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Portfolio (Quarterly) Guide ↗

Madrona Financial Services, LLC

· CIK 0001578370
13F Portfolio $457M AUM 123 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 34 Added 45 Reduced 13 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLG INVESCO EXCHANGE TRADED FD T 19,175.0 $1.0M 0.23% -1K -5.9% $54.55 +15.5%
22 PCAR PACCAR INC Industrials 8,791.0 $1.0M 0.22% -153.0 -1.7% $115.50 -3.3%
23 SBUX STARBUCKS CORP Consumer Cyclical 9,883.0 $885K 0.19% -537.0 -5.2% $89.59 +19.0%
24 AMD ADVANCED MICRO DEVICES INC Technology 4,031.0 $820K 0.18% -237.0 -5.5% $203.43 +103.5%
25 AVGO BROADCOM INC Technology 2,148.0 $665K 0.15% -67.0 -3.0% $309.51 +32.8%
26 QQQM INVESCO EXCH TRADED FD TR II 2,753.0 $654K 0.14% -405.0 -12.8% $237.62 +21.6%
27 GLD SPDR GOLD TR Financial Services 1,496.0 $644K 0.14% -37.0 -2.4% $430.29 -2.8%
28 META META PLATFORMS INC Communication Services 1,083.0 $619K 0.14% -56.0 -4.9% $571.90 +6.9%
29 TDIV FIRST TR EXCHANGE TRADED FD 6,075.0 $569K 0.12% -5K -44.0% $93.66 +17.6%
30 AMAT APPLIED MATLS INC Technology 1,164.0 $398K 0.09% -180.0 -13.4% $341.79 +19.1%
31 XMPT VANECK ETF TRUST 15,578.0 $335K 0.07% -11K -40.6% $21.50 -0.8%
32 LLY ELI LILLY & CO Healthcare 351.0 $323K 0.07% -45.0 -11.4% $919.77 +7.4%
33 HWM HOWMET AEROSPACE INC Industrials 1,348.0 $311K 0.07% -312.0 -18.8% $230.46 +11.5%
34 BAC BANK AMERICA CORP Financial Services 6,289.0 $307K 0.07% -80.0 -1.3% $48.75 +4.0%
35 PG PROCTER & GAMBLE CO Consumer Defensive 2,079.0 $300K 0.07% -233.0 -10.1% $144.44 -1.4%
36 MPC MARATHON PETE CORP Energy 1,149.0 $281K 0.06% -117.0 -9.2% $244.18 +6.3%
37 DVY ISHARES TR 1,801.0 $273K 0.06% -2K -56.0% $151.41 +0.9%
38 CAT CATERPILLAR INC Industrials 364.0 $258K 0.06% -11.0 -2.9% $707.78 +21.5%
39 PFFD GLOBAL X FDS 13,617.0 $251K 0.06% -14K -50.9% $18.40 +1.6%
40 VYM VANGUARD WHITEHALL FDS 1,584.0 $235K 0.05% -2K -55.8% $148.08 +5.3%
Page 2 of 3  ·  45 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 40.1%
Technology 33.1%
Consumer Defensive 5.6%
Consumer Cyclical 5.2%
Communication Services 4.1%
Real Estate 3.7%
Industrials 3.5%
Energy 2.2%
Healthcare 1.9%
Utilities 0.5%