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Madden Advisory Services 13F Portfolio

Portfolio Manager
Madden Advisory Services, Inc.
Performance
+11.75% (2026 Q2)
AUM (13F)
$278.88M
# of Holdings
110
Performance Rank
Allocation (Top 20)
62.38%
Latest filing
Q2 2026

Madden Advisory Services, Inc. Holdings Map

Top 50 Madden Advisory Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
7.35%29.8K$20.5M
-8.72%(-2.85K)
2025-Q2: 31.5K shares2025-Q3: 32.4K shares2025-Q4: 31.8K shares2026-Q1: 32.7K shares2026-Q2: 29.8K shares
$333.24(+113.86%)
2026-06-30
VGT
VANGUARD WORLD FD
7.29%170.0K$20.3M
-0.16%(-268)
2025-Q2: 178.6K shares2025-Q3: 179.5K shares2025-Q4: 173.3K shares2026-Q1: 170.3K shares2026-Q2: 170.0K shares
$17.68(+593.13%)
2026-06-30
SCHB
SCHWAB STRATEGIC TR
6.19%595.8K$17.3M
-1.12%(-6.74K)
2025-Q2: 758.0K shares2025-Q3: 732.9K shares2025-Q4: 696.6K shares2026-Q1: 602.5K shares2026-Q2: 595.8K shares
$10.32(+190.93%)
2026-06-30
VTV
VANGUARD INDEX FDS
5.33%68.2K$14.9M
+5.63%(+3.63K)
2025-Q2: 73.8K shares2025-Q3: 72.0K shares2025-Q4: 68.2K shares2026-Q1: 64.5K shares2026-Q2: 68.2K shares
$132.76(+71.37%)
2026-06-30
EFA
ISHARES TR
3.93%105.5K$11.0M
+0.73%(+762)
2025-Q2: 90.9K shares2025-Q3: 103.8K shares2025-Q4: 104.9K shares2026-Q1: 104.8K shares2026-Q2: 105.5K shares
$75.58(+43.76%)
2026-06-30
IBDR
ISHARES TR
2.83%325.4K$7.9M
-1.44%(-4.74K)
2025-Q2: 264.2K shares2025-Q3: 292.5K shares2025-Q4: 316.6K shares2026-Q1: 330.2K shares2026-Q2: 325.4K shares
$24.05(+0.61%)
2026-06-30
SCHX
SCHWAB STRATEGIC TR
2.6%246.4K$7.3M
-3.57%(-9.13K)
2025-Q2: 278.3K shares2025-Q3: 271.0K shares2025-Q4: 265.8K shares2026-Q1: 255.6K shares2026-Q2: 246.4K shares
$11.77(+159.21%)
2026-06-30
IBDS
ISHARES TR
2.42%278.2K$6.7M
-0.85%(-2.38K)
2025-Q2: 148.0K shares2025-Q3: 194.2K shares2025-Q4: 242.8K shares2026-Q1: 280.6K shares2026-Q2: 278.2K shares
$24.15(+0.08%)
2026-06-30
SCHM
SCHWAB STRATEGIC TR
2.4%181.7K$6.7M
+0.34%(+619)
2025-Q2: 155.7K shares2025-Q3: 169.1K shares2025-Q4: 173.2K shares2026-Q1: 181.1K shares2026-Q2: 181.7K shares
$21.16(+73.41%)
2026-06-30
IAU
ISHARES GOLD TR
2.4%88.6K$6.7M
+0.82%(+724)
2025-Q2: 95.8K shares2025-Q3: 94.2K shares2025-Q4: 89.8K shares2026-Q1: 87.8K shares2026-Q2: 88.6K shares
$53.52(+55.05%)
2026-06-30

About Madden Advisory Services, Inc.โ€™s portfolio

Madden Advisory Services, Inc. reports $278.88M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are VOO (7.3%), VGT (7.3%) and SCHB (6.2%). The top 20 holdings account for 62.38% of reported assets. Its disclosed equity book has returned +54.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VOO โ€” 8.4% ($20.49M)VGT โ€” 8.3% ($20.32M)SCHB โ€” 7.1% ($17.25M)VTV โ€” 6.1% ($14.86M)EFA โ€” 4.5% ($10.96M)IBDR โ€” 3.2% ($7.88M)SCHX โ€” 3.0% ($7.25M)IBDS โ€” 2.8% ($6.74M)SCHM โ€” 2.7% ($6.70M)IAU โ€” 2.7% ($6.69M)Other โ€” 51.2% ($125.15M)
49%in top 10
  • VOO8.4%
  • VGT8.3%
  • SCHB7.1%
  • VTV6.1%
  • EFA4.5%
  • IBDR3.2%
  • SCHX3.0%
  • IBDS2.8%
  • SCHM2.7%
  • IAU2.7%
  • Other51.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
17
VUGVANGUARD INDEX FDS+47.6%
VTVVANGUARD INDEX FDS+5.6%
SHYGISHARES TR+1.9%
VCSHVANGUARD SCOTTSDALE FDS+1.6%
+13 more
Trimmed
33
VOOVANGUARD INDEX FDS-8.7%
SCHXSCHWAB STRATEGIC TR-3.6%
SCHBSCHWAB STRATEGIC TR-1.1%
QQQINVESCO QQQ TR-2.6%
+29 more

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Source filings

Holdings on this page are parsed from Madden Advisory Services, Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542284). View Madden Advisory Services, Inc.โ€™s 13F filings on SEC

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