Madden Advisory Services, Inc. — 13F Holdings & Portfolio
CIK 1542284 · latest 13F-HR filed 2026-05-11
Madden Advisory Services, Inc. manages $253.9M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (7.69%), SCHB (5.96%), VGT (5.85%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 4, added to 39, and trimmed 27.
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.
$253.9M
Long-equity book
108
Distinct positions
2026-03-31
Filed 2026-05-11
+7 / −4 / ↑39 / ↓27
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD WORLD FD$1.4M +198.0%
- ISHARES TR$1.4M +115.6%
- ISHARES TR$1.1M +39.1%
- ISHARES TR$905.1K +15.4%
- VANGUARD WORLD FD$811.4K +88.4%
Top Trims
- SCHWAB STRATEGIC TR-$3.1M -17.2%
- VANGUARD WORLD FD-$1.5M -9.1%
- VANGUARD WORLD FD-$758.9K -11.6%
- VANGUARD SPECIALIZED FUNDS-$745.0K -19.5%
- ISHARES TR-$635.4K -25.4%
New Positions
- ISHARES TR$1.0M
- ISHARES TR$438.2K
- ISHARES TR$410.7K
- VANGUARD WORLD FD$379.1K
- ISHARES TR$268.2K
Exited Positions
- MICROSOFT CORP$262.8K
- SPDR SERIES TRUST$253.9K
- SELECT SECTOR SPDR TR$225.7K
- SCHWAB STRATEGIC TR$217.1K
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 | $19.5M | 7.69% | 32,689 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $15.1M | 5.96% | 602,540 | SH |
| 3 | VANGUARD WORLD FD | VGT | 92204A702 | $14.8M | 5.85% | 21,282 | SH |
| 4 | VANGUARD INDEX FDS | VTV | 922908744 | $12.7M | 4.99% | 64,536 | SH |
| 5 | ISHARES TR | EFA | 464287465 | $10.2M | 4.01% | 104,785 | SH |
| 6 | ISHARES TR | IBDR | 46435GAA0 | $8.0M | 3.15% | 330,152 | SH |
| 7 | ISHARES GOLD TR | IAU | 464285204 | $7.7M | 3.05% | 87,831 | SH |
| 8 | ISHARES TR | IBDS | 46435UAA9 | $6.8M | 2.68% | 280,567 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $6.6M | 2.58% | 255,571 | SH |
| 10 | VANGUARD WORLD FD | VHT | 92204A504 | $5.8M | 2.28% | 21,211 | SH |
| 11 | VANGUARD STAR FDS | VXUS | 921909768 | $5.7M | 2.25% | 74,180 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $5.6M | 2.21% | 181,066 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $5.4M | 2.12% | 184,679 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHI | 808524698 | $5.2M | 2.06% | 230,339 | SH |
| 15 | VANGUARD WORLD FD | VDC | 92204A207 | $5.2M | 2.03% | 22,949 | SH |
| 16 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $5.1M | 2.02% | 64,847 | SH |
| 17 | ISHARES TR | SHYG | 46434V407 | $5.1M | 2.01% | 120,790 | SH |
| 18 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.5M | 1.77% | 6,897 | SH |
| 19 | INVESCO QQQ TR | QQQ | 46090E103 | $4.4M | 1.75% | 7,702 | SH |
| 20 | ISHARES TR | IJR | 464287804 | $4.0M | 1.57% | 32,088 | SH |
| 21 | ISHARES TR | IBDT | 46435U515 | $3.9M | 1.53% | 153,618 | SH |
| 22 | VANGUARD WORLD FD | VCR | 92204A108 | $3.6M | 1.42% | 10,015 | SH |
| 23 | ISHARES TR | STIP | 46429B747 | $3.5M | 1.37% | 33,517 | SH |
| 24 | VANGUARD INDEX FDS | VTI | 922908769 | $3.3M | 1.29% | 10,239 | SH |
| 25 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $3.1M | 1.21% | 14,340 | SH |
| 26 | FIDELITY COVINGTON TRUST | FQAL | 316092790 | $3.1M | 1.21% | 42,270 | SH |
| 27 | VANGUARD WORLD FD | VPU | 92204A876 | $3.0M | 1.19% | 15,272 | SH |
| 28 | VANECK ETF TRUST | FLTR | 92189F486 | $3.0M | 1.17% | 116,364 | SH |
| 29 | VANGUARD WORLD FD | VIS | 92204A603 | $3.0M | 1.16% | 9,453 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $2.9M | 1.13% | 93,781 | SH |
| 31 | ISHARES TR | IBDU | 46436E205 | $2.5M | 0.99% | 108,450 | SH |
| 32 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $2.3M | 0.92% | 108,467 | SH |
| 33 | VANGUARD WORLD FD | VFH | 92204A405 | $2.2M | 0.85% | 17,863 | SH |
| 34 | ISHARES TR | IHI | 464288810 | $1.9M | 0.74% | 34,982 | SH |
| 35 | VANGUARD INDEX FDS | VUG | 922908736 | $1.8M | 0.73% | 4,227 | SH |
| 36 | ISHARES TR | TIP | 464287176 | $1.8M | 0.70% | 16,055 | SH |
| 37 | VANGUARD WORLD FD | VOX | 92204A884 | $1.7M | 0.68% | 9,614 | SH |
| 38 | ISHARES TR | HDV | 46429B663 | $1.6M | 0.65% | 12,126 | SH |
| 39 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $1.6M | 0.64% | 12,154 | SH |
| 40 | ISHARES TR | IJH | 464287507 | $1.6M | 0.62% | 23,389 | SH |
| 41 | VANGUARD INDEX FDS | VB | 922908751 | $1.5M | 0.59% | 5,763 | SH |
| 42 | ISHARES TR | EFV | 464288877 | $1.5M | 0.58% | 19,897 | SH |
| 43 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $1.4M | 0.57% | 13,294 | SH |
| 44 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $1.4M | 0.54% | 16,573 | SH |
| 45 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $1.3M | 0.52% | 6,871 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $1.3M | 0.51% | 39,010 | SH |
| 47 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.3M | 0.50% | 23,617 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $1.2M | 0.45% | 46,663 | SH |
| 49 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.1M | 0.45% | 15,420 | SH |
| 50 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $1.1M | 0.44% | 6,944 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |