Madrid Wealth Management, LLC
Q4 2025 13F Holdings
- Locationalbuquerque, NM
- Num holdings
72
- Value ($000)
$123,237
- Date Filed02/02/2026
- Form type13F-HR
- CIK0002106678
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $12.17M | 10 % | 108,906 | ||
MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 | $10.86M | 9 % | 210,935 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $9.34M | 8 % | 119,895 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.45M | 6 % | 119,205 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $5.13M | 4 % | 62,313 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.9M | 4 % | 14,608 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $4.51M | 4 % | 71,449 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | $3.83M | 3 % | 52,726 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $3.47M | 3 % | 45,767 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.44M | 3 % | 5,038 |
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