0001951757-23-000047.txt : 20230124 0001951757-23-000047.hdr.sgml : 20230124 20230124154412 ACCESSION NUMBER: 0001951757-23-000047 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230124 DATE AS OF CHANGE: 20230124 EFFECTIVENESS DATE: 20230124 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: 23548058 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 X0202 13F-HR LIVE false false false 0001844424 XXXXXXXX 12-31-2022 12-31-2022 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 01-24-2023 0 78 171351586 false INFORMATION TABLE 2 13F_madisonwealth_Q42022.xml IG ACQUISITION CORP *W EXP 10/05/202 449534114 1281 49000 SH SOLE 0 0 49000 JPMORGAN CHASE & CO COM 46625H100 204371 1524 SH SOLE 0 0 1524 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 205414 1668 SH SOLE 0 0 1668 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 216700 3387 SH SOLE 0 0 3387 TRACTOR SUPPLY CO COM 892356106 217365 966 SH SOLE 0 0 966 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 217408 1985 SH SOLE 0 0 1985 UNITED PARCEL SERVICE INC CL B 911312106 218834 1259 SH SOLE 0 0 1259 HARTFORD FDS EXCHANGE TRADED SHRT DURTN ETF 41653L602 220526 5842 SH SOLE 0 0 5842 META PLATFORMS INC CL A 30303M102 220704 1834 SH SOLE 0 0 1834 ISHARES TR 0-5YR INVT GR CP 46434V100 227915 4762 SH SOLE 0 0 4762 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 228530 7095 SH SOLE 0 0 7095 ISHARES TR IBOXX HI YD ETF 464288513 250672 3404 SH SOLE 0 0 3404 ISHARES TR RUS 1000 GRW ETF 464287614 260730 1217 SH SOLE 0 0 1217 ORACLE CORP COM 68389X105 269742 3300 SH SOLE 0 0 3300 ISHARES TR RUS 1000 VAL ETF 464287598 280511 1850 SH SOLE 0 0 1850 LOWES COS INC COM 548661107 285851 1435 SH SOLE 0 0 1435 PEPSICO INC COM 713448108 297920 1649 SH SOLE 0 0 1649 VANGUARD INDEX FDS SMALL CP ETF 922908751 303208 1652 SH SOLE 0 0 1652 ISHARES TR MRGSTR MD CP GRW 464288307 326728 6064 SH SOLE 0 0 6064 ISHARES TR MRGSTR MD CP VAL 464288406 327934 5285 SH SOLE 0 0 5285 HOME DEPOT INC COM 437076102 341445 1081 SH SOLE 0 0 1081 BANK AMERICA CORP COM 060505104 343369 10367 SH SOLE 0 0 10367 ISHARES TR CORE HIGH DV ETF 46429B663 348448 3343 SH SOLE 0 0 3343 PROCTER AND GAMBLE CO COM 742718109 356816 2354 SH SOLE 0 0 2354 ISHARES TR EXPANDED TECH 464287515 365810 1430 SH SOLE 0 0 1430 PFIZER INC COM 717081103 371311 7247 SH SOLE 0 0 7247 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 374371 5706 SH SOLE 0 0 5706 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 382316 5061 SH SOLE 0 0 5061 CAPITAL GROUP FIXED INCOME E CORE PLUS INCM 14020Y102 383218 17200 SH SOLE 0 0 17200 AT&T INC COM 00206R102 407076 22112 SH SOLE 0 0 22112 ISHARES TR S&P 500 GRWT ETF 464287309 414054 7078 SH SOLE 0 0 7078 CHEVRON CORP NEW COM 166764100 416818 2322 SH SOLE 0 0 2322 JOHNSON & JOHNSON COM 478160104 422198 2390 SH SOLE 0 0 2390 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 428150 15188 SH SOLE 0 0 15188 ISHARES TR CORE S&P TTL STK 464287150 428785 5056 SH SOLE 0 0 5056 VANGUARD INDEX FDS VALUE ETF 922908744 433389 3087 SH SOLE 0 0 3087 TESLA INC COM 88160R101 455580 3698 SH SOLE 0 0 3698 ISHARES TR RUSSELL 2000 ETF 464287655 465660 2671 SH SOLE 0 0 2671 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 472397 9545 SH SOLE 0 0 9545 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 512254 1458 SH SOLE 0 0 1458 VANGUARD INDEX FDS LARGE CAP ETF 922908637 523941 3008 SH SOLE 0 0 3008 ISHARES INC CORE MSCI EMKT 46434G103 539105 11544 SH SOLE 0 0 11544 PIMCO ETF TR INTER MUN BD ACT 72201R866 580896 11306 SH SOLE 0 0 11306 ISHARES TR S&P 100 ETF 464287101 585016 3430 SH SOLE 0 0 3430 COSTCO WHSL CORP NEW COM 22160K105 595691 1305 SH SOLE 0 0 1305 ALPHABET INC CAP STK CL A 02079K305 605189 6859 SH SOLE 0 0 6859 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 623942 12444 SH SOLE 0 0 12444 VISA INC COM CL A 92826C839 648632 3122 SH SOLE 0 0 3122 EXXON MOBIL CORP COM 30231G102 655281 5941 SH SOLE 0 0 5941 ISHARES TR SHRT NAT MUN ETF 464288158 698547 6699 SH SOLE 0 0 6699 VANGUARD WORLD FDS INF TECH ETF 92204A702 718733 2250 SH SOLE 0 0 2250 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 781882 15861 SH SOLE 0 0 15861 DEERE & CO COM 244199105 804306 1876 SH SOLE 0 0 1876 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 899732 2913 SH SOLE 0 0 2913 ALLIANT ENERGY CORP COM 018802108 948310 17176 SH SOLE 0 0 17176 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1059589 6978 SH SOLE 0 0 6978 AMAZON COM INC COM 023135106 1091677 12996 SH SOLE 0 0 12996 DANAHER CORPORATION COM 235851102 1402479 5284 SH SOLE 0 0 5284 ISHARES TR MORNINGSTAR GRWT 464287119 1741210 35768 SH SOLE 0 0 35768 VANGUARD INDEX FDS GROWTH ETF 922908736 1778265 8344 SH SOLE 0 0 8344 ISHARES TR MORNINGSTAR VALU 464288109 1885772 29824 SH SOLE 0 0 29824 ISHARES TR CORE US AGGBD ET 464287226 2041355 21047 SH SOLE 0 0 21047 MGE ENERGY INC COM 55277P104 2133807 30310 SH SOLE 0 0 30310 ISHARES TR CORE MSCI EAFE 46432F842 2173057 35254 SH SOLE 0 0 35254 MICROSOFT CORP COM 594918104 2523578 10523 SH SOLE 0 0 10523 ISHARES TR NATIONAL MUN ETF 464288414 3008531 28511 SH SOLE 0 0 28511 SPDR S&P 500 ETF TR TR UNIT 78462F103 3026799 7915 SH SOLE 0 0 7915 INVESCO QQQ TR UNIT SER 1 46090E103 3198249 12011 SH SOLE 0 0 12011 APPLE INC COM 037833100 3850515 29635 SH SOLE 0 0 29635 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 4645269 123676 SH SOLE 0 0 123676 ISHARES TR CORE S&P SCP ETF 464287804 5053477 53397 SH SOLE 0 0 53397 ISHARES TR CORE MSCI TOTAL 46432F834 5274676 91131 SH SOLE 0 0 91131 ISHARES TR CORE S&P MCP ETF 464287507 9122503 37713 SH SOLE 0 0 37713 ISHARES TR CORE S&P500 ETF 464287200 9564246 24893 SH SOLE 0 0 24893 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 9742114 237787 SH SOLE 0 0 237787 ISHARES TR CORE S&P US VLU 464287663 14255223 201830 SH SOLE 0 0 201830 ISHARES TR CORE S&P US GWT 464287671 28277231 346875 SH SOLE 0 0 346875 ISHARES TR CORE DIV GRWTH 46434V621 31386952 627739 SH SOLE 0 0 627739