Madrid Wealth Management, LLC reported 70 holdings worth US$152M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Madrid Wealth Management, LLC reported 70 holdings worth US$152M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Amazon.com, Inc. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$152M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 11,210 | US$3.24M | 2.1% |
| Microsoft Corp. | 3,805 | US$1.42M | 0.93% |
| Amazon.com, Inc. | 4,061 | US$968K | 0.64% |
| Alphabet Inc (google) Class C | 2,151 | US$769K | 0.50% |
| Intel Corporation | 5,032 | US$703K | 0.46% |
| Berkshire Hathaway Inc. | 1,041 | US$521K | 0.34% |
| Ge Aerospace | 1,381 | US$516K | 0.34% |
| International Business Machines Corporation | 1,412 | US$397K | 0.26% |
| United Parcel Service, Inc. | 3,591 | US$386K | 0.25% |
| Costco Wholesale Corporation | 334 | US$313K | 0.21% |
| Jp Morgan Chase & Co. | 824 | US$270K | 0.18% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |