Madden Advisory Services

Latest statistics and disclosures from Madden Advisory Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, SCHB, VGT, VTV, EFA, and represent 31.23% of Madden Advisory Services's stock portfolio.
  • Added to shares of these 10 stocks: IBDS, QQQ, XLK, IBDT, XLY, IBDR, VFH, VOX, XLP, XLU.
  • Started 1 new stock position in SCHV.
  • Reduced shares in these 10 stocks: IBDQ (-$8.3M), MSFT (-$6.6M), SCHB, VTV, VGT, VDC, IBHE, VOO, VIG, IAU.
  • Sold out of its positions in IBDQ, IBHE, IBTF.
  • Madden Advisory Services was a net seller of stock by $-12M.
  • Madden Advisory Services has $249M in assets under management (AUM), dropping by -3.70%.
  • Central Index Key (CIK): 0001542284

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Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 105 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.0 $20M 32k 627.13
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.3 $18M -4% 697k 26.23
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Vanguard World Inf Tech Etf (VGT) 6.6 $16M -3% 22k 753.77
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Vanguard Index Fds Value Etf (VTV) 5.2 $13M -5% 68k 190.99
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Ishares Tr Msci Eafe Etf (EFA) 4.1 $10M 105k 96.03
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Ishares Tr Ibonds Dec2026 (IBDR) 3.1 $7.7M +8% 317k 24.23
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Ishares Gold Tr Ishares New (IAU) 2.9 $7.3M -4% 90k 81.17
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.9 $7.2M 266k 26.91
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Vanguard World Health Car Etf (VHT) 2.6 $6.5M 23k 287.85
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Ishares Tr Ibonds 27 Etf (IBDS) 2.4 $5.9M +25% 243k 24.28
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $5.9M +2% 179k 32.62
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.3 $5.7M 75k 75.44
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.1 $5.2M +2% 173k 30.07
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Vanguard World Consum Stp Etf (VDC) 2.1 $5.2M -8% 25k 211.24
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.0 $5.1M +2% 118k 42.87
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.9 $4.8M 208k 22.97
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $4.8M -2% 7.0k 681.88
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $4.6M +4% 58k 79.73
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $3.9M +36% 6.4k 614.27
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Ishares Tr Core S&p Scp Etf (IJR) 1.5 $3.8M 32k 120.18
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Vanguard Specialized Funds Div App Etf (VIG) 1.5 $3.8M -8% 17k 219.78
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Vanguard World Consum Dis Etf (VCR) 1.5 $3.6M +6% 9.2k 393.93
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Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $3.4M -8% 10k 335.27
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Ishares Tr 0-5 Yr Tips Etf (STIP) 1.4 $3.4M 33k 102.39
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Vaneck Etf Trust Ig Floating Rate (FLTR) 1.2 $3.0M 118k 25.48
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $3.0M 109k 27.43
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Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $2.8M +40% 110k 25.45
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Vanguard World Utilities Etf (VPU) 1.0 $2.6M 14k 185.04
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Ishares Tr U.s. Med Dvc Etf (IHI) 1.0 $2.5M -10% 40k 62.15
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Fidelity Covington Trust Qlty Fctor Etf (FQAL) 1.0 $2.5M +8% 32k 75.59
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Vanguard World Industrial Etf (VIS) 1.0 $2.4M +9% 8.0k 298.39
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $2.3M 109k 20.89
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Vanguard Index Fds Growth Etf (VUG) 0.8 $2.0M +14% 4.2k 487.82
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Select Sector Spdr Tr State Street Tec (XLK) 0.7 $1.8M +99% 12k 143.96
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Ishares Tr Core High Dv Etf (HDV) 0.7 $1.7M 14k 121.61
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Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.6M 24k 66.00
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Select Sector Spdr Tr State Street Con (XLY) 0.6 $1.6M +95% 13k 119.41
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.5M 6.0k 257.94
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Ishares Tr Tips Bd Etf (TIP) 0.6 $1.5M +3% 14k 109.91
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.4M +4% 7.2k 191.55
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $1.3M 39k 32.75
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Apple (AAPL) 0.5 $1.3M 4.7k 271.85
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Select Sector Spdr Tr State Street Con (XLP) 0.5 $1.2M +37% 16k 77.68
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.2M 23k 53.76
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.2M 49k 24.04
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Ishares Tr Ibonds Dec 29 (IBDU) 0.5 $1.2M +11% 50k 23.41
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Select Sector Spdr Tr State Street Ind (XLI) 0.5 $1.1M +3% 7.3k 155.11
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Ishares Tr Eafe Value Etf (EFV) 0.5 $1.1M +3% 16k 71.41
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.1M 13k 88.49
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.1M 1.6k 684.84
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.1M +21% 14k 74.07
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $989k -2% 3.4k 290.20
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Vanguard World Comm Srvc Etf (VOX) 0.4 $918k +71% 4.7k 193.61
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Welltower Inc Com reit (WELL) 0.4 $902k -2% 4.9k 185.61
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.4 $901k +12% 36k 25.08
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Alps Etf Tr Sectr Div Dogs (SDOG) 0.4 $896k 15k 60.47
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $842k 21k 41.08
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $828k -2% 2.3k 360.14
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $790k 2.6k 308.99
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $738k +8% 14k 54.71
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $737k +4% 12k 59.93
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $736k -2% 5.0k 148.69
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $734k 26k 28.48
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Vanguard World Financials Etf (VFH) 0.3 $724k +143% 5.4k 133.50
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Spdr Gold Tr Gold Shs (GLD) 0.3 $690k 1.7k 396.31
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $689k +5% 28k 24.37
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $663k -3% 6.6k 99.88
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Ishares Tr Ibonds 2026 Term (IBHF) 0.3 $656k 28k 23.08
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Select Sector Spdr Tr State Street Uti (XLU) 0.3 $640k +88% 15k 42.69
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Sprott Asset Management Physical Gold An (CEF) 0.3 $623k -8% 14k 45.80
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $589k 26k 22.88
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $570k +53% 5.0k 113.92
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Ishares Tr Msci Intl Qualty (IQLT) 0.2 $545k 12k 45.45
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $512k -14% 5.7k 89.46
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $467k -5% 1.9k 246.16
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Ishares Tr U.s. Utilits Etf (IDU) 0.2 $446k 4.1k 108.36
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Spdr Series Trust State Street Spd (XHB) 0.2 $404k 3.9k 102.96
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $380k 8.5k 44.41
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Spdr Series Trust State Street Spd (SPHY) 0.2 $377k +5% 16k 23.67
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $372k -19% 996.00 373.44
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Spdr Series Trust State Street Spd (SPYG) 0.1 $366k 3.4k 106.70
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $353k +7% 3.7k 96.27
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $353k +4% 4.7k 75.85
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $339k -14% 1.7k 199.68
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Ishares Silver Tr Ishares (SLV) 0.1 $339k -45% 5.3k 64.42
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $333k 3.2k 103.56
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Vanguard World Materials Etf (VAW) 0.1 $328k -3% 1.6k 207.55
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $318k +8% 4.0k 78.81
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First Tr Exchange Traded Consumr Staple (FXG) 0.1 $310k -21% 5.1k 60.68
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Spdr Series Trust State Street Spd (XNTK) 0.1 $308k 1.1k 277.88
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $303k +3% 3.8k 80.63
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Prudential Financial (PRU) 0.1 $283k 2.5k 112.88
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Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $266k +4% 6.6k 40.35
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Microsoft Corporation (MSFT) 0.1 $263k -96% 543.00 484.04
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Spdr Series Trust State Street Spd (JNK) 0.1 $254k +18% 2.6k 97.21
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Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $245k +19% 11k 22.32
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $242k -9% 1.8k 131.59
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Schwab Strategic Tr Long Term Us (SCHQ) 0.1 $237k 7.5k 31.70
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $231k 10k 22.47
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Inventrust Pptys Corp Com New (IVT) 0.1 $231k 8.2k 28.21
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $226k -19% 1.5k 154.82
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $220k 364.00 603.28
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $217k -5% 8.2k 26.49
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $215k NEW 7.2k 29.61
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $213k 1.5k 141.05
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Past Filings by Madden Advisory Services

SEC 13F filings are viewable for Madden Advisory Services going back to 2011

View all past filings