13F Insight
DOSSIER · 13F-HR · Q1 2026

Madrona Financial Services, LLC

Madrona Financial Services's pension fund based in San Francisco, CA — $457M in tracked AUM across 123 positions as of Q1 2026.

MF
Madrona Financial Services·San Francisco, CA·Pension Fund
CIK 0001578370 · last filed Mar 31, 2026
Total AUM
$457M
▼ 1.2%
vs prior
Holdings
123
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Madrona Financial Services, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$53M81K11.6%
02
QQQ
INVESCO QQQ TR
$38M65K8.3%
03
DYNF
BLACKROCK ETF TRUST
$24M409K5.2%
04
ACWX
ISHARES TR
$19M282K4.2%
05
BND
VANGUARD BD INDEX FDS
$19M252K4.1%
06
MSFT
MICROSOFT CORP
$18M49K4.0%
07
XBI
SPDR SERIES TRUST
$17M132K3.7%
08
COWZ
PACER FDS TR
$16M254K3.5%
09
IEMG
ISHARES INC
$16M225K3.4%
10
SECT
NORTHERN LTS FD TR IV
$15M256K3.4%

Filing history

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