Madrona Financial Services, LLC
•CIK: 1578370•Filing: Q4 2025
**Madrona Financial Services, LLC** manages $468M across a diversified portfolio of 128 positions. The strategy exhibits significant allocations to core market indices and technology leaders, highlighted by the top holdings in IVV ($61.8M) and NDQ ($44.8M). Further concentration is visible in growth sectors, with substantial positions in MSFT ($28.4M) and SECT ($27.6M). This structure suggests a tactical, large-cap growth orientation within the current market cycle.
Total AUM
$468.0M
QoQ Performance
+3.3%
Positions
88
Top 10 Concentration
59.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
NDQ
DYNF
MSFT
SECT
FV
IVV13.2%
NDQ9.6%
DYNF6.4%
MSFT6.1%
SECT5.9%
FV5.4%
QTUM3.7%
AIQ3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.4%
ETF14.3%
Technology10.8%
Consumer2.4%
Financial1.1%
Industrial0.5%
Healthcare0.4%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW19 new positions
↑32 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023