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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 28.50% of Madden Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VFH, IBDU, IBDT, IBDV, IBDS, VOX, QQQ, FQAL, VCSH, VOO.
Started 7 new stock positions in JNJ, IBTJ, IBTI, VDE, IBDV, IBHH, IBHI.
Reduced shares in these 10 stocks: SCHB, VTV, VIG, SCHD, VHT, VDC, IHI, VGT, MSFT, SCHX.
Sold out of its positions in MSFT, JNK, SCHP, XLV.
Madden Advisory Services was a net buyer of stock by $8.5M.
Madden Advisory Services has $254M in assets under management (AUM), dropping by 2.09%.
Central Index Key (CIK): 0001542284

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Portfolio Holdings for Madden Advisory Services

Madden Advisory Services holds 108 positions in its portfolio as reported in the March 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)	7.7	$20M	+2%	33k	597.56	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.0	$15M	-13%	603k	25.10	View chart
Vanguard World Inf Tech Etf (VGT)	5.8	$15M		21k	697.71	View chart
Vanguard Index Fds Value Etf (VTV)	5.0	$13M	-5%	65k	196.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.0	$10M		105k	97.13	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	3.2	$8.0M	+4%	330k	24.24	View chart
Ishares Gold Tr Ishares New (IAU)	3.1	$7.7M	-2%	88k	88.16	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	2.7	$6.8M	+15%	281k	24.24	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.6	$6.6M	-3%	256k	25.64	View chart
Vanguard World Health Car Etf (VHT)	2.3	$5.8M	-6%	21k	272.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.3	$5.7M		74k	77.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.2	$5.6M	+4%	181k	30.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$5.4M	+2%	185k	29.13	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.1	$5.2M	+10%	230k	22.68	View chart
Vanguard World Consum Stp Etf (VDC)	2.0	$5.2M	-6%	23k	224.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$5.1M	+12%	65k	79.27	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.0	$5.1M	+2%	121k	42.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$4.5M		6.9k	650.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$4.4M	+21%	7.7k	577.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$4.0M		32k	124.31	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.5	$3.9M	+39%	154k	25.33	View chart
Vanguard World Consum Dis Etf (VCR)	1.4	$3.6M	+9%	10k	359.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.4	$3.5M		34k	103.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$3.3M		10k	320.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$3.1M	-17%	14k	215.07	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	1.2	$3.1M	+30%	42k	72.60	View chart
Vanguard World Utilities Etf (VPU)	1.2	$3.0M	+9%	15k	198.14	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.2	$3.0M		116k	25.48	View chart
Vanguard World Industrial Etf (VIS)	1.2	$3.0M	+17%	9.5k	312.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$2.9M	-13%	94k	30.68	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.0	$2.5M	+116%	109k	23.26	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.9	$2.3M		109k	21.49	View chart
Vanguard World Financials Etf (VFH)	0.9	$2.2M	+229%	18k	120.81	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.7	$1.9M	-13%	35k	53.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.8M		4.2k	436.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$1.8M	+15%	16k	110.36	View chart
Vanguard World Comm Srvc Etf (VOX)	0.7	$1.7M	+102%	9.6k	179.84	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$1.6M	-13%	12k	135.72	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$1.6M		12k	132.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.6M	-2%	23k	67.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.5M	-4%	5.8k	261.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.5M	+26%	20k	74.35	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.6	$1.4M	+2%	13k	108.98	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.5	$1.4M	+5%	17k	81.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$1.3M	-4%	6.9k	191.93	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$1.3M		39k	32.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.3M	+4%	24k	54.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$1.2M	-5%	47k	24.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.1M	+6%	15k	73.64	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.1M	-4%	6.9k	161.72	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$1.1M	+23%	45k	24.91	View chart
Apple (AAPL)	0.4	$1.1M	-8%	4.3k	253.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.0M	-5%	12k	88.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$1.0M	+16%	2.7k	383.41	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$1.0M	NEW	46k	21.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$984k		3.4k	287.16	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.4	$946k	+44%	41k	22.95	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.4	$898k	+52%	39k	22.91	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$875k	-4%	20k	44.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$868k	+55%	7.8k	111.37	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$864k	+12%	15k	56.79	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.3	$840k	-12%	13k	65.03	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$829k	+20%	34k	24.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$805k	-23%	1.2k	653.22	View chart
Welltower Inc Com reit (WELL)	0.3	$753k	-21%	3.8k	197.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$747k		1.7k	430.29	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$734k		12k	59.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$724k	+9%	7.3k	99.27	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$715k	-5%	2.4k	295.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$696k		4.9k	142.43	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$670k	-2%	15k	45.89	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$657k		14k	47.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$624k	+97%	8.0k	78.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$604k	-19%	21k	29.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$593k	+14%	6.6k	90.53	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$555k		12k	46.23	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$553k	+139%	25k	22.43	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$538k	+121%	24k	22.13	View chart
Vanguard World Materials Etf (VAW)	0.2	$498k	+39%	2.2k	225.34	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$477k		4.1k	116.11	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$438k	NEW	20k	22.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$431k	-8%	1.7k	248.01	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.2	$411k	NEW	18k	23.47	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$395k	+6%	17k	23.32	View chart
Spdr Series Trust State Street Spd (XHB)	0.2	$385k		3.9k	98.72	View chart
Vanguard World Energy Etf (VDE)	0.1	$379k	NEW	2.2k	173.04	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$375k	+7%	5.0k	74.72	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$363k	-7%	7.9k	45.65	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$355k		996.00	356.56	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$354k		5.2k	68.14	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$336k		3.4k	97.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$336k	-5%	3.5k	97.22	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$325k	+8%	4.1k	79.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$305k		1.7k	181.42	View chart
First Tr Exchange-traded Consumr Staple (FXG)	0.1	$290k	-11%	4.5k	63.72	View chart
Spdr Series Trust State Street Spd (XNTK)	0.1	$272k	-3%	1.1k	255.28	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$268k	NEW	12k	21.84	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$266k	-14%	2.8k	96.70	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$256k	+15%	8.4k	30.50	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$255k	+8%	8.1k	31.43	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$249k		8.2k	30.46	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.1	$248k	NEW	11k	23.28	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$247k	-8%	6.0k	40.83	View chart
Prudential Financial (PRU)	0.1	$247k		2.5k	97.69	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$244k		1.8k	132.50	View chart
Johnson & Johnson (JNJ)	0.1	$228k	NEW	931.00	244.38	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$227k	+3%	1.6k	145.74	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$216k	-3%	350.00	616.76	View chart

Past Filings by Madden Advisory Services

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

Madden Advisory Services 2026 Q1 filed May 11, 2026
Madden Advisory Services 2025 Q4 filed Feb. 11, 2026
Madden Advisory Services 2025 Q3 filed Oct. 24, 2025
Madden Advisory Services 2025 Q2 filed July 23, 2025
Madden Advisory Services 2025 Q1 filed May 6, 2025
Madden Advisory Services 2024 Q4 filed Feb. 13, 2025
Madden Advisory Services 2024 Q3 filed Oct. 30, 2024
Madden Advisory Services 2024 Q2 filed Aug. 7, 2024
Madden Advisory Services 2024 Q1 filed May 3, 2024
Madden Advisory Services 2023 Q4 filed Feb. 12, 2024
Madden Advisory Services 2023 Q3 filed Nov. 13, 2023
Madden Advisory Services 2023 Q2 filed Aug. 7, 2023
Madden Advisory Services 2023 Q1 filed April 25, 2023
Madden Advisory Services 2022 Q4 filed Feb. 14, 2023
Madden Advisory Services 2022 Q3 filed Nov. 9, 2022
Madden Advisory Services 2022 Q2 filed July 29, 2022

View all past filings

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