# EDGAR Filing Document

**Accession Number:** 0001844424
**File Stem:** 0001104659-26-052362
**Filing Date:** 2026-4
**Character Count:** 25819
**Document Hash:** c937c09e6026f535a49c82e94a4eee40
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-052362.hdr.sgml**: 20260430

**ACCESSION NUMBER**: 0001104659-26-052362

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260430

**DATE AS OF CHANGE**: 20260430

**EFFECTIVENESS DATE**: 20260430

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Madison Wealth Partners, Inc
- **CENTRAL INDEX KEY:** 0001844424

**ORGANIZATION NAME:**
- **EIN:** 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:** 26921184

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Madison Wealth Partners Inc<br>**Address:** 1502 WEST BROADWAY STREET<br>SUITE 301<br>MADISON, WI 53713

**Form 13F File Number:** 028-20942

**CRD Number (if applicable):** 000305824

**SEC File Number (if applicable):** 801-118168

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark McFarland<br>**Title:** Co-CEO  CCO<br>**Phone:** 608-210-1021

**Signature, Place, and Date of Signing:**

/s/ Mark McFarland  Madison, WI  04-28-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 220

**Form 13F Information Table Value Total:** $626955392

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 245995 | 2396 | SH |  | SOLE |  | 2396 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 556468 | 2559 | SH |  | SOLE |  | 2559 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 330592 | 1625 | SH |  | SOLE |  | 1625 | 0 | 0 |
| AGNC INVT CORP | COM | 00123Q104 |  | 583045 | 58130 | SH |  | SOLE |  | 58130 | 0 | 0 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 973552 | 13567 | SH |  | SOLE |  | 13567 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4752666 | 16528 | SH |  | SOLE |  | 16528 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1324859 | 4618 | SH |  | SOLE |  | 4618 | 0 | 0 |
| ALPS ETF TR | OSHARES US QUALT | 00162Q387 |  | 490351 | 8808 | SH |  | SOLE |  | 8808 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4537692 | 21788 | SH |  | SOLE |  | 21788 | 0 | 0 |
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 |  | 108175 | 10072 | SH |  | SOLE |  | 10072 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 246724 | 701 | SH |  | SOLE |  | 701 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 13671602 | 53870 | SH |  | SOLE |  | 53870 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 779362 | 2280 | SH |  | SOLE |  | 2280 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 260171 | 2119 | SH |  | SOLE |  | 2119 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 494388 | 17054 | SH |  | SOLE |  | 17054 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 1116373 | 22900 | SH |  | SOLE |  | 22900 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3052626 | 6370 | SH |  | SOLE |  | 6370 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 35474692 | 609740 | SH |  | SOLE |  | 609740 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US LARG | 09290C863 |  | 247651 | 8038 | SH |  | SOLE |  | 8038 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 44753380 | 861802 | SH |  | SOLE |  | 861802 | 0 | 0 |
| BLUEROCK PVT REAL ESTATE FD | COM | 09631P102 |  | 397779 | 23948 | SH |  | SOLE |  | 23948 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1217196 | 3933 | SH |  | SOLE |  | 3933 | 0 | 0 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 26335869 | 619085 | SH |  | SOLE |  | 619085 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 1134272 | 41778 | SH |  | SOLE |  | 41778 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 776206 | 34745 | SH |  | SOLE |  | 34745 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 267539 | 10188 | SH |  | SOLE |  | 10188 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 222481 | 3951 | SH |  | SOLE |  | 3951 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 910933 | 1286 | SH |  | SOLE |  | 1286 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 688540 | 3328 | SH |  | SOLE |  | 3328 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 492405 | 6346 | SH |  | SOLE |  | 6346 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 370535 | 3267 | SH |  | SOLE |  | 3267 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 291791 | 3837 | SH |  | SOLE |  | 3837 | 0 | 0 |
| COMMERCE BANCSHARES INC | COM | 200525103 |  | 215742 | 4385 | SH |  | SOLE |  | 4385 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 2218007 | 2226 | SH |  | SOLE |  | 2226 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 429510 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 472958 | 879 | SH |  | SOLE |  | 879 | 0 | 0 |
| DANAHER CORP DEL | COM | 235851102 |  | 991418 | 5229 | SH |  | SOLE |  | 5229 | 0 | 0 |
| DATAVAULT AI INC | COM SHS | 86633R609 |  | 16681 | 26978 | SH |  | SOLE |  | 26978 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 998375 | 1772 | SH |  | SOLE |  | 1772 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 346862 | 3599 | SH |  | SOLE |  | 3599 | 0 | 0 |
| DULUTH HLDGS INC | COM CL B | 26443V101 |  | 31600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 4510426 | 38786 | SH |  | SOLE |  | 38786 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 779892 | 848 | SH |  | SOLE |  | 848 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 935230 | 5512 | SH |  | SOLE |  | 5512 | 0 | 0 |
| FASTENAL CO | COM | 311900104 |  | 650528 | 14020 | SH |  | SOLE |  | 14020 | 0 | 0 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 4037602 | 47552 | SH |  | SOLE |  | 47552 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 44091797 | 1226135 | SH |  | SOLE |  | 1226135 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 |  | 3242731 | 87170 | SH |  | SOLE |  | 87170 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | 31609A206 |  | 510896 | 13445 | SH |  | SOLE |  | 13445 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 615638 | 2959 | SH |  | SOLE |  | 2959 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 |  | 461032 | 12711 | SH |  | SOLE |  | 12711 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 202323 | 3663 | SH |  | SOLE |  | 3663 | 0 | 0 |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 316092782 |  | 223800 | 3225 | SH |  | SOLE |  | 3225 | 0 | 0 |
| FIDELITY GREENWOOD STREET TR | HEDGED EQTY ETF | 31624J745 |  | 546868 | 18588 | SH |  | SOLE |  | 18588 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 5009526 | 109810 | SH |  | SOLE |  | 109810 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 580365 | 3548 | SH |  | SOLE |  | 3548 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 |  | 434594 | 8555 | SH |  | SOLE |  | 8555 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 236617 | 3775 | SH |  | SOLE |  | 3775 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 390362 | 1668 | SH |  | SOLE |  | 1668 | 0 | 0 |
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 |  | 342151 | 6203 | SH |  | SOLE |  | 6203 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 152360 | 13203 | SH |  | SOLE |  | 13203 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 278195 | 980 | SH |  | SOLE |  | 980 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 451251 | 517 | SH |  | SOLE |  | 517 | 0 | 0 |
| GLOBAL X FDS | S 500 COVERED | 37954Y475 |  | 820908 | 20979 | SH |  | SOLE |  | 20979 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 531830 | 1617 | SH |  | SOLE |  | 1617 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 45782C821 |  | 277661 | 7261 | SH |  | SOLE |  | 7261 | 0 | 0 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 921510 | 27537 | SH |  | SOLE |  | 27537 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C540 |  | 206890 | 4868 | SH |  | SOLE |  | 4868 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | 45782C680 |  | 323726 | 7578 | SH |  | SOLE |  | 7578 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 45782C870 |  | 293954 | 7386 | SH |  | SOLE |  | 7386 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C417 |  | 253392 | 6319 | SH |  | SOLE |  | 6319 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 |  | 263633 | 5715 | SH |  | SOLE |  | 5715 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA BU | 45782C565 |  | 230811 | 6193 | SH |  | SOLE |  | 6193 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 264140 | 1090 | SH |  | SOLE |  | 1090 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 21634269 | 91046 | SH |  | SOLE |  | 91046 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S INTL QULTY | 46138E214 |  | 349025 | 9868 | SH |  | SOLE |  | 9868 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 307578 | 28270 | SH |  | SOLE |  | 28270 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3092983 | 16116 | SH |  | SOLE |  | 16116 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 514978 | 4982 | SH |  | SOLE |  | 4982 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S SMCP VLU MNT | 46137V480 |  | 221817 | 3681 | SH |  | SOLE |  | 3681 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 364283 | 4792 | SH |  | SOLE |  | 4792 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 10509201 | 18208 | SH |  | SOLE |  | 18208 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 345587 | 3920 | SH |  | SOLE |  | 3920 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1267702 | 18175 | SH |  | SOLE |  | 18175 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 883603 | 12967 | SH |  | SOLE |  | 12967 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 63681004 | 410554 | SH |  | SOLE |  | 410554 | 0 | 0 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 31914787 | 312125 | SH |  | SOLE |  | 312125 | 0 | 0 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 23019440 | 304934 | SH |  | SOLE |  | 304934 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 18700606 | 266466 | SH |  | SOLE |  | 266466 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 23415851 | 35847 | SH |  | SOLE |  | 35847 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 12956782 | 191867 | SH |  | SOLE |  | 191867 | 0 | 0 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 541417 | 6763 | SH |  | SOLE |  | 6763 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 |  | 1376561 | 4328 | SH |  | SOLE |  | 4328 | 0 | 0 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 8607058 | 99343 | SH |  | SOLE |  | 99343 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 7576268 | 60947 | SH |  | SOLE |  | 60947 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1039899 | 10475 | SH |  | SOLE |  | 10475 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 214803 | 2700 | SH |  | SOLE |  | 2700 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 376077 | 1055 | SH |  | SOLE |  | 1055 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 646935 | 2609 | SH |  | SOLE |  | 2609 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1774145 | 15685 | SH |  | SOLE |  | 15685 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2041358 | 19231 | SH |  | SOLE |  | 19231 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 876815 | 2668 | SH |  | SOLE |  | 2668 | 0 | 0 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 3922807 | 41085 | SH |  | SOLE |  | 41085 | 0 | 0 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 |  | 3265899 | 35064 | SH |  | SOLE |  | 35064 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 3526298 | 38952 | SH |  | SOLE |  | 38952 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 265157 | 1382 | SH |  | SOLE |  | 1382 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1391245 | 9768 | SH |  | SOLE |  | 9768 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 323443 | 4350 | SH |  | SOLE |  | 4350 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 385551 | 2841 | SH |  | SOLE |  | 2841 | 0 | 0 |
| ISHARES TR | MRGSTR SM CP GR | 464288604 |  | 492983 | 8996 | SH |  | SOLE |  | 8996 | 0 | 0 |
| ISHARES TR | MRNING SM CP ETF | 464288703 |  | 462689 | 6656 | SH |  | SOLE |  | 6656 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 518336 | 4867 | SH |  | SOLE |  | 4867 | 0 | 0 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 842445 | 10695 | SH |  | SOLE |  | 10695 | 0 | 0 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 826983 | 9754 | SH |  | SOLE |  | 9754 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 379885 | 3774 | SH |  | SOLE |  | 3774 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 385593 | 904 | SH |  | SOLE |  | 904 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 417153 | 1952 | SH |  | SOLE |  | 1952 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 597312 | 2829 | SH |  | SOLE |  | 2829 | 0 | 0 |
| ISHARES TR | U.S. PHARMA ETF | 464288836 |  | 323896 | 3737 | SH |  | SOLE |  | 3737 | 0 | 0 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 370704 | 8026 | SH |  | SOLE |  | 8026 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 376718 | 2940 | SH |  | SOLE |  | 2940 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 287028 | 1969 | SH |  | SOLE |  | 1969 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 250476 | 2579 | SH |  | SOLE |  | 2579 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 296423 | 2662 | SH |  | SOLE |  | 2662 | 0 | 0 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 442864 | 6468 | SH |  | SOLE |  | 6468 | 0 | 0 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 |  | 213818 | 3874 | SH |  | SOLE |  | 3874 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 242256 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 |  | 323562 | 9570 | SH |  | SOLE |  | 9570 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 890107 | 15704 | SH |  | SOLE |  | 15704 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 807596 | 12636 | SH |  | SOLE |  | 12636 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 255067 | 5102 | SH |  | SOLE |  | 5102 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 980553 | 4011 | SH |  | SOLE |  | 4011 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1514602 | 5149 | SH |  | SOLE |  | 5149 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 498101 | 338 | SH |  | SOLE |  | 338 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 1483863 | 6945 | SH |  | SOLE |  | 6945 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 202086 | 408 | SH |  | SOLE |  | 408 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 261761 | 1072 | SH |  | SOLE |  | 1072 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 405398 | 811 | SH |  | SOLE |  | 811 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 562799 | 1811 | SH |  | SOLE |  | 1811 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 242769 | 2018 | SH |  | SOLE |  | 2018 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1297591 | 2268 | SH |  | SOLE |  | 2268 | 0 | 0 |
| MGE ENERGY INC | COM | 55277P104 |  | 2452463 | 31731 | SH |  | SOLE |  | 31731 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 662012 | 1960 | SH |  | SOLE |  | 1960 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 7115417 | 19222 | SH |  | SOLE |  | 19222 | 0 | 0 |
| NEOS ETF TRUST | NEOS ENH INC 1-3 | 78433H501 |  | 542293 | 10894 | SH |  | SOLE |  | 10894 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 960923 | 9994 | SH |  | SOLE |  | 9994 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 491602 | 5293 | SH |  | SOLE |  | 5293 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 298965 | 438 | SH |  | SOLE |  | 438 | 0 | 0 |
| NOVANTA INC | COM | 67000B104 |  | 234212 | 1983 | SH |  | SOLE |  | 1983 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 205822 | 1408 | SH |  | SOLE |  | 1408 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4627253 | 26532 | SH |  | SOLE |  | 26532 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 525036 | 3569 | SH |  | SOLE |  | 3569 | 0 | 0 |
| ORCHID IS CAP INC | COM NEW | 68571X301 |  | 108965 | 15500 | SH |  | SOLE |  | 15500 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 632732 | 10114 | SH |  | SOLE |  | 10114 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 566835 | 3875 | SH |  | SOLE |  | 3875 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 426102 | 2744 | SH |  | SOLE |  | 2744 | 0 | 0 |
| PIMCO CORPORATE  INCOME OPP | COM | 72201B101 |  | 236641 | 19622 | SH |  | SOLE |  | 19622 | 0 | 0 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 700311 | 13418 | SH |  | SOLE |  | 13418 | 0 | 0 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 227714 | 4514 | SH |  | SOLE |  | 4514 | 0 | 0 |
| PIMCO HIGH INCOME FD | COM SHS | 722014107 |  | 64589 | 13950 | SH |  | SOLE |  | 13950 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 653909 | 4527 | SH |  | SOLE |  | 4527 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 239743 | 1209 | SH |  | SOLE |  | 1209 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 213946 | 1661 | SH |  | SOLE |  | 1661 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 421271 | 2184 | SH |  | SOLE |  | 2184 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1768685 | 57649 | SH |  | SOLE |  | 57649 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 4998797 | 201972 | SH |  | SOLE |  | 201972 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 4048882 | 138994 | SH |  | SOLE |  | 138994 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 486745 | 18984 | SH |  | SOLE |  | 18984 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 840688 | 27154 | SH |  | SOLE |  | 27154 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 301992 | 10385 | SH |  | SOLE |  | 10385 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 9495640 | 378312 | SH |  | SOLE |  | 378312 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 901948 | 14723 | SH |  | SOLE |  | 14723 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 218624 | 1491 | SH |  | SOLE |  | 1491 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 777184 | 7011 | SH |  | SOLE |  | 7011 | 0 | 0 |
| SNAP ON INC | COM | 833034101 |  | 236708 | 652 | SH |  | SOLE |  | 652 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3092439 | 7187 | SH |  | SOLE |  | 7187 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 |  | 480276 | 1891 | SH |  | SOLE |  | 1891 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 406170 | 5307 | SH |  | SOLE |  | 5307 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 457013 | 3132 | SH |  | SOLE |  | 3132 | 0 | 0 |
| SSGA ACTIVE ETF TR | STATE STREET BLA | 78467V608 |  | 268496 | 6689 | SH |  | SOLE |  | 6689 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 6132914 | 9430 | SH |  | SOLE |  | 9430 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 242833 | 719 | SH |  | SOLE |  | 719 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1711380 | 4604 | SH |  | SOLE |  | 4604 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 252911 | 1584 | SH |  | SOLE |  | 1584 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 215623 | 4760 | SH |  | SOLE |  | 4760 | 0 | 0 |
| US BANCORP | COM NEW | 902973304 |  | 303142 | 5829 | SH |  | SOLE |  | 5829 | 0 | 0 |
| VANECK ETF TRUST | RARE EARTH AND S | 92189H805 |  | 280104 | 3183 | SH |  | SOLE |  | 3183 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 4013743 | 9189 | SH |  | SOLE |  | 9189 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 405050 | 1410 | SH |  | SOLE |  | 1410 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 940395 | 3590 | SH |  | SOLE |  | 3590 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 935543 | 4306 | SH |  | SOLE |  | 4306 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2741148 | 8544 | SH |  | SOLE |  | 8544 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3976157 | 6654 | SH |  | SOLE |  | 6654 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 883145 | 2955 | SH |  | SOLE |  | 2955 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 278179 | 1081 | SH |  | SOLE |  | 1081 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 569612 | 2903 | SH |  | SOLE |  | 2903 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 571209 | 7606 | SH |  | SOLE |  | 7606 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 349421 | 7004 | SH |  | SOLE |  | 7004 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 222281 | 3733 | SH |  | SOLE |  | 3733 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 383860 | 4842 | SH |  | SOLE |  | 4842 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 5976637 | 27791 | SH |  | SOLE |  | 27791 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 553278 | 7175 | SH |  | SOLE |  | 7175 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 229086 | 3575 | SH |  | SOLE |  | 3575 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 747183 | 7929 | SH |  | SOLE |  | 7929 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1315844 | 8885 | SH |  | SOLE |  | 8885 | 0 | 0 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 225144 | 1136 | SH |  | SOLE |  | 1136 | 0 | 0 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 1094383 | 6324 | SH |  | SOLE |  | 6324 | 0 | 0 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 2542269 | 11320 | SH |  | SOLE |  | 11320 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1430598 | 2050 | SH |  | SOLE |  | 2050 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 222906 | 4440 | SH |  | SOLE |  | 4440 | 0 | 0 |
| VICTORY PORTFOLIOS II | CORE PLUS BD ETF | 92647X863 |  | 34929839 | 1603758 | SH |  | SOLE |  | 1603758 | 0 | 0 |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 |  | 2986126 | 59038 | SH |  | SOLE |  | 59038 | 0 | 0 |
| VIRTUS STONE HBR EMRG MKTS I | COM | 86164T107 |  | 76480 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1139906 | 3772 | SH |  | SOLE |  | 3772 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 209176 | 1391 | SH |  | SOLE |  | 1391 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 617476 | 4968 | SH |  | SOLE |  | 4968 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 331903 | 2867 | SH |  | SOLE |  | 2867 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 351267 | 4412 | SH |  | SOLE |  | 4412 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 |  | 225677 | 2841 | SH |  | SOLE |  | 2841 | 0 | 0 |
| ZACKS TRUST | EARNGS CONSTANT | 98888G105 |  | 268170 | 7927 | SH |  | SOLE |  | 7927 | 0 | 0 |

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