Institutional Fund
Madison Park Capital Advisors, LLC
Seattle, WACIK 19930225 filings on record
Portfolio Value
$127.23M
Q1 2026
Holdings
62
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+3.2%
from $123.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Star Fds11.0%
- Vanguard Index Fds6.8%
- Spdr S&P 500 ETF Tr6.6%
- Select Sector Spdr Tr6.1%
- Select Sector Spdr Tr5.1%
- Spdr S&P Midcap 400 ETF Tr5.1%
- Other59.3%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 182.0K | $14.03M | 11.0% | +3.4K | Added |
| 2 | Vanguard Index Fds | 19.7K | $8.61M | 6.8% | −524 | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 12.9K | $8.37M | 6.6% | +297 | Added |
| 4 | Select Sector Spdr Tr | 168.5K | $7.73M | 6.1% | +97.4K | Added |
| 5 | Select Sector Spdr Tr | 79.5K | $6.51M | 5.1% | +79.5K | New |
| 6 | Spdr S&P Midcap 400 ETF Tr | 10.6K | $6.51M | 5.1% | −128 | Reduced |
| 7 | Apple Inc | 25.0K | $6.34M | 5.0% | −371 | Reduced |
| 8 | Berkshire Hathaway Inc Del | 12.3K | $5.87M | 4.6% | +43 | Added |
| 9 | Microsoft Corp | 15.2K | $5.64M | 4.4% | +452 | Added |
| 10 | Ishares Tr | 37.8K | $4.70M | 3.7% | −1 | Reduced |
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