Madden Advisory Services

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

  • Top 5 stock holdings are VOO, VGT, SCHB, VTV, EFA, and represent 30.08% of Madden Advisory Services's stock portfolio.
  • Added to shares of these 10 stocks: VGT (+$18M), VUG, HDV, VTV, VO, FXL, MSFT, SCHO, BND, SHYG.
  • Started 2 new stock positions in MSFT, FXL.
  • Reduced shares in these 10 stocks: VOO, SCHX, SCHB, QQQ, SPY, SCHI, IJR, IBDR, XLK, TIP.
  • Madden Advisory Services was a net buyer of stock by $21M.
  • Madden Advisory Services has $279M in assets under management (AUM), dropping by 9.86%.
  • Central Index Key (CIK): 0001542284

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Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 110 positions in its portfolio as reported in the June 2026 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) 7.3 $21M -8% 30k 686.81
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Vanguard World Inf Tech Etf (VGT) 7.3 $20M +698% 170k 119.52
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.2 $17M 596k 28.96
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Vanguard Index Fds Value Etf (VTV) 5.3 $15M +5% 68k 217.93
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Ishares Tr Msci Eafe Etf (EFA) 3.9 $11M 106k 103.88
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Ishares Tr Ibonds Dec2026 (IBDR) 2.8 $7.9M 325k 24.23
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $7.3M -3% 246k 29.43
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Ishares Tr Ibonds 27 Etf (IBDS) 2.4 $6.7M 278k 24.22
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.4 $6.7M 182k 36.87
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Ishares Gold Tr Ishares New (IAU) 2.4 $6.7M 89k 75.51
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Vanguard World Health Car Etf (VHT) 2.3 $6.4M 21k 299.02
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.3 $6.3M 74k 85.49
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $6.2M 183k 33.84
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $5.5M -2% 7.5k 736.46
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.9 $5.2M 123k 42.41
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $5.2M 66k 79.03
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Vanguard World Consum Stp Etf (VDC) 1.9 $5.2M 23k 225.49
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.8 $5.1M -2% 225k 22.64
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.8 $5.0M -2% 6.7k 746.83
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Ishares Tr Core S&p Scp Etf (IJR) 1.7 $4.6M -2% 31k 148.31
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Vanguard World Consum Dis Etf (VCR) 1.4 $3.9M 9.9k 396.62
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Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $3.9M 154k 25.25
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Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $3.8M 10k 370.04
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Vanguard World Industrial Etf (VIS) 1.2 $3.5M 9.6k 360.40
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Ishares Tr 0-5 Yr Tips Etf (STIP) 1.2 $3.4M 34k 102.16
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Fidelity Covington Trust Qlty Fctor Etf (FQAL) 1.2 $3.4M 42k 81.36
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Vanguard Specialized Funds Div App Etf (VIG) 1.2 $3.4M 14k 236.63
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Vanguard Index Fds Growth Etf (VUG) 1.2 $3.2M +785% 37k 86.14
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Vanguard World Utilities Etf (VPU) 1.1 $3.0M 15k 195.74
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $3.0M 94k 31.71
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Vaneck Etf Trust Ig Floa Rate Etf (FLTR) 1.1 $3.0M 116k 25.61
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Ishares Tr Ibonds Dec 29 (IBDU) 0.9 $2.6M +2% 112k 23.16
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $2.5M 108k 23.68
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Vanguard World Financials Etf (VFH) 0.9 $2.4M +2% 18k 131.60
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.8 $2.2M -4% 12k 190.53
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Vanguard World Comm Srvc Etf (VOX) 0.7 $1.8M +3% 9.9k 183.95
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Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.8M 23k 77.11
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.7M 5.8k 303.16
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.7M -3% 2.6k 655.91
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Ishares Tr Tips Bd Etf (TIP) 0.6 $1.7M -5% 15k 109.43
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.6 $1.7M -4% 33k 49.41
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Ishares Tr Core High Dv Etf (HDV) 0.6 $1.6M +386% 59k 27.41
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Select Sector Spdr Tr St Str Discr Etf (XLY) 0.6 $1.5M 13k 117.29
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Ishares Tr Eafe Value Etf (EFV) 0.5 $1.5M 20k 76.55
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.4M +2% 24k 59.69
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.4M -2% 6.7k 212.79
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $1.4M 39k 36.26
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Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.5 $1.3M -2% 16k 83.07
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.5 $1.3M 6.9k 185.24
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.3M 46k 27.70
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.2M +10% 17k 73.41
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Apple (AAPL) 0.4 $1.2M 4.2k 289.40
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.1M 12k 96.44
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.4 $1.1M 45k 24.66
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.0M +278% 13k 80.58
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $1.0M +3% 47k 21.80
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $995k -4% 15k 68.41
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $974k +18% 40k 24.14
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Ishares Tr Eafe Grwth Etf (EFG) 0.3 $964k 7.7k 124.43
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Ishares Tr Ibon 2026 Te Etf (IBHF) 0.3 $955k +2% 42k 22.65
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $919k 1.2k 749.05
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.3 $919k +2% 40k 22.89
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Alps Etf Tr Sectr Div Dogs (SDOG) 0.3 $867k 13k 68.22
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Welltower Inc Com reit (WELL) 0.3 $838k -3% 3.7k 226.97
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $795k -3% 2.3k 338.80
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $777k -3% 4.7k 164.27
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $750k 20k 38.23
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $743k 21k 36.13
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $717k -2% 12k 59.73
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $692k -4% 7.0k 98.98
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $678k +9% 8.7k 77.91
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Select Sector Spdr Tr St Str Util Etf (XLU) 0.2 $640k -3% 14k 45.34
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Spdr Gold Tr Gold Shs (GLD) 0.2 $637k 1.7k 368.38
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $617k -2% 6.4k 96.58
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Ishares Tr Msci Intl Qualty (IQLT) 0.2 $594k 12k 49.55
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $574k +4% 26k 22.37
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Ishares Tr Ibon 2027 Te Etf (IBHG) 0.2 $559k +4% 25k 22.08
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Vanguard World Materials Etf (VAW) 0.2 $556k +9% 2.4k 228.79
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Sprott Asset Management Physical Gold An (CEF) 0.2 $545k 14k 40.23
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $522k 1.7k 300.48
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Ishares Tr U.s. Utilits Etf (IDU) 0.2 $470k 4.1k 114.61
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $458k +5% 21k 22.14
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Spdr Series Trust St Str Sp Home (XHB) 0.2 $446k 3.9k 115.56
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Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.2 $433k +5% 18k 23.50
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Spdr Series Trust St Port High Etf (SPHY) 0.2 $432k +8% 18k 23.44
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $425k 1.7k 252.23
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Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $409k 3.4k 118.99
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $408k 996.00 409.50
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $400k 7.9k 50.39
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $393k +4% 5.2k 75.25
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Spdr Series Trust St Str Nyse Tech (XNTK) 0.1 $391k -6% 1.0k 390.65
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $381k +30% 11k 34.81
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Ishares Silver Tr Ishares (SLV) 0.1 $356k +27% 6.6k 53.47
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Vanguard World Energy Etf (VDE) 0.1 $344k +4% 2.3k 150.13
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $325k -14% 2.9k 110.32
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Inventrust Pptys Corp Com New (IVT) 0.1 $289k 8.2k 35.40
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $288k +8% 13k 21.65
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $285k 2.7k 104.00
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Prudential Financial (PRU) 0.1 $284k +4% 2.6k 107.93
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First Tr Exchange-traded Consumr Staple (FXG) 0.1 $278k -2% 4.4k 62.62
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Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.1 $272k +8% 12k 23.39
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Schwab Strategic Tr Long Term Us (SCHQ) 0.1 $265k +4% 8.5k 31.30
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Select Sector Spdr Tr St Str Real Etf (XLRE) 0.1 $263k 6.0k 44.03
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $257k -21% 3.2k 79.99
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $257k 1.6k 164.60
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $254k -6% 1.7k 147.73
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $242k 344.00 703.34
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Johnson & Johnson (JNJ) 0.1 $236k 930.00 254.18
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First Tr Exchange-traded Tech Alphadex (FXL) 0.1 $223k NEW 1.0k 217.22
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Microsoft Corporation (MSFT) 0.1 $220k NEW 589.00 373.32
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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