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Brian Evans

Madrona Financial Services, Llc

Assets Managed
$542.591M
Holdings
143
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
18.76%(2Q avg: 8.2%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Madrona Financial Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 143 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 542.591M in assets, with a quarterly growth rate of 18.76% and a 2-quarter average growth rate of 8.2%. The portfolio is managed by Brian Evans, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.22%
11.7%
$63.469M
84,750 shares@ $748.9 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.96%
8.7%
$47.166M
64,049 shares@ $736.41 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 1.98%
5.23%
$28.361M
417,008 shares@ $68.02 avg price
QTUM
Defiance Quantum Etf
Recent Activity
Increased 0.7%
4.22%
$22.852M
138,178 shares@ $165.38 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 4.46%
4.13%
$22.402M
294,338 shares@ $76.12 avg price
AIQ
Global X Art Intel & Tech
Recent Activity
Increased 2.68%
4.03%
$21.832M
332,747 shares@ $65.61 avg price
XBI
Spdr S&p Biotech Etf
Recent Activity
Increased 3.35%
3.98%
$21.594M
136,455 shares@ $158.26 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 3.83%
3.56%
$19.313M
233,140 shares@ $82.84 avg price
FV
First Trust Dw Focus 5 Fund
Recent Activity
Increased 2.72%
3.56%
$19.297M
254,309 shares@ $75.89 avg price
SECT
Main Sector Rotation Etf
Recent Activity
Increased 2.26%
3.48%
$18.833M
261,358 shares@ $72.07 avg price

1-10 of 143