Q2 2025 · 13F-HR
Madden Advisory Services, Inc.holdings as filed
Filed 2025-07-23 · accession 0001172661-25-002689
$234.7M
Reported value
100
Positions
2025-06-30
Period end
The Brief · Madden Advisory Services, Inc. · Q2 2025
AI · grounded in 13F
Madden Advisory Services, Inc. established a new position in SCHB valued at $18.1M. The fund also initiated new stakes in VOO for $17.9M and VGT for $14.8M. Additional new positions include VTV at $13.0M and IBDQ at $8.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $18.1M | 7.70% | 757,992 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $17.9M | 7.62% | 31,471 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $14.8M | 6.31% | 22,324 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $13.0M | 5.56% | 73,816 | Common | NONE |
| 46434VBD1 | IBDQ | ISHARES TR | $8.4M | 3.56% | 332,080 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $8.1M | 3.46% | 90,943 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $7.1M | 3.01% | 14,188 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $6.8M | 2.90% | 278,331 | Common | NONE |
| 46435GAA0 | IBDR | ISHARES TR | $6.4M | 2.73% | 264,169 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $6.0M | 2.55% | 95,786 | Common | NONE |
| 92204A207 | VDC | VANGUARD WORLD FD | $6.0M | 2.54% | 27,227 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $5.7M | 2.41% | 22,783 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $5.3M | 2.25% | 76,288 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $5.0M | 2.11% | 169,906 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $4.6M | 1.96% | 7,450 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $4.5M | 1.90% | 103,574 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $4.4M | 1.86% | 155,743 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $4.2M | 1.79% | 20,510 | Common | NONE |
| 46435UAA9 | IBDS | ISHARES TR | $3.6M | 1.53% | 147,994 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $3.5M | 1.48% | 11,444 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $3.3M | 1.40% | 30,106 | Common | NONE |
| 808524698 | SCHI | SCHWAB STRATEGIC TR | $3.2M | 1.37% | 141,040 | Common | NONE |
| 46429B747 | STIP | ISHARES TR | $3.1M | 1.32% | 30,212 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $3.1M | 1.31% | 8,463 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $3.0M | 1.28% | 113,315 | Common | NONE |
| 92189F486 | FLTR | VANECK ETF TRUST | $2.9M | 1.22% | 112,105 | Common | NONE |
| 464288810 | IHI | ISHARES TR | $2.8M | 1.21% | 45,309 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $2.7M | 1.16% | 34,171 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $2.4M | 1.01% | 13,415 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $2.2M | 0.95% | 105,325 | Common | NONE |
| 72201R817 | CORP | PIMCO ETF TR | $2.2M | 0.92% | 22,299 | Common | NONE |
| 92204A603 | VIS | VANGUARD WORLD FD | $1.9M | 0.82% | 6,880 | Common | NONE |
| 316092790 | FQAL | FIDELITY COVINGTON TRUST | $1.8M | 0.77% | 25,992 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.7M | 0.73% | 3,122 | Common | NONE |
| 46429B663 | HDV | ISHARES TR | $1.7M | 0.73% | 14,663 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $1.6M | 0.68% | 6,320 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $1.6M | 0.67% | 25,485 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $1.5M | 0.62% | 3,342 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $1.4M | 0.61% | 6,028 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $1.4M | 0.61% | 6,554 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $1.3M | 0.55% | 15,418 | Common | NONE |
| 46435U515 | IBDT | ISHARES TR | $1.3M | 0.54% | 49,921 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.54% | 6,921 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $1.2M | 0.53% | 11,338 | Common | NONE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $1.2M | 0.51% | 40,069 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1.2M | 0.51% | 13,315 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $1.1M | 0.47% | 50,068 | Common | NONE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $1.0M | 0.44% | 7,042 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.0M | 0.43% | 1,633 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1.0M | 0.43% | 4,910 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $984,950 | 0.42% | 3,520 | Common | NONE |
| 00162Q858 | SDOG | ALPS ETF TR | $860,905 | 0.37% | 14,978 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $860,725 | 0.37% | 13,559 | Common | NONE |
| 46436E205 | IBDU | ISHARES TR | $846,062 | 0.36% | 36,265 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $810,611 | 0.35% | 10,011 | Common | NONE |
| 95040Q104 | WELL | WELLTOWER INC | $808,774 | 0.34% | 5,261 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $757,529 | 0.32% | 15,316 | Common | NONE |
| 92206C730 | VONE | VANGUARD SCOTTSDALE FDS | $729,832 | 0.31% | 2,599 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $709,770 | 0.30% | 5,256 | Common | NONE |
| 33739Q408 | FTSM | FIRST TR EXCHANGE-TRADED FD | $687,128 | 0.29% | 11,477 | Common | NONE |
| 00326A104 | SGOL | ETFS GOLD TR | $657,546 | 0.28% | 20,848 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $657,191 | 0.28% | 25,976 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $653,319 | 0.28% | 8,873 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $635,011 | 0.27% | 7,776 | Common | NONE |
| 46436E528 | IBHF | ISHARES TR | $600,496 | 0.26% | 25,850 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $588,995 | 0.25% | 2,112 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $569,452 | 0.24% | 5,740 | Common | NONE |
| 46436E858 | IBTG | ISHARES TR | $559,309 | 0.24% | 24,392 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $559,147 | 0.24% | 7,105 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $548,389 | 0.23% | 1,799 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $537,025 | 0.23% | 11,132 | Common | NONE |
| 46434V456 | IQLT | ISHARES TR | $518,467 | 0.22% | 11,996 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $517,165 | 0.22% | 1,523 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $477,112 | 0.20% | 2,211 | Common | NONE |
| 85208R101 | CEF | SPROTT PHYSICAL GOLD & SILVE | $469,560 | 0.20% | 15,600 | Common | NONE |
| 464287697 | IDU | ISHARES TR | $447,455 | 0.19% | 4,279 | Common | NONE |
| 33734X119 | FXG | FIRST TR EXCHANGE TRADED FD | $421,192 | 0.18% | 6,656 | Common | NONE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $413,571 | 0.18% | 8,227 | Common | NONE |
| 46435U168 | IBHE | ISHARES TR | $400,451 | 0.17% | 17,220 | Common | NONE |
| 78464A888 | XHB | SPDR SERIES TRUST | $390,731 | 0.17% | 3,964 | Common | NONE |
| 78468R606 | SPHY | SPDR SERIES TRUST | $365,325 | 0.16% | 15,350 | Common | NONE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $350,684 | 0.15% | 8,661 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $342,728 | 0.15% | 1,978 | Common | NONE |
| 78464A409 | SPYG | SPDR SERIES TRUST | $337,242 | 0.14% | 3,538 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $325,095 | 0.14% | 3,466 | Common | NONE |
| 46436E866 | — | ISHARES TR | $324,494 | 0.14% | 13,891 | Common | NONE |
| 92204A801 | VAW | VANGUARD WORLD FD | $315,243 | 0.13% | 1,618 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $312,290 | 0.13% | 3,396 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $306,367 | 0.13% | 3,799 | Common | NONE |
| 78464A102 | XNTK | SPDR SERIES TRUST | $298,736 | 0.13% | 1,259 | Common | NONE |
| 744320102 | PRU | PRUDENTIAL FINL INC | $277,088 | 0.12% | 2,579 | Common | NONE |
| 92204A884 | VOX | VANGUARD WORLD FD | $274,868 | 0.12% | 1,607 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $260,581 | 0.11% | 460 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $253,680 | 0.11% | 2,265 | Common | NONE |
| 81369Y860 | XLRE | SELECT SECTOR SPDR TR | $252,496 | 0.11% | 6,096 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $239,746 | 0.10% | 8,986 | Common | NONE |
| 464287705 | IJJ | ISHARES TR | $237,150 | 0.10% | 1,919 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $223,970 | 0.10% | 767 | Common | NONE |
| 46124J201 | IVT | INVENTRUST PPTYS CORP | $223,940 | 0.10% | 8,173 | Common | NONE |
| 78468R622 | JNK | SPDR SERIES TRUST | $214,091 | 0.09% | 2,201 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.