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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 3 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BA BOEING CO Industrials 7,970.0 $1.7M 0.32% $216.47 -1.0%
42 BLUEROCK PVT REAL ESTATE FD 116,808.0 $1.5M 0.28% -4K -3.5% $13.01
43 CVX CHEVRON CORPORATION Energy 9,079.0 $1.5M 0.28% $165.76 +23.8%
44 TSLA TESLA INC Consumer Cyclical 3,171.0 $1.3M 0.25% +51.0 +1.6% $420.63 -13.7%
45 FIRST TR EXCHNG TRADED FD VI 40,156.0 $1.3M 0.24% NEW $32.91
46 XLG INVESCO EXCHANGE TRADED FD T 19,175.0 $1.2M 0.22% $61.23 +1.4%
47 GMAR FIRST TR EXCHNG TRADED FD VI 24,869.0 $1.1M 0.20% +2K +8.2% $44.24 +1.5%
48 DFEB FIRST TR EXCHNG TRADED FD VI 21,533.0 $1.1M 0.20% $50.49 +1.6%
49 PCAR PACCAR INC Industrials 8,830.0 $1.1M 0.20% $120.12 +9.1%
50 DNOV FIRST TR EXCHNG TRADED FD VI 20,601.0 $1.1M 0.20% -10K -33.7% $51.35 +1.7%
51 SOXX ISHARES TR 1,633.0 $1.0M 0.19% +88.0 +5.7% $640.81 -18.8%
52 SBUX STARBUCKS CORP Consumer Cyclical 9,911.0 $1.0M 0.19% $102.19 +4.8%
53 CSCO CISCO SYS INC Technology 8,618.0 $1.0M 0.19% $117.46 -5.5%
54 SPBU AIM ETF PRODUCTS TRUST 31,712.0 $959K 0.18% $30.24 +1.7%
55 RTX RTX CORPORATION Industrials 4,943.0 $938K 0.17% NEW $189.75 +10.6%
56 HD HOME DEPOT INC Consumer Cyclical 2,653.0 $936K 0.17% -539.0 -16.9% $352.69 -4.8%
57 FIRST TR EXCHNG TRADED FD VI 26,158.0 $882K 0.16% $33.71
58 QQQM INVESCO EXCH TRADED FD TR II 2,827.0 $856K 0.16% +74.0 +2.7% $302.97 -3.0%
59 AVGO BROADCOM INC Technology 2,249.0 $850K 0.16% +101.0 +4.7% $377.75 -2.5%
60 DOCT FIRST TR EXCHNG TRADED FD VI 17,238.0 $805K 0.15% $46.68 +1.9%
Page 3 of 8  ·  143 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%