MondegarAI
Madden Advisory Services, Inc.

Q3 2025 · 13F-HR

Madden Advisory Services, Inc.holdings as filed

Filed 2025-10-24 · accession 0001172661-25-004425

$258.2M
Reported value
107
Positions
2025-09-30
Period end
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The Brief · Madden Advisory Services, Inc. · Q3 2025

AI · grounded in 13F

Madden Advisory Services, Inc. established a new position in VOO valued at $19.8M. The fund also initiated new stakes in SCHB for $18.8M and VGT for $16.8M. Additional new positions include VTV at $13.4M and EFA at $9.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$19.8M7.69%32,406CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$18.8M7.30%732,882CommonNONE
92204A702VGTVANGUARD WORLD FD$16.8M6.49%22,438CommonNONE
922908744VTVVANGUARD INDEX FDS$13.4M5.20%71,994CommonNONE
464287465EFAISHARES TR$9.7M3.75%103,775CommonNONE
46434VBD1IBDQISHARES TR$8.3M3.23%330,847CommonNONE
594918104MSFTMICROSOFT CORP$7.3M2.83%14,132CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$7.1M2.76%270,952CommonNONE
46435GAA0IBDRISHARES TR$7.1M2.75%292,524CommonNONE
464285204IAUISHARES GOLD TR$6.9M2.65%94,168CommonNONE
92204A504VHTVANGUARD WORLD FD$5.9M2.30%22,887CommonNONE
92204A207VDCVANGUARD WORLD FD$5.8M2.23%26,923CommonNONE
921909768VXUSVANGUARD STAR FDS$5.6M2.16%76,007CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$5.6M2.15%174,258CommonNONE
46434V407SHYGISHARES TR$5.0M1.94%115,786CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$5.0M1.94%169,060CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.8M1.86%7,203CommonNONE
46435UAA9IBDSISHARES TR$4.7M1.83%194,240CommonNONE
808524698SCHISCHWAB STRATEGIC TR$4.7M1.83%204,314CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4.4M1.72%55,411CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.1M1.60%19,127CommonNONE
464287804IJRISHARES TR$3.8M1.45%31,598CommonNONE
922908769VTIVANGUARD INDEX FDS$3.7M1.42%11,195CommonNONE
92204A108VCRVANGUARD WORLD FD$3.4M1.33%8,662CommonNONE
46429B747STIPISHARES TR$3.4M1.31%32,690CommonNONE
92189F486FLTRVANECK ETF TRUST$3.0M1.16%117,366CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.0M1.16%109,574CommonNONE
46090E103QQQINVESCO QQQ TR$2.8M1.09%4,675CommonNONE
464288810IHIISHARES TR$2.7M1.05%45,203CommonNONE
92204A876VPUVANGUARD WORLD FD$2.6M1.01%13,835CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$2.3M0.89%106,526CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$2.2M0.86%29,797CommonNONE
92204A603VISVANGUARD WORLD FD$2.2M0.84%7,361CommonNONE
46435U515IBDTISHARES TR$2.0M0.77%77,998CommonNONE
922908736VUGVANGUARD INDEX FDS$1.7M0.67%3,619CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.7M0.67%6,131CommonNONE
46429B663HDVISHARES TR$1.7M0.66%13,939CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.6M0.62%6,646CommonNONE
464287507IJHISHARES TR$1.6M0.61%24,285CommonNONE
922908751VBVANGUARD INDEX FDS$1.5M0.59%5,967CommonNONE
464287176TIPISHARES TR$1.5M0.58%13,385CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.3M0.51%39,693CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.50%6,865CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.2M0.47%22,400CommonNONE
037833100AAPLAPPLE INC$1.2M0.46%4,704CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.2M0.45%49,804CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.45%12,586CommonNONE
464287200IVVISHARES TR$1.1M0.42%1,630CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.42%7,009CommonNONE
46436E205IBDUISHARES TR$1.1M0.41%44,893CommonNONE
464288877EFVISHARES TR$1.0M0.40%15,251CommonNONE
922908629VOVANGUARD INDEX FDS$1.0M0.40%3,508CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$899,0140.35%11,471CommonNONE
00162Q858SDOGALPS ETF TR$894,8240.35%14,856CommonNONE
95040Q104WELLWELLTOWER INC$888,9190.34%4,990CommonNONE
921937835BNDVANGUARD BD INDEX FDS$882,4740.34%11,866CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$803,2740.31%31,964CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$775,0930.30%2,563CommonNONE
92189F676SMHVANECK ETF TRUST$772,1680.30%2,366CommonNONE
00326A104SGOLETFS GOLD TR$761,7830.30%20,695CommonNONE
464287150ITOTISHARES TR$737,7170.29%5,065CommonNONE
808524607SCHASCHWAB STRATEGIC TR$719,0090.28%25,770CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$707,4770.27%11,809CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$695,2740.27%7,972CommonNONE
464287226AGGISHARES TR$691,6000.27%6,898CommonNONE
464287234EEMISHARES TR$663,8350.26%12,431CommonNONE
46436E528IBHFISHARES TR$653,7270.25%27,949CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$653,6760.25%26,790CommonNONE
78463V107GLDSPDR GOLD TR$619,9400.24%1,744CommonNONE
46436E858IBTGISHARES TR$598,7660.23%26,090CommonNONE
46432F842IEFAISHARES TR$586,4610.23%6,717CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$545,0300.21%14,855CommonNONE
46434V456IQLTISHARES TR$530,1030.21%11,996CommonNONE
92204A884VOXVANGUARD WORLD FD$518,0090.20%2,759CommonNONE
464287655IWMISHARES TR$487,5490.19%2,015CommonNONE
464287697IDUISHARES TR$459,7910.18%4,146CommonNONE
464287622IWBISHARES TR$449,5400.17%1,230CommonNONE
78464A888XHBSPDR SERIES TRUST$439,2110.17%3,964CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$410,8680.16%6,556CommonNONE
46428Q109SLVISHARES SILVER TR$405,7770.16%9,577CommonNONE
46435U168IBHEISHARES TR$400,3820.16%17,243CommonNONE
464287721IYWISHARES TR$387,4110.15%1,978CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$370,6040.14%8,661CommonNONE
464288885EFGISHARES TR$370,2240.14%3,251CommonNONE
78468R606SPHYSPDR SERIES TRUST$362,4860.14%15,141CommonNONE
78464A409SPYGSPDR SERIES TRUST$358,7830.14%3,433CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$345,2320.13%4,446CommonNONE
46436E866ISHARES TR$339,8210.13%14,544CommonNONE
92204A801VAWVANGUARD WORLD FD$334,7410.13%1,634CommonNONE
464287499IWRISHARES TR$328,6770.13%3,404CommonNONE
92189F643MOATVANECK ETF TRUST$319,9470.12%3,228CommonNONE
78464A102XNTKSPDR SERIES TRUST$301,3590.12%1,107CommonNONE
464288513HYGISHARES TR$295,4650.11%3,639CommonNONE
921937827BSVVANGUARD BD INDEX FDS$292,6770.11%3,709CommonNONE
92204A405VFHVANGUARD WORLD FD$292,5340.11%2,229CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$266,0510.10%6,315CommonNONE
464287705IJJISHARES TR$263,0720.10%2,028CommonNONE
744320102PRUPRUDENTIAL FINL INC$259,7650.10%2,504CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$250,9440.10%1,803CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$240,1600.09%7,433CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$233,9110.09%8,173CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$232,5790.09%8,630CommonNONE
46436E841IBTHISHARES TR$230,0870.09%10,217CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$216,9550.08%364CommonNONE
78468R622JNKSPDR SERIES TRUST$215,6760.08%2,201CommonNONE
464287473IWSISHARES TR$210,6220.08%1,508CommonNONE
46436E478IBHGISHARES TR$207,2450.08%9,215CommonNONE

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.