0001951757-24-000238.txt : 20240212 0001951757-24-000238.hdr.sgml : 20240212 20240212090821 ACCESSION NUMBER: 0001951757-24-000238 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Madison Wealth Partners, Inc CENTRAL INDEX KEY: 0001844424 ORGANIZATION NAME: 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: 24617628 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 12-31-2023 12-31-2023 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 02-12-2024 0 117 252193897 false INFORMATION TABLE 2 F_13F_Madison_Q42023.xml ADOBE INC COM 00724F101 315366 529 SH SOLE 0 0 529 ALLIANT ENERGY CORP COM 018802108 772919 15067 SH SOLE 0 0 15067 ALPHABET INC CAP STK CL C 02079K107 244937 1738 SH SOLE 0 0 1738 ALPHABET INC CAP STK CL A 02079K305 1703880 12198 SH SOLE 0 0 12198 AMAZON COM INC COM 023135106 2660810 17512 SH SOLE 0 0 17512 APPLE INC COM 037833100 6818440 35415 SH SOLE 0 0 35415 APPLIED MATLS INC COM 038222105 271049 1672 SH SOLE 0 0 1672 AT&T INC COM 00206R102 346290 20637 SH SOLE 0 0 20637 BANK AMERICA CORP COM 060505104 872716 25920 SH SOLE 0 0 25920 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1115304 3127 SH SOLE 0 0 3127 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 650311 28654 SH SOLE 0 0 28654 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 918683 33925 SH SOLE 0 0 33925 CARRIER GLOBAL CORPORATION COM 14448C104 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