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Portfolio (Quarterly) Guide ↗

Madrona Financial Services, LLC

· CIK 0001578370
13F Portfolio $543M AUM 143 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 44 Added 27 Reduced 5 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 8,374.0 $3.0M 0.55% +67.0 +0.8% $357.38 -2.6%
22 AGG ISHARES TR 28,764.0 $2.8M 0.53% +902.0 +3.2% $98.98 -1.4%
23 AMZN AMAZON COM INC Consumer Cyclical 11,176.0 $2.7M 0.49% +2K +17.0% $238.34 +10.0%
24 AMD ADVANCED MICRO DEVICES INC Technology 4,094.0 $2.4M 0.44% +63.0 +1.6% $580.91 -21.4%
25 FIRST TR EXCHNG TRADED FD VI 71,785.0 $2.2M 0.41% +4K +6.1% $31.22
26 VOO VANGUARD INDEX FDS 2,875.0 $2.0M 0.36% +287.0 +11.1% $686.88 +2.2%
27 MU MICRON TECHNOLOGY INC Technology 1,543.0 $1.8M 0.33% +16.0 +1.1% $1154.29 -21.1%
28 TSLA TESLA INC Consumer Cyclical 3,171.0 $1.3M 0.25% +51.0 +1.6% $420.63 -17.0%
29 GMAR FIRST TR EXCHNG TRADED FD VI 24,869.0 $1.1M 0.20% +2K +8.2% $44.24 +1.5%
30 SOXX ISHARES TR 1,633.0 $1.0M 0.19% +88.0 +5.7% $640.81 -21.0%
31 QQQM INVESCO EXCH TRADED FD TR II 2,827.0 $856K 0.16% +74.0 +2.7% $302.97 -4.0%
32 AVGO BROADCOM INC Technology 2,249.0 $850K 0.16% +101.0 +4.7% $377.75 -5.0%
33 GAPR FIRST TR EXCHNG TRADED FD VI 18,768.0 $782K 0.14% +4K +23.7% $41.67 +1.6%
34 FIRST TR EXCHNG TRADED FD VI 22,284.0 $706K 0.13% +16K +232.4% $31.68
35 CI THE CIGNA GROUP Healthcare 1,672.0 $461K 0.09% +23.0 +1.4% $275.68 +1.7%
36 LLY ELI LILLY & CO Healthcare 360.0 $432K 0.08% +9.0 +2.6% $1199.43 +4.0%
37 BAC BANK OF AMER CORP Financial Services 6,358.0 $362K 0.07% +69.0 +1.1% $56.98 +9.4%
38 FIRST TR EXCHNG TRADED FD VI 9,907.0 $335K 0.06% +4K +62.2% $33.84
39 JNJ JOHNSON & JOHNSON Healthcare 1,300.0 $330K 0.06% +12.0 +0.9% $253.97 +7.5%
40 BAX BAXTER INTL INC Healthcare 13,793.0 $294K 0.05% +2K +17.7% $21.32 +24.2%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.9%
Technology 33.9%
Consumer Cyclical 5.2%
Industrials 4.9%
Consumer Defensive 4.8%
Communication Services 2.9%
Healthcare 1.9%
Energy 1.6%
Utilities 0.9%