MondegarAI
Madden Advisory Services, Inc.

Q4 2025 · 13F-HR

Madden Advisory Services, Inc.holdings as filed

Filed 2026-02-11 · accession 0001172661-26-000626

$248.7M
Reported value
105
Positions
2025-12-31
Period end
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The Brief · Madden Advisory Services, Inc. · Q4 2025

AI · grounded in 13F

Madden Advisory Services, Inc. closed its position in IBDQ, reducing its exposure by $8.33M. The fund also trimmed its holding in MSFT by 96.16%. Conversely, it increased its stake in IBDT by 40.88% and QQQ by 36.02%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$19.9M8.02%31,796CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$18.3M7.35%696,588CommonNONE
92204A702VGTVANGUARD WORLD FD$16.3M6.57%21,665CommonNONE
922908744VTVVANGUARD INDEX FDS$13.0M5.24%68,229CommonNONE
464287465EFAISHARES TR$10.1M4.05%104,903CommonNONE
46435GAA0IBDRISHARES TR$7.7M3.08%316,590CommonNONE
464285204IAUISHARES GOLD TR$7.3M2.93%89,771CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$7.2M2.88%265,784CommonNONE
92204A504VHTVANGUARD WORLD FD$6.5M2.63%22,704CommonNONE
46435UAA9IBDSISHARES TR$5.9M2.37%242,827CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$5.9M2.35%179,357CommonNONE
921909768VXUSVANGUARD STAR FDS$5.7M2.27%74,916CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$5.2M2.09%173,184CommonNONE
92204A207VDCVANGUARD WORLD FD$5.2M2.09%24,629CommonNONE
46434V407SHYGISHARES TR$5.1M2.04%118,110CommonNONE
808524698SCHISCHWAB STRATEGIC TR$4.8M1.92%208,132CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.8M1.92%7,005CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4.6M1.85%57,697CommonNONE
46090E103QQQINVESCO QQQ TR$3.9M1.57%6,359CommonNONE
464287804IJRISHARES TR$3.8M1.54%31,867CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.8M1.54%17,422CommonNONE
92204A108VCRVANGUARD WORLD FD$3.6M1.45%9,182CommonNONE
922908769VTIVANGUARD INDEX FDS$3.4M1.38%10,266CommonNONE
46429B747STIPISHARES TR$3.4M1.37%33,217CommonNONE
92189F486FLTRVANECK ETF TRUST$3.0M1.21%118,220CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.0M1.20%108,705CommonNONE
46435U515IBDTISHARES TR$2.8M1.12%109,881CommonNONE
92204A876VPUVANGUARD WORLD FD$2.6M1.04%14,000CommonNONE
464288810IHIISHARES TR$2.5M1.01%40,252CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$2.5M0.99%32,439CommonNONE
92204A603VISVANGUARD WORLD FD$2.4M0.97%8,047CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$2.3M0.91%108,467CommonNONE
922908736VUGVANGUARD INDEX FDS$2.0M0.82%4,161CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.8M0.71%12,255CommonNONE
46429B663HDVISHARES TR$1.7M0.69%14,035CommonNONE
464287507IJHISHARES TR$1.6M0.64%23,945CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.6M0.63%13,015CommonNONE
922908751VBVANGUARD INDEX FDS$1.5M0.62%6,009CommonNONE
464287176TIPISHARES TR$1.5M0.61%13,885CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.4M0.55%7,185CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.3M0.51%38,969CommonNONE
037833100AAPLAPPLE INC$1.3M0.51%4,662CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.2M0.49%15,750CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.2M0.49%22,644CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.2M0.48%49,208CommonNONE
46436E205IBDUISHARES TR$1.2M0.47%49,993CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.45%7,280CommonNONE
464288877EFVISHARES TR$1.1M0.45%15,740CommonNONE
922908553VNQVANGUARD INDEX FDS$1.1M0.45%12,567CommonNONE
464287200IVVISHARES TR$1.1M0.44%1,608CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.1M0.43%14,420CommonNONE
922908629VOVANGUARD INDEX FDS$989,3060.40%3,409CommonNONE
92204A884VOXVANGUARD WORLD FD$917,5360.37%4,739CommonNONE
95040Q104WELLWELLTOWER INC$901,6930.36%4,858CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$900,8890.36%35,921CommonNONE
00162Q858SDOGALPS ETF TR$895,6680.36%14,812CommonNONE
00326A104SGOLETFS GOLD TR$842,1400.34%20,500CommonNONE
92189F676SMHVANECK ETF TRUST$827,6040.33%2,298CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$789,4610.32%2,555CommonNONE
464287234EEMISHARES TR$737,7430.30%13,485CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$737,0190.30%12,298CommonNONE
464287150ITOTISHARES TR$736,3130.30%4,952CommonNONE
808524607SCHASCHWAB STRATEGIC TR$733,6430.30%25,760CommonNONE
92204A405VFHVANGUARD WORLD FD$724,2400.29%5,425CommonNONE
78463V107GLDSPDR GOLD TR$689,9760.28%1,741CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$689,0130.28%28,273CommonNONE
464287226AGGISHARES TR$663,3970.27%6,642CommonNONE
46436E528IBHFISHARES TR$656,0490.26%28,425CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$639,9110.26%14,990CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$623,3840.25%13,611CommonNONE
46436E858IBTGISHARES TR$589,4200.24%25,767CommonNONE
464288885EFGISHARES TR$569,5860.23%5,000CommonNONE
46434V456IQLTISHARES TR$545,2180.22%11,996CommonNONE
46432F842IEFAISHARES TR$512,1590.21%5,725CommonNONE
464287655IWMISHARES TR$466,9660.19%1,897CommonNONE
464287697IDUISHARES TR$445,9010.18%4,115CommonNONE
78464A888XHBSPDR SERIES TRUST$403,5000.16%3,919CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$379,6170.15%8,548CommonNONE
78468R606SPHYSPDR SERIES TRUST$377,0270.15%15,928CommonNONE
464287622IWBISHARES TR$371,9460.15%996CommonNONE
78464A409SPYGSPDR SERIES TRUST$366,3010.15%3,433CommonNONE
464287499IWRISHARES TR$353,1200.14%3,668CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$352,7030.14%4,650CommonNONE
464287721IYWISHARES TR$339,2560.14%1,699CommonNONE
46428Q109SLVISHARES SILVER TR$339,1710.14%5,265CommonNONE
92189F643MOATVANECK ETF TRUST$332,5270.13%3,211CommonNONE
92204A801VAWVANGUARD WORLD FD$328,3440.13%1,582CommonNONE
921937827BSVVANGUARD BD INDEX FDS$318,1560.13%4,037CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$310,3180.12%5,114CommonNONE
78464A102XNTKSPDR SERIES TRUST$307,6130.12%1,107CommonNONE
464288513HYGISHARES TR$302,5060.12%3,752CommonNONE
744320102PRUPRUDENTIAL FINL INC$282,6520.11%2,504CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$265,8660.11%6,589CommonNONE
594918104MSFTMICROSOFT CORP$262,8350.11%543CommonNONE
78468R622JNKSPDR SERIES TRUST$253,9130.10%2,612CommonNONE
46436E478IBHGISHARES TR$245,2970.10%10,990CommonNONE
464287705IJJISHARES TR$241,9940.10%1,839CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$236,8940.10%7,473CommonNONE
46436E841IBTHISHARES TR$230,9690.09%10,279CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$230,5600.09%8,173CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$225,7280.09%1,458CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$219,5940.09%364CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$217,0590.09%8,194CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$214,5240.09%7,245CommonNONE
464287473IWSISHARES TR$212,7030.09%1,508CommonNONE

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.