account_balance

Investment manager · 13F filer · SEC CIK 1578370

Madrona Financial Services, LLC

Reported value$646Mas of Sep 30, 2026
Positions164 33 new, 12 sold out
Top 10 weight44.9%IVV alone is 10%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 10.5% Added +4%
QQQ Invesco QQQ Tr 6.3% Trimmed −15%
DYNF BlackRock ETF Trust 4.3% Trimmed −4%
MSFT Microsoft Corp 4.3% Added +19%
ACWX iShares Tr 3.8% Added +10%
AIQ Global X FDS 3.3% Trimmed −3%
XBI SPDR Series Trust 3.2% Trimmed −3%
COWZ Pacer FDS Tr 3.2% Added +13%
IEMG iShares Inc 3.2% Added +8%
QTUM ETF Ser Solutions 3.0% Trimmed −7%
SECT Northern LTS Fd Tr IV 3.0% Added +3%
FV First Tr Exchange Traded Fd 3.0% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 17, 2026 filing
add_circleNew
  • ACYS $13.1M
  • ACYN $12.8M
  • VGT $12.7M
  • SGOV $11.8M
arrow_upwardAdded
  • XLG +498%
  • INTC +357%
  • MU +250%
  • VOO +208%
arrow_downwardTrimmed
  • BUFR −26%
  • QQQ −15%
  • RDVT −11%
  • ACWI −11%
remove_circleSold out
  • BPRE $1.52M
  • VWO $385K
  • BAC $362K
  • VONG $306K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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