# EDGAR Filing Document

**Accession Number:** 0001844424
**File Stem:** 0001951757-23-000047
**Filing Date:** 2023-1
**Character Count:** 11383
**Document Hash:** 98170c84653c3835d61b8a5d714004b7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000047.hdr.sgml**: 20230124

**ACCESSION NUMBER**: 0001951757-23-000047

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230124

**DATE AS OF CHANGE**: 20230124

**EFFECTIVENESS DATE**: 20230124

**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:** 23548058

**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:** 12-31-2022

**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

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 P. MCFARLAND<br>**Title:** Chief Compliance Officer<br>**Phone:** 608-210-1021

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

MARK P. MCFARLAND  MADISON, WI  01-24-2023<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:** 78

**Form 13F Information Table Value Total:** $171351586

      (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 |
| IG ACQUISITION CORP | *W EXP 10/05/202 | 449534114 |  | 1281 | 49000 | SH |  | SOLE |  | 0 | 0 | 49000 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 204371 | 1524 | SH |  | SOLE |  | 0 | 0 | 1524 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 205414 | 1668 | SH |  | SOLE |  | 0 | 0 | 1668 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 216700 | 3387 | SH |  | SOLE |  | 0 | 0 | 3387 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 217365 | 966 | SH |  | SOLE |  | 0 | 0 | 966 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 217408 | 1985 | SH |  | SOLE |  | 0 | 0 | 1985 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 218834 | 1259 | SH |  | SOLE |  | 0 | 0 | 1259 |
| HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 |  | 220526 | 5842 | SH |  | SOLE |  | 0 | 0 | 5842 |
| META PLATFORMS INC | CL A | 30303M102 |  | 220704 | 1834 | SH |  | SOLE |  | 0 | 0 | 1834 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 |  | 227915 | 4762 | SH |  | SOLE |  | 0 | 0 | 4762 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 228530 | 7095 | SH |  | SOLE |  | 0 | 0 | 7095 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 250672 | 3404 | SH |  | SOLE |  | 0 | 0 | 3404 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 260730 | 1217 | SH |  | SOLE |  | 0 | 0 | 1217 |
| ORACLE CORP | COM | 68389X105 |  | 269742 | 3300 | SH |  | SOLE |  | 0 | 0 | 3300 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 280511 | 1850 | SH |  | SOLE |  | 0 | 0 | 1850 |
| LOWES COS INC | COM | 548661107 |  | 285851 | 1435 | SH |  | SOLE |  | 0 | 0 | 1435 |
| PEPSICO INC | COM | 713448108 |  | 297920 | 1649 | SH |  | SOLE |  | 0 | 0 | 1649 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 303208 | 1652 | SH |  | SOLE |  | 0 | 0 | 1652 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 326728 | 6064 | SH |  | SOLE |  | 0 | 0 | 6064 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 327934 | 5285 | SH |  | SOLE |  | 0 | 0 | 5285 |
| HOME DEPOT INC | COM | 437076102 |  | 341445 | 1081 | SH |  | SOLE |  | 0 | 0 | 1081 |
| BANK AMERICA CORP | COM | 060505104 |  | 343369 | 10367 | SH |  | SOLE |  | 0 | 0 | 10367 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 348448 | 3343 | SH |  | SOLE |  | 0 | 0 | 3343 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 356816 | 2354 | SH |  | SOLE |  | 0 | 0 | 2354 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 365810 | 1430 | SH |  | SOLE |  | 0 | 0 | 1430 |
| PFIZER INC | COM | 717081103 |  | 371311 | 7247 | SH |  | SOLE |  | 0 | 0 | 7247 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 374371 | 5706 | SH |  | SOLE |  | 0 | 0 | 5706 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 382316 | 5061 | SH |  | SOLE |  | 0 | 0 | 5061 |
| CAPITAL GROUP FIXED INCOME E | CORE PLUS INCM | 14020Y102 |  | 383218 | 17200 | SH |  | SOLE |  | 0 | 0 | 17200 |
| AT INC | COM | 00206R102 |  | 407076 | 22112 | SH |  | SOLE |  | 0 | 0 | 22112 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 414054 | 7078 | SH |  | SOLE |  | 0 | 0 | 7078 |
| CHEVRON CORP NEW | COM | 166764100 |  | 416818 | 2322 | SH |  | SOLE |  | 0 | 0 | 2322 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 422198 | 2390 | SH |  | SOLE |  | 0 | 0 | 2390 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 |  | 428150 | 15188 | SH |  | SOLE |  | 0 | 0 | 15188 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 428785 | 5056 | SH |  | SOLE |  | 0 | 0 | 5056 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 433389 | 3087 | SH |  | SOLE |  | 0 | 0 | 3087 |
| TESLA INC | COM | 88160R101 |  | 455580 | 3698 | SH |  | SOLE |  | 0 | 0 | 3698 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 465660 | 2671 | SH |  | SOLE |  | 0 | 0 | 2671 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 472397 | 9545 | SH |  | SOLE |  | 0 | 0 | 9545 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 512254 | 1458 | SH |  | SOLE |  | 0 | 0 | 1458 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 523941 | 3008 | SH |  | SOLE |  | 0 | 0 | 3008 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 539105 | 11544 | SH |  | SOLE |  | 0 | 0 | 11544 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 580896 | 11306 | SH |  | SOLE |  | 0 | 0 | 11306 |
| ISHARES TR | S 100 ETF | 464287101 |  | 585016 | 3430 | SH |  | SOLE |  | 0 | 0 | 3430 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 595691 | 1305 | SH |  | SOLE |  | 0 | 0 | 1305 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 605189 | 6859 | SH |  | SOLE |  | 0 | 0 | 6859 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 623942 | 12444 | SH |  | SOLE |  | 0 | 0 | 12444 |
| VISA INC | COM CL A | 92826C839 |  | 648632 | 3122 | SH |  | SOLE |  | 0 | 0 | 3122 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 655281 | 5941 | SH |  | SOLE |  | 0 | 0 | 5941 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 698547 | 6699 | SH |  | SOLE |  | 0 | 0 | 6699 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 718733 | 2250 | SH |  | SOLE |  | 0 | 0 | 2250 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 781882 | 15861 | SH |  | SOLE |  | 0 | 0 | 15861 |
| DEERE  CO | COM | 244199105 |  | 804306 | 1876 | SH |  | SOLE |  | 0 | 0 | 1876 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 899732 | 2913 | SH |  | SOLE |  | 0 | 0 | 2913 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 948310 | 17176 | SH |  | SOLE |  | 0 | 0 | 17176 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1059589 | 6978 | SH |  | SOLE |  | 0 | 0 | 6978 |
| AMAZON COM INC | COM | 023135106 |  | 1091677 | 12996 | SH |  | SOLE |  | 0 | 0 | 12996 |
| DANAHER CORPORATION | COM | 235851102 |  | 1402479 | 5284 | SH |  | SOLE |  | 0 | 0 | 5284 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 1741210 | 35768 | SH |  | SOLE |  | 0 | 0 | 35768 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1778265 | 8344 | SH |  | SOLE |  | 0 | 0 | 8344 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 |  | 1885772 | 29824 | SH |  | SOLE |  | 0 | 0 | 29824 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2041355 | 21047 | SH |  | SOLE |  | 0 | 0 | 21047 |
| MGE ENERGY INC | COM | 55277P104 |  | 2133807 | 30310 | SH |  | SOLE |  | 0 | 0 | 30310 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2173057 | 35254 | SH |  | SOLE |  | 0 | 0 | 35254 |
| MICROSOFT CORP | COM | 594918104 |  | 2523578 | 10523 | SH |  | SOLE |  | 0 | 0 | 10523 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 3008531 | 28511 | SH |  | SOLE |  | 0 | 0 | 28511 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3026799 | 7915 | SH |  | SOLE |  | 0 | 0 | 7915 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3198249 | 12011 | SH |  | SOLE |  | 0 | 0 | 12011 |
| APPLE INC | COM | 037833100 |  | 3850515 | 29635 | SH |  | SOLE |  | 0 | 0 | 29635 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 |  | 4645269 | 123676 | SH |  | SOLE |  | 0 | 0 | 123676 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 5053477 | 53397 | SH |  | SOLE |  | 0 | 0 | 53397 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 5274676 | 91131 | SH |  | SOLE |  | 0 | 0 | 91131 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 9122503 | 37713 | SH |  | SOLE |  | 0 | 0 | 37713 |
| ISHARES TR | CORE S ETF | 464287200 |  | 9564246 | 24893 | SH |  | SOLE |  | 0 | 0 | 24893 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 9742114 | 237787 | SH |  | SOLE |  | 0 | 0 | 237787 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 14255223 | 201830 | SH |  | SOLE |  | 0 | 0 | 201830 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 28277231 | 346875 | SH |  | SOLE |  | 0 | 0 | 346875 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 31386952 | 627739 | SH |  | SOLE |  | 0 | 0 | 627739 |

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