Madrona Financial Services, LLC
All 13F Filings
- Location
- Everett, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 542,591
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 143 | 542,591 | 13F-HR | Madrona Financial Services, LLC |
| Q1 2026 | 4/14/2026 | 123 | 456,902 | 13F-HR | Madrona Financial Services, LLC |
| Q4 2025 | 1/22/2026 | 128 | 467,983 | 13F-HR | Madrona Financial Services, LLC |
| Q3 2025 | 10/22/2025 | 121 | 453,253 | 13F-HR | Madrona Financial Services, LLC |
| Q2 2025 | 7/18/2025 | 114 | 417,005 | 13F-HR | Madrona Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 150.4 K | 27.7% | 7.263 K | 0 | 7.263 K |
| ETFs | 392.2 K | 72.3% | 78.43 K | 0 | 78.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
542,591
Holdings
143
QoQ value change ($000)
85,689
(18.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.