13F Insight
DOSSIER · 13F-HR · Q1 2026

Madrid Wealth Management, LLC

Madrid Wealth's holding co. based in Omaha, NE — $133M in tracked AUM across 70 positions as of Q1 2026.

MW
Madrid Wealth·Omaha, NE·Holding Co.
CIK 0002106678 · last filed Mar 31, 2026
Total AUM
$133M
▲ 10.1%
vs prior
Holdings
70
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Madrid Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$14M123K10.3%
02
EVTR
MORGAN STANLEY ETF TRUST
$13M249K9.5%
03
VCRB
VANGUARD MALVERN FDS
$10M133K7.7%
04
VEA
VANGUARD TAX-MANAGED FDS
$8M123K5.9%
05
AVDE
AMERICAN CENTY ETF TR
$7M78K5.0%
06
AVLV
AMERICAN CENTY ETF TR
$5M59K3.6%
07
VTI
VANGUARD INDEX FDS
$5M15K3.5%
08
JQUA
J P MORGAN EXCHANGE TRADED F
$4M68K3.1%
09
EMXC
ISHARES INC
$4M52K3.1%
10
JPST
J P MORGAN EXCHANGE TRADED F
$4M71K2.7%

Filing history

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