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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 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VIG VANGUARD SPECIALIZED FUNDS 1,907.0 $451K 0.08% $236.62 +3.2%
82 LLY ELI LILLY & CO Healthcare 360.0 $432K 0.08% +9.0 +2.6% $1199.43 +3.4%
83 DDEC FIRST TR EXCHNG TRADED FD VI 8,218.0 $389K 0.07% $47.38 +1.8%
84 CAT CATERPILLAR INC Industrials 364.0 $387K 0.07% $1064.08 -23.8%
85 FIRST TR EXCHNG TRADED FD VI 11,162.0 $386K 0.07% $34.60
86 VWO VANGUARD INTL EQUITY INDEX F 6,442.0 $385K 0.07% NEW $59.69 +0.4%
87 CCB COASTAL FINL CORP WA Financial Services 4,865.0 $377K 0.07% $77.51 -40.3%
88 DMAY FIRST TR EXCHNG TRADED FD VI 7,852.0 $370K 0.07% NEW $47.12 +1.5%
89 BAC BANK OF AMER CORP Financial Services 6,358.0 $362K 0.07% +69.0 +1.1% $56.98 +9.3%
90 INTC INTEL CORP Technology 2,473.0 $345K 0.06% -5K -65.2% $139.63 -37.5%
91 XMPT VANECK ETF TRUST 15,057.0 $336K 0.06% -521.0 -3.3% $22.34 -3.8%
92 FIRST TR EXCHNG TRADED FD VI 9,907.0 $335K 0.06% +4K +62.2% $33.84
93 JNJ JOHNSON & JOHNSON Healthcare 1,300.0 $330K 0.06% +12.0 +0.9% $253.97 +7.4%
94 GE GE AEROSPACE Industrials 874.0 $326K 0.06% NEW $373.52 -8.7%
95 WFC WELLS FARGO & CO Financial Services 3,892.0 $322K 0.06% $82.65 +2.4%
96 SO SOUTHERN CO Utilities 3,360.0 $322K 0.06% $95.71 -6.5%
97 UNP UNION PAC CORP Industrials 1,177.0 $320K 0.06% -12.0 -1.0% $272.00 +13.1%
98 VONG VANGUARD SCOTTSDALE FDS 2,392.0 $306K 0.06% NEW $127.79 -2.2%
99 GJUL FIRST TR EXCHNG TRADED FD VI 7,020.0 $305K 0.06% $43.49 +2.0%
100 TRV TRAVELERS COMPANIES INC Financial Services 921.0 $304K 0.06% $330.12 +12.7%
Page 5 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%