Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Madrona Financial Services, LLC (CIK 1578370) reported $456.9M across 122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($53.1M, 11.63%), QQQ ($37.7M, 8.25%), DYNF ($23.8M, 5.21%), ACWX ($19.3M, 4.22%), BND ($18.5M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $53.1M | 11.63% | 81,322 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $37.7M | 8.25% | 65,335 | Trimmed |
| 3 | DYNF | BLACKROCK ETF TRUST | $23.8M | 5.21% | 408,912 | Trimmed |
| 4 | ACWX | ISHARES TR | $19.3M | 4.22% | 281,781 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $18.5M | 4.06% | 251,636 | Added |
| 6 | MSFT | MICROSOFT CORP | $18.1M | 3.96% | 48,912 | Trimmed |
| 7 | XBI | SPDR SERIES TRUST | $16.9M | 3.69% | 132,038 | Added |
| 8 | COWZ | PACER FDS TR | $15.9M | 3.48% | 254,064 | Added |
| 9 | IEMG | ISHARES INC | $15.7M | 3.43% | 224,549 | Added |
| 10 | SECT | NORTHERN LTS FD TR IV | $15.4M | 3.38% | 255,600 | Trimmed |
| 11 | AIQ | GLOBAL X FDS | $15.1M | 3.31% | 324,089 | Added |
| 12 | FV | FIRST TR EXCHANGE TRADED FD | $15.0M | 3.27% | 247,584 | Trimmed |
| 13 | QTUM | ETF SER SOLUTIONS | $14.7M | 3.22% | 137,219 | Trimmed |
| 14 | BUYW | NORTHERN LTS FD TR IV | $13.2M | 2.90% | 939,919 | Added |
| 15 | XMHQ | INVESCO EXCHANGE TRADED FD T | $13.1M | 2.88% | 127,158 | Added |
| 16 | VB | VANGUARD INDEX FDS | $11.1M | 2.42% | 42,216 | Trimmed |
| 17 | XLE | SELECT SECTOR SPDR TR | $10.8M | 2.36% | 175,834 | New |
| 18 | AAPL | APPLE INC | $10.0M | 2.19% | 39,450 | Added |
| 19 | BUFR | FIRST TR EXCHNG TRADED FD VI | $8.3M | 1.81% | 245,078 | Added |
| 20 | SMH | VANECK ETF TRUST | $8.0M | 1.76% | 20,958 | Trimmed |
| 21 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.6M | 1.67% | 134,600 | Added |
| 22 | URA | GLOBAL X FDS | $6.2M | 1.37% | 128,909 | New |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $5.6M | 1.22% | 5,585 | Trimmed |
| 24 | VTI | VANGUARD INDEX FDS | $4.7M | 1.02% | 14,530 | Trimmed |
| 25 | ACWI | ISHARES TR | $4.5M | 0.98% | 32,218 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31