Madrid Wealth Management, LLC: 13F holdings
CIK 21066782026Q2
| Positions | 70 |
|---|
| Reported value | $152.4m |
|---|
| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 70 (+0 vs prior quarter) |
|---|
| Reported value | $152.4m (+15.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 126,433 | $16.2m | 10.6% |
| EVTR MORGAN STANLEY ETF TRUST | 277,622 | $14.1m | 9.2% |
| VCRB VANGUARD MALVERN FDS | 160,158 | $12.4m | 8.1% |
| VEA VANGUARD TAX-MANAGED FDS | 121,419 | $8.7m | 5.7% |
| AVDE AMERICAN CENTY ETF TR | 87,691 | $7.8m | 5.1% |
| AVLV AMERICAN CENTY ETF TR | 64,556 | $5.9m | 3.9% |
| VTI VANGUARD INDEX FDS | 14,537 | $5.4m | 3.5% |
| EMXC ISHARES INC | 49,330 | $5.0m | 3.3% |
| JQUA J P MORGAN EXCHANGE TRADED F | 66,608 | $4.8m | 3.2% |
| JPST J P MORGAN EXCHANGE TRADED F | 83,666 | $4.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2106678")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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