ANDREW J. BARFOOT

Madison Park Capital Advisors, Llc

Assets Managed

$140.34M

Holdings

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

10.31%(2Q avg: 6.78%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Madison Park Capital Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Madison Park Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 140.34M in assets, with a quarterly growth rate of 10.31% and a 2-quarter average growth rate of 6.78%. The portfolio is managed by ANDREW J. BARFOOT, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VXUS Vanguard Total Intl Stock Recent Activity Decreased -29.9%	7.77%	$10.904M 127,551 shares@ $85.49 avg price	Decreased -29.9%
VUG Vanguard Growth Etf Recent Activity Increased 518.94%	7.5%	$10.514M 122,053 shares@ $86.15 avg price	Increased 518.94%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 1.58%	6.96%	$9.759M 13,068 shares@ $746.78 avg price	Increased 1.58%
XLU Utilities Select Sector Spdr Recent Activity Increased 4.46%	5.69%	$7.981M 176,015 shares@ $45.35 avg price	Increased 4.46%
XLP Consumer Staples Spdr Recent Activity Decreased -67.34%	5.36%	$7.508M 25,948 shares@ $289.36 avg price	Decreased -67.34%
MDY Spdr S&p Midcap 400 Etf Trst Recent Activity Increased 0.89%	5.34%	$7.486M 10,644 shares@ $703.32 avg price	Increased 0.89%
AAPL Apple Inc Recent Activity Decreased -22.39%	5.16%	$7.236M 19,397 shares@ $373.03 avg price	Decreased -22.39%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Decreased -2.72%	4.25%	$5.964M 11,918 shares@ $500.39 avg price	Decreased -2.72%
MSFT Microsoft Corp Recent Activity Increased 153.89%	4.1%	$5.74M 38,705 shares@ $148.31 avg price	Increased 153.89%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 48.59%	3.33%	$4.664M 56,147 shares@ $83.07 avg price	Increased 48.59%

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