0001951757-23-000657.txt : 20231101 0001951757-23-000657.hdr.sgml : 20231101 20231101084805 ACCESSION NUMBER: 0001951757-23-000657 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231101 DATE AS OF CHANGE: 20231101 EFFECTIVENESS DATE: 20231101 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: 231366722 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 09-30-2023 09-30-2023 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 11-01-2023 0 95 197695325 false INFORMATION TABLE 2 F_13F_Madison_Q32023.xml ADOBE INC COM 00724F101 267851 525 SH SOLE 0 0 525 ALLIANT ENERGY CORP COM 018802108 744379 15364 SH SOLE 0 0 15364 ALPHABET INC CAP STK CL C 02079K107 233112 1768 SH SOLE 0 0 1768 ALPHABET INC CAP STK CL A 02079K305 858125 6558 SH SOLE 0 0 6558 AMAZON COM INC COM 023135106 1608480 12653 SH SOLE 0 0 12653 APPLE INC COM 037833100 5066991 29595 SH SOLE 0 0 29595 APPLIED MATLS INC COM 038222105 229826 1660 SH SOLE 0 0 1660 AT&T INC COM 00206R102 276705 18422 SH SOLE 0 0 18422 BANK AMERICA CORP COM 060505104 271026 9899 SH SOLE 0 0 9899 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1044272 2981 SH SOLE 0 0 2981 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 679730 31615 SH SOLE 0 0 31615 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 919682 35785 SH SOLE 0 0 35785 CARRIER GLOBAL CORPORATION COM 14448C104 204626 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