What does Madden Advisory Services, Inc. hold?

Madden Advisory Services, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1542284.

What is Madden Advisory Services, Inc.'s AUM?

Madden Advisory Services, Inc. reported approximately $278.9M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $291.7M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Madden Advisory Services, Inc.'s holdings?

All Madden Advisory Services, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1542284. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Madden Advisory Services, Inc.'s 13F data updated on 13F Pro?

Madden Advisory Services, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Madden Advisory Services, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1542284

Institutional-grade research for retail investors

Sector Allocation

Other94.5%$263.6M
Financials3.9%$10.9M
Technology0.8%$2.1M
Real Estate0.4%$1.1M
Healthcare0.4%$1.1M

AUM History

13fpro.ai/research/fund/madden-advisory-services-inc-1542284

Conviction and streaks

Stable · top 10 = 42.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold7.3% weight · held 10 quarters

$Conviction hold6.2% weight · held 10 quarters

$Conviction hold5.3% weight · held 10 quarters

$Conviction hold3.9% weight · held 10 quarters

$Accumulating+149% shares · 9 quarters running

$Accumulating+20% shares · 9 quarters running

$Accumulating+1463% shares · 9 quarters running

$Accumulating+34% shares · 9 quarters running

$Accumulating+132% shares · 9 quarters running

$Trimming-37% shares · 9 quarters running

$ALPSTrimming-23% shares · 9 quarters running

$GLDTrimming-17% shares · 9 quarters running

$WELLTrimming-43% shares · 8 quarters running

$Trimming-36% shares · 7 quarters running

Largest positions — Q2 2026

VANGUARD
$20.5M
VANGUARD
$20.3M
SCHWAB
$17.3M
VANGUARD
$14.9M
ISHARES
$11.0M
ISHARES
$7.9M
SCHWAB
$7.3M
ISHARES
$6.7M
SCHWAB
$6.7M
IAU
$6.7M
VANGUARD
$6.4M
VANGUARD
$6.3M
SCHWAB
$6.2M
QQQ
$5.5M
ISHARES
$5.2M
VANGUARD
$5.2M
VANGUARD
$5.2M
SCHWAB
$5.1M
SPY
$5.0M
ISHARES
$4.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/madden-advisory-services-inc-1542284

Madden Advisory Services, Inc. 13F holdings — Q2 2026

$278.9M portfolio (+9.9% QoQ) · 110 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio

1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$20.5M
7.3% of stocks
-9%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD WORLD FD - INF TECH ETF
$20.3M
7.3% of stocks
+699%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SCHWAB STRATEGIC TR - US BRD MKT ETF
$17.3M
6.2% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD INDEX FDS - VALUE ETF
$14.9M
5.3% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - MSCI EAFE ETF
$11.0M
3.9% of stocks
+0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - IBONDS DEC2026
$7.9M
2.8% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
7
SCHWAB STRATEGIC TR - US LRG CAP ETF
$7.3M
2.6% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - IBONDS 27 ETF
$6.7M
2.4% of stocks
-0.9%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SCHWAB STRATEGIC TR - US MID-CAP ETF
$6.7M
2.4% of stocks
+0.3%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES GOLD TRUST
$IAU
$6.7M
2.4% of stocks
+0.8%This quarter-1.7%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - S&P 500 ETF SHS	$20.5M	7.3%	-9%	—	—	—	—
2	VANGUARD WORLD FD - INF TECH ETF	$20.3M	7.3%	+699%	—	—	—	—
3	SCHWAB STRATEGIC TR - US BRD MKT ETF	$17.3M	6.2%	-1%	—	—	—	—
4	VANGUARD INDEX FDS - VALUE ETF	$14.9M	5.3%	+6%	—	—	—	—
5	ISHARES TR - MSCI EAFE ETF	$11.0M	3.9%	+0.7%	—	—	—	—
6	ISHARES TR - IBONDS DEC2026	$7.9M	2.8%	-1%	—	—	—	—
7	SCHWAB STRATEGIC TR - US LRG CAP ETF	$7.3M	2.6%	-4%	—	—	—	—
8	ISHARES TR - IBONDS 27 ETF	$6.7M	2.4%	-0.9%	—	—	—	—
9	SCHWAB STRATEGIC TR - US MID-CAP ETF	$6.7M	2.4%	+0.3%	—	—	—	—
10	ISHARES GOLD TRUST$IAU	$6.7M	2.4%	+0.8%	-1.7%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial

All holdings — Madden Advisory Services, Inc. (Q2 2026)

Sort

110 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD WORLD FD - HEALTH CAR ETFetf/fund	—	$6.4M	2.3%	21K	+0.5%	—	—	13F
12	—	VANGUARD STAR FDS - VG TL INTL STK Fetf/fund	—	$6.3M	2.3%	74K	-0.5%	—	—	13F
13	—	SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund	—	$6.2M	2.2%	183K	-0.7%	—	—	13F
14	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$5.5M	2.0%	7,501	-3%	10+ qtrs	—	13F
15	—	ISHARES TR - 0-5YR HI YL CPetf/fund	—	$5.2M	1.9%	123K	+2%	—	—	13F
16	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund	—	$5.2M	1.9%	66K	+2%	—	—	13F
17	—	VANGUARD WORLD FD - CONSUM STP ETFetf/fund	—	$5.2M	1.9%	23K	+0.4%	—	—	13F
18	—	SCHWAB STRATEGIC TR - 5 10YR CORP BD	—	$5.1M	1.8%	225K	-2%	—	—	13F
19	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$5.0M	1.8%	6,725	-2%	10+ qtrsTrimmed 4 qtrs in a row	—	13F
20	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$4.6M	1.7%	31K	-2%	—	—	13F
21	—	VANGUARD WORLD FD - CONSUM DIS ETFetf/fund	—	$3.9M	1.4%	9,909	-1%	—	—	13F
22	—	ISHARES TR - IBDS DEC28 ETFetf/fund	—	$3.9M	1.4%	154K	-0.0%	—	—	13F
23	—	VANGUARD INDEX FDS - TOTAL STK MKTetf/fund	—	$3.8M	1.4%	10K	-0.5%	—	—	13F
24	—	VANGUARD WORLD FD - INDUSTRIAL ETFetf/fund	—	$3.5M	1.2%	9,577	+1%	—	—	13F
25	—	ISHARES TR - 0-5 YR TIPS ETFetf/fund	—	$3.4M	1.2%	34K	+0.5%	—	—	13F
26	—	FIDELITY COVINGTON TRUST - QLTY FCTOR ETF	—	$3.4M	1.2%	42K	-1%
27	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$3.4M	1.2%	14K	-0.3%
28	—	VANGUARD INDEX FDS - GROWTH ETF	—	$3.2M	1.2%	37K	+785%
29	—	VANGUARD WORLD FD - UTILITIES ETF	—	$3.0M	1.1%	15K	+0.7%
30	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$3.0M	1.1%	94K	-0.0%
31	—	VANECK ETF TRUST - IG FLOA RATE ETF	—	$3.0M	1.1%	116K	-0.6%
32	—	ISHARES TR - IBONDS DEC 29	—	$2.6M	0.9%	111K	+3%
33	—	SCHWAB STRATEGIC TR - US REIT ETF	—	$2.5M	0.9%	107K	-0.9%
34	—	VANGUARD WORLD FD - FINANCIALS ETF	—	$2.4M	0.9%	18K	+2%
35	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$2.2M	0.8%	12K	-5%
36	—	VANGUARD WORLD FD - COMM SRVC ETF	—	$1.8M	0.7%	9,942	+3%
37	—	ISHARES TR - CORE S&P MCP ETF	—	$1.8M	0.6%	23K	-0.7%
38	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$1.7M	0.6%	5,766	+0.1%
39	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$1.7M	0.6%	2,586	-4%
40	—	ISHARES TR - TIPS BD ETF	—	$1.7M	0.6%	15K	-6%
41	—	ISHARES TR - U.S. MED DVC ETF	—	$1.7M	0.6%	33K	-4%
42	—	ISHARES TR - CORE HIGH DV ETF	—	$1.6M	0.6%	59K	+386%
43	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$1.5M	0.6%	13K	-2%
44	—	ISHARES TR - EAFE VALUE ETF	—	$1.5M	0.5%	20K	-0.6%
45	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$1.4M	0.5%	24K	+3%
46	$IVZ	Invesco Ltd.	Financials	$1.4M	0.5%	6,686	-3%
47	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$1.4M	0.5%	39K	-0.4%
48	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$1.3M	0.5%	16K	-3%
49	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$1.3M	0.5%	6,919	-0.4%
50	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$1.3M	0.5%	46K	-0.9%
51	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$1.2M	0.5%	17K	+10%
52	$AAPL	Apple Inc.	Technology	$1.2M	0.4%	4,209	-1%
53	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$1.1M	0.4%	12K	-1%
54	—	SCHWAB STRATEGIC TR - INT-TRM U.S TRES	—	$1.1M	0.4%	44K	-0.0%
55	—	VANGUARD INDEX FDS - MID CAP ETF	—	$1.0M	0.4%	13K	+278%
56	—	ISHARES TR - IBONDS DEC 2030	—	$1.0M	0.4%	47K	+4%
57	—	ISHARES TR - MSCI EMG MKT ETF	—	$995K	0.4%	15K	-4%
58	—	SCHWAB STRATEGIC TR - SHT TM US TRES	—	$974K	0.3%	40K	+18%
59	—	ISHARES TR - EAFE GRWTH ETF	—	$964K	0.3%	7,747	-0.6%
60	—	ISHARES TR - IBON 2026 TE ETF	—	$955K	0.3%	42K	+2%
61	—	ISHARES TR - CORE S&P500 ETF	—	$919K	0.3%	1,227	-0.4%
62	—	ISHARES TR - IBONDS 26 TRM TS	—	$919K	0.3%	40K	+2%
63	$ALPS	Alps Group Inc	Healthcare	$867K	0.3%	13K	-2%
64	$WELL	WELLTOWER INC.	Real Estate	$838K	0.3%	3,693	-3%
65	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX	—	$795K	0.3%	2,346	-3%
66	—	ISHARES TR - CORE S&P TTL STK	—	$777K	0.3%	4,730	-3%
67	$SGOL	abrdn Gold ETF Trust	Financials	$750K	0.3%	20K	—
68	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$743K	0.3%	21K	-1.0%
69	—	FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW	—	$717K	0.3%	12K	-2%
70	—	ISHARES TR - CORE US AGGBD ET	—	$692K	0.3%	6,994	-4%
71	$META	Meta Platforms, Inc.	Technology	$678K	0.2%	8,703	+9%
72	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$640K	0.2%	14K	-3%
73	$GLD	SPDR GOLD TRUST	Financials	$637K	0.2%	1,730	-0.3%
74	—	ISHARES TR - CORE MSCI EAFE	—	$617K	0.2%	6,390	-3%
75	—	ISHARES TR - MSCI INTL QUALTY	—	$594K	0.2%	12K	—
76	—	ISHARES TR - IBONDS 27 TRM TS	—	$574K	0.2%	26K	+4%
77	—	ISHARES TR - IBON 2027 TE ETF	—	$559K	0.2%	25K	+4%
78	—	VANGUARD WORLD FD - MATERIALS ETF	—	$556K	0.2%	2,432	+10%
79	$CEF	Sprott Physical Gold & Silver Trust	Financials	$545K	0.2%	14K	-1%
80	—	ISHARES TR - RUSSELL 2000 ETF	—	$522K	0.2%	1,737	—
81	—	ISHARES TR - U.S. UTILITS ETF	—	$470K	0.2%	4,104	-0.1%
82	—	ISHARES TR - IBONDS 28 TRM TS	—	$457K	0.2%	21K	+5%
83	—	SPDR SERIES TRUST - ST STR SP HOME	—	$446K	0.2%	3,861	-1%
84	—	ISHARES TR - IBONDS 28 TR HI	—	$433K	0.2%	18K	+5%
85	—	SPDR SERIES TRUST - ST PORT HIGH ETF	—	$432K	0.1%	18K	+9%
86	—	ISHARES TR - U.S. TECH ETF	—	$425K	0.1%	1,683	—
87	—	SPDR SERIES TRUST - ST STR P500GRW	—	$408K	0.1%	3,433	—
88	—	ISHARES TR - RUS 1000 ETF	—	$408K	0.1%	996	—
89	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$400K	0.1%	7,947	—
90	—	VANGUARD SCOTTSDALE FDS - LG-TERM COR BD	—	$393K	0.1%	5,223	+4%
91	—	SPDR SERIES TRUST - ST STR NYSE TECH	—	$391K	0.1%	1,000	-6%
92	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$381K	0.1%	11K	+30%
93	$SLV	iShares Silver Trust	Financials	$355K	0.1%	6,648	+28%
94	—	VANGUARD WORLD FD - ENERGY ETF	—	$344K	0.1%	2,289	+4%
95	—	ISHARES TR - RUS MID CAP ETF	—	$325K	0.1%	2,949	-15%
96	$IVT	InvenTrust Properties Corp.	Real Estate	$289K	0.1%	8,173	—
97	—	ISHARES TR - IBONDS 29 TRM TS	—	$288K	0.1%	13K	+8%
98	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$285K	0.1%	2,741	-0.5%
99	$PFH	PRUDENTIAL FINANCIAL INC	Financials	$284K	0.1%	2,634	+4%
100	—	FIRST TR EXCHANGE-TRADED FD - CONSUMR STAPLE	—	$278K	0.1%	4,433	-2%
101	—	ISHARES TR - IBONDS 29 TR HI	—	$272K	0.1%	12K	+9%
102	—	SCHWAB STRATEGIC TR - LONG TERM US	—	$264K	0.1%	8,450	+4%
103	$STT	STATE STREET CORP	Financials	$263K	0.1%	5,982	-0.9%
104	—	ISHARES TR - IBOXX HI YD ETF	—	$257K	0.1%	3,217	-21%
105	—	ISHARES TR - RUS MDCP VAL ETF	—	$257K	0.1%	1,559	—
106	—	ISHARES TR - S&P MC 400VL ETF	—	$254K	0.1%	1,720	-7%
107	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$242K	0.1%	344	-2%
108	$JNJ	JOHNSON & JOHNSON	Healthcare	$236K	0.1%	930	-0.1%
109	—	FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX	—	$223K	0.1%	1,026	New
110	$MSFT	MICROSOFT CORP	Technology	$220K	0.1%	589	New

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 40 added to, 59 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX$223K
first bought this quarter
$MSFTMICROSOFT CORP$220K
first bought this quarter

Added to (40)

VANGUARD WORLD FD - INF TECH ETF+699%
now $20.3M
VANGUARD INDEX FDS - GROWTH ETF+785%
now $3.2M
ISHARES TR - CORE HIGH DV ETF+386%
now $1.6M
VANGUARD INDEX FDS - VALUE ETF+6%
now $14.9M
VANGUARD INDEX FDS - MID CAP ETF+278%
now $1.0M
SCHWAB STRATEGIC TR - SHT TM US TRES+18%
now $974K

+34 more in the Excel export

Trimmed (59)

VANGUARD INDEX FDS - S&P 500 ETF SHS-9%
now $20.5M
SCHWAB STRATEGIC TR - US LRG CAP ETF-4%
now $7.3M
SCHWAB STRATEGIC TR - US BRD MKT ETF-1%
now $17.3M
$QQQINVESCO QQQ TRUST, SERIES 1-3%
now $5.5M · held 10+ qtrs
$SPYSPDR S&P 500 ETF TRUST-2%
now $5.0M · held 10+ qtrs, 4 trims in a row
SCHWAB STRATEGIC TR - 5 10YR CORP BD-2%
now $5.1M

+53 more in the Excel export

Sold out (0)

No positions sold out this quarter.

Firm AUM (Form ADV): $291.7M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Madden Advisory Services, Inc. has filed, 40 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Madden Advisory Services?

Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Madden Advisory Services's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 8 of the 20 are scored)

Top 10 since filing

-1.5%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 12% over the last 4

Top 10 weight

43%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Madden Advisory Services, Inc. disclosed 110 positions worth $278.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 0. The portfolio is most concentrated in Other (94.5% of disclosed assets). All figures are sourced directly from Madden Advisory Services, Inc.’s Form 13F-HR filing with the SEC under CIK 1542284.

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Every holding in Madden Advisory Services, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.