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 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 SH SOLE 0 0 1596 ISHARES TR S&P 500 GRWT ETF 464287309 409 7075 SH SOLE 0 0 7075 ISHARES TR MORNINGSTAR VALU 464288109 409 7250 SH SOLE 0 0 7250 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 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 0 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 12993 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 0 0 5246 ISHARES TR CORE US AGGBD ET 464287226 1642 17041 SH SOLE 0 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 0 0 55897 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 5182 142210 SH SOLE 0 0 142210 ISHARES TR CORE MSCI TOTAL 46432F834 5806 114031 SH SOLE 0 0 114031 ISHARES TR CORE S&P MCP ETF 464287507 8664 39517 SH SOLE 0 0 39517 ISHARES TR CORE S&P500 ETF 464287200 8896 24805 SH SOLE 0 0 24805 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 9618 232083 SH SOLE 0 0 232083 ISHARES TR CORE S&P US VLU 464287663 12405 198124 SH SOLE 0 0 198124 ISHARES TR CORE DIV GRWTH 46434V621 24996 562084 SH SOLE 0 0 562084 ISHARES TR CORE S&P US GWT 464287671 27480 342727 SH SOLE 0 0 342727