Madden Advisory Services, Inc.

CIK 1542284 · View on SEC EDGAR ↗

Portfolio value QoQ: +9.9% 13F does not disclose cash

Top 10 holdings weight42.72%

Top 25 holdings weight68.99%

Positions above 1%31

Effective number of positions34.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.62% Est. buys $25,447,391 · sells $4,312,470

Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 91.7% still held

New positions2

Increased40

Decreased59

Closed4

Portfolio value $278.9M #5,454 of 9,337 by 13F value · top 58.4%

Positions 110

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Consumer Discretionary 0.6%

Technology 0.5%

Real Estate 0.4%

Financials 0.1%

Healthcare 0.1%

Other/Unmapped 98.3%

Full portfolio 110 positions

Search positions by ticker or company name

					Streak
VOO Vanguard S&P 500 ETF	$20,494,443	7.35%	29,840	$960,961	Down ×1
VGT Vanguard Information Tech ETF	$20,316,972	7.29%	169,988	$5,468,324	Up ×1
SCHB SCHWAB STRATEGIC TRUST	$17,254,349	6.19%	595,799	$2,130,588	Down ×6
VTV Vanguard Morningstar Value ETF	$14,856,145	5.33%	68,169	$2,194,154	Up ×1
EFA iShares Trust	$10,964,263	3.93%	105,547	$786,531	Up ×1
IBDR iShares Trust	$7,884,701	2.83%	325,410	$-118,188	Down ×1
SCHX SCHWAB STRATEGIC TRUST	$7,252,624	2.60%	246,436	$699,775	Down ×5
IBDS iShares Trust	$6,737,568	2.42%	278,182	$-63,376	Down ×1
SCHM SCHWAB STRATEGIC TRUST	$6,698,742	2.40%	181,685	$1,092,949	Up ×6
IAU iShares Gold Trust Shares	$6,686,788	2.40%	88,555	$-1,056,393	Up ×1
VHT Vanguard Health Care ETF	$6,373,910	2.29%	21,316	$597,389	Up ×1
VXUS Vanguard Total International Stock ETF	$6,311,254	2.26%	73,824	$591,213	Down ×4
SCHG SCHWAB STRATEGIC TRUST	$6,203,733	2.22%	183,325	$824,021	Down ×1
QQQ Invesco QQQ Trust, Series 1	$5,524,201	1.98%	7,501	$1,078,974	Down ×1
SHYG iShares Trust	$5,219,444	1.87%	123,071	$108,800	Up ×4
VCSH Vanguard Short-Term Corporate Bond ETF	$5,205,603	1.87%	65,868	$65,209	Up ×6
VDC Vanguard Consumer Staples ETF	$5,194,179	1.86%	23,035	$40,114	Up ×1
SCHI SCHWAB STRATEGIC TRUST	$5,093,791	1.83%	224,990	$-130,303	Down ×1
SPY SPY	$5,022,460	1.80%	6,725	$537,339	Down ×4
IJR iShares Trust	$4,642,994	1.66%	31,306	$654,090	Down ×1
VCR Vanguard Consumer Discretion ETF	$3,930,145	1.41%	9,909	$334,375	Down ×1
IBDT iShares Trust	$3,878,501	1.39%	153,604	$-12,643	Down ×1
VTI Vanguard Morningstar Total Stock Market ETF	$3,768,857	1.35%	10,185	$484,083	Down ×4
VIS Vanguard Industrials ETF	$3,451,548	1.24%	9,577	$500,003	Up ×5
STIP iShares 0-5 Year TIPS Bond ETF	$3,441,034	1.23%	33,682	$-25,621	Up ×6
FQAL Fidelity Quality Factor ETF	$3,392,884	1.22%	41,701	$324,118	Down ×1
VIG Vanguard Div Appreciation ETF	$3,382,093	1.21%	14,293	$298,057	Down ×6
VUG Vanguard Morningstar Growth ETF	$3,224,128	1.16%	37,428	$1,377,962	Up ×6
VPU Vanguard Utilities ETF	$3,010,231	1.08%	15,379	$-15,807	Up ×6
SCHD SCHWAB STRATEGIC TRUST	$2,972,744	1.07%	93,747	$95,548	Down ×4
FLTR VanEck ETF Trust	$2,961,760	1.06%	115,648	$-3,203	Down ×2
IBDU iShares Trust	$2,581,553	0.93%	111,466	$59,006	Up ×6
SCHH SCHWAB STRATEGIC TRUST	$2,544,534	0.91%	107,454	$213,574	Down ×1
VFH Vanguard Financials ETF	$2,399,493	0.86%	18,233	$241,502	Up ×3
XLK SELECT SECTOR SPDR TRUST	$2,200,811	0.79%	11,551	$585,608	Down ×2
VOX Vanguard Communication Services ETF	$1,828,839	0.66%	9,942	$99,889	Up ×6
IJH iShares Trust	$1,790,868	0.64%	23,224	$211,434	Down ×4
VB Vanguard Morningstar Small-Cap ETF	$1,748,040	0.63%	5,766	$238,641	Up ×1
SMH SMH	$1,696,177	0.61%	2,586	$668,638	Down ×1
TIP iShares TIPS Bond ETF	$1,659,222	0.59%	15,162	$-112,561	Down ×1
IHI iShares Trust	$1,651,282	0.59%	33,420	$-215,005	Down ×6
HDV iShares Trust	$1,616,916	0.58%	58,990	$-28,825	Up ×1
XLY XLY	$1,535,305	0.55%	13,090	$86,532	Down ×1
EFV iShares Trust	$1,513,829	0.54%	19,775	$34,477	Down ×1
VWO Vanguard FTSE Emerging Markets ETF	$1,448,195	0.52%	24,261	$171,696	Up ×6
RSP Invesco Exchange-Traded Fund Trust	$1,422,705	0.51%	6,686	$103,928	Down ×2
SCHE SCHWAB STRATEGIC TRUST	$1,408,375	0.51%	38,841	$122,995	Down ×1
XLP XLP	$1,336,513	0.48%	16,089	$-22,142	Down ×1
XLI SELECT SECTOR SPDR TRUST	$1,281,701	0.46%	6,919	$158,727	Down ×2
SCHF SCHWAB STRATEGIC TRUST	$1,280,970	0.46%	46,244	$126,071	Down ×6
BND Vanguard Total Bond Market ETF	$1,247,089	0.45%	16,988	$111,560	Up ×6
AAPL Apple Inc. - Common Stock	$1,218,092	0.44%	4,209	$137,326	Down ×4
VNQ Vanguard Real Estate ETF	$1,127,909	0.40%	11,696	$78,734	Down ×4
SCHR SCHWAB STRATEGIC TRUST	$1,096,481	0.39%	44,463	$-11,240	Down ×1
VO Vanguard Morningstar Mid-Cap ETF	$1,043,769	0.37%	12,954	$60,231	Up ×2
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$1,034,148	0.37%	47,438	$33,009	Up ×1
EEM iShares, Inc.	$994,569	0.36%	14,538	$130,702	Down ×1
SCHO SCHWAB STRATEGIC TRUST	$974,080	0.35%	40,351	$144,836	Up ×3
EFG iShares Trust	$963,921	0.35%	7,747	$95,583	Down ×1
IBHF iShares iBonds 2026 Term High Yield and Income ETF	$955,241	0.34%	42,174	$9,632	Up ×6
IVV iShares Trust	$919,085	0.33%	1,227	$114,317	Down ×4
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$918,850	0.33%	40,142	$21,246	Up ×2
SDOG ALPS ETF Trust	$866,856	0.31%	12,706	$26,606	Down ×6
WELL Welltower Inc. Common Stock	$838,200	0.30%	3,693	$84,925	Down ×6
VONE Vanguard Russell 1000 ETF	$794,827	0.29%	2,346	$80,176	Down ×5
ITOT iShares Trust	$776,997	0.28%	4,730	$81,084	Down ×6
SGOL abrdn Physical Gold Shares ETF	$749,614	0.27%	19,608	$-125,295
SCHA SCHWAB STRATEGIC TRUST	$743,445	0.27%	20,576	$139,280	Down ×4
FTSM First Trust Enhanced Short Maturity ETF	$717,357	0.26%	12,010	$-16,741	Down ×2
AGG iShares Trust	$692,285	0.25%	6,994	$-31,993	Down ×1
BSV VANGUARD BOND INDEX FUNDS	$678,054	0.24%	8,703	$53,674	Up ×3
XLU XLU	$639,566	0.23%	14,106	$-30,382	Down ×2
GLD SPDR Gold Shares	$637,297	0.23%	1,730	$-109,686	Down ×6
IEFA iShares Core MSCI EAFE ETF	$617,170	0.22%	6,390	$23,746	Down ×1
IQLT iShares Trust	$594,402	0.21%	11,996	$39,827
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$573,880	0.21%	25,654	$20,689	Up ×3
IBHG iShares Trust	$559,176	0.20%	25,325	$20,952	Up ×3
VAW Vanguard Materials ETF	$556,417	0.20%	2,432	$58,190	Up ×2
CEF Sprott Physical Gold and Silver Trust Units	$545,398	0.20%	13,557	$-111,086	Down ×1
IWM iShares Russell 2000 Index Fund	$521,926	0.19%	1,737	$91,133
IDU iShares U.S. Utilities ETF	$470,359	0.17%	4,104	$-6,853	Down ×4
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$457,457	0.16%	20,662	$19,284	Up ×1
XHB SPDR SERIES TRUST	$446,177	0.16%	3,861	$60,972	Down ×3
IBHH iShares Trust	$433,434	0.16%	18,444	$22,732	Up ×1
SPHY State Street SPDR Portfolio High Yield Bond ETF	$431,963	0.15%	18,428	$37,191	Up ×3
IYW iShares U.S. Technology ETF	$424,503	0.15%	1,683	$119,173
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	$408,493	0.15%	3,433	$72,368
IWB iShares Russell 1000 ETF	$407,862	0.15%	996	$52,728
SPDW State Street SPDR Portfolio Developed World ex-US ETF	$400,449	0.14%	7,947	$37,668
VCLT Vanguard Long-Term Corporate Bond ETF	$393,042	0.14%	5,223	$18,246	Up ×3
XNTK SPDR SERIES TRUST	$390,650	0.14%	1,000	$119,032	Down ×2
SCHV SCHWAB STRATEGIC TRUST	$381,344	0.14%	10,955	$125,174	Up ×2
SLV iShares Silver Trust	$355,469	0.13%	6,648	$1,550	Up ×1
VDE Vanguard Energy ETF	$343,648	0.12%	2,289	$-35,483	Up ×1
IWR iShares Russell Mid-Cap ETF	$325,343	0.12%	2,949	$-10,640	Down ×2
IVT InvenTrust Properties Corp. Common Stock	$289,324	0.10%	8,173	$40,374
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$287,837	0.10%	13,295	$19,670	Up ×1
MOAT VanEck ETF Trust	$285,055	0.10%	2,741	$18,747	Down ×5
PRU Prudential Financial, Inc. Common Stock	$284,288	0.10%	2,634	$37,718	Up ×2
FXG First Trust Exchange-Traded AlphaDEX Fund	$277,594	0.10%	4,433	$-11,950	Down ×4
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
SCHM	$6,698,742	2.40%	up ×6
SHYG	$5,219,444	1.87%	up ×4
VCSH	$5,205,603	1.87%	up ×6
VIS	$3,451,548	1.24%	up ×5
STIP	$3,441,034	1.23%	up ×6
VUG	$3,224,128	1.16%	up ×6
VPU	$3,010,231	1.08%	up ×6
IBDU	$2,581,553	0.93%	up ×6
VFH	$2,399,493	0.86%	up ×3
VOX	$1,828,839	0.66%	up ×6
VWO	$1,448,195	0.52%	up ×6
BND	$1,247,089	0.45%	up ×6
SCHO	$974,080	0.35%	up ×3
IBHF	$955,241	0.34%	up ×6
BSV	$678,054	0.24%	up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
FXL	$222,868	1,026	0.08%
MSFT	$219,885	589	0.08%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
VGT	Bought more	+149K	+$5.5M
VTV	Bought more	+4K	+$2.2M
SCHB	Trimmed	-7K	+$2.1M
VUG	Bought more	+33K	+$1.4M
SCHM	Bought more	+619	+$1.1M
QQQ	Trimmed	-201	+$1.1M
IAU	Bought more	+724	-$1.1M
VOO	Trimmed	-3K	+$961K
SCHG	Trimmed	-1K	+$824K
EFA	Bought more	+762	+$787K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
IBDQ	Dec. 31, 2025	330,847	$8,334,036
CORP	Sept. 30, 2025	22,299	$2,169,916
VTIP	Sept. 30, 2025	8,227	$413,571
IBHE	Dec. 31, 2025	17,243	$400,382
IBTF	Dec. 31, 2025	14,544	$339,821	No longer tracked
MSFT	March 31, 2026	543	$262,835	42.7%
JNK	March 31, 2026	2,612	$253,913	-3.5%
XLV	March 31, 2026	1,458	$225,728	13.4%
MCD	Sept. 30, 2025	767	$223,970	-24.3%
SCHP	March 31, 2026	8,194	$217,059	-5.0%
KXI	June 30, 2025	3,168	$202,910	1.9%