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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Madrid Wealth Management, LLC

Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0002106678-26-000002

Total Value
$123.2M
Positions
72
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (72)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR025072885108,906$12.2M9.88%
2MORGAN STANLEY ETF TRUSTMS-PQ210,935$10.9M8.81%
3VANGUARD MALVERN FDS922020748119,895$9.3M7.58%
4VANGUARD TAX-MANAGED FDS921943858119,205$7.4M6.04%
5AMERICAN CENTY ETF TR02507270362,313$5.1M4.16%
6VANGUARD INDEX FDS92290876914,608$4.9M3.97%
7J P MORGAN EXCHANGE TRADED F46641Q76171,449$4.5M3.66%
8ISHARES INC46434G76452,726$3.8M3.11%
9AMERICAN CENTY ETF TR02507234945,767$3.5M2.81%
10SPDR S&P 500 ETF TRSPY5,038$3.4M2.79%
11J P MORGAN EXCHANGE TRADED F46641Q83766,831$3.4M2.74%
12DIMENSIONAL ETF TRUST25434V81592,338$3.0M2.46%
13INVESCO EXCHANGE TRADED FD TIVZ15,684$3.0M2.44%
14APPLE INCAAPL10,395$2.8M2.29%
15ISHARES TR46435G42515,562$2.3M1.88%
16FRANKLIN TEMPLETON ETF TRFGDL92,150$2.3M1.86%
17ISHARES TR46428730917,520$2.2M1.75%
18VANGUARD BD INDEX FDS92193782726,337$2.1M1.68%
19MICROSOFT CORPMSFT3,811$1.8M1.50%
20ISHARES TR46435G51618,876$1.8M1.46%
21VANGUARD INTL EQUITY INDEX F92204285831,466$1.7M1.37%
22AMERICAN CENTY ETF TR02507A10124,442$1.6M1.26%
23J P MORGAN EXCHANGE TRADED F46641Q15933,146$1.5M1.25%
24VANGUARD BD INDEX FDS92193783519,803$1.5M1.19%
25DIMENSIONAL ETF TRUST25434V30244,942$1.5M1.19%
26VANGUARD INDEX FDS9229086294,553$1.3M1.07%
27AMERICAN CENTY ETF TR02507212518,383$1.3M1.05%
28DIMENSIONAL ETF TRUST25434V83133,720$1.3M1.04%
29VANGUARD INDEX FDS9229087362,490$1.2M0.99%
30VANGUARD INDEX FDS9229086373,717$1.2M0.95%
31VANGUARD WHITEHALL FDS9219464067,732$1.1M0.90%
32GOLDMAN SACHS ETF TRNVGLF19,600$1.0M0.84%
33SCHWAB STRATEGIC TR80852410236,941$968,9640.79%
34AMAZON COM INCAMZN4,111$948,9010.77%
35SPDR SERIES TRUST78464A7636,663$927,2230.75%
36ISHARES INC46434G86319,326$853,6290.69%
37INVESCO QQQ TRIVZ1,295$795,5710.65%
38ISHARES TR4642877213,267$652,3840.53%
39DIMENSIONAL ETF TRUST25434V53410,269$621,4800.50%
40CHUBB LIMITEDCB1,868$583,0400.47%
41J P MORGAN EXCHANGE TRADED F46641Q65411,245$572,8200.46%
42VANGUARD SCOTTSDALE FDS92206C7069,463$567,1180.46%
43SCHWAB STRATEGIC TR80852480521,751$522,8950.42%
44ISHARES TR4642875231,636$492,6810.40%
45SELECT SECTOR SPDR TR81369Y50610,864$485,7290.39%
46ISHARES TR4642876891,200$464,2200.38%
47GE AEROSPACE3696043011,465$451,2640.37%
48ISHARES TR46434V3815,848$407,8400.33%
49ALPHABET INCGOOG1,260$394,3800.32%
50INTERNATIONAL BUSINESS MACHSINTR1,331$394,2560.32%
51AMERICAN CENTY ETF TR0250726045,017$386,4000.31%
52ALPHABET INCGOOG1,217$381,8950.31%
53ISHARES TR46436E82516,901$370,8920.30%
54UNITED PARCEL SERVICE INCUPS3,591$356,1910.29%
55AMERICAN CENTY ETF TR0250728773,477$354,5570.29%
56ISHARES TR46436E48616,368$346,1830.28%
57SCHWAB STRATEGIC TR8085247487,215$321,4280.26%
58BERKSHIRE HATHAWAY INC DELBRK-A633$318,1770.26%
59VANGUARD SCOTTSDALE FDS92206C1025,393$316,7230.26%
60ISHARES TR46435U5496,498$310,9380.25%
61GLOBAL X FDS37954Y6736,290$300,5990.24%
62COSTCO WHSL CORP NEW22160K105334$288,1490.23%
63JPMORGAN CHASE & CO.VYLD824$265,5090.22%
64ISHARES BITCOIN TRUST ETFIBIT5,036$250,0370.20%
65ISHARES TR46436E3129,514$242,8920.20%
66VISA INCV646$226,5590.18%
67WELLS FARGO CO NEW9497461012,340$218,0880.18%
68VANGUARD SCOTTSDALE FDS92206C8702,555$213,9810.17%
69VANGUARD SCOTTSDALE FDS92206C4092,650$211,2850.17%
70HOME DEPOT INCHD607$208,8690.17%
71ORACLE CORPORCL-PD1,030$200,7570.16%
72FS CREDIT OPPORTUNITIES CORPFSCO10,272$64,7140.05%