account_balance
Investment manager · 13F filer · SEC CIK 2106678
Madrid Wealth Management, LLC
Reported value$157Mas of Sep 30, 2026
Positions76 7 new, 1 sold out
Top 10 weight55.8%AVUS alone is 11%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVUSAmerican Centy ETF Tr
11.0%Added +7%
EVTRMorgan Stanley ETF Trust
8.9%Added +5%
VCRBVanguard Malvern FDS
8.4%Added +13%
VEAVanguard Tax-Managed FDS
5.5%
AVDEAmerican Centy ETF Tr
5.2%Added +4%
AVLVAmerican Centy ETF Tr
4.4%Added +18%
VTIVanguard Index FDS
3.4%Trimmed −3%
JPSTJ P Morgan Exchange Traded F
3.3%Added +21%
JQUAJ P Morgan Exchange Traded F
2.8%−9%
EMXCiShares Inc
2.8%−10%
IVWiShares Tr
2.5%+3%
SPYSPDR S&P 500 ETF Trust
2.4%
AVUSAmerican Centy ETF Tr
11.0%Added +7%
EVTRMorgan Stanley ETF Trust
8.9%Added +5%
VCRBVanguard Malvern FDS
8.4%+13%
VEAVanguard Tax-Managed FDS
5.5%
AVDEAmerican Centy ETF Tr
5.2%+4%
AVLVAmerican Centy ETF Tr
4.4%
VTIVanguard Index FDS
3.4%
JPSTJ P Morgan Exchange Traded F
3.3%
JQUA
EMXC
IVW2.5%
SPY2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVUS American Centy ETF Tr 11.0% Added +7%
EVTR Morgan Stanley ETF Trust 8.9% Added +5%
VCRB Vanguard Malvern FDS 8.4% Added +13%
VEA Vanguard Tax-Managed FDS 5.5% Held
AVDE American Centy ETF Tr 5.2% Added +4%
AVLV American Centy ETF Tr 4.4% Added +18%
VTI Vanguard Index FDS 3.4% Trimmed −3%
JPST J P Morgan Exchange Traded F 3.3% Added +21%
JQUA J P Morgan Exchange Traded F 2.8% Trimmed −9%
EMXC iShares Inc 2.8% Trimmed −10%
IVW iShares Tr 2.5% Added +3%
SPY SPDR S&P 500 ETF Trust 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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