MondegarAI
Madden Advisory Services, Inc.

Q1 2026 · 13F-HR

Madden Advisory Services, Inc.holdings as filed

Filed 2026-05-11 · accession 0001172661-26-001651

$253.9M
Reported value
108
Positions
2026-03-31
Period end
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The Brief · Madden Advisory Services, Inc. · Q1 2026

AI · grounded in 13F

Madden Advisory Services, Inc. increased its position in VFH by 229.27%. The fund also established a new position in IBDV valued at $1,001,139 and grew its holding in IBDU by 116.93%. On the sell side, the fund trimmed its holdings in VIG by 17.69% and SCHB by 13.50%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$19.5M7.69%32,689CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$15.1M5.96%602,540CommonNONE
92204A702VGTVANGUARD WORLD FD$14.8M5.85%21,282CommonNONE
922908744VTVVANGUARD INDEX FDS$12.7M4.99%64,536CommonNONE
464287465EFAISHARES TR$10.2M4.01%104,785CommonNONE
46435GAA0IBDRISHARES TR$8.0M3.15%330,152CommonNONE
464285204IAUISHARES GOLD TR$7.7M3.05%87,831CommonNONE
46435UAA9IBDSISHARES TR$6.8M2.68%280,567CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$6.6M2.58%255,571CommonNONE
92204A504VHTVANGUARD WORLD FD$5.8M2.28%21,211CommonNONE
921909768VXUSVANGUARD STAR FDS$5.7M2.25%74,180CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$5.6M2.21%181,066CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$5.4M2.12%184,679CommonNONE
808524698SCHISCHWAB STRATEGIC TR$5.2M2.06%230,339CommonNONE
92204A207VDCVANGUARD WORLD FD$5.2M2.03%22,949CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$5.1M2.02%64,847CommonNONE
46434V407SHYGISHARES TR$5.1M2.01%120,790CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.5M1.77%6,897CommonNONE
46090E103QQQINVESCO QQQ TR$4.4M1.75%7,702CommonNONE
464287804IJRISHARES TR$4.0M1.57%32,088CommonNONE
46435U515IBDTISHARES TR$3.9M1.53%153,618CommonNONE
92204A108VCRVANGUARD WORLD FD$3.6M1.42%10,015CommonNONE
46429B747STIPISHARES TR$3.5M1.37%33,517CommonNONE
922908769VTIVANGUARD INDEX FDS$3.3M1.29%10,239CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.1M1.21%14,340CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$3.1M1.21%42,270CommonNONE
92204A876VPUVANGUARD WORLD FD$3.0M1.19%15,272CommonNONE
92189F486FLTRVANECK ETF TRUST$3.0M1.17%116,364CommonNONE
92204A603VISVANGUARD WORLD FD$3.0M1.16%9,453CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.9M1.13%93,781CommonNONE
46436E205IBDUISHARES TR$2.5M0.99%108,450CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$2.3M0.92%108,467CommonNONE
92204A405VFHVANGUARD WORLD FD$2.2M0.85%17,863CommonNONE
464288810IHIISHARES TR$1.9M0.74%34,982CommonNONE
922908736VUGVANGUARD INDEX FDS$1.8M0.73%4,227CommonNONE
464287176TIPISHARES TR$1.8M0.70%16,055CommonNONE
92204A884VOXVANGUARD WORLD FD$1.7M0.68%9,614CommonNONE
46429B663HDVISHARES TR$1.6M0.65%12,126CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.6M0.64%12,154CommonNONE
464287507IJHISHARES TR$1.6M0.62%23,389CommonNONE
922908751VBVANGUARD INDEX FDS$1.5M0.59%5,763CommonNONE
464288877EFVISHARES TR$1.5M0.58%19,897CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.4M0.57%13,294CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.4M0.54%16,573CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.52%6,871CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.3M0.51%39,010CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.50%23,617CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.2M0.45%46,663CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.1M0.45%15,420CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.44%6,944CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$1.1M0.44%44,469CommonNONE
037833100AAPLAPPLE INC$1.1M0.43%4,259CommonNONE
922908553VNQVANGUARD INDEX FDS$1.0M0.41%11,828CommonNONE
92189F676SMHVANECK ETF TRUST$1.0M0.40%2,680CommonNONE
46436E726IBDVISHARES TR$1.0M0.39%45,735CommonNONE
922908629VOVANGUARD INDEX FDS$983,5380.39%3,425CommonNONE
46436E528IBHFISHARES TR$945,6090.37%41,203CommonNONE
46436E858IBTGISHARES TR$897,6040.35%39,171CommonNONE
00326A104SGOLETFS GOLD TR$874,9090.34%19,608CommonNONE
464288885EFGISHARES TR$868,3380.34%7,797CommonNONE
464287234EEMISHARES TR$863,8670.34%15,212CommonNONE
00162Q858SDOGALPS ETF TR$840,2500.33%12,920CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$829,2440.33%34,167CommonNONE
464287200IVVISHARES TR$804,7680.32%1,232CommonNONE
95040Q104WELLWELLTOWER INC$753,2750.30%3,810CommonNONE
78463V107GLDSPDR GOLD TR$746,9830.29%1,736CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$734,0980.29%12,280CommonNONE
464287226AGGISHARES TR$724,2780.29%7,296CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$714,6510.28%2,422CommonNONE
464287150ITOTISHARES TR$695,9130.27%4,886CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$669,9480.26%14,599CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$656,4840.26%13,757CommonNONE
921937827BSVVANGUARD BD INDEX FDS$624,3800.25%7,963CommonNONE
808524607SCHASCHWAB STRATEGIC TR$604,1650.24%20,776CommonNONE
46432F842IEFAISHARES TR$593,4240.23%6,555CommonNONE
46434V456IQLTISHARES TR$554,5750.22%11,996CommonNONE
46436E841IBTHISHARES TR$553,1910.22%24,663CommonNONE
46436E478IBHGISHARES TR$538,2240.21%24,321CommonNONE
92204A801VAWVANGUARD WORLD FD$498,2270.20%2,211CommonNONE
464287697IDUISHARES TR$477,2120.19%4,110CommonNONE
46436E833IBTIISHARES TR$438,1730.17%19,664CommonNONE
464287655IWMISHARES TR$430,7930.17%1,737CommonNONE
46436E387IBHHISHARES TR$410,7020.16%17,499CommonNONE
78468R606SPHYSPDR SERIES TRUST$394,7720.16%16,928CommonNONE
78464A888XHBSPDR SERIES TRUST$385,2050.15%3,902CommonNONE
92204A306VDEVANGUARD WORLD FD$379,1310.15%2,191CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$374,7960.15%5,016CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$362,7810.14%7,947CommonNONE
464287622IWBISHARES TR$355,1340.14%996CommonNONE
46428Q109SLVISHARES SILVER TR$353,9190.14%5,194CommonNONE
78464A409SPYGSPDR SERIES TRUST$336,1250.13%3,433CommonNONE
464287499IWRISHARES TR$335,9830.13%3,456CommonNONE
464288513HYGISHARES TR$325,0910.13%4,086CommonNONE
464287721IYWISHARES TR$305,3300.12%1,683CommonNONE
33734X119FXGFIRST TR EXCHANGE-TRADED FD$289,5440.11%4,544CommonNONE
78464A102XNTKSPDR SERIES TRUST$271,6180.11%1,064CommonNONE
46436E825IBTJISHARES TR$268,1670.11%12,277CommonNONE
92189F643MOATVANECK ETF TRUST$266,3080.10%2,754CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$256,1700.10%8,399CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$254,7810.10%8,106CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$248,9500.10%8,173CommonNONE
46436E379IBHIISHARES TR$248,2430.10%10,662CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$246,5730.10%6,039CommonNONE
744320102PRUPRUDENTIAL FINL INC$246,5700.10%2,524CommonNONE
464287705IJJISHARES TR$243,8000.10%1,840CommonNONE
478160104JNJJOHNSON & JOHNSON$227,5190.09%931CommonNONE
464287473IWSISHARES TR$227,2090.09%1,559CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$215,8660.09%350CommonNONE

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.