Madrid Wealth Management, LLC - Portfolio overview

Madrid Wealth Management, LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 10.28%
2. EVTR - MORGAN STANLEY ETF TRUST, 9.54%
3. VCRB - VANGUARD MALVERN FDS, 7.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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