Top 50 Madrid Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 10.28% | 122.6K | $13.6M | +12.59%(+13.71K) | $110.38(+13.32%) | 2026-03-31 | |
| EVTR | MORGAN STANLEY ETF TRUST | 9.54% | 249.2K | $12.6M | +18.12%(+38.22K) | $51.42(-1.32%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 7.74% | 132.6K | $10.3M | +10.56%(+12.66K) | $78.10(-1.44%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.92% | 122.5K | $7.9M | +2.79%(+3.32K) | $61.25(+15.31%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.97% | 77.6K | $6.6M | +24.56%(+15.30K) | $81.20(+12.53%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 3.56% | 58.5K | $4.7M | +27.86%(+12.75K) | $74.92(+17.81%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.53% | 14.6K | $4.7M | -0.07%(-10) | $331.72(+9.95%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.15% | 68.0K | $4.2M | -4.83%(-3.45K) | $63.05(+7.84%) | 2026-03-31 | |
| EMXC | ISHARES INC | 3.11% | 52.5K | $4.1M | -0.51%(-271) | $70.10(+37.16%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.72% | 71.3K | $3.6M | +6.73%(+4.50K) | $50.66(-0.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.74% | -7.98% |
| Top 20 Holdings Unweighted | -6.10% | -17.20% |
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