Madrid Wealth Management, LLC
All 13F Filings
- Location
- Albuquerque, NM
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 132,545
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 70 | 132,545 | 13F-HR/A - RESTATEMENT | Madrid Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 70 | 132,545 | 13F-HR | Madrid Wealth Management, LLC |
| Q4 2025 | 2/2/2026 | 72 | 123,237 | 13F-HR | Madrid Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.454 K | 7.1% | 0 | 68.23 K | -68.23 K |
| ETFs | 120.1 K | 90.6% | 77.54 K | 0 | 77.54 K |
| Debt | 3.033 K | 2.3% | 0 | 3 | -3 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
132,545
Holdings
70
QoQ value change ($000)
9,308
(7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.