Madrona Financial Services, LLC

Q1 2026 13F Holdings

  • Location
    everett, WA
  • Num holdings

    123

  • Value ($000)

    $456,902

  • Date Filed
    04/14/2026
  • Form type
    13F-HR
  • CIK
    0001578370
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV

ISHARES TR

CORE S&P500 ETF
$53.12M
12 %

81,322

NDQ

INVESCO QQQ TR

UNIT SER 1
$37.71M
8 %

65,335

DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$23.79M
5 %

408,912

ACWX

ISHARES TR

MSCI ACWI EX US
$19.29M
4 %

281,781

BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$18.53M
4 %

251,636

MSFT

MICROSOFT CORP

COM
$18.11M
4 %

48,912

KRE

SPDR SERIES TRUST

STATE STREET SPD
$16.87M
4 %

132,038

COWZ

PACER FDS TR

US CASH COWS 100
$15.89M
4 %

254,064

IEMG

ISHARES INC

CORE MSCI EMKT
$15.66M
3 %

224,549

SECT

NORTHERN LTS FD TR IV

MAIN SECTR ROTN
$15.44M
3 %

255,600

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