR
MORNINGSTAR GRWT
464287119
266
5510
SH
SOLE
0
0
5510
PEPSICO INC
COM
713448108
269
1649
SH
SOLE
0
0
1649
ISHARES TR
RUS 1000 GRW ETF
464287614
271
1286
SH
SOLE
0
0
1286
ISHARES TR
CORE TOTAL USD
46434V613
277
6224
SH
SOLE
0
0
6224
LOWES COS INC
COM
548661107
281
1498
SH
SOLE
0
0
1498
PROCTER AND GAMBLE CO
COM
742718109
287
2274
SH
SOLE
0
0
2274
VANGUARD INDEX FDS
SMALL CP ETF
922908751
297
1739
SH
SOLE
0
0
1739
ISHARES INC
CORE MSCI EMKT
46434G103
299
6955
SH
SOLE
0
0
6955
ISHARES TR
CORE HIGH DV ETF
46429B663
299
3275
SH
SOLE
0
0
3275
ISHARES TR
IBOXX HI YD ETF
464288513
310
4345
SH
SOLE
0
0
4345
BK OF AMERICA CORP
COM
060505104
314
10397
SH
SOLE
0
0
10397
CHEVRON CORP NEW
COM
166764100
316
2201
SH
SOLE
0
0
2201
VANGUARD INDEX FDS
VALUE ETF
922908744
330
2670
SH
SOLE
0
0
2670
JOHNSON & JOHNSON
COM
478160104
343
2098
SH
SOLE
0
0
2098
PFIZER INC
COM
717081103
351
8017
SH
SOLE
0
0
8017
AT&T INC
COM
00206R102
359
23417
SH
SOLE
0
0
23417
ISHARES TR
EXPANDED TECH
464287515
399
1596
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SOLE
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S&P 500 GRWT ETF
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409
7075
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SOLE
0
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7075
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MORNINGSTAR VALU
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409
7250
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SOLE
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7250
SCHWAB STRATEGIC TR
US DIVIDEND EQ
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429
6455
SH
SOLE
0
0
6455
PIMCO ETF TR
INTER MUN BD ACT
72201R866
432
8610
SH
SOLE
0
0
8610
ISHARES TR
RUSSELL 2000 ETF
464287655
461
2795
SH
SOLE
0
0
2795
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
465
2843
SH
SOLE
0
0
2843
ISHARES TR
CORE S&P TTL STK
464287150
467
5869
SH
SOLE
0
0
5869
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
467
9701
SH
SOLE
0
0
9701
EXXON MOBIL CORP
COM
30231G102
499
5711
SH
SOLE
0
0
5711
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
532
1619
SH
SOLE
0
0
1619
ISHARES U S ETF TR
GSCI CMDTY STGY
46431W853
543
15188
SH
SOLE
0
0
15188
ISHARES TR
S&P 100 ETF
464287101
548
3372
SH
SOLE
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0
3372
VISA INC
COM CL A
92826C839
550
3097
SH
SOLE
0
0
3097
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
576
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SH
SOLE
0
0
12993
ISHARES TR
0-5 YR TIPS ETF
46429B747
590
6138
SH
SOLE
0
0
6138
COSTCO WHSL CORP NEW
COM
22160K105
612
1296
SH
SOLE
0
0
1296
DEERE & CO
COM
244199105
626
1876
SH
SOLE
0
0
1876
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
693
14174
SH
SOLE
0
0
14174
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
715
2678
SH
SOLE
0
0
2678
ISHARES TR
SHRT NAT MUN ETF
464288158
716
6971
SH
SOLE
0
0
6971
TESLA INC
COM
88160R101
765
2882
SH
SOLE
0
0
2882
ISHARES TR
CORE MSCI EAFE
46432F842
780
14817
SH
SOLE
0
0
14817
ALPHABET INC
CAP STK CL A
02079K305
829
8668
SH
SOLE
0
0
8668
VANGUARD WORLD FDS
INF TECH ETF
92204A702
838
2726
SH
SOLE
0
0
2726
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
947
7004
SH
SOLE
0
0
7004
ALLIANT ENERGY CORP
COM
018802108
967
18245
SH
SOLE
0
0
18245
AMAZON COM INC
COM
023135106
1018
9010
SH
SOLE
0
0
9010
DANAHER CORPORATION
COM
235851102
1355
5246
SH
SOLE
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0
5246
ISHARES TR
CORE US AGGBD ET
464287226
1642
17041
SH
SOLE
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0
17041
VANGUARD INDEX FDS
GROWTH ETF
922908736
1785
8344
SH
SOLE
0
0
8344
MGE ENERGY INC
COM
55277P104
1997
30433
SH
SOLE
0
0
30433
MICROSOFT CORP
COM
594918104
2358
10123
SH
SOLE
0
0
10123
ISHARES TR
NATIONAL MUN ETF
464288414
2388
23283
SH
SOLE
0
0
23283
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2815
7882
SH
SOLE
0
0
7882
INVESCO QQQ TR
UNIT SER 1
46090E103
3148
11780
SH
SOLE
0
0
11780
APPLE INC
COM
037833100
3953
28602
SH
SOLE
0
0
28602
ISHARES TR
CORE S&P SCP ETF
464287804
4874
55897
SH
SOLE
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0
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HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
41653L503
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142210
SH
SOLE
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0
142210
ISHARES TR
CORE MSCI TOTAL
46432F834
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SOLE
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ISHARES TR
CORE S&P MCP ETF
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8664
39517
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SOLE
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39517
ISHARES TR
CORE S&P500 ETF
464287200
8896
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SH
SOLE
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24805
FIDELITY COMWLTH TR
NASDAQ COMPSIT
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9618
232083
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SOLE
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ISHARES TR
CORE S&P US VLU
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ISHARES TR
CORE DIV GRWTH
46434V621
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SH
SOLE
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ISHARES TR
CORE S&P US GWT
464287671
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SH
SOLE
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342727