Madrid Financial Services

Wealth advisor Mechanical consumer_discretionary specialist (64%) CIK 2135336

League rank

#3091

in Wealth advisor · #6875 overall

Long book

$169.4M

Q1 2026

Positions

Top-10 weight

72%

concentration

Last quarter

+6.3%

SPY +14.8%

Turnover

—

of book per quarter

Strategy in plain words

auto-generated from filings

Madrid Financial Services is a wealth-management firm allocating client money, specialised in consumer_discretionary (64% of the long book), running a $169.4M US long book across 26 positions.

The portfolio is concentrated: the top 10 names carry 72% of the portfolio. Current anchor positions: GLOBAL X MLP ETF, ISHARES CORE 60/40 BALANCED, VANECK GOLD MINERS ETF, SS SPDR P S&P 500 VALUE ETF, SS SPDR S&P OG EXP & PROD.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Sector allocation

Consumer discretionary

64%

Technology

36%

Long book by quarter

$169.4M

Q1 2026

What does Madrid Financial own?

Q1 2026 13F

Company	Sector	Shares	Value	% of book	Change
NVDA NVIDIA CORP	Technology	1.6K	$283K	0.2%	Held
WMT WALMART INC	Consumer discretionary	2.2K	$273K	0.2%	Held
AMZN AMAZON.COM INC	Consumer discretionary	1.1K	$240K	0.1%	Held

13F filing history

Period	Form	Filed	Entries	Reported value	Flags	Source
Q1 2026	13F-HR	May 15, 2026	26	$169.4M	canonical	SEC ↗