Madden Advisory Services, Inc. — 13F Holdings & Portfolio
CIK 1542284 · latest 13F-HR filed 2026-08-04
Madden Advisory Services, Inc. manages $278.9M in 13F-reported U.S. long-equity assets across 110 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (7.35%), VGT (7.29%), SCHB (6.19%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 64, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 410
JACKSONVILLE, FL 32256
$278.9M
Long-equity book
110
Distinct positions
2026-06-30
Filed 2026-08-04
+2 / −0 / ↑64 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD WORLD FD$5.5M +36.8%
- VANGUARD INDEX FDS$2.2M +17.3%
- SCHWAB STRATEGIC TR$2.1M +14.1%
- VANGUARD INDEX FDS$1.4M +74.6%
- SCHWAB STRATEGIC TR$1.1M +19.5%
Top Trims
- ISHARES GOLD TR-$1.1M -13.6%
- ISHARES TR-$215.0K -11.5%
- ETFS GOLD TR-$125.3K -14.3%
- ISHARES TR-$112.6K -6.4%
- SPROTT ASSET MANAGEMENT LP-$111.1K -16.9%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $20.5M | 7.35% | 29,840 | SH |
| 2 | VANGUARD WORLD FD | VGT | 92204A702 | $20.3M | 7.29% | 169,988 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $17.3M | 6.19% | 595,799 | SH |
| 4 | VANGUARD INDEX FDS | VTV | 922908744 | $14.9M | 5.33% | 68,169 | SH |
| 5 | ISHARES TR | EFA | 464287465 | $11.0M | 3.93% | 105,547 | SH |
| 6 | ISHARES TR | IBDR | 46435GAA0 | $7.9M | 2.83% | 325,410 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $7.3M | 2.60% | 246,436 | SH |
| 8 | ISHARES TR | IBDS | 46435UAA9 | $6.7M | 2.42% | 278,182 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $6.7M | 2.40% | 181,685 | SH |
| 10 | ISHARES GOLD TR | IAU | 464285204 | $6.7M | 2.40% | 88,555 | SH |
| 11 | VANGUARD WORLD FD | VHT | 92204A504 | $6.4M | 2.29% | 21,316 | SH |
| 12 | VANGUARD STAR FDS | VXUS | 921909768 | $6.3M | 2.26% | 73,824 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $6.2M | 2.22% | 183,325 | SH |
| 14 | INVESCO QQQ TR | QQQ | 46090E103 | $5.5M | 1.98% | 7,501 | SH |
| 15 | ISHARES TR | SHYG | 46434V407 | $5.2M | 1.87% | 123,071 | SH |
| 16 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $5.2M | 1.87% | 65,868 | SH |
| 17 | VANGUARD WORLD FD | VDC | 92204A207 | $5.2M | 1.86% | 23,035 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHI | 808524698 | $5.1M | 1.83% | 224,990 | SH |
| 19 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.0M | 1.80% | 6,725 | SH |
| 20 | ISHARES TR | IJR | 464287804 | $4.6M | 1.66% | 31,306 | SH |
| 21 | VANGUARD WORLD FD | VCR | 92204A108 | $3.9M | 1.41% | 9,909 | SH |
| 22 | ISHARES TR | IBDT | 46435U515 | $3.9M | 1.39% | 153,604 | SH |
| 23 | VANGUARD INDEX FDS | VTI | 922908769 | $3.8M | 1.35% | 10,185 | SH |
| 24 | VANGUARD WORLD FD | VIS | 92204A603 | $3.5M | 1.24% | 9,577 | SH |
| 25 | ISHARES TR | STIP | 46429B747 | $3.4M | 1.23% | 33,682 | SH |
| 26 | FIDELITY COVINGTON TRUST | FQAL | 316092790 | $3.4M | 1.22% | 41,701 | SH |
| 27 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $3.4M | 1.21% | 14,293 | SH |
| 28 | VANGUARD INDEX FDS | VUG | 922908736 | $3.2M | 1.16% | 37,428 | SH |
| 29 | VANGUARD WORLD FD | VPU | 92204A876 | $3.0M | 1.08% | 15,379 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $3.0M | 1.07% | 93,747 | SH |
| 31 | VANECK ETF TRUST | FLTR | 92189F486 | $3.0M | 1.06% | 115,648 | SH |
| 32 | ISHARES TR | IBDU | 46436E205 | $2.6M | 0.93% | 111,466 | SH |
| 33 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $2.5M | 0.91% | 107,454 | SH |
| 34 | VANGUARD WORLD FD | VFH | 92204A405 | $2.4M | 0.86% | 18,233 | SH |
| 35 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.2M | 0.79% | 11,551 | SH |
| 36 | VANGUARD WORLD FD | VOX | 92204A884 | $1.8M | 0.66% | 9,942 | SH |
| 37 | ISHARES TR | IJH | 464287507 | $1.8M | 0.64% | 23,224 | SH |
| 38 | VANGUARD INDEX FDS | VB | 922908751 | $1.7M | 0.63% | 5,766 | SH |
| 39 | VANECK ETF TRUST | SMH | 92189F676 | $1.7M | 0.61% | 2,586 | SH |
| 40 | ISHARES TR | TIP | 464287176 | $1.7M | 0.59% | 15,162 | SH |
| 41 | ISHARES TR | IHI | 464288810 | $1.7M | 0.59% | 33,420 | SH |
| 42 | ISHARES TR | HDV | 46429B663 | $1.6M | 0.58% | 58,990 | SH |
| 43 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $1.5M | 0.55% | 13,090 | SH |
| 44 | ISHARES TR | EFV | 464288877 | $1.5M | 0.54% | 19,775 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.4M | 0.52% | 24,261 | SH |
| 46 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $1.4M | 0.51% | 6,686 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $1.4M | 0.51% | 38,841 | SH |
| 48 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $1.3M | 0.48% | 16,089 | SH |
| 49 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $1.3M | 0.46% | 6,919 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $1.3M | 0.46% | 46,244 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-04 | $278.9M | 110 | 0001172661-26-003031 |
| 2026-03-31 | 2026-05-11 | $253.9M | 108 | 0001172661-26-001651 |
| 2025-12-31 | 2026-02-11 | $248.7M | 105 | 0001172661-26-000626 |
| 2025-09-30 | 2025-10-24 | $258.2M | 107 | 0001172661-25-004425 |