0001951757-23-000189.txt : 20230420 0001951757-23-000189.hdr.sgml : 20230420 20230420130926 ACCESSION NUMBER: 0001951757-23-000189 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230420 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: 23832296 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 03-31-2023 03-31-2023 Madison Wealth Partners, Inc

1502 WEST BROADWAY STREET SUITE 301 MADISON WI 53713

13F HOLDINGS REPORT 028-20942 N MARK P. MCFARLAND 608-850-3400 MARK P. MCFARLAND MADISON WI 04-20-2023 0 85 198304197 false INFORMATION TABLE 2 F_13F_Madison_Q12023.xml ALLIANT ENERGY CORP COM 018802108 854659 16005 SH SOLE 0 0 16005 AMAZON COM INC COM 023135106 1287535 12465 SH SOLE 0 0 12465 APPLE INC COM 037833100 4718155 28612 SH SOLE 0 0 28612 APPLIED MATLS INC COM 038222105 203782 1659 SH SOLE 0 0 1659 BANK AMERICA CORP COM 060505104 294045 10281 SH SOLE 0 0 10281 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 887471 2874 SH SOLE 0 0 2874 CHEVRON CORP NEW COM 166764100 392112 2403 SH SOLE 0 0 2403 DANAHER CORPORATION COM 235851102 1332283 5286 SH SOLE 0 0 5286 DEERE & CO COM 244199105 774592 1876 SH SOLE 0 0 1876 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 12046457 251230 SH SOLE 0 0 251230 HOME DEPOT INC COM 437076102 327454 1110 SH SOLE 0 0 1110 ISHARES TR S&P 100 ETF 464287101 633275 3386 SH SOLE 0 0 3386 ISHARES TR MORNINGSTAR GRWT 464287119 2103883 38004 SH SOLE 0 0 38004 ISHARES TR CORE S&P TTL STK 464287150 449899 4969 SH SOLE 0 0 4969 ISHARES TR CORE S&P500 ETF 464287200 10510613 25568 SH SOLE 0 0 25568 ISHARES TR CORE US AGGBD ET 464287226 12848026 128944 SH SOLE 0 0 128944 ISHARES TR S&P 500 GRWT ETF 464287309 466841 7307 SH SOLE 0 0 7307 ISHARES TR CORE S&P MCP ETF 464287507 9307053 37204 SH SOLE 0 0 37204 ISHARES TR EXPANDED TECH 464287515 433432 1422 SH SOLE 0 0 1422 ISHARES TR RUS 1000 VAL ETF 464287598 268729 1765 SH SOLE 0 0 1765 ISHARES TR RUS 1000 GRW ETF 464287614 288065 1179 SH SOLE 0 0 1179 ISHARES TR RUS 1000 ETF 464287622 209013 928 SH SOLE 0 0 928 ISHARES TR RUSSELL 2000 ETF 464287655 463248 2597 SH SOLE 0 0 2597 ISHARES TR CORE S&P US VLU 464287663 14696818 199198 SH SOLE 0 0 199198 ISHARES TR CORE S&P US GWT 464287671 32758455 369026 SH SOLE 0 0 369026 ISHARES TR CORE S&P SCP ETF 464287804 5144449 53200 SH SOLE 0 0 53200 ISHARES TR MORNINGSTAR VALU 464288109 2039560 31918 SH SOLE 0 0 31918 ISHARES TR SHRT NAT MUN ETF 464288158 686063 6554 SH SOLE 0 0 6554 ISHARES TR MRGSTR MD CP GRW 464288307 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SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 263053 7559 SH SOLE 0 0 7559 TRACTOR SUPPLY CO COM 892356106 227151 966 SH SOLE 0 0 966 UNITED PARCEL SERVICE INC CL B 911312106 245743 1267 SH SOLE 0 0 1267 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1065938 6921 SH SOLE 0 0 6921 VANGUARD WORLD FD MEGA GRWTH IND 921910816 203896 997 SH SOLE 0 0 997 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 668482 12502 SH SOLE 0 0 12502 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 781142 15419 SH SOLE 0 0 15419 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 566737 1507 SH SOLE 0 0 1507 VANGUARD INDEX FDS LARGE CAP ETF 922908637 561868 3008 SH SOLE 0 0 3008 VANGUARD INDEX FDS GROWTH ETF 922908736 2046046 8203 SH SOLE 0 0 8203 VANGUARD INDEX FDS VALUE ETF 922908744 381525 2762 SH SOLE 0 0 2762 VANGUARD INDEX FDS SMALL CP ETF 922908751 302348 1595 SH SOLE 0 0 1595 INVESCO QQQ TR UNIT SER 1 46090E103 3921578 12219 SH SOLE 0 0 12219 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 246614 1668 SH 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SH SOLE 0 0 91797 ISHARES TR CORE MSCI EAFE 46432F842 2552400 38181 SH SOLE 0 0 38181 ISHARES INC CORE MSCI EMKT 46434G103 614266 12590 SH SOLE 0 0 12590 ISHARES TR 0-5YR INVT GR CP 46434V100 202418 4175 SH SOLE 0 0 4175 ISHARES TR CORE DIV GRWTH 46434V621 31876274 637653 SH SOLE 0 0 637653 MGE ENERGY INC COM 55277P104 2337141 30091 SH SOLE 0 0 30091 ORACLE CORP COM 68389X105 292326 3146 SH SOLE 0 0 3146 PIMCO ETF TR INTER MUN BD ACT 72201R866 598102 11445 SH SOLE 0 0 11445 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 728816 14641 SH SOLE 0 0 14641 SHP ETF TRUST NEOS ENH INM CAS 78433H501 248762 4962 SH SOLE 0 0 4962 SPDR S&P 500 ETF TR TR UNIT 78462F103 3254193 7949 SH SOLE 0 0 7949 TESLA INC COM 88160R101 1014536 4890 SH SOLE 0 0 4890 VANGUARD WORLD FDS INF TECH ETF 92204A702 867393 2250 SH SOLE 0 0 2250 VISA INC COM CL A 92826C839 653577 2899 SH SOLE 0 0 2899