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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 64,049.0 $47.2M 8.69% -1K -2.0% $736.40 -3.1%
2 MSFT MICROSOFT CORP Technology 45,389.0 $16.9M 3.12% -4K -7.2% $373.02 +29.5%
3 XMHQ INVESCO EXCHANGE TRADED FD T 123,961.0 $14.0M 2.58% -3K -2.5% $112.88 +5.7%
4 VTI VANGUARD INDEX FDS 12,295.0 $4.5M 0.84% -2K -15.4% $370.03 +2.2%
5 IVW ISHARES TR 20,105.0 $2.8M 0.51% -505.0 -2.5% $137.53 +0.9%
6 RDVT RED VIOLET INC Technology 30,527.0 $1.9M 0.36% -7K -18.2% $63.72 +11.7%
7 GOOG ALPHABET INC 5,187.0 $1.8M 0.34% -201.0 -3.7% $353.34
8 BLUEROCK PVT REAL ESTATE FD 116,808.0 $1.5M 0.28% -4K -3.5% $13.01
9 DNOV FIRST TR EXCHNG TRADED FD VI 20,601.0 $1.1M 0.20% -10K -33.7% $51.35 +1.7%
10 HD HOME DEPOT INC Consumer Cyclical 2,653.0 $936K 0.17% -539.0 -16.9% $352.69 -4.8%
11 AMAT APPLIED MATLS INC Technology 912.0 $659K 0.12% -252.0 -21.6% $723.00 -31.9%
12 ABBV ABBVIE INC Healthcare 2,595.0 $653K 0.12% -70.0 -2.6% $251.64 +5.3%
13 META META PLATFORMS INC Communication Services 999.0 $563K 0.10% -84.0 -7.8% $563.08 -2.3%
14 INTC INTEL CORP Technology 2,473.0 $345K 0.06% -5K -65.2% $139.63 -35.5%
15 XMPT VANECK ETF TRUST 15,057.0 $336K 0.06% -521.0 -3.3% $22.34 -3.9%
16 UNP UNION PAC CORP Industrials 1,177.0 $320K 0.06% -12.0 -1.0% $272.00 +13.3%
17 TDIV FIRST TR EXCHANGE TRADED FD 2,614.0 $300K 0.06% -3K -57.0% $114.88 -0.2%
18 PG PROCTER & GAMBLE CO Consumer Defensive 2,005.0 $294K 0.05% -74.0 -3.6% $146.64 -1.3%
19 VEA VANGUARD TAX-MANAGED FDS 3,933.0 $280K 0.05% -163.0 -4.0% $71.25 +3.0%
20 DVY ISHARES TR 1,728.0 $270K 0.05% -73.0 -4.0% $156.30 +5.0%
Page 1 of 2  ·  27 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%