0001951757-23-000410.txt : 20230720 0001951757-23-000410.hdr.sgml : 20230720 20230720094401 ACCESSION NUMBER: 0001951757-23-000410 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230720 DATE AS OF CHANGE: 20230720 EFFECTIVENESS DATE: 20230720 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: 231098318 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 06-30-2023 06-30-2023 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 07-20-2023 0 92 213985202 false INFORMATION TABLE 2 F_13F_Madison_Q22023.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 244154 499 SH SOLE 0 0 499 ALLIANT ENERGY CORP COM 018802108 819461 15615 SH SOLE 0 0 15615 ALPHABET INC CAP STK CL A 02079K305 789970 6600 SH SOLE 0 0 6600 AMAZON COM INC COM 023135106 1635007 12542 SH SOLE 0 0 12542 APPLE INC COM 037833100 5537508 28548 SH SOLE 0 0 28548 APPLIED MATLS INC COM 038222105 239869 1660 SH SOLE 0 0 1660 AT&T INC COM 00206R102 341047 21382 SH SOLE 0 0 21382 BANK AMERICA CORP COM 060505104 294723 10273 SH SOLE 0 0 10273 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 974992 2859 SH SOLE 0 0 2859 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 319836 14368 SH SOLE 0 0 14368 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 655049 24742 SH SOLE 0 0 24742 CHEVRON CORP NEW COM 166764100 393885 2503 SH SOLE 0 0 2503 COSTCO WHSL CORP NEW COM 22160K105 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