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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 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GAUG FIRST TR EXCHNG TRADED FD VI 7,308.0 $303K 0.06% $41.42 +1.5%
102 TDIV FIRST TR EXCHANGE TRADED FD 2,614.0 $300K 0.06% -3K -57.0% $114.88 -0.2%
103 CARR CARRIER GLOBAL CORPORATION Industrials 4,076.0 $299K 0.06% NEW $73.34 -17.7%
104 MPC MARATHON PETE CORP Energy 1,152.0 $295K 0.05% $255.67 +41.1%
105 BAX BAXTER INTL INC Healthcare 13,793.0 $294K 0.05% +2K +17.7% $21.32 +23.5%
106 PG PROCTER & GAMBLE CO Consumer Defensive 2,005.0 $294K 0.05% -74.0 -3.6% $146.64 -1.3%
107 GEV GE VERNOVA INC Utilities 249.0 $293K 0.05% NEW $1176.10 -18.6%
108 VYM VANGUARD WHITEHALL FDS 1,822.0 $288K 0.05% +238.0 +15.0% $158.00 +4.4%
109 JEPQ J P MORGAN EXCHANGE TRADED F 4,674.0 $287K 0.05% NEW $61.46 -2.6%
110 VEA VANGUARD TAX-MANAGED FDS 3,933.0 $280K 0.05% -163.0 -4.0% $71.25 +3.0%
111 V VISA INC Financial Services 792.0 $272K 0.05% +26.0 +3.4% $343.09 +8.1%
112 FIRST TR EXCHNG TRADED FD VI 7,717.0 $270K 0.05% $35.05
113 DVY ISHARES TR 1,728.0 $270K 0.05% -73.0 -4.0% $156.30 +5.0%
114 MCD MCDONALDS CORP Consumer Cyclical 991.0 $268K 0.05% -83.0 -7.7% $270.31 +0.2%
115 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,196.0 $268K 0.05% +10.0 +0.8% $223.95 +25.4%
116 IJR ISHARES TR 1,802.0 $267K 0.05% $148.31 -0.7%
117 NEAR ISHARES U S ETF TR 5,135.0 $260K 0.05% $50.66 -0.2%
118 HWM HOWMET AEROSPACE INC Industrials 948.0 $255K 0.05% -400.0 -29.7% $268.86 +1.0%
119 PYPL PAYPAL HLDGS INC Financial Services 5,849.0 $253K 0.05% -48.0 -0.8% $43.18 +42.5%
120 PFFD GLOBAL X FDS 13,217.0 $247K 0.05% -400.0 -2.9% $18.69 -1.6%
Page 6 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%