Arkolith/Funds/Madrona Financial Services, LLC

Madrona Financial Services, LLC

CIK 1578370
Holdings as of Jun 30, 2026·disclosed Jul 17, 2026·~17-day 13F lag·13F-HR
Active Filer

Madrona Financial Services, LLC holds a focused book of 143 stocks worth $542.6M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened FT Vest US Eq Max Buf May and trimmed Invesco QQQ Trust Series 1. Their largest long position is Ishares Core S&P 500 ETF at 12% of the equity book.

Opened
25
bought for the first time
Added to
54
already held, bought more
Trimmed
33
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
53%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

14% mapped to company sectors

ETF / fund or unclassified
86%
Information Technology
9%
Consumer Discretionary
2%
Financials
1%
Industrials
1%
Health Care
0%
Energy
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Madrona Financial Services, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.79 / 80$18.7B
Kestra Advisory Services, LLC78 / 80$8.5B
HARBOUR INVESTMENTS, INC.78 / 80$1.5B
Cetera Investment Advisers77 / 80$26.1B
ENVESTNET ASSET MANAGEMENT INC76 / 80$100.2B
COMMONWEALTH EQUITY SERVICES, LLC76 / 80$19.8B
CWM, LLC76 / 80$8.1B
LPL Financial LLC75 / 80$95.2B

Ranked by the share of each fund's own book sitting in the names it shares with Madrona Financial Services, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

143 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$63.5M84.8K
11.7%
+4.2%
Added · +3K sh
2Invesco QQQ TR
UNIT SER 1
$47.2M64.0K
8.7%
−2.0%
Reduced · −1K sh
3BlackRock ETF Trust
ISHARES US EQUIT
$28.4M417.0K
5.2%
+2.0%
Added · +8K sh
4ETF Ser Solutions
DEFIA QUANT ETF
$22.9M138.2K
4.2%
+0.7%
Added · +959 sh
5Ishares TR
MSCI ACWI EX US
$22.4M294.3K
4.1%
+4.5%
Added · +13K sh
6Global X FDS
ARTIFICIAL ETF
$21.8M332.7K
4.0%
+2.7%
Added · +9K sh
7SPDR Series Trust
ST STR SP BIOT
$21.6M136.5K
4.0%
+3.3%
Added · +4K sh
8Ishares Inc
CORE MSCI EMKT
$19.3M233.1K
3.6%
+3.8%
Added · +9K sh
9First TR Exchange Traded FD
DORSEY WRT 5 ETF
$19.3M254.3K
3.6%
+2.7%
Added · +7K sh
10Northern LTS FD TR IV
MAIN SECTR ROTN
$18.8M261.4K
3.5%
+2.3%
Added · +6K sh
11Vanguard BD Index FDS
TOTAL BND MRKT
$18.8M256.1K
3.5%
+1.8%
Added · +4K sh
12Microsoft Corp
COM
$16.9M45.4K
3.1%
−7.2%
Reduced · −4K sh
13Pacer FDS TR
US CASH COWS 100
$16.9M271.9K
3.1%
+7.0%
Added · +18K sh
14Invesco Exchange Traded FD T
S&P MDCP QUALITY
$14.0M124.0K
2.6%
−2.5%
Reduced · −3K sh
15Vaneck ETF Trust
SEMICONDUCTR ETF
$13.9M21.2K
2.6%
+1.3%
Added · +282 sh
16Northern LTS FD TR IV
MAIN BUYWRITE
$13.6M941.3K
2.5%
+0.1%
Added · +1K sh
17Vanguard Index FDS
SMALL CP ETF
$13.4M44.4K
2.5%
+5.1%
Added · +2K sh
18Apple Inc
COM
$11.5M39.6K
2.1%
+0.4%
Added · +164 sh
19Select Sector SPDR TR
ST STR ENERG ETF
$9.7M183.5K
1.8%
+4.3%
Added · +8K sh
20First TR Exchng Traded FD VI
FT LADD BUFF ETF
$9.1M249.7K
1.7%
+1.9%
Added · +5K sh
21J P Morgan Exchange Traded F
EQUITY PREMIUM
$7.9M140.0K
1.5%
+4.0%
Added · +5K sh
22Global X FDS
GLOBAL X URANIUM
$6.8M155.4K
1.3%
+21%
Added · +27K sh
23Costco Wholesale Corporation
COM
$5.4M5.7K
1.0%
+2.7%
Added · +153 sh
24Ishares TR
MSCI ACWI ETF
$5.1M32.2K
0.9%
~0%
Reduced · −1 sh
25Vanguard Index FDS
TOTAL STK MKT
$4.5M12.3K
0.8%
−15%
Reduced · −2K sh
26Nvidia Corporation
COM
$4.1M20.7K
0.8%
+4.4%
Added · +876 sh
27State STR SPDR S&P 500 ETF T
TR UNIT
$3.3M4.5K
0.6%
Held
28Berkshire Hathaway Inc Del
CL B NEW
$3.0M6.0K
0.6%
+0.9%
Added · +53 sh
29Alphabet Inc
CAP STK CL A
$3.0M8.4K
0.6%
+0.8%
Added · +67 sh
30Ishares TR
CORE US AGGBD ET
$2.8M28.8K
0.5%
+3.2%
Added · +902 sh
31Ishares TR
S&P 500 GRWT ETF
$2.8M20.1K
0.5%
−2.5%
Reduced · −505 sh
32Amazon Com Inc
COM
$2.7M11.2K
0.5%
+17%
Added · +2K sh
33Advanced Micro Devices Inc
COM
$2.4M4.1K
0.4%
+1.6%
Added · +63 sh
34First TR Exchng Traded FD VI
FT VEST US EQT
$2.3M51.5K
0.4%
~0%
Reduced · −5 sh
35First TR Exchng Traded FD VI
FT VEST US EQUTY
$2.2M71.8K
0.4%
+6.1%
Added · +4K sh
36Vanguard Index FDS
S&P 500 ETF SHS
$2.0M2.9K
0.4%
+11%
Added · +287 sh
37Red Violet Inc
COM
$1.9M30.5K
0.4%
−18%
Reduced · −7K sh
38Alphabet Inc
CAP STK CL C
$1.8M5.2K
0.3%
−3.7%
Reduced · −201 sh
39Micron Technology Inc
COM
$1.8M1.5K
0.3%
+1.0%
Added · +16 sh
40First TR Exchng Traded FD VI
VEST US EQUITY M
$1.8M51.8K
0.3%
Held
41Boeing Co
COM
$1.7M8.0K
0.3%
Held
42Bluerock PVT Real Estate FD
COM
$1.5M116.8K
0.3%
−3.5%
Reduced · −4K sh
43Chevron Corporation
COM
$1.5M9.1K
0.3%
−0.1%
Reduced · −9 sh
44Tesla Inc
COM
$1.3M3.2K
0.2%
+1.6%
Added · +51 sh
45First TR Exchng Traded FD VI
VEST US EQTY MAX
$1.3M40.2K
0.2%
New
New position
46Invesco Exchange Traded FD T
S&P 500 TOP 50
$1.2M19.2K
0.2%
Held
47First TR Exchng Traded FD VI
FT VEST U.S EQT
$1.1M24.9K
0.2%
+8.2%
Added · +2K sh
48First TR Exchng Traded FD VI
FT VEST US
$1.1M21.5K
0.2%
Held
49Paccar Inc
COM
$1.1M8.8K
0.2%
+0.4%
Added · +39 sh
50First TR Exchng Traded FD VI
FT VEST US EQT
$1.1M20.6K
0.2%
−34%
Reduced · −10K sh
Showing 50 of 143 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 17, 2026143$542.6M13F-HR
Q1 2026Mar 31, 2026Apr 14, 2026123$456.9M13F-HR
Q4 2025Dec 31, 2025Jan 22, 2026128$468.0M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025121$453.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.