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Brian Evans

Madrona Financial Services, Llc

Assets Managed
$456.902M
Holdings
123
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-2.36%(2Q avg: 0.45%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Madrona Financial Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Madrona Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 456.902M in assets, with a quarterly growth rate of -2.36% and a 2-quarter average growth rate of 0.45%. The portfolio is managed by Brian Evans, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -9.84%
11.63%
$53.121M
81,322 shares@ $653.22 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -10.46%
8.26%
$37.71M
65,335 shares@ $577.19 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -16.58%
5.21%
$23.79M
408,912 shares@ $58.18 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 43.34%
4.23%
$19.294M
281,781 shares@ $68.47 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 43.3%
4.06%
$18.53M
251,636 shares@ $73.65 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -16.83%
3.97%
$18.106M
48,912 shares@ $370.17 avg price
XBI
Spdr S&p Biotech Etf
Recent Activity
Increased 4.01%
3.7%
$16.865M
132,038 shares@ $127.73 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 13.88%
3.48%
$15.894M
254,064 shares@ $62.57 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 82.1%
3.43%
$15.662M
224,549 shares@ $69.76 avg price
SECT
Main Sector Rotation Etf
Recent Activity
Decreased -40.17%
3.38%
$15.436M
255,600 shares@ $60.4 avg price

1-10 of 123