Madden Advisory Services, Inc.
CIK 1542284 · View on SEC EDGAR ↗
- Portfolio value
- $278.9M
- Positions
- 110
- As of
- June 30, 2026
#5,393 of 9,443 by 13F value · top 57.1%
Portfolio value QoQ: +9.9% 13F does not disclose cash
- Top 10 holdings weight
- 42.72%
- Top 25 holdings weight
- 68.99%
- Positions above 1%
- 31
- Effective number of positions
- 34.7
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: 7.0 quarters Tracked Q4 2024–Q2 2026 · 91.7% still held
- New positions
- 2
- Increased
- 40
- Decreased
- 59
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
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
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $20,494,443 | 7.35% | 29,840 | $960,961 | Down ×1 | ||
| VGT | $20,316,972 | 7.29% | 169,988 | $5,468,324 | Up ×1 | ||
| SCHB | $17,254,349 | 6.19% | 595,799 | $2,130,588 | Down ×6 | ||
| VTV | $14,856,145 | 5.33% | 68,169 | $2,194,154 | Up ×1 | ||
| EFA | $10,964,263 | 3.93% | 105,547 | $786,531 | Up ×1 | ||
| IBDR | $7,884,701 | 2.83% | 325,410 | $-118,188 | Down ×1 | ||
| SCHX | $7,252,624 | 2.60% | 246,436 | $699,775 | Down ×5 | ||
| IBDS | $6,737,568 | 2.42% | 278,182 | $-63,376 | Down ×1 | ||
| SCHM | $6,698,742 | 2.40% | 181,685 | $1,092,949 | Up ×6 | ||
| IAU | $6,686,788 | 2.40% | 88,555 | $-1,056,393 | Up ×1 | ||
| VHT | $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 | $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 | $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 | $5,194,179 | 1.86% | 23,035 | $40,114 | Up ×1 | ||
| SCHI | $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 | $4,642,994 | 1.66% | 31,306 | $654,090 | Down ×1 | ||
| VCR | $3,930,145 | 1.41% | 9,909 | $334,375 | Down ×1 | ||
| IBDT | $3,878,501 | 1.39% | 153,604 | $-12,643 | Down ×1 | ||
| VTI | $3,768,857 | 1.35% | 10,185 | $484,083 | Down ×4 | ||
| VIS | $3,451,548 | 1.24% | 9,577 | $500,003 | Up ×5 | ||
| STIP | $3,441,034 | 1.23% | 33,682 | $-25,621 | Up ×6 | ||
| FQAL | $3,392,884 | 1.22% | 41,701 | $324,118 | Down ×1 | ||
| VIG | $3,382,093 | 1.21% | 14,293 | $298,057 | Down ×6 | ||
| VUG | $3,224,128 | 1.16% | 37,428 | $1,377,962 | Up ×6 | ||
| VPU | $3,010,231 | 1.08% | 15,379 | $-15,807 | Up ×6 | ||
| SCHD | $2,972,744 | 1.07% | 93,747 | $95,548 | Down ×4 | ||
| FLTR | $2,961,760 | 1.06% | 115,648 | $-3,203 | Down ×2 | ||
| IBDU | $2,581,553 | 0.93% | 111,466 | $59,006 | Up ×6 | ||
| SCHH | $2,544,534 | 0.91% | 107,454 | $213,574 | Down ×1 | ||
| VFH | $2,399,493 | 0.86% | 18,233 | $241,502 | Up ×3 | ||
| XLK XLK | $2,200,811 | 0.79% | 11,551 | $585,608 | Down ×2 | ||
| VOX | $1,828,839 | 0.66% | 9,942 | $99,889 | Up ×6 | ||
| IJH | $1,790,868 | 0.64% | 23,224 | $211,434 | Down ×4 | ||
| VB | $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 | $1,659,222 | 0.59% | 15,162 | $-112,561 | Down ×1 | ||
| IHI | $1,651,282 | 0.59% | 33,420 | $-215,005 | Down ×6 | ||
| HDV | $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 | $1,513,829 | 0.54% | 19,775 | $34,477 | Down ×1 | ||
| VWO | $1,448,195 | 0.52% | 24,261 | $171,696 | Up ×6 | ||
| RSP | $1,422,705 | 0.51% | 6,686 | $103,928 | Down ×2 | ||
| SCHE | $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 XLI | $1,281,701 | 0.46% | 6,919 | $158,727 | Down ×2 | ||
| SCHF | $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 | $1,127,909 | 0.40% | 11,696 | $78,734 | Down ×4 | ||
| SCHR | $1,096,481 | 0.39% | 44,463 | $-11,240 | Down ×1 | ||
| VO | $1,043,769 | 0.37% | 12,954 | $60,231 | Up ×2 | ||
| IBDV | $1,034,148 | 0.37% | 47,438 | $33,009 | Up ×1 | ||
| EEM | $994,569 | 0.36% | 14,538 | $130,702 | Down ×1 | ||
| SCHO | $974,080 | 0.35% | 40,351 | $144,836 | Up ×3 | ||
| EFG | $963,921 | 0.35% | 7,747 | $95,583 | Down ×1 | ||
| IBHF | $955,241 | 0.34% | 42,174 | $9,632 | Up ×6 | ||
| IVV | $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 | $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 | $776,997 | 0.28% | 4,730 | $81,084 | Down ×6 | ||
| SGOL | $749,614 | 0.27% | 19,608 | $-125,295 | |||
| SCHA | $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 | $692,285 | 0.25% | 6,994 | $-31,993 | Down ×1 | ||
| BSV | $678,054 | 0.24% | 8,703 | $53,674 | Up ×3 | ||
| XLU XLU | $639,566 | 0.23% | 14,106 | $-30,382 | Down ×2 | ||
| GLD | $637,297 | 0.23% | 1,730 | $-109,686 | Down ×6 | ||
| IEFA | $617,170 | 0.22% | 6,390 | $23,746 | Down ×1 | ||
| IQLT | $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 | $559,176 | 0.20% | 25,325 | $20,952 | Up ×3 | ||
| VAW | $556,417 | 0.20% | 2,432 | $58,190 | Up ×2 | ||
| CEF | $545,398 | 0.20% | 13,557 | $-111,086 | Down ×1 | ||
| IWM | $521,926 | 0.19% | 1,737 | $91,133 | |||
| IDU | $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 XHB | $446,177 | 0.16% | 3,861 | $60,972 | Down ×3 | ||
| IBHH | $433,434 | 0.16% | 18,444 | $22,732 | Up ×1 | ||
| SPHY | $431,963 | 0.15% | 18,428 | $37,191 | Up ×3 | ||
| IYW | $424,503 | 0.15% | 1,683 | $119,173 | |||
| SPYG | $408,493 | 0.15% | 3,433 | $72,368 | |||
| IWB | $407,862 | 0.15% | 996 | $52,728 | |||
| SPDW | $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 | $390,650 | 0.14% | 1,000 | $119,032 | Down ×2 | ||
| SCHV | $381,344 | 0.14% | 10,955 | $125,174 | Up ×2 | ||
| SLV | $355,469 | 0.13% | 6,648 | $1,550 | Up ×1 | ||
| VDE | $343,648 | 0.12% | 2,289 | $-35,483 | Up ×1 | ||
| IWR | $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 | $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 | $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 | No longer tracked |
| CORP | Sept. 30, 2025 | 22,299 | $2,169,916 | No longer tracked |
| VTIP | Sept. 30, 2025 | 8,227 | $413,571 | |
| IBHE | Dec. 31, 2025 | 17,243 | $400,382 | No longer tracked |
| IBTF | Dec. 31, 2025 | 14,544 | $339,821 | No longer tracked |
| MSFT | March 31, 2026 | 543 | $262,835 | 30.5% |
| JNK | March 31, 2026 | 2,612 | $253,913 | No longer tracked |
| XLV | March 31, 2026 | 1,458 | $225,728 | No longer tracked |
| MCD | Sept. 30, 2025 | 767 | $223,970 | -10.9% |
| SCHP | March 31, 2026 | 8,194 | $217,059 | No longer tracked |
| KXI | June 30, 2025 | 3,168 | $202,910 | No longer tracked |