Madison Park Capital Advisors, LLC

Registered adviser

CIK

1993022

Location

SEATTLE, WA

Portfolio Value

Small $140,040,857

Diversification

Diversified

Filing Date

Global Rank

#7,246 / 8,827 ▲ 280 · as of Jun 2026

Top Industry

Software - Infrastructure 22.0%

3Y Alpha vs SPY

-10.9%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 172780

Roster of Nov 1, 2026

Regulatory AUM

$294,780,438

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Nov 2026	$294,780,438	Individuals and high net worth (94%)
Mar 2025 to Jan 2026	$272,642,586	Individuals and high net worth (95%)
Apr 2024 to Feb 2025	$259,374,154	Individuals and high net worth (96%)
May 2023 to Mar 2024	$205,991,094	Individuals and high net worth (96%)
Mar 2023 to Apr 2023	$205,991,094	Individuals and high net worth (96%)
Mar 2022 to Feb 2023	$237,394,311	Individuals and high net worth (96%)

3 earlier changes not shown.

Stated strategy

Wealth management / planning, Multi-asset, Fixed income / rates, Long/short hedge, Private markets Form ADV Part 2A, Jul 7, 2026 · original

In the firm's words

Wealth management / planning: MPCA offers financial planning, consulting and investment management services to its clients.
Multi-asset: MPCA primarily allocates client assets among various mutual funds, exchange-traded funds (“ETFs”), and individual debt and equity securities, in accordance with the investment objectives of its individual clients.
Fixed income / rates: MPCA primarily allocates client assets among various mutual funds, exchange-traded funds (“ETFs”), and individual debt and equity securities, in accordance with the investment objectives of its individual clients.
Long/short hedge: The Firm may take long and short positions in common stocks of U.S. and non-U.S. issuers traded on national securities exchanges and over-the-counter markets.
Private markets: In addition, where appropriate, MPCA also recommends that clients who constitute accredited investors, as defined in Rule 501(a) under the Securities Act of 1933, invest in privately placed securities, which may include debt, equity and/or interests in pooled investment vehicles (e.g., hedge funds), or digital assets.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.6% of the book (60%+)

Turnover

Medium turnover

33.6% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 9.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 77.2%; sector active share 55.9% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

73 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.6%

−2.9 pts

Top 5

42.7%

−3.2 pts

Top 10

68.4%

+0.8 pts

HHI

573

Diversified−48

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.6%	$96,034,887	41
Technology	14.3%	$20,046,200	7
Financial Services	6.8%	$9,545,891	9
Industrials	4.1%	$5,710,585	3
Consumer Cyclical	2.5%	$3,485,246	2
Energy	1.5%	$2,139,300	4
Communication Services	0.8%	$1,180,239	2
Healthcare	0.7%	$962,446	3
Consumer Defensive	0.5%	$652,713	1
Real Estate	0.2%	$283,350	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMLP	Alerian MLP ETF	+60,455	85,489	$4,434,314
COWZ	Pacer US Cash Cows 100 ETF	+55,509	60,494	$4,038,579
VKI	Invesco Advantage Municipal Income Trust II	+45,265	46,762	$349,779
—		+38,190	64,138	$0
VKQ	Invesco Municipal Trust	+28,972	46,087	$390,817
FBTC	Fidelity Wise Origin Bitcoin Fund	+16,924	23,668	$1,719,243
KMI	Kinder Morgan, Inc.	+15,921	18,071	$544,840
NLY	Annaly Capital Management Inc	+13,915	15,000	$283,350
TUSI	Touchstone ETF Trust-Touchstone Ultra Short Income ETF	+13,497	36,181	$912,484
THQ	abrdn Healthcare Opportunities Fund	+12,302	14,000	$257,600
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+11,677	187,692	$7,402,572
VUG	VANGUARD GROWTH INDEX FUND	+9,247	131,300	$11,831,443
VXUS	Vanguard Total International Stock ETF	+7,928	135,479	$11,510,295
AMZN	Amazon Com Inc	+7,479	12,913	$3,217,273
FV	First Trust Dorsey Wright Focus 5 ETF	+6,947	11,425	$838,537
AAPL	Apple Inc.	+6,653	26,050	$8,675,171
ARCC	Ares Capital Corp	+6,456	10,000	$191,000
XLF	State Street Corp	+6,168	75,393	$0
HTGC	Hercules Capital, Inc.	+4,944	20,000	$336,200
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+2,724	4,201	$389,222
SBUX	Starbucks Corp	+2,534	2,852	$267,973
—		+1,953	45,497	$0
VO	VANGUARD MID-CAP INDEX FUND	+1,240	4,517	$354,223
SPY	Spdr S&P 500 ETF Trust	+931	13,999	$10,676,057
ORCL	Oracle Corp	+918	1,699	$233,272
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−52,803	26,904	$4,492,429
QQQ	Invesco Qqq Trust, Series 1	−50,739	5,025	$3,717,344
MLPA	Global X MLP ETF	−39,884	6,744	$359,050
VOYG	Voyager Technologies, Inc.	−28,850	17,115	$517,728
MSFT	Microsoft Corp	−20,643	18,062	$9,263,999
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−16,722	3,278	$411,946
VB	Vanguard Index Funds	−16,646	1,707	$485,624
BX	Blackstone Inc.	−15,884	15,965	$1,789,516
IJR	iShares Core S&P Small-Cap ETF	−15,082	41,065	$5,586,482
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−13,219	781	$263,845
WMB	Williams Companies, Inc.	−9,978	12,361	$840,177
GOOG	Alphabet Inc.	−9,485	2,150	$732,591
VIG	Vanguard Specialized Funds	−8,333	7,904	$1,844,082
NVDA	Nvidia Corp	−7,832	4,527	$1,033,876
DIA	Spdr Dow Jones Industrial Average ETF Trust	−6,713	5,396	$2,744,135
JBND	JPMorgan Active Bond ETF	−4,017	31,880	$1,629,705
COST	Costco Wholesale Corp	−3,790	717	$652,713
GILD	Gilead Sciences, Inc.	−3,568	1,932	$287,964
CVX	Chevron Corp	−3,200	1,901	$388,203
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−2,698	578	$216,310
—		−2,595	22,639	$0
GOOGL	Alphabet Inc.	−1,647	1,301	$447,648
SCHA	Schwab U.S. Small-Cap ETF	−1,485	63,600	$2,075,268
RSP	Victory Portfolios II	−1,119	6,768	$0
GLD	Spdr Gold Trust	−873	643	$244,880
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	7,696	$4,944,756
IYK	iShares U.S. Consumer Staples ETF	31,749	$2,245,606
GCAL	Goldman Sachs Dynamic California Municipal Income ETF	10,173	$493,390
CAM	AB California Intermediate Municipal ETF	13,571	$326,925
IDU	iShares U.S. Utilities ETF	2,860	$288,402
V	Visa Inc.	757	$272,012
PLXS	Plexus Corp	1,000	$260,950
CAT	Caterpillar Inc	306	$248,101
JPST	JPMorgan Ultra-Short Income ETF	4,625	$232,961
KNO	AXS Knowledge Leaders ETF	3,276	$205,057
ACHV	Achieve Life Sciences, Inc.	10,000	$80,900
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
—		10,000	$576,700
IYF	iShares U.S. Financials ETF	10,000	$65,300
BNY	Bank of New York Mellon Corp	16,358	$28,627
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 tracked positions · $140,040,857 total · filing declares 73 positions · $155,925,111 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Added	131,300	+9,247	$11,831,443	+12.5%	8.45%
VXUS	Vanguard Total International Stock ETF	Added	135,479	+7,928	$11,510,295	+5.6%	8.22%
SPY	Spdr S&P 500 ETF Trust	Added	13,999	+931	$10,676,057	+9.4%	7.62%
MSFT	Microsoft Corp Technology	Reduced	18,062	-20,643	$9,263,999	−35.8%	6.62%
AAPL	Apple Inc. Technology	Added	26,050	+6,653	$8,675,171	+54.6%	6.19%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	11,400	+756	$7,486,494	+0.0%	5.35%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	187,692	+11,677	$7,402,572	−7.2%	5.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,967	+49	$5,958,967	−0.1%	4.26%
IJR	iShares Core S&P Small-Cap ETF	Reduced	41,065	-15,082	$5,586,482	−32.9%	3.99%
PWR	Quanta Services, Inc. Industrials	NEW	7,696	NEW	$4,944,756	NEW	3.53%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	26,904	-52,803	$4,492,429	−69.6%	3.21%
AMLP	Alerian MLP ETF	Added	85,489	+60,455	$4,434,314	+241.6%	3.17%
COWZ	Pacer US Cash Cows 100 ETF	Added	60,494	+55,509	$4,038,579	+1202.5%	2.88%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,025	-50,739	$3,717,344	+7.2%	2.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,913	+7,479	$3,217,273	+148.4%	2.30%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	5,396	-6,713	$2,744,135	−56.6%	1.96%
VOO	VANGUARD 500 INDEX FUND	Added	3,826	+220	$2,681,490	+8.3%	1.91%
IYK	iShares U.S. Consumer Staples ETF	NEW	31,749	NEW	$2,245,606	NEW	1.60%
SCHM	Schwab U.S. Mid-Cap ETF	Added	65,315	+231	$2,222,016	−7.4%	1.59%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	63,600	-1,485	$2,075,268	−11.7%	1.48%
VIG	Vanguard Specialized Funds	Reduced	7,904	-8,333	$1,844,082	−52.0%	1.32%
BX	Blackstone Inc. Financial Services	Reduced	15,965	-15,884	$1,789,516	−52.2%	1.28%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	23,668	+16,924	$1,719,243	+399.4%	1.23%
JBND	JPMorgan Active Bond ETF	Reduced	31,880	-4,017	$1,629,705	−15.1%	1.16%
NVDA	Nvidia Corp Technology	Reduced	4,527	-7,832	$1,033,876	−58.2%	0.74%
TUSI	Touchstone ETF Trust-Touchstone Ultra Short Income ETF	Added	36,181	+13,497	$912,484	+59.2%	0.65%
WMB	Williams Companies, Inc. Energy	Reduced	12,361	-9,978	$840,177	−49.4%	0.60%
FV	First Trust Dorsey Wright Focus 5 ETF	Added	11,425	+6,947	$838,537	+146.8%	0.60%
GOOG	Alphabet Inc. Communication Services	Reduced	2,150	-9,485	$732,591	−82.2%	0.52%
IXUS	iShares Core MSCI Total International Stock ETF	Added	7,412	+217	$704,065	+2.5%	0.50%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	717	-3,790	$652,713	+79.7%	0.47%
LLY	ELI LILLY & Co Healthcare	Added	513	+1	$593,582	−3.3%	0.42%
KMI	Kinder Morgan, Inc. Energy	Added	18,071	+15,921	$544,840	+692.7%	0.39%
VOYG	Voyager Technologies, Inc. Industrials	Reduced	17,115	-28,850	$517,728	−65.1%	0.37%
GCAL	Goldman Sachs Dynamic California Municipal Income ETF	NEW	10,173	NEW	$493,390	NEW	0.35%
VB	Vanguard Index Funds	Reduced	1,707	-16,646	$485,624	−17.2%	0.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,301	-1,647	$447,648	−57.5%	0.32%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	1,499	-166	$437,857	−14.1%	0.31%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	3,278	-16,722	$411,946	+30.6%	0.29%
VKQ	Invesco Municipal Trust Financial Services	Added	46,087	+28,972	$390,817	+127.4%	0.28%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	4,201	+2,724	$389,222	+199.8%	0.28%
CVX	Chevron Corp Energy	Reduced	1,901	-3,200	$388,203	−54.1%	0.28%
CRM	Salesforce, Inc. Technology	Reduced	1,628	-271	$373,739	+25.6%	0.27%
MPLX	Mplx LP Energy	Reduced	6,500	-244	$366,080	−3.6%	0.26%
MLPA	Global X MLP ETF	Reduced	6,744	-39,884	$359,050	−18.8%	0.26%
VO	VANGUARD MID-CAP INDEX FUND	Added	4,517	+1,240	$354,223	+34.2%	0.25%
VKI	Invesco Advantage Municipal Income Trust II Financial Services	Added	46,762	+45,265	$349,779	+2364.8%	0.25%
HTGC	Hercules Capital, Inc. Financial Services	Added	20,000	+4,944	$336,200	+41.6%	0.24%
CAM	AB California Intermediate Municipal ETF	NEW	13,571	NEW	$326,925	NEW	0.23%
IDU	iShares U.S. Utilities ETF	NEW	2,860	NEW	$288,402	NEW	0.21%

Showing the top 50 of 73 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.