Chief Compliance Officer

0001951757-24-000405.txt : 20240429 0001951757-24-000405.hdr.sgml : 20240429 20240429131605 ACCESSION NUMBER: 0001951757-24-000405 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 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: 24889072 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 03-31-2024 03-31-2024 Madison Wealth Partners, Inc

1502 WEST BROADWAY STREET SUITE 301 MADISON WI 53713

13F HOLDINGS REPORT 028-20942 N Mark McFarland Chief Compliance Officer 608-210-1021 Mark McFarland Madison WI 04-29-2024 0 124 276450117 false INFORMATION TABLE 2 F_13F_Madison_Q12024.xml ADOBE INC COM 00724F101 268600 532 SH SOLE 0 0 532 ALLIANT ENERGY CORP COM 018802108 754722 14975 SH SOLE 0 0 14975 ALPHABET INC CAP STK CL C 02079K107 249860 1641 SH SOLE 0 0 1641 ALPHABET INC CAP STK CL A 02079K305 1743329 11551 SH SOLE 0 0 11551 AMAZON COM INC COM 023135106 3186373 17665 SH SOLE 0 0 17665 APPLE INC COM 037833100 6050368 35283 SH SOLE 0 0 35283 APPLIED MATLS INC COM 038222105 344972 1673 SH SOLE 0 0 1673 AT&T INC COM 00206R102 362542 20599 SH SOLE 0 0 20599 BANK AMERICA CORP COM 060505104 812235 21420 SH SOLE 0 0 21420 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1313317 3123 SH SOLE 0 0 3123 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 643559 28654 SH SOLE 0 0 28654 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 911513 33747 SH SOLE 0 0 33747 CARRIER GLOBAL 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1422 SH SOLE 0 0 1422 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 824404 1715 SH SOLE 0 0 1715 VANGUARD INDEX FDS VALUE ETF 922908744 364318 2237 SH SOLE 0 0 2237 VANGUARD INDEX FDS LARGE CAP ETF 922908637 745279 3108 SH SOLE 0 0 3108 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 527264 8990 SH SOLE 0 0 8990 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 738472 14594 SH SOLE 0 0 14594 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1300827 7124 SH SOLE 0 0 7124 VANGUARD WORLD FD INF TECH ETF 92204A702 1034701 1973 SH SOLE 0 0 1973 VISA INC COM CL A 92826C839 795878 2852 SH SOLE 0 0 2852