Madrona Financial Services, LLC - Portfolio Stock Holdings

Madrona Financial Services, LLC disclosed 148 stock positions in a recent SEC 13F filing. $542,589,902 of stock holdings were filed, with the largest holdings including IVV, QQQ, and DYNF. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $691,792,793 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.