Madden Advisory Services, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Madden Advisory Services, Inc. reported 101 stock positions worth $214.6 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 7.8% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.4%) and Vanguard Mrngstr Val ETF-Aui (VTV, 6.0%). Compared with Q4 2024, it opened 2 new positions, added to 54 and reduced 39. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +339%) and the biggest sale Vanguard Info Tech ETF (VGT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001542284
- Portfolio Value
- $214.6M (Q1 2025)
- SEC Filing
- 0001172661-25-001580 ↗ filed May 6, 2025
Holdings Value
Holdings 101 stocks · $214.6M
| SCHB Schwab US Broad Market ETF | 7.81% | 778,548 | $16.8M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 7.37% | 30,786 | $15.8M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.95% | 73,923 | $12.8M | Reduce -1.8% |
| VGT Vanguard Info Tech ETF | 5.74% | 22,693 | $12.3M | Reduce -2.7% |
| IBDQ iShares Ibonds Dec 2025 Term | 3.60% | 306,881 | $7.7M | Add +3.4% |
| EFA iShares MSCI Eafe ETF | 3.39% | 88,877 | $7.3M | Add +0.8% |
| SCHX Schwab US Large-Cap ETF | 2.87% | 278,943 | $6.2M | Add +0.8% |
| VHT Vanguard Health Care ETF | 2.78% | 22,513 | $6.0M | Reduce -1.3% |
| VDC Vanguard Consumer Staple ETF | 2.75% | 26,994 | $5.9M | Reduce -1.8% |
| IAU iShares Gold Trust | 2.65% | 96,536 | $5.7M | Reduce -1.3% |
| IBDR iShares Ibonds Dec 2026 Term | 2.55% | 226,142 | $5.5M | Add +15.5% |
| MSFT Microsoft Corp. | 2.48% | 14,198 | $5.3M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 2.19% | 75,782 | $4.7M | Reduce -0.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 2.06% | 104,100 | $4.4M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.94% | 7,435 | $4.2M | Reduce -1.2% |
| VIG Vanguard Dividend Apprec ETF | 1.92% | 21,255 | $4.1M | Reduce -0.1% |
| SCHG Schwab US Large-Cap Growth | 1.89% | 161,850 | $4.1M | Reduce -1.5% |
| SCHM Schwab US Mid Cap ETF | 1.87% | 152,918 | $4.0M | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 1.47% | 112,932 | $3.2M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.46% | 11,361 | $3.1M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 1.45% | 29,747 | $3.1M | Add +1.1% |
| STIP iShares 0-5 Year Tips Bond E | 1.43% | 29,736 | $3.1M | Add +1.2% |
| SCHI Schwab 5-10 Year Corporate B | 1.34% | 127,823 | $2.9M | Add +36.3% |
| FLTR Vaneck Ig Floating Rate ETF | 1.31% | 110,013 | $2.8M | Reduce -3.5% |
| IHI iShares U.S. Medical Devices | 1.28% | 45,547 | $2.7M | Reduce -1.1% |
| VCR Vanguard Consumer Discre ETF | 1.25% | 8,269 | $2.7M | Add +1.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.20% | 106,182 | $2.6M | Add +9.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.15% | 31,328 | $2.5M | Add +4.9% |
| VPU Vanguard Utilities ETF | 1.06% | 13,338 | $2.3M | Add +2.5% |
| SCHH Schwab US REIT ETF | 1.02% | 102,233 | $2.2M | Add +1.4% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.99% | 22,037 | $2.1M | Add +0.2% |
| HDV iShares Core High Dividend E | 0.80% | 14,208 | $1.7M | Reduce -0.3% |
| VIS Vanguard Industrials ETF | 0.78% | 6,777 | $1.7M | Reduce -1.4% |
| FQAL Fidelity Quality Factor ETF | 0.78% | 26,046 | $1.7M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.69% | 25,358 | $1.5M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 2,934 | $1.4M | Add +2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.61% | 5,907 | $1.3M | Reduce -1.0% |
| XLY SS Consumer Disc Select Sect | 0.60% | 6,518 | $1.3M | Reduce -5.4% |
| XLK SS Technology Select Sector | 0.60% | 6,233 | $1.3M | Add +0.7% |
| TIP iShares Tips Bond ETF | 0.59% | 11,451 | $1.3M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.57% | 3,312 | $1.2M | Add +8.4% |
| VNQ Vanguard Real Estate ETF | 0.56% | 13,296 | $1.2M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.54% | 6,749 | $1.2M | Add +339.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 15,439 | $1.2M | Reduce -0.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.53% | 40,960 | $1.1M | Reduce -1.0% |
| AAPL Apple Inc. | 0.51% | 4,893 | $1.1M | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 0.46% | 50,185 | $993K | Reduce -0.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.44% | 37,147 | $938K | Add +120.3% |
| IVV iShares Core S&P 500 ETF | 0.43% | 1,633 | $918K | Add +4.5% |
| XLI SS Industrial Select Sector | 0.43% | 7,001 | $918K | Reduce -14.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 3,537 | $915K | Add +0.3% |
| SDOG Alps Sector Dividend Dogs | 0.41% | 15,053 | $875K | Reduce -6.6% |
| WELL Welltower Inc. | 0.40% | 5,627 | $862K | Reduce -4.0% |
| EFV iShares MSCI Eafe Value ETF | 0.36% | 13,282 | $783K | Add +2.3% |
| FTSM First Trust Enh Short Mat FD | 0.34% | 12,309 | $737K | Add +0.3% |
| IBDU iShares Ibonds Dec 2029 Term | 0.34% | 31,766 | $735K | Add +7.2% |
| XLP SS Consumer Staples Sel Sect | 0.32% | 8,348 | $682K | Add +2.5% |
| VONE Vanguard Russell 1000 | 0.32% | 2,683 | $681K | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 14,613 | $661K | Add +2.3% |
| SGOL Abrdn Physical Gold Shares | 0.30% | 21,637 | $645K | Reduce -2.5% |
| ITOT iShares Core S&P Total U.S. | 0.30% | 5,260 | $642K | Reduce -0.4% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 25,825 | $605K | Reduce -2.2% |
| AGG iShares Core U.S. Aggregate | 0.28% | 6,071 | $601K | Reduce -36.9% |
| BND Vanguard Total Bond Market | 0.27% | 7,895 | $580K | Add +2.8% |
| BSV Vanguard Short-Term Bond ETF | 0.26% | 7,252 | $568K | Reduce -0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.26% | 6,991 | $551K | Add +0.3% |
| GLD SPDR Gold Shares | 0.25% | 1,879 | $541K | Reduce -0.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.25% | 23,247 | $533K | Add +0.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.25% | 22,943 | $533K | Add +5.9% |
| IQLT iShares MSCI International Q | 0.22% | 11,996 | $476K | Reduce -3.5% |
| IWB iShares Russell 1000 ETF | 0.22% | 1,523 | $467K | No change |
| SMH Vaneck Semiconductor ETF | 0.21% | 2,148 | $454K | Reduce -4.0% |
| EEM iShares MSCI Emerging Market | 0.21% | 10,273 | $449K | Add +7.2% |
| CEF Sprott Physical Gold and Sil | 0.21% | 15,781 | $448K | Reduce -0.1% |
| FXG First Trust Consumer Staples | 0.20% | 6,656 | $435K | Add +0.1% |
| IDU iShares US Utilities ETF | 0.20% | 4,279 | $434K | Add +0.1% |
| VTIP Vanguard Short-Term Tips | 0.19% | 7,993 | $399K | Add +1.7% |
| IWM iShares Russell 2000 ETF | 0.18% | 1,966 | $392K | Reduce -0.9% |
| XHB SS SPDR S&P Homebldrs ETF | 0.18% | 3,964 | $384K | Add +0.0% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.16% | 15,127 | $352K | Add +0.2% |
| PRU Prudential Financial Inc. | 0.15% | 2,944 | $329K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.15% | 8,661 | $315K | Reduce -3.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.14% | 3,511 | $309K | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 3,522 | $300K | Reduce -0.6% |
| VAW Vanguard Materials ETF | 0.13% | 1,533 | $289K | Reduce -0.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.13% | 3,538 | $284K | Reduce -2.4% |
| IYW iShares Ustechnology ETF | 0.13% | 2,022 | $284K | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.13% | 12,097 | $283K | Add +0.2% |
| XLRE SS Real Estate Select Sector | 0.12% | 6,237 | $261K | No change |
| SPHY SS SPDR P High Yield ETF | 0.12% | 10,896 | $255K | Add +0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.12% | 3,210 | $253K | Add +14.7% |
| XNTK SS SPDR Nyse Tech ETF | 0.11% | 1,259 | $241K | No change |
| JNK SS SPDR BB High Yield Bond | 0.11% | 2,525 | $241K | Add +0.3% |
| SCHP Schwab U.S. Tips ETF | 0.11% | 8,947 | $241K | Reduce -0.0% |
| IVT Inventrust Properties Corp. | 0.11% | 8,173 | $240K | No change |
| MCD McDonald's Corp. | 0.11% | 764 | $239K | Add +0.3% |
| MDY State Street SPDR S&P Midcap | 0.11% | 428 | $228K | Add +1.2% |
| VOX Vanguard Communication Servi | 0.11% | 1,530 | $227K | Add +0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 1,764 | $211K | Add +0.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 2,049 | $205K | New |
| KXI iShares Global Consumer Stap | 0.09% | 3,168 | $203K | New |
Portfolio Sells Q4 2024 → Q1 2025
| VGT Vanguard Info Tech ETF | Reduce -2.7% | 5.74% | −0.99 |
| SCHB Schwab US Broad Market ETF | Reduce -0.4% | 7.81% | −0.42 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.5% | 1.89% | −0.24 |
| AGG iShares Core U.S. Aggregate | Reduce -36.9% | 0.28% | −0.15 |
| XLY SS Consumer Disc Select Sect | Reduce -5.4% | 0.60% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 1.94% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.9% | 1.46% | −0.09 |
| XLI SS Industrial Select Sector | Reduce -14.0% | 0.43% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.0% | 0.61% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 0.69% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -4.0% | 0.21% | −0.04 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -3.5% | 1.31% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.2% | 0.28% | −0.03 |
| VIS Vanguard Industrials ETF | Reduce -1.4% | 0.78% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -0.9% | 0.18% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.4% | 0.30% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.4% | 0.13% | −0.02 |
| SDOG Alps Sector Dividend Dogs | Reduce -6.6% | 0.41% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 1.92% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.6% | 0.14% | −0.01 |
| VAW Vanguard Materials ETF | Reduce -0.5% | 0.13% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.5% | 0.26% | +0.00 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.0% | 0.11% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.1% | 0.15% | +0.01 |
| IQLT iShares MSCI International Q | Reduce -3.5% | 0.22% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.0% | 0.53% | +0.01 |
| IHI iShares U.S. Medical Devices | Reduce -1.1% | 1.28% | +0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -0.2% | 0.46% | +0.03 |
| CEF Sprott Physical Gold and Sil | Reduce -0.1% | 0.21% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 5.95% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.4% | 0.54% | +0.04 |
| GLD SPDR Gold Shares | Reduce -0.1% | 0.25% | +0.04 |
| SGOL Abrdn Physical Gold Shares | Reduce -2.5% | 0.30% | +0.04 |
| VDC Vanguard Consumer Staple ETF | Reduce -1.8% | 2.75% | +0.05 |
| WELL Welltower Inc. | Reduce -4.0% | 0.40% | +0.06 |
| HDV iShares Core High Dividend E | Reduce -0.3% | 0.80% | +0.06 |
| VHT Vanguard Health Care ETF | Reduce -1.3% | 2.78% | +0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -0.3% | 2.19% | +0.11 |
| IAU iShares Gold Trust | Reduce -1.3% | 2.65% | +0.41 |
Portfolio Buys Q4 2024 → Q1 2025
| RSP Invesco S&P 500 Equal Weight | Add +339.4% | 0.54% | +0.42 |
| SCHI Schwab 5-10 Year Corporate B | Add +36.3% | 1.34% | +0.38 |
| IBDR iShares Ibonds Dec 2026 Term | Add +15.5% | 2.55% | +0.36 |
| EFA iShares MSCI Eafe ETF | Add +0.8% | 3.39% | +0.29 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +120.3% | 0.44% | +0.24 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +3.4% | 3.60% | +0.15 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +9.6% | 1.20% | +0.12 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.10% | +0.10 |
| KXI iShares Global Consumer Stap | New | 0.09% | +0.09 |
| VPU Vanguard Utilities ETF | Add +2.5% | 1.06% | +0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.9% | 1.15% | +0.07 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.2% | 1.43% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | Add +2.3% | 0.36% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +0.5% | 1.47% | +0.05 |
| SCHH Schwab US REIT ETF | Add +1.4% | 1.02% | +0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +1.7% | 2.06% | +0.04 |
| TIP iShares Tips Bond ETF | Add +0.8% | 0.59% | +0.03 |
| IBDU iShares Ibonds Dec 2029 Term | Add +7.2% | 0.34% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +7.2% | 0.21% | +0.02 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +0.2% | 0.99% | +0.02 |
| XLP SS Consumer Staples Sel Sect | Add +2.5% | 0.32% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +2.3% | 0.31% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +14.7% | 0.12% | +0.02 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +5.9% | 0.25% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +0.6% | 0.56% | +0.01 |
| BND Vanguard Total Bond Market | Add +2.8% | 0.27% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.3% | 0.26% | +0.01 |
| IDU iShares US Utilities ETF | Add +0.1% | 0.20% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +1.7% | 0.19% | +0.01 |
| MCD McDonald's Corp. | Add +0.3% | 0.11% | +0.01 |
| FXG First Trust Consumer Staples | Add +0.1% | 0.20% | +0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Add +0.7% | 0.25% | +0.00 |
| FTSM First Trust Enh Short Mat FD | Add +0.3% | 0.34% | +0.00 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Add +0.2% | 0.16% | +0.00 |
| IBTF iShares Ibonds Dec 2025 Term | Add +0.2% | 0.13% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +0.3% | 0.11% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +4.5% | 0.43% | +0.00 |
| SPHY SS SPDR P High Yield ETF | Add +0.1% | 0.12% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.3% | 0.10% | −0.00 |
| VOX Vanguard Communication Servi | Add +0.5% | 0.11% | −0.00 |
| MDY State Street SPDR S&P Midcap | Add +1.2% | 0.11% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 0.43% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Add +0.1% | 0.14% | −0.01 |
| FQAL Fidelity Quality Factor ETF | Add +0.3% | 0.78% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.4% | 0.57% | −0.01 |
| XHB SS SPDR S&P Homebldrs ETF | Add +0.0% | 0.18% | −0.01 |
| VONE Vanguard Russell 1000 | Add +0.1% | 0.32% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.5% | 0.64% | −0.04 |
| AAPL Apple Inc. | Add +0.1% | 0.51% | −0.06 |
| XLK SS Technology Select Sector | Add +0.7% | 0.60% | −0.07 |
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 |