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Home > Institutional Investor > Madrona Financial Services, Llc > Profile

Instuitional Investor - Madrona Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Madrona Financial Services, Llc
Portfolio Value $467,983,106
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 90,207 $61,786,671 13.2%
2.
Invesco Qqq Tr
 72,973 $44,827,861 9.58%
3.
Blackrock Etf Trust
 490,220 $29,810,274 6.37%
4.
Microsoft Corp
 MSFT 58,812 $28,442,457 6.08%
5.
Northern Lts Fd Tr Iv
 427,232 $27,569,278 5.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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