Madrona Financial Services, LLC Diversified Active

Location: Everett, WA

CIK: 0001578370 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $457M (100.0% shares, 0.0% debt)

Holdings (123)

IVV ISHARES TR 11.6%
Value $53.12M Shares 81,322 Est. Cost $512.19 Unrealized
QQQ INVESCO QQQ TR 8.3%
Value $37.71M Shares 65,335 Est. Cost $336.89 Unrealized
DYNF BLACKROCK ETF TRUST 5.2%
Value $23.79M Shares 408,912 Est. Cost $47.74 Unrealized
ACWX ISHARES TR 4.2%
Value $19.29M Shares 281,781 Est. Cost $59.83 Unrealized
BND VANGUARD BD INDEX FDS 4.1%
Value $18.53M Shares 251,636 Est. Cost $73.53 Unrealized
MSFT MICROSOFT CORP 4.0%
Value $18.11M Shares 48,912 Est. Cost $250.64 Unrealized +73.4%
XBI SPDR SERIES TRUST 3.7%
Value $16.87M Shares 132,038 Est. Cost $85.02 Unrealized
COWZ PACER FDS TR 3.5%
Value $15.89M Shares 254,064 Est. Cost $52.82 Unrealized
IEMG ISHARES INC 3.4%
Value $15.66M Shares 224,549 Est. Cost $60.83 Unrealized
SECT NORTHERN LTS FD TR IV 3.4%
Value $15.44M Shares 255,600 Est. Cost $43.31 Unrealized
AIQ GLOBAL X FDS 3.3%
Value $15.13M Shares 324,089 Est. Cost $38.36 Unrealized
FV FIRST TR EXCHANGE TRADED FD 3.3%
Value $14.96M Shares 247,584 Est. Cost $47.57 Unrealized
QTUM ETF SER SOLUTIONS 3.2%
Value $14.72M Shares 137,219 Est. Cost $78.58 Unrealized
BUYW NORTHERN LTS FD TR IV 2.9%
Value $13.23M Shares 939,919 Est. Cost $13.94 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 2.9%
Value $13.14M Shares 127,158 Est. Cost $95.58 Unrealized
VB VANGUARD INDEX FDS 2.4%
Value $11.06M Shares 42,216 Est. Cost $223.36 Unrealized
XLE SELECT SECTOR SPDR TR 2.4%
Value $10.77M Shares 175,834 Est. Cost $61.26 Unrealized
AAPL APPLE INC 2.2%
Value $10.01M Shares 39,450 Est. Cost $155.07 Unrealized +69.5%
BUFR FIRST TR EXCHNG TRADED FD VI 1.8%
Value $8.276M Shares 245,078 Est. Cost $29.38 Unrealized
SMH VANECK ETF TRUST 1.8%
Value $8.035M Shares 20,958 Est. Cost $228.60 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.7%
Value $7.629M Shares 134,600 Est. Cost $56.66 Unrealized
URA GLOBAL X FDS 1.4%
Value $6.243M Shares 128,909 Est. Cost $48.43 Unrealized
COST COSTCO WHOLESALE CORPORATION 1.2%
Value $5.565M Shares 5,585 Est. Cost $209.66 Unrealized +359.7%
VTI VANGUARD INDEX FDS 1.0%
Value $4.662M Shares 14,530 Est. Cost $241.27 Unrealized
ACWI ISHARES TR 1.0%
Value $4.458M Shares 32,218 Est. Cost $65.42 Unrealized
SILA SILA REALTY TRUST INC 0.9%
Value $4.044M Shares 170,762 Est. Cost $21.17 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $3.458M Shares 19,829 Est. Cost $125.57 Unrealized +48.6%
SPY STATE STR SPDR S&P 500 ETF T 0.6%
Value $2.895M Shares 4,451 Est. Cost $391.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $2.87M Shares 5,990 Est. Cost $184.78 Unrealized +167.1%
AGG ISHARES TR 0.6%
Value $2.766M Shares 27,862 Est. Cost $98.97 Unrealized
GOOGL ALPHABET INC 0.5%
Value $2.389M Shares 8,307 Est. Cost $129.70 Unrealized +149.3%
IVW ISHARES TR 0.5%
Value $2.331M Shares 20,610 Est. Cost $87.05 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.5%
Value $2.117M Shares 51,530 Est. Cost $41.09 Unrealized
FEBM FIRST TR EXCHNG TRADED FD VI 0.4%
Value $2.052M Shares 67,680 Est. Cost $30.32 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.4%
Value $2.011M Shares 121,063 Est. Cost $15.00 Unrealized
AMZN AMAZON COM INC 0.4%
Value $1.99M Shares 9,554 Est. Cost $151.77 Unrealized +49.5%
CVX CHEVRON CORPORATION 0.4%
Value $1.88M Shares 9,088 Est. Cost $137.00 Unrealized +25.5%
MARM FIRST TR EXCHNG TRADED FD VI 0.4%
Value $1.735M Shares 51,822 Est. Cost $30.76 Unrealized
BA BOEING CO 0.3%
Value $1.586M Shares 7,970 Est. Cost $223.98 Unrealized +6.5%
VOO VANGUARD INDEX FDS 0.3%
Value $1.546M Shares 2,588 Est. Cost $427.85 Unrealized
GOOG ALPHABET INC 0.3%
Value $1.546M Shares 5,388 Est. Cost $130.13 Unrealized +148.7%
DNOV FIRST TR EXCHNG TRADED FD VI 0.3%
Value $1.489M Shares 31,081 Est. Cost $48.84 Unrealized
RDVT RED VIOLET INC 0.3%
Value $1.292M Shares 37,333 Est. Cost $54.12 Unrealized -14.7%
TSLA TESLA INC 0.3%
Value $1.16M Shares 3,120 Est. Cost $223.48 Unrealized +90.6%
HD HOME DEPOT INC 0.2%
Value $1.05M Shares 3,192 Est. Cost $268.45 Unrealized +40.4%
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value $1.046M Shares 19,175 Est. Cost $47.42 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value $1.02M Shares 21,533 Est. Cost $45.37 Unrealized
PCAR PACCAR INC 0.2%
Value $1.015M Shares 8,791 Est. Cost $52.15 Unrealized +135.8%
GMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value $958K Shares 22,979 Est. Cost $38.07 Unrealized
SBUX STARBUCKS CORP 0.2%
Value $885K Shares 9,883 Est. Cost $64.91 Unrealized +44.2%
SPBU AIM ETF PRODUCTS TRUST 0.2%
Value $862K Shares 31,712 Est. Cost $27.67 Unrealized
DECM FIRST TR EXCHNG TRADED FD VI 0.2%
Value $855K Shares 26,158 Est. Cost $31.89 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $820K Shares 4,031 Est. Cost $146.76 Unrealized +51.1%
DOCT FIRST TR EXCHNG TRADED FD VI 0.2%
Value $749K Shares 17,238 Est. Cost $44.29 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $718K Shares 1 Est. Cost $199512.94 Unrealized +271.1%
CSCO CISCO SYS INC 0.1%
Value $669K Shares 8,618 Est. Cost $30.55 Unrealized +155.0%
AVGO BROADCOM INC 0.1%
Value $665K Shares 2,148 Est. Cost $181.42 Unrealized +84.2%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value $654K Shares 2,753 Est. Cost $220.46 Unrealized
NOVM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $646K Shares 19,749 Est. Cost $31.60 Unrealized
GLD SPDR GOLD TR 0.1%
Value $644K Shares 1,496 Est. Cost $207.72 Unrealized
META META PLATFORMS INC 0.1%
Value $619K Shares 1,083 Est. Cost $339.96 Unrealized +92.8%
GAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $614K Shares 15,173 Est. Cost $38.31 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $606K Shares 8,547 Est. Cost $40.76 Unrealized
OCTM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $603K Shares 18,531 Est. Cost $32.66 Unrealized
ABBV ABBVIE INC 0.1%
Value $580K Shares 2,665 Est. Cost $134.36 Unrealized +65.7%
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value $569K Shares 6,075 Est. Cost $53.25 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value $537K Shares 14,515 Est. Cost $33.73 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $516K Shares 1,527 Est. Cost $136.98 Unrealized +182.5%
SOXX ISHARES TR 0.1%
Value $508K Shares 1,545 Est. Cost $237.21 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value $442K Shares 1,502 Est. Cost $192.67 Unrealized +61.6%
CI THE CIGNA GROUP 0.1%
Value $440K Shares 1,649 Est. Cost $273.70 Unrealized +2.6%
FELG FIDELITY COVINGTON TRUST 0.1%
Value $439K Shares 11,706 Est. Cost $29.63 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $410K Shares 1,907 Est. Cost $156.39 Unrealized
ABFL ABACUS FCF ETF TR 0.1%
Value $404K Shares 5,678 Est. Cost $33.27 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $398K Shares 1,164 Est. Cost $157.45 Unrealized +107.4%
JULM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $375K Shares 11,162 Est. Cost $31.99 Unrealized
CCB COASTAL FINL CORP WA 0.1%
Value $370K Shares 4,865 Est. Cost $40.96 Unrealized +141.4%
DDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value $364K Shares 8,218 Est. Cost $45.09 Unrealized
XMPT VANECK ETF TRUST 0.1%
Value $335K Shares 15,578 Est. Cost $26.53 Unrealized
MCD MCDONALDS CORP 0.1%
Value $334K Shares 1,074 Est. Cost $233.33 Unrealized +36.0%
SO SOUTHERN CO 0.1%
Value $324K Shares 3,354 Est. Cost $83.29 Unrealized +7.5%
LLY ELI LILLY & CO 0.1%
Value $323K Shares 351 Est. Cost $746.62 Unrealized +40.2%
JNJ JOHNSON & JOHNSON 0.1%
Value $315K Shares 1,288 Est. Cost $171.55 Unrealized +32.8%
INTC INTEL CORP 0.1%
Value $314K Shares 7,104 Est. Cost $24.97 Unrealized +85.9%
SLV ISHARES SILVER TR 0.1%
Value $312K Shares 4,575 Est. Cost $65.53 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $311K Shares 1,348 Est. Cost $77.28 Unrealized +193.1%
WFC WELLS FARGO & CO 0.1%
Value $310K Shares 3,898 Est. Cost $66.92 Unrealized +34.6%
BAC BANK AMERICA CORP 0.1%
Value $307K Shares 6,289 Est. Cost $29.69 Unrealized +80.7%
PG PROCTER & GAMBLE CO 0.1%
Value $300K Shares 2,079 Est. Cost $165.36 Unrealized -8.2%
WMT WALMART INC 0.1%
Value $291K Shares 2,339 Est. Cost $94.96 Unrealized +28.5%
UNP UNION PAC CORP 0.1%
Value $288K Shares 1,189 Est. Cost $193.39 Unrealized +25.8%
GJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value $286K Shares 7,020 Est. Cost $38.69 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value $283K Shares 7,308 Est. Cost $34.77 Unrealized
MPC MARATHON PETE CORP 0.1%
Value $281K Shares 1,149 Est. Cost $147.88 Unrealized +24.9%
DVY ISHARES TR 0.1%
Value $273K Shares 1,801 Est. Cost $117.03 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $267K Shares 917 Est. Cost $215.71 Unrealized +33.8%
PYPL PAYPAL HLDGS INC 0.1%
Value $267K Shares 5,897 Est. Cost $61.13 Unrealized -18.1%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $265K Shares 2,115 Est. Cost $133.04 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $262K Shares 4,096 Est. Cost $52.92 Unrealized
AUGM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $261K Shares 7,717 Est. Cost $33.64 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value $261K Shares 5,135 Est. Cost $50.29 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $258K Shares 1,522 Est. Cost $138.74 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value $258K Shares 364 Est. Cost $555.50 Unrealized +23.2%
NEE NEXTERA ENERGY INC 0.1%
Value $254K Shares 2,735 Est. Cost $72.38 Unrealized +20.4%
PFFD GLOBAL X FDS 0.1%
Value $251K Shares 13,617 Est. Cost $23.52 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $241K Shares 1,186 Est. Cost $163.82 Unrealized +47.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value $235K Shares 1,584 Est. Cost $108.82 Unrealized
V VISA INC 0.1%
Value $232K Shares 766 Est. Cost $278.60 Unrealized +18.2%
AFL AFLAC INC 0.0%
Value $228K Shares 2,080 Est. Cost $83.08 Unrealized +33.9%
IJR ISHARES TR 0.0%
Value $224K Shares 1,800 Est. Cost $96.00 Unrealized
IBB ISHARES TR 0.0%
Value $220K Shares 1,300 Est. Cost $168.77 Unrealized
CENX CENTURY ALUM CO 0.0%
Value $216K Shares 3,680 Est. Cost $22.67 Unrealized +113.6%
FISV FISERV INC 0.0%
Value $215K Shares 3,860 Est. Cost $88.64 Unrealized -27.9%
QMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $210K Shares 6,250 Est. Cost $32.18 Unrealized
APXM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $210K Shares 6,704 Est. Cost $30.27 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $208K Shares 344 Est. Cost $600.88 Unrealized 0.0%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $206K Shares 2,899 Est. Cost $69.67 Unrealized
JANM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $200K Shares 6,107 Est. Cost $32.81 Unrealized
BAX BAXTER INTL INC 0.0%
Value $197K Shares 11,715 Est. Cost $20.46 Unrealized 0.0%
FSK FS KKR CAP CORP 0.0%
Value $188K Shares 18,430 Est. Cost $14.70 Unrealized -6.1%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $180K Shares 16,542 Est. Cost $14.35 Unrealized
CRON CRONOS GROUP INC 0.0%
Value $126K Shares 50,000 Est. Cost $2.14 Unrealized +23.3%
TLRY TILRAY BRANDS INC 0.0%
Value $64,700 Shares 10,000 Est. Cost $12.20 Unrealized -31.7%