Portfolio (Quarterly) Guide ↗

Madrid Wealth Management, LLC

· CIK 0002106678

13F Portfolio $133M AUM 70 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 25 Added 13 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	5,036	$250K	0.20%	SOLD
2	V	VISA INC	Financial Services	646	$227K	0.18%	SOLD
3	WFC	WELLS FARGO CO NEW	Financial Services	2,340	$218K	0.18%	SOLD
4	HD	HOME DEPOT INC	Consumer Cyclical	607	$209K	0.17%	SOLD
5	ORCL	ORACLE CORP	Technology	1,030	$201K	0.16%	SOLD

Sector Allocation

Technology 42.8%

Financial Services 37.2%

Consumer Cyclical 6.6%

Industrials 5.8%

Communication Services 5.0%

Consumer Defensive 2.6%