Madden Advisory Services, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Madden Advisory Services, Inc. reported 110 stock positions worth $278.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.3% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 7.3%) and Schwab US Broad Market ETF (SCHB, 6.2%). Compared with Q1 2026, it opened 2 new positions, added to 37 and reduced 62. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +48%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001542284
- Portfolio Value
- $278.9M (Q2 2026)
- SEC Filing
- 0001172661-26-003031 ↗ filed Aug 4, 2026
Holdings Value
Holdings 110 stocks · $278.9M
| VOO Vanguard S&P 500 ETF | 7.35% | 29,840 | $20.5M | Reduce -8.7% |
| VGT Vanguard Info Tech ETF | 7.29% | 169,988 | $20.3M | Reduce -0.2% |
| SCHB Schwab US Broad Market ETF | 6.19% | 595,799 | $17.3M | Reduce -1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.33% | 68,169 | $14.9M | Add +5.6% |
| EFA iShares MSCI Eafe ETF | 3.93% | 105,547 | $11.0M | Add +0.7% |
| IBDR iShares Ibonds Dec 2026 Term | 2.83% | 325,410 | $7.9M | Reduce -1.4% |
| SCHX Schwab US Large-Cap ETF | 2.60% | 246,436 | $7.3M | Reduce -3.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.42% | 278,182 | $6.7M | Reduce -0.8% |
| SCHM Schwab US Mid Cap ETF | 2.40% | 181,685 | $6.7M | Add +0.3% |
| IAU iShares Gold Trust | 2.40% | 88,555 | $6.7M | Add +0.8% |
| VHT Vanguard Health Care ETF | 2.29% | 21,316 | $6.4M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 2.26% | 73,824 | $6.3M | Reduce -0.5% |
| SCHG Schwab US Large-Cap Growth | 2.22% | 183,325 | $6.2M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.98% | 7,501 | $5.5M | Reduce -2.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.87% | 123,071 | $5.2M | Add +1.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.87% | 65,868 | $5.2M | Add +1.6% |
| VDC Vanguard Consumer Staple ETF | 1.86% | 23,035 | $5.2M | Add +0.4% |
| SCHI Schwab 5-10 Year Corporate B | 1.83% | 224,990 | $5.1M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.80% | 6,725 | $5.0M | Reduce -2.5% |
| IJR iShares Core S&P Small-Cap E | 1.66% | 31,306 | $4.6M | Reduce -2.4% |
| VCR Vanguard Consumer Discre ETF | 1.41% | 9,909 | $3.9M | Reduce -1.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.39% | 153,604 | $3.9M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.35% | 10,185 | $3.8M | Reduce -0.5% |
| VIS Vanguard Industrials ETF | 1.24% | 9,577 | $3.5M | Add +1.3% |
| STIP iShares 0-5 Year Tips Bond E | 1.23% | 33,682 | $3.4M | Add +0.5% |
| FQAL Fidelity Quality Factor ETF | 1.22% | 41,701 | $3.4M | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 1.21% | 14,293 | $3.4M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.16% | 37,428 | $3.2M | Add +47.6% |
| VPU Vanguard Utilities ETF | 1.08% | 15,379 | $3.0M | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 1.07% | 93,747 | $3.0M | Reduce -0.0% |
| FLTR Vaneck Ig Floating Rate ETF | 1.06% | 115,648 | $3.0M | Reduce -0.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.93% | 111,466 | $2.6M | Add +2.8% |
| SCHH Schwab US REIT ETF | 0.91% | 107,454 | $2.5M | Reduce -0.9% |
| VFH Vanguard Financials ETF | 0.86% | 18,233 | $2.4M | Add +2.1% |
| XLK SS Technology Select Sector | 0.79% | 11,551 | $2.2M | Reduce -5.0% |
| VOX Vanguard Communication Servi | 0.66% | 9,942 | $1.8M | Add +3.4% |
| IJH iShares Core S&P Midcap ETF | 0.64% | 23,224 | $1.8M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.63% | 5,766 | $1.7M | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 0.61% | 2,586 | $1.7M | Reduce -3.5% |
| TIP iShares Tips Bond ETF | 0.59% | 15,162 | $1.7M | Reduce -5.6% |
| IHI iShares U.S. Medical Devices | 0.59% | 33,420 | $1.7M | Reduce -4.5% |
| HDV iShares Core High Dividend E | 0.58% | 58,990 | $1.6M | Reduce -2.7% |
| XLY SS Consumer Disc Select Sect | 0.55% | 13,090 | $1.5M | Reduce -1.5% |
| EFV iShares MSCI Eafe Value ETF | 0.54% | 19,775 | $1.5M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.52% | 24,261 | $1.4M | Add +2.7% |
| RSP Invesco S&P 500 Equal Weight | 0.51% | 6,686 | $1.4M | Reduce -2.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.51% | 38,841 | $1.4M | Reduce -0.4% |
| XLP SS Consumer Staples Sel Sect | 0.48% | 16,089 | $1.3M | Reduce -2.9% |
| XLI SS Industrial Select Sector | 0.46% | 6,919 | $1.3M | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 0.46% | 46,244 | $1.3M | Reduce -0.9% |
| BND Vanguard Total Bond Market | 0.45% | 16,988 | $1.2M | Add +10.2% |
| AAPL Apple Inc. | 0.44% | 4,209 | $1.2M | Reduce -1.2% |
| VNQ Vanguard Real Estate ETF | 0.40% | 11,696 | $1.1M | Reduce -1.1% |
| SCHR Schwab Intermediate-Term US | 0.39% | 44,463 | $1.1M | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 12,954 | $1.0M | Reduce -5.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.37% | 47,438 | $1.0M | Add +3.7% |
| EEM iShares MSCI Emerging Market | 0.36% | 14,538 | $995K | Reduce -4.4% |
| SCHO Schwab Short-Term US Treas | 0.35% | 40,351 | $974K | Add +18.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.35% | 7,747 | $964K | Reduce -0.6% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.34% | 42,174 | $955K | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 0.33% | 1,227 | $919K | Reduce -0.4% |
| IBTG iShares Ibonds Dec 2026 Term | 0.33% | 40,142 | $919K | Add +2.5% |
| SDOG Alps Sector Dividend Dogs | 0.31% | 12,706 | $867K | Reduce -1.7% |
| WELL Welltower Inc. | 0.30% | 3,693 | $838K | Reduce -3.1% |
| VONE Vanguard Russell 1000 | 0.28% | 2,346 | $795K | Reduce -3.1% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 4,730 | $777K | Reduce -3.2% |
| SGOL Abrdn Physical Gold Shares | 0.27% | 19,608 | $750K | No change |
| SCHA Schwab US Small-Cap ETF | 0.27% | 20,576 | $743K | Reduce -1.0% |
| FTSM First Trust Enh Short Mat FD | 0.26% | 12,010 | $717K | Reduce -2.2% |
| AGG iShares Core U.S. Aggregate | 0.25% | 6,994 | $692K | Reduce -4.1% |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 8,703 | $678K | Add +9.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.23% | 14,106 | $640K | Reduce -3.4% |
| GLD SPDR Gold Shares | 0.23% | 1,730 | $637K | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.22% | 6,390 | $617K | Reduce -2.5% |
| IQLT iShares MSCI International Q | 0.21% | 11,996 | $594K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.21% | 25,654 | $574K | Add +4.0% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.20% | 25,325 | $559K | Add +4.1% |
| VAW Vanguard Materials ETF | 0.20% | 2,432 | $556K | Add +10.0% |
| CEF Sprott Physical Gold and Sil | 0.20% | 13,557 | $545K | Reduce -1.4% |
| IWM iShares Russell 2000 ETF | 0.19% | 1,737 | $522K | No change |
| IDU iShares US Utilities ETF | 0.17% | 4,104 | $470K | Reduce -0.1% |
| IBTI iShares Ibonds Dec 2028 Term | 0.16% | 20,662 | $457K | Add +5.1% |
| XHB SS SPDR S&P Homebldrs ETF | 0.16% | 3,861 | $446K | Reduce -1.1% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.16% | 18,444 | $433K | Add +5.4% |
| SPHY SS SPDR P High Yield ETF | 0.15% | 18,428 | $432K | Add +8.9% |
| IYW iShares Ustechnology ETF | 0.15% | 1,683 | $425K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.15% | 3,433 | $408K | No change |
| IWB iShares Russell 1000 ETF | 0.15% | 996 | $408K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.14% | 7,947 | $400K | No change |
| VCLT Vanguard Long-Term Corp. Bond | 0.14% | 5,223 | $393K | Add +4.1% |
| XNTK SS SPDR Nyse Tech ETF | 0.14% | 1,000 | $391K | Reduce -6.0% |
| SCHV Schwab US Large-Cap Value | 0.14% | 10,955 | $381K | Add +30.4% |
| SLV iShares Silver Trust | 0.13% | 6,648 | $355K | Add +28.0% |
| VDE Vanguard Energy ETF | 0.12% | 2,289 | $344K | Add +4.5% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 2,949 | $325K | Reduce -14.7% |
| IVT Inventrust Properties Corp. | 0.10% | 8,173 | $289K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.10% | 13,295 | $288K | Add +8.3% |
| MOAT Vaneck Morningstar Wide Moat | 0.10% | 2,741 | $285K | Reduce -0.5% |
| PRU Prudential Financial Inc. | 0.10% | 2,634 | $284K | Add +4.4% |
| FXG First Trust Consumer Staples | 0.10% | 4,433 | $278K | Reduce -2.4% |
Portfolio Sells Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Reduce -8.7% | 7.35% | −0.35 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -1.4% | 2.83% | −0.33 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -0.8% | 2.42% | −0.26 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -2.3% | 1.83% | −0.23 |
| IHI iShares U.S. Medical Devices | Reduce -4.5% | 0.59% | −0.14 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -0.0% | 1.39% | −0.14 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -0.6% | 1.06% | −0.11 |
| TIP iShares Tips Bond ETF | Reduce -5.6% | 0.59% | −0.10 |
| HDV iShares Core High Dividend E | Reduce -2.7% | 0.58% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.0% | 1.07% | −0.07 |
| GLD SPDR Gold Shares | Reduce -0.3% | 0.23% | −0.07 |
| CEF Sprott Physical Gold and Sil | Reduce -1.4% | 0.20% | −0.06 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.9% | 0.48% | −0.06 |
| SCHR Schwab Intermediate-Term US | Reduce -0.0% | 0.39% | −0.04 |
| EFV iShares MSCI Eafe Value ETF | Reduce -0.6% | 0.54% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -4.1% | 0.25% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -21.3% | 0.09% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -3.4% | 0.23% | −0.03 |
| FTSM First Trust Enh Short Mat FD | Reduce -2.2% | 0.26% | −0.03 |
| SDOG Alps Sector Dividend Dogs | Reduce -1.7% | 0.31% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -1.5% | 0.55% | −0.02 |
| IDU iShares US Utilities ETF | Reduce -0.1% | 0.17% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -14.7% | 0.12% | −0.02 |
| FXG First Trust Consumer Staples | Reduce -2.4% | 0.10% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.5% | 0.37% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.5% | 0.22% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.7% | 0.51% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.1% | 0.40% | −0.01 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.1% | 1.41% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -0.9% | 0.91% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -6.5% | 0.09% | −0.00 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.08% | −0.00 |
| XLRE SS Real Estate Select Sector | Reduce -0.9% | 0.09% | −0.00 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -0.5% | 0.10% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 1.21% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.4% | 0.51% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -1.7% | 0.09% | +0.00 |
| VONE Vanguard Russell 1000 | Reduce -3.1% | 0.28% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.6% | 0.35% | +0.00 |
| WELL Welltower Inc. | Reduce -3.1% | 0.30% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -0.9% | 0.46% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.2% | 0.28% | +0.00 |
| FQAL Fidelity Quality Factor ETF | Reduce -1.4% | 1.22% | +0.01 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -1.1% | 0.16% | +0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -0.5% | 2.26% | +0.01 |
| AAPL Apple Inc. | Reduce -1.2% | 0.44% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 0.33% | +0.01 |
| EEM iShares MSCI Emerging Market | Reduce -4.4% | 0.36% | +0.02 |
| XLI SS Industrial Select Sector | Reduce -0.4% | 0.46% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.6% | 2.60% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +47.6% | 1.16% | +0.43 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.6% | 5.33% | +0.34 |
| SCHM Schwab US Mid Cap ETF | Add +0.3% | 2.40% | +0.19 |
| FXL First Trust Technology Alpha | New | 0.08% | +0.08 |
| MSFT Microsoft Corp. | New | 0.08% | +0.08 |
| VIS Vanguard Industrials ETF | Add +1.3% | 1.24% | +0.07 |
| SCHV Schwab US Large-Cap Value | Add +30.4% | 0.14% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.63% | +0.03 |
| SCHO Schwab Short-Term US Treas | Add +18.1% | 0.35% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +2.7% | 0.52% | +0.02 |
| VFH Vanguard Financials ETF | Add +2.1% | 0.86% | +0.01 |
| VHT Vanguard Health Care ETF | Add +0.5% | 2.29% | +0.01 |
| PRU Prudential Financial Inc. | Add +4.4% | 0.10% | +0.00 |
| VAW Vanguard Materials ETF | Add +10.0% | 0.20% | +0.00 |
| BND Vanguard Total Bond Market | Add +10.2% | 0.45% | −0.00 |
| IBHI iShares Ibonds 2029 TM HY Inc. | Add +8.9% | 0.10% | −0.00 |
| SPHY SS SPDR P High Yield ETF | Add +8.9% | 0.15% | −0.00 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +8.3% | 0.10% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +9.3% | 0.24% | −0.00 |
| SCHQ Schwab Long-Term US Treasury | Add +4.2% | 0.09% | −0.01 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +5.4% | 0.16% | −0.01 |
| VCLT Vanguard Long-Term Corp. Bond | Add +4.1% | 0.14% | −0.01 |
| IBTI iShares Ibonds Dec 2028 Term | Add +5.1% | 0.16% | −0.01 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +4.1% | 0.20% | −0.01 |
| SLV iShares Silver Trust | Add +28.0% | 0.13% | −0.01 |
| IBTH iShares Ibonds Dec 2027 Term | Add +4.0% | 0.21% | −0.01 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +3.7% | 0.37% | −0.02 |
| IBTG iShares Ibonds Dec 2026 Term | Add +2.5% | 0.33% | −0.02 |
| VOX Vanguard Communication Servi | Add +3.4% | 0.66% | −0.03 |
| VDE Vanguard Energy ETF | Add +4.5% | 0.12% | −0.03 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +2.4% | 0.34% | −0.03 |
| IBDU iShares Ibonds Dec 2029 Term | Add +2.8% | 0.93% | −0.07 |
| EFA iShares MSCI Eafe ETF | Add +0.7% | 3.93% | −0.08 |
| VPU Vanguard Utilities ETF | Add +0.7% | 1.08% | −0.11 |
| STIP iShares 0-5 Year Tips Bond E | Add +0.5% | 1.23% | −0.13 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +1.9% | 1.87% | −0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.6% | 1.87% | −0.16 |
| VDC Vanguard Consumer Staple ETF | Add +0.4% | 1.86% | −0.17 |
| IAU iShares Gold Trust | Add +0.8% | 2.40% | −0.65 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 110 | $278.9M | VOO, VGT, SCHB, VTV, EFA |
| Q1 2026 | 108 | $253.9M | VOO, SCHB, VGT, VTV, EFA |
| Q4 2025 | 105 | $248.7M | VOO, SCHB, VGT, VTV, EFA |
| Q3 2025 | 104 | $238.0M | VOO, SCHB, VGT, VTV, EFA |
| Q2 2025 | 100 | $234.7M | SCHB, VOO, VGT, VTV, IBDQ |
| Q1 2025 | 101 | $214.6M | SCHB, VOO, VTV, VGT, IBDQ |
| Q4 2024 | 99 | $215.4M | SCHB, VOO, VGT, VTV, IBDQ |
| Q3 2024 | 100 | $218.4M | SCHB, VOO, VGT, VTV, EFA |
| Q2 2024 | 93 | $196.7M | SCHB, VOO, VGT, VTV, EFA |
| Q1 2024 | 92 | $189.8M | SCHB, VOO, VGT, VTV, EFA |