# EDGAR Filing Document

**Accession Number:** 0001578370
**File Stem:** 0001578370-23-000001
**Filing Date:** 2023-1
**Character Count:** 11701
**Document Hash:** 77eb20d00f17492923b9cb7796faba33
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001578370-23-000001.hdr.sgml**: 20230118

**ACCESSION NUMBER**: 0001578370-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230118

**DATE AS OF CHANGE**: 20230118

**EFFECTIVENESS DATE**: 20230118

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Madrona Financial Services, LLC
- **CENTRAL INDEX KEY:** 0001578370
- **IRS NUMBER:** 201927034

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16498
- **FILM NUMBER:** 23534063

**BUSINESS ADDRESS:**
- **STREET 1:** 2911 BOND STREET
- **STREET 2:** SUITE 200
- **CITY:** EVERETT
- **STATE:** WA
- **ZIP:** 98201
- **BUSINESS PHONE:** 425-212-3777

**MAIL ADDRESS:**
- **STREET 1:** 2911 BOND STREET
- **STREET 2:** SUITE 200
- **CITY:** EVERETT
- **STATE:** WA
- **ZIP:** 98201

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BondStreet Wealth Management, LLC
- **DATE OF NAME CHANGE:** 20130531

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Madrona Financial Services LLC<br>**Address:** 2911 BOND STREET<br>SUITE 200<br>EVERETT, WA 98201

**Form 13F File Number:** 028-16498

**CRD Number (if applicable):** 000115753

**SEC File Number (if applicable):** 801-63693

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brian Evans<br>**Title:** Chief Executive Officer<br>**Phone:** 425 252-6909

**Signature, Place, and Date of Signing:**

Brian Evans  Everett, WA  01-18-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 78

**Form 13F Information Table Value Total:** $174723836

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 272959 | 1689 | SH |  | SOLE | 0 | 0 | 0 | 1689 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 378196 | 4262 | SH |  | SOLE | 0 | 0 | 0 | 4262 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 319393 | 3620 | SH |  | SOLE | 0 | 0 | 0 | 3620 |
| AMAZON COM INC | COM | 023135106 |  | 411936 | 4904 | SH |  | SOLE | 0 | 0 | 0 | 4904 |
| APPLE INC | COM | 037833100 |  | 1895743 | 14590 | SH |  | SOLE | 0 | 0 | 0 | 14590 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 266090 | 1114 | SH |  | SOLE | 0 | 0 | 0 | 1114 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1952141 | 6320 | SH |  | SOLE | 0 | 0 | 0 | 6320 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 468711 | 1 | SH |  | SOLE | 0 | 0 | 0 | 1 |
| BOEING CO | COM | 097023105 |  | 942749 | 4949 | SH |  | SOLE | 0 | 0 | 0 | 4949 |
| CISCO SYS INC | COM | 17275R102 |  | 414563 | 8702 | SH |  | SOLE | 0 | 0 | 0 | 8702 |
| COASTAL FINL CORP WA | COM NEW | 19046P209 |  | 807840 | 17000 | SH |  | SOLE | 0 | 0 | 0 | 17000 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2483305 | 5440 | SH |  | SOLE | 0 | 0 | 0 | 5440 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 224003 | 2234 | SH |  | SOLE | 0 | 0 | 0 | 2234 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 226455 | 8381 | SH |  | SOLE | 0 | 0 | 0 | 8381 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 714527 | 17172 | SH |  | SOLE | 0 | 0 | 0 | 17172 |
| DOW INC | COM | 260557103 |  | 212797 | 4223 | SH |  | SOLE | 0 | 0 | 0 | 4223 |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 33738R605 |  | 9641021 | 207111 | SH |  | SOLE | 0 | 0 | 0 | 207111 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 33733E500 |  | 3677710 | 77934 | SH |  | SOLE | 0 | 0 | 0 | 77934 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 33738R118 |  | 624628 | 13073 | SH |  | SOLE | 0 | 0 | 0 | 13073 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST FD DEP | 33740U703 |  | 3639619 | 185034 | SH |  | SOLE | 0 | 0 | 0 | 185034 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 33740F755 |  | 2504089 | 112746 | SH |  | SOLE | 0 | 0 | 0 | 112746 |
| FISERV INC | COM | 337738108 |  | 390130 | 3860 | SH |  | SOLE | 0 | 0 | 0 | 3860 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 5827640 | 219994 | SH |  | SOLE | 0 | 0 | 0 | 219994 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 391216 | 20197 | SH |  | SOLE | 0 | 0 | 0 | 20197 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 389596 | 3907 | SH |  | SOLE | 0 | 0 | 0 | 3907 |
| HOME DEPOT INC | COM | 437076102 |  | 646031 | 2045 | SH |  | SOLE | 0 | 0 | 0 | 2045 |
| INNOVATOR ETFS TR | S INVT GRD PFD | 45783Y822 |  | 390638 | 21654 | SH |  | SOLE | 0 | 0 | 0 | 21654 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 |  | 6397679 | 285738 | SH |  | SOLE | 0 | 0 | 0 | 285738 |
| INVESCO EXCH TRADED FD TR II | GBL SRT TRM HY | 46138E669 |  | 199254 | 10372 | SH |  | SOLE | 0 | 0 | 0 | 10372 |
| INVESCO EXCH TRADED FD TR II | CEF INM COMPSI | 46138E404 |  | 183646 | 10135 | SH |  | SOLE | 0 | 0 | 0 | 10135 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 373313 | 33391 | SH |  | SOLE | 0 | 0 | 0 | 33391 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 46137V563 |  | 264625 | 12790 | SH |  | SOLE | 0 | 0 | 0 | 12790 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 10343037 | 38843 | SH |  | SOLE | 0 | 0 | 0 | 38843 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 227365 | 940 | SH |  | SOLE | 0 | 0 | 0 | 940 |
| ISHARES TR | CORE S ETF | 464287200 |  | 217847 | 567 | SH |  | SOLE | 0 | 0 | 0 | 567 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 209626 | 1382 | SH |  | SOLE | 0 | 0 | 0 | 1382 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 304355 | 3138 | SH |  | SOLE | 0 | 0 | 0 | 3138 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 535826 | 4443 | SH |  | SOLE | 0 | 0 | 0 | 4443 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 2211848 | 6356 | SH |  | SOLE | 0 | 0 | 0 | 6356 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 25794678 | 303896 | SH |  | SOLE | 0 | 0 | 0 | 303896 |
| ISHARES TR | GRWT ALLOCAT ETF | 464289867 |  | 532583 | 11293 | SH |  | SOLE | 0 | 0 | 0 | 11293 |
| ISHARES TR | AGGRES ALLOC ETF | 464289859 |  | 268935 | 4501 | SH |  | SOLE | 0 | 0 | 0 | 4501 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 6644851 | 60452 | SH |  | SOLE | 0 | 0 | 0 | 60452 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 212280 | 4571 | SH |  | SOLE | 0 | 0 | 0 | 4571 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 405185 | 3887 | SH |  | SOLE | 0 | 0 | 0 | 3887 |
| ISHARES TR | BLACKROCK ULTRA | 46434V878 |  | 260208 | 5200 | SH |  | SOLE | 0 | 0 | 0 | 5200 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 4766280 | 47596 | SH |  | SOLE | 0 | 0 | 0 | 47596 |
| ISHARES TR | HIGH YLD BD FCTR | 46435G250 |  | 254026 | 5831 | SH |  | SOLE | 0 | 0 | 0 | 5831 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 |  | 253001 | 5135 | SH |  | SOLE | 0 | 0 | 0 | 5135 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 3086181 | 61564 | SH |  | SOLE | 0 | 0 | 0 | 61564 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 311840 | 641 | SH |  | SOLE | 0 | 0 | 0 | 641 |
| MCDONALDS CORP | COM | 580135101 |  | 237968 | 903 | SH |  | SOLE | 0 | 0 | 0 | 903 |
| MICROSOFT CORP | COM | 594918104 |  | 9630022 | 40155 | SH |  | SOLE | 0 | 0 | 0 | 40155 |
| NEWMONT CORP | COM | 651639106 |  | 949570 | 20118 | SH |  | SOLE | 0 | 0 | 0 | 20118 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 243617 | 2914 | SH |  | SOLE | 0 | 0 | 0 | 2914 |
| PACCAR INC | COM | 693718108 |  | 469452 | 4743 | SH |  | SOLE | 0 | 0 | 0 | 4743 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 3688123 | 75115 | SH |  | SOLE | 0 | 0 | 0 | 75115 |
| RBB FD INC | US TREAS 3 MNTH | 74933W452 |  | 4434953 | 88948 | SH |  | SOLE | 0 | 0 | 0 | 88948 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 8205822 | 93813 | SH |  | SOLE | 0 | 0 | 0 | 93813 |
| SOUTHERN CO | COM | 842587107 |  | 214230 | 3000 | SH |  | SOLE | 0 | 0 | 0 | 3000 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 456077 | 2689 | SH |  | SOLE | 0 | 0 | 0 | 2689 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 14631390 | 38259 | SH |  | SOLE | 0 | 0 | 0 | 38259 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 4876034 | 53307 | SH |  | SOLE | 0 | 0 | 0 | 53307 |
| STARBUCKS CORP | COM | 855244109 |  | 1105400 | 11143 | SH |  | SOLE | 0 | 0 | 0 | 11143 |
| TESLA INC | COM | 88160R101 |  | 381488 | 3097 | SH |  | SOLE | 0 | 0 | 0 | 3097 |
| TRIMTABS ETF TR | FCF US QLTY ETF | 89628W302 |  | 252410 | 5425 | SH |  | SOLE | 0 | 0 | 0 | 5425 |
| USIO INC | COM | 917313108 |  | 56232 | 34080 | SH |  | SOLE | 0 | 0 | 0 | 34080 |
| VANECK ETF TRUST | IG FLOATING RATE | 92189F486 |  | 8579278 | 344826 | SH |  | SOLE | 0 | 0 | 0 | 344826 |
| VANECK ETF TRUST | CEF MUNI INCOME | 92189F460 |  | 409013 | 19046 | SH |  | SOLE | 0 | 0 | 0 | 19046 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 600723 | 12260 | SH |  | SOLE | 0 | 0 | 0 | 12260 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 405746 | 1155 | SH |  | SOLE | 0 | 0 | 0 | 1155 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 666149 | 3484 | SH |  | SOLE | 0 | 0 | 0 | 3484 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 5833715 | 43909 | SH |  | SOLE | 0 | 0 | 0 | 43909 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 92206C623 |  | 2865932 | 18406 | SH |  | SOLE | 0 | 0 | 0 | 18406 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 220486 | 1452 | SH |  | SOLE | 0 | 0 | 0 | 1452 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 323165 | 2986 | SH |  | SOLE | 0 | 0 | 0 | 2986 |
| VANGUARD WORLD FDS | COMM SRVC ETF | 92204A884 |  | 370887 | 4509 | SH |  | SOLE | 0 | 0 | 0 | 4509 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 243759 | 8571 | SH |  | SOLE | 0 | 0 | 0 | 8571 |

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