CIK 1578370
Madrona Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
128
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–128 of 128
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IDV | ISHARES TR | 7K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 910 | $100K–$500K | SH |
| AUGM | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| FISV | FISERV INC | 4K | $100K–$500K | SH |
| NEAR | ISHARES U S ETF TR | 5K | $100K–$500K | SH |
| DBRG | DIGITALBRIDGE GROUP INC | 17K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 4K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 7K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| IBB | ISHARES TR | 1K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 375 | $100K–$500K | SH |
| APXM | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 3K | $100K–$500K | SH |
| QMAR | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| DES | WISDOMTREE TR | 6K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| CRON | CRONOS GROUP INC | 50K | $100K–$500K | SH |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | 21K | $100K–$500K | SH |
| TLRY | TILRAY BRANDS INC | 10K | $50K–$100K | SH |