Institutional
Madden Advisory Services, Inc.
CIK 0001542284
$253.9M
Reported AUM
108
Positions
Q1 2026
Period
2026-05-11
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | 20.72% | 76.33% | $19.5M | 7.69% | — | HELD |
| 2 | SCHB | SCHWAB STRATEGIC TR | $28.68 | 1.63% | 20.17% | 67.61% | $15.1M | 5.96% | — | HELD |
| 3 | VGT | VANGUARD WORLD FD | $113.58 | 4.97% | 35.33% | 120.11% | $14.8M | 5.85% | — | HELD |
| 4 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | 27.43% | 74.17% | $12.7M | 4.99% | — | HELD |
| 5 | EFA | ISHARES TR | $106.24 | 2.78% | 25.88% | 54.22% | $10.2M | 4.01% | — | HELD |
| 6 | IBDR | ISHARES TR | $24.25 | 0.04% | 4.09% | 7.80% | $8.0M | 3.15% | — | HELD |
| 7 | IAU | ISHARES GOLD TR | $77.30 | 1.66% | 20.15% | 120.21% | $7.7M | 3.05% | — | HELD |
| 8 | IBDS | ISHARES TR | $24.19 | 0.00% | 3.88% | 7.00% | $6.8M | 2.68% | — | HELD |
| 9 | SCHX | SCHWAB STRATEGIC TR | $29.25 | 1.53% | 19.85% | 71.32% | $6.6M | 2.58% | — | HELD |
| 10 | VHT | VANGUARD WORLD FD | $307.15 | -1.34% | 28.90% | 25.97% | $5.8M | 2.28% | — | HELD |
| 11 | VXUS | VANGUARD STAR FDS | $84.77 | 2.89% | 27.83% | 50.47% | $5.7M | 2.25% | — | HELD |
| 12 | SCHM | SCHWAB STRATEGIC TR | $34.79 | 1.90% | 24.62% | 39.94% | $5.6M | 2.21% | — | HELD |
| 13 | SCHG | SCHWAB STRATEGIC TR | $33.79 | 1.65% | 14.36% | 75.82% | $5.4M | 2.12% | — | HELD |
| 14 | SCHI | SCHWAB STRATEGIC TR | $22.30 | 0.18% | 2.38% | 3.88% | $5.2M | 2.06% | — | HELD |
| 15 | VDC | VANGUARD WORLD FD | $231.37 | -2.00% | 9.05% | 39.00% | $5.2M | 2.03% | — | HELD |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $78.67 | 0.08% | 3.13% | 12.21% | $5.1M | 2.02% | — | HELD |
| 17 | SHYG | ISHARES TR | $42.14 | 0.24% | 5.00% | 25.79% | $5.1M | 2.01% | — | HELD |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | 18.63% | 72.84% | $4.5M | 1.77% | — | HELD |
| 19 | QQQ | INVESCO QQQ TR | — | — | 20.05% | 79.46% | $4.4M | 1.75% | — | HELD |
| 20 | IJR | ISHARES TR | $145.50 | 0.82% | 34.80% | 39.06% | $4.0M | 1.57% | — | HELD |
| 21 | IBDT | ISHARES TR | $25.21 | 0.04% | 3.47% | 5.81% | $3.9M | 1.53% | — | HELD |
| 22 | VCR | VANGUARD WORLD FD | $380.98 | 0.31% | 6.62% | 24.02% | $3.6M | 1.42% | — | HELD |
| 23 | STIP | ISHARES TR | $101.41 | 0.00% | 3.11% | 16.32% | $3.5M | 1.37% | — | HELD |
| 24 | VTI | VANGUARD INDEX FDS | $366.27 | 1.62% | 19.26% | 65.80% | $3.3M | 1.29% | — | HELD |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | 18.96% | 61.34% | $3.1M | 1.21% | — | HELD |
| 26 | FQAL | FIDELITY COVINGTON TRUST | $81.84 | 0.69% | 18.20% | 65.42% | $3.1M | 1.21% | — | HELD |
| 27 | VPU | VANGUARD WORLD FD | $192.58 | -0.46% | 6.75% | 50.09% | $3.0M | 1.19% | — | HELD |
| 28 | FLTR | VANECK ETF TRUST | $25.59 | 0.00% | 4.94% | 25.26% | $3.0M | 1.17% | — | HELD |
| 29 | VIS | VANGUARD WORLD FD | $341.98 | 1.22% | 21.01% | 83.22% | $3.0M | 1.16% | — | HELD |
| 30 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | 32.95% | 56.13% | $2.9M | 1.13% | — | HELD |
| 31 | IBDU | ISHARES TR | $23.08 | 0.09% | — | — | $2.5M | 0.99% | — | HELD |
| 32 | SCHH | SCHWAB STRATEGIC TR | $24.40 | -1.45% | — | — | $2.3M | 0.92% | — | HELD |
| 33 | VFH | VANGUARD WORLD FD | $139.42 | 0.52% | — | — | $2.2M | 0.85% | — | HELD |
| 34 | IHI | ISHARES TR | $52.74 | -1.05% | — | — | $1.9M | 0.74% | — | HELD |
| 35 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | — | — | $1.8M | 0.73% | — | HELD |
| 36 | TIP | ISHARES TR | $107.74 | -0.03% | — | — | $1.8M | 0.70% | — | HELD |
| 37 | VOX | VANGUARD WORLD FD | $179.77 | -2.73% | — | — | $1.7M | 0.68% | — | HELD |
| 38 | HDV | ISHARES TR | $28.72 | -1.37% | — | — | $1.6M | 0.65% | — | HELD |
| 39 | XLK | SELECT SECTOR SPDR TR | $175.73 | 5.50% | — | — | $1.6M | 0.64% | — | HELD |
| 40 | IJH | ISHARES TR | $75.35 | 0.83% | — | — | $1.6M | 0.62% | — | HELD |
| 41 | VB | VANGUARD INDEX FDS | $295.80 | 0.96% | — | — | $1.5M | 0.59% | — | HELD |
| 42 | EFV | ISHARES TR | $81.31 | 2.43% | — | — | $1.5M | 0.58% | — | HELD |
| 43 | XLY | SELECT SECTOR SPDR TR | $112.39 | 0.70% | — | — | $1.4M | 0.57% | — | HELD |
| 44 | XLP | SELECT SECTOR SPDR TR | $85.47 | -2.16% | — | — | $1.4M | 0.54% | — | HELD |
| 45 | RSP | INVESCO EXCHANGE TRADED FD T | $215.38 | -0.16% | — | — | $1.3M | 0.52% | — | HELD |
| 46 | SCHE | SCHWAB STRATEGIC TR | $35.72 | 2.41% | — | — | $1.3M | 0.51% | — | HELD |
| 47 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.23% | — | — | $1.3M | 0.50% | — | HELD |
| 48 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | — | — | $1.2M | 0.45% | — | HELD |
| 49 | BND | VANGUARD BD INDEX FDS | $72.42 | 0.06% | — | — | $1.1M | 0.45% | — | HELD |
| 50 | XLI | SELECT SECTOR SPDR TR | $178.39 | 0.98% | — | — | $1.1M | 0.44% | — | HELD |
| 51 | SCHR | SCHWAB STRATEGIC TR | $24.46 | 0.04% | — | — | $1.1M | 0.44% | — | HELD |
| 52 | AAPL | APPLE INC | $333.43 | -1.41% | — | — | $1.1M | 0.43% | — | HELD |
| 53 | VNQ | VANGUARD INDEX FDS | $99.49 | -1.16% | — | — | $1.0M | 0.41% | — | HELD |
| 54 | SMH | VANECK ETF TRUST | $538.90 | 6.88% | — | — | $1.0M | 0.40% | — | HELD |
| 55 | IBDV | ISHARES TR | $21.64 | 0.09% | — | — | $1.0M | 0.39% | — | HELD |
| 56 | VO | VANGUARD INDEX FDS | $80.99 | 0.46% | — | — | $984K | 0.39% | — | HELD |
| 57 | IBHF | ISHARES TR | $22.55 | -0.04% | — | — | $946K | 0.37% | — | HELD |
| 58 | IBTG | ISHARES TR | $22.90 | 0.04% | — | — | $898K | 0.35% | — | HELD |
| 59 | SGOL | ETFS GOLD TR | $39.14 | 1.64% | — | — | $875K | 0.34% | — | HELD |
| 60 | EFG | ISHARES TR | $122.36 | 3.21% | — | — | $868K | 0.34% | — | HELD |
| 61 | EEM | ISHARES TR | $63.59 | 4.13% | — | — | $864K | 0.34% | — | HELD |
| 62 | SDOG | ALPS ETF TR | $71.89 | -1.26% | — | — | $840K | 0.33% | — | HELD |
| 63 | SCHO | SCHWAB STRATEGIC TR | $24.11 | 0.08% | — | — | $829K | 0.33% | — | HELD |
| 64 | IVV | ISHARES TR | $745.20 | 1.65% | — | — | $805K | 0.32% | — | HELD |
| 65 | WELL | WELLTOWER INC | $235.63 | -2.26% | — | — | $753K | 0.30% | — | HELD |
| 66 | GLD | SPDR GOLD TR | $377.16 | 1.64% | — | — | $747K | 0.29% | — | HELD |
| 67 | FTSM | FIRST TR EXCHANGE-TRADED FD | $59.91 | 0.02% | — | — | $734K | 0.29% | — | HELD |
| 68 | AGG | ISHARES TR | $97.62 | 0.07% | — | — | $724K | 0.29% | — | HELD |
| 69 | VONE | VANGUARD SCOTTSDALE FDS | $335.58 | 1.56% | — | — | $715K | 0.28% | — | HELD |
| 70 | ITOT | ISHARES TR | $162.65 | 1.64% | — | — | $696K | 0.27% | — | HELD |
| 71 | XLU | SELECT SECTOR SPDR TR | $44.66 | -0.56% | — | — | $670K | 0.26% | — | HELD |
| 72 | CEF | SPROTT ASSET MANAGEMENT LP | $40.87 | 2.41% | — | — | $656K | 0.26% | — | HELD |
| 73 | BSV | VANGUARD BD INDEX FDS | $77.64 | 0.03% | — | — | $624K | 0.25% | — | HELD |
| 74 | SCHA | SCHWAB STRATEGIC TR | $33.69 | 2.53% | — | — | $604K | 0.24% | — | HELD |
| 75 | IEFA | ISHARES TR | $98.88 | 2.75% | — | — | $593K | 0.23% | — | HELD |
| 76 | IQLT | ISHARES TR | $50.58 | 2.18% | — | — | $555K | 0.22% | — | HELD |
| 77 | IBTH | ISHARES TR | $22.36 | 0.00% | — | — | $553K | 0.22% | — | HELD |
| 78 | IBHG | ISHARES TR | $22.00 | 0.02% | — | — | $538K | 0.21% | — | HELD |
| 79 | VAW | VANGUARD WORLD FD | $228.30 | 0.48% | — | — | $498K | 0.20% | — | HELD |
| 80 | IDU | ISHARES TR | $113.10 | -0.75% | — | — | $477K | 0.19% | — | HELD |
| 81 | IBTI | ISHARES TR | $22.10 | 0.00% | — | — | $438K | 0.17% | — | HELD |
| 82 | IWM | ISHARES TR | $292.59 | 1.39% | — | — | $431K | 0.17% | — | HELD |
| 83 | IBHH | ISHARES TR | $23.47 | 0.21% | — | — | $411K | 0.16% | — | HELD |
| 84 | SPHY | SPDR SERIES TRUST | $23.26 | 0.30% | — | — | $395K | 0.16% | — | HELD |
| 85 | XHB | SPDR SERIES TRUST | $104.52 | -0.15% | — | — | $385K | 0.15% | — | HELD |
| 86 | VDE | VANGUARD WORLD FD | $166.28 | 0.69% | — | — | $379K | 0.15% | — | HELD |
| 87 | VCLT | VANGUARD SCOTTSDALE FDS | $72.23 | 0.31% | — | — | $375K | 0.15% | — | HELD |
| 88 | SPDW | SPDR INDEX SHS FDS | $50.42 | 3.05% | — | — | $363K | 0.14% | — | HELD |
| 89 | IWB | ISHARES TR | $405.80 | 1.64% | — | — | $355K | 0.14% | — | HELD |
| 90 | SLV | ISHARES SILVER TR | $53.50 | 3.34% | — | — | $354K | 0.14% | — | HELD |
| 91 | SPYG | SPDR SERIES TRUST | $115.47 | 3.18% | — | — | $336K | 0.13% | — | HELD |
| 92 | IWR | ISHARES TR | $110.00 | 0.38% | — | — | $336K | 0.13% | — | HELD |
| 93 | HYG | ISHARES TR | $79.47 | 0.29% | — | — | $325K | 0.13% | — | HELD |
| 94 | IYW | ISHARES TR | $236.96 | 4.23% | — | — | $305K | 0.12% | — | HELD |
| 95 | FXG | FIRST TR EXCHANGE-TRADED FD | $65.43 | -1.36% | — | — | $290K | 0.11% | — | HELD |
| 96 | XNTK | SPDR SERIES TRUST | $335.90 | 5.70% | — | — | $272K | 0.11% | — | HELD |
| 97 | IBTJ | ISHARES TR | $21.58 | 0.00% | — | — | $268K | 0.11% | — | HELD |
| 98 | MOAT | VANECK ETF TRUST | $107.84 | -0.06% | — | — | $266K | 0.10% | — | HELD |
| 99 | SCHV | SCHWAB STRATEGIC TR | $34.16 | 1.18% | — | — | $256K | 0.10% | — | HELD |
| 100 | SCHQ | SCHWAB STRATEGIC TR | $30.13 | -0.10% | — | — | $255K | 0.10% | — | HELD |
| 101 | IVT | INVENTRUST PPTYS CORP | — | — | — | — | $249K | 0.10% | — | HELD |
| 102 | IBHI | ISHARES TR | — | — | — | — | $248K | 0.10% | — | HELD |
| 103 | XLRE | SELECT SECTOR SPDR TR | — | — | — | — | $247K | 0.10% | — | HELD |
| 104 | PRU | PRUDENTIAL FINL INC | — | — | — | — | $247K | 0.10% | — | HELD |
| 105 | IJJ | ISHARES TR | — | — | — | — | $244K | 0.10% | — | HELD |
| 106 | JNJ | JOHNSON & JOHNSON | — | — | — | — | $228K | 0.09% | — | HELD |
| 107 | IWS | ISHARES TR | — | — | — | — | $227K | 0.09% | — | HELD |
| 108 | MDY | STATE STR SPDR S&P MIDCAP 40 | — | — | — | — | $216K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001651. 13F discloses long positions only — shorts, foreign equities, and options are excluded.