Madden Advisory Services, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1542284
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$278.9M

Holdings

110

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

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.

Sector Allocation

OtherFinancialsTechnologyReal EstateHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • VANGUARD INDEX FDS - S&P 500 ETF SHS

    Quality

    $20.5M29,840 sh
  • VANGUARD WORLD FD - INF TECH ETF

    Quality

    $20.3M169,988 sh
  • SCHWAB STRATEGIC TR - US BRD MKT ETF

    Quality

    $17.3M595,799 sh
  • VANGUARD INDEX FDS - VALUE ETF

    Quality

    $14.9M68,169 sh
  • ISHARES TR - MSCI EAFE ETF

    Quality

    $11.0M105,547 sh
  • ISHARES TR - IBONDS DEC2026

    Quality

    $7.9M325,410 sh
  • SCHWAB STRATEGIC TR - US LRG CAP ETF

    Quality

    $7.3M246,436 sh
  • ISHARES TR - IBONDS 27 ETF

    Quality

    $6.7M278,182 sh
  • SCHWAB STRATEGIC TR - US MID-CAP ETF

    Quality

    $6.7M181,685 sh
  • $6.7M88,555 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Madden Advisory Services, Inc.'s 110 positions.

Showing top 10 of 110 holdings.

Sector Allocation

Other

$263.6M

Financials

$10.9M

Technology

$2.1M

Real Estate

$1.1M

Healthcare

$1.1M

Full HoldingsMadden Advisory Services, Inc. (Q2 2026)

All 110 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
VANGUARD INDEX FDS - S&P 500 ETF SHS$20.5M
VANGUARD WORLD FD - INF TECH ETF$20.3M
SCHWAB STRATEGIC TR - US BRD MKT ETF$17.3M
VANGUARD INDEX FDS - VALUE ETF$14.9M
ISHARES TR - MSCI EAFE ETF$11.0M
ISHARES TR - IBONDS DEC2026$7.9M
SCHWAB STRATEGIC TR - US LRG CAP ETF$7.3M
ISHARES TR - IBONDS 27 ETF$6.7M
SCHWAB STRATEGIC TR - US MID-CAP ETF$6.7M
IAU$IAUISHARES GOLD TRUST$6.7M
VANGUARD WORLD FD - HEALTH CAR ETF$6.4M
VANGUARD STAR FDS - VG TL INTL STK F$6.3M
SCHWAB STRATEGIC TR - US LCAP GR ETF$6.2M
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$5.5M
ISHARES TR - 0-5YR HI YL CP$5.2M
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$5.2M
VANGUARD WORLD FD - CONSUM STP ETF$5.2M
SCHWAB STRATEGIC TR - 5 10YR CORP BD$5.1M
SPY$SPYSPDR S&P 500 ETF TRUST$5.0M
ISHARES TR - CORE S&P SCP ETF$4.6M
VANGUARD WORLD FD - CONSUM DIS ETF$3.9M
ISHARES TR - IBDS DEC28 ETF$3.9M
VANGUARD INDEX FDS - TOTAL STK MKT$3.8M
VANGUARD WORLD FD - INDUSTRIAL ETF$3.5M
ISHARES TR - 0-5 YR TIPS ETF$3.4M
FIDELITY COVINGTON TRUST - QLTY FCTOR ETF$3.4M
VANGUARD SPECIALIZED FUNDS - DIV APP ETF$3.4M
VANGUARD INDEX FDS - GROWTH ETF$3.2M
VANGUARD WORLD FD - UTILITIES ETF$3.0M
SCHWAB STRATEGIC TR - US DIVIDEND EQ$3.0M
VANECK ETF TRUST - IG FLOA RATE ETF$3.0M
ISHARES TR - IBONDS DEC 29$2.6M
SCHWAB STRATEGIC TR - US REIT ETF$2.5M
VANGUARD WORLD FD - FINANCIALS ETF$2.4M
SELECT SECTOR SPDR TR - ST STR TECHN ETF$2.2M
VANGUARD WORLD FD - COMM SRVC ETF$1.8M
ISHARES TR - CORE S&P MCP ETF$1.8M
VANGUARD INDEX FDS - SMALL CP ETF$1.7M
VANECK ETF TRUST - SEMICONDUCTR ETF$1.7M
ISHARES TR - TIPS BD ETF$1.7M
ISHARES TR - U.S. MED DVC ETF$1.7M
ISHARES TR - CORE HIGH DV ETF$1.6M
SELECT SECTOR SPDR TR - ST STR DISCR ETF$1.5M
ISHARES TR - EAFE VALUE ETF$1.5M
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$1.4M
IVZ$IVZInvesco Ltd.$1.4M
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF$1.4M
SELECT SECTOR SPDR TR - ST STR STAPL ETF$1.3M
SELECT SECTOR SPDR TR - ST STR INDL ETF$1.3M
SCHWAB STRATEGIC TR - INTL EQTY ETF$1.3M
VANGUARD BD INDEX FDS - TOTAL BND MRKT$1.2M
AAPL$AAPLApple Inc.$1.2M
VANGUARD INDEX FDS - REAL ESTATE ETF$1.1M
SCHWAB STRATEGIC TR - INT-TRM U.S TRES$1.1M
VANGUARD INDEX FDS - MID CAP ETF$1.0M
ISHARES TR - IBONDS DEC 2030$1.0M
ISHARES TR - MSCI EMG MKT ETF$994,569
SCHWAB STRATEGIC TR - SHT TM US TRES$974,080
ISHARES TR - EAFE GRWTH ETF$963,921
ISHARES TR - IBON 2026 TE ETF$955,241
ISHARES TR - CORE S&P500 ETF$919,085
ISHARES TR - IBONDS 26 TRM TS$918,850
ALPS$ALPSAlps Group Inc$866,856
WELL$WELLWELLTOWER INC.$838,200
VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX$794,827
ISHARES TR - CORE S&P TTL STK$776,997
SGOL$SGOLabrdn Gold ETF Trust$749,614
SCHWAB STRATEGIC TR - US SML CAP ETF$743,445
FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW$717,357
ISHARES TR - CORE US AGGBD ET$692,285
META$METAMeta Platforms, Inc.$678,054
SELECT SECTOR SPDR TR - ST STR UTIL ETF$639,566
GLD$GLDSPDR GOLD TRUST$637,297
ISHARES TR - CORE MSCI EAFE$617,170
ISHARES TR - MSCI INTL QUALTY$594,402
ISHARES TR - IBONDS 27 TRM TS$573,880
ISHARES TR - IBON 2027 TE ETF$559,176
VANGUARD WORLD FD - MATERIALS ETF$556,417
CEF$CEFSprott Physical Gold & Silver Trust$545,398
ISHARES TR - RUSSELL 2000 ETF$521,926
ISHARES TR - U.S. UTILITS ETF$470,359
ISHARES TR - IBONDS 28 TRM TS$457,457
SPDR SERIES TRUST - ST STR SP HOME$446,177
ISHARES TR - IBONDS 28 TR HI$433,434
SPDR SERIES TRUST - ST PORT HIGH ETF$431,963
ISHARES TR - U.S. TECH ETF$424,503
SPDR SERIES TRUST - ST STR P500GRW$408,493
ISHARES TR - RUS 1000 ETF$407,862
SPDR INDEX SHS FDS - ST STR PO EX ETF$400,449
VANGUARD SCOTTSDALE FDS - LG-TERM COR BD$393,042
SPDR SERIES TRUST - ST STR NYSE TECH$390,650
SCHWAB STRATEGIC TR - US LCAP VA ETF$381,344
SLV$SLViShares Silver Trust$355,469
VANGUARD WORLD FD - ENERGY ETF$343,648
ISHARES TR - RUS MID CAP ETF$325,343
IVT$IVTInvenTrust Properties Corp.$289,324
ISHARES TR - IBONDS 29 TRM TS$287,837
VANECK ETF TRUST - MRNGSTR WDE MOAT$285,055
PFH$PFHPRUDENTIAL FINANCIAL INC$284,288
FIRST TR EXCHANGE-TRADED FD - CONSUMR STAPLE$277,594
ISHARES TR - IBONDS 29 TR HI$271,558
SCHWAB STRATEGIC TR - LONG TERM US$264,485
STT$STTSTATE STREET CORP$263,388
ISHARES TR - IBOXX HI YD ETF$257,315
ISHARES TR - RUS MDCP VAL ETF$256,611
ISHARES TR - S&P MC 400VL ETF$254,096
MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$241,949
JNJ$JNJJOHNSON & JOHNSON$236,389
FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX$222,868
MSFT$MSFTMICROSOFT CORP$219,885

New Positions (2)

FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX$222,868
MSFT$MSFT MICROSOFT CORP$219,885

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AI-Powered Hedge Fund Analysis: Madden Advisory Services, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Madden Advisory Services, Inc. (SEC CIK: 1542284), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

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