Madden Advisory Services, Inc.

Name: Madden Advisory Services, Inc. 13F holdings, Q2 2025
Creator: Madden Advisory Services, Inc.
Published: 2025-07-23

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Madden Advisory Services, Inc. reported 100 stock positions worth $234.7 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 7.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.6%) and Vanguard Info Tech ETF (VGT, 6.3%). Compared with Q1 2025, it sold out of 1, added to 58 and reduced 32. The biggest buy was Ishrs Ibnds Dec 27 Corp. ETF (IBDS, shares +39%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −0%).

Most Recent 13F: Q2 2026
Location: Jacksonville, FL
CIK: 0001542284
Portfolio Value: $234.7M (Q2 2025)
SEC Filing: 0001172661-25-002689 ↗ filed Jul 23, 2025

Holdings Value

Holdings 100 stocks · $234.7M


SCHB Schwab US Broad Market ETF	7.70%	757,992	$18.1M	Reduce -2.6%
VOO Vanguard S&P 500 ETF	7.62%	31,471	$17.9M	Add +2.2%
VGT Vanguard Info Tech ETF	6.31%	22,324	$14.8M	Reduce -1.6%
VTV Vanguard Mrngstr Val ETF-Aui	5.56%	73,816	$13.0M	Reduce -0.1%
IBDQ iShares Ibonds Dec 2025 Term	3.56%	332,080	$8.4M	Add +8.2%
EFA iShares MSCI Eafe ETF	3.46%	90,943	$8.1M	Add +2.3%
MSFT Microsoft Corp.	3.01%	14,188	$7.1M	Reduce -0.1%
SCHX Schwab US Large-Cap ETF	2.90%	278,331	$6.8M	Reduce -0.2%
IBDR iShares Ibonds Dec 2026 Term	2.73%	264,169	$6.4M	Add +16.8%
IAU iShares Gold Trust	2.55%	95,786	$6.0M	Reduce -0.8%
VDC Vanguard Consumer Staple ETF	2.54%	27,227	$6.0M	Add +0.9%
VHT Vanguard Health Care ETF	2.41%	22,783	$5.7M	Add +1.2%
VXUS Vanguard Total Intl Stock	2.25%	76,288	$5.3M	Add +0.7%
SCHG Schwab US Large-Cap Growth	2.12%	169,906	$5.0M	Add +5.0%
SPY SS SPDR S&P 500 ETF Trust-US	1.96%	7,450	$4.6M	Add +0.2%
SHYG iShares 0-5 YR HY Corp. Bond	1.90%	103,574	$4.5M	Reduce -0.5%
SCHM Schwab US Mid Cap ETF	1.86%	155,743	$4.4M	Add +1.9%
VIG Vanguard Dividend Apprec ETF	1.79%	20,510	$4.2M	Reduce -3.5%
IBDS Ishrs Ibnds Dec 27 Corp. ETF	1.53%	147,994	$3.6M	Add +39.4%
VTI VG Morningstar TS MKT ETF-US	1.48%	11,444	$3.5M	Add +0.7%
IJR iShares Core S&P Small-Cap E	1.40%	30,106	$3.3M	Add +1.2%
SCHI Schwab 5-10 Year Corporate B	1.37%	141,040	$3.2M	Add +10.3%
STIP iShares 0-5 Year Tips Bond E	1.32%	30,212	$3.1M	Add +1.6%
VCR Vanguard Consumer Discre ETF	1.31%	8,463	$3.1M	Add +2.4%
SCHD Schwab US DVD Equity ETF	1.28%	113,315	$3.0M	Add +0.3%
FLTR Vaneck Ig Floating Rate ETF	1.22%	112,105	$2.9M	Add +1.9%
IHI iShares U.S. Medical Devices	1.21%	45,309	$2.8M	Reduce -0.5%
VCSH Vanguard S/T Corp. Bond ETF	1.16%	34,171	$2.7M	Add +9.1%
VPU Vanguard Utilities ETF	1.01%	13,415	$2.4M	Add +0.6%
SCHH Schwab US REIT ETF	0.95%	105,325	$2.2M	Add +3.0%
CORP PIMCO Inv Grade Corp. BD ETF	0.92%	22,299	$2.2M	Add +1.2%
VIS Vanguard Industrials ETF	0.82%	6,880	$1.9M	Add +1.5%
FQAL Fidelity Quality Factor ETF	0.77%	25,992	$1.8M	Reduce -0.2%
QQQ Invesco QQQ Trust Series 1	0.73%	3,122	$1.7M	Add +6.4%
HDV iShares Core High Dividend E	0.73%	14,663	$1.7M	Add +3.2%
XLK SS Technology Select Sector	0.68%	6,320	$1.6M	Add +1.4%
IJH iShares Core S&P Midcap ETF	0.67%	25,485	$1.6M	Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui	0.62%	3,342	$1.5M	Add +0.9%
VB Vanguard Most SM-Cap ETF-Usd	0.61%	6,028	$1.4M	Add +2.0%
XLY SS Consumer Disc Select Sect	0.61%	6,554	$1.4M	Add +0.6%
IEFA iShares Core MSCI Eafe ETF	0.55%	15,418	$1.3M	Reduce -0.1%
IBDT iShares Ibonds Dec 2028 ETF	0.54%	49,921	$1.3M	Add +34.4%
RSP Invesco S&P 500 Equal Weight	0.54%	6,921	$1.3M	Add +2.5%
TIP iShares Tips Bond ETF	0.53%	11,338	$1.2M	Reduce -1.0%
SCHE Schwab Emrg Mrkts Eqty ETF	0.51%	40,069	$1.2M	Reduce -2.2%
VNQ Vanguard Real Estate ETF	0.51%	13,315	$1.2M	Add +0.1%
SCHF Schwab Intl Equity ETF	0.47%	50,068	$1.1M	Reduce -0.2%
XLI SS Industrial Select Sector	0.44%	7,042	$1.0M	Add +0.6%
IVV iShares Core S&P 500 ETF	0.43%	1,633	$1.0M	No change
AAPL Apple Inc.	0.43%	4,910	$1.0M	Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.42%	3,520	$985K	Reduce -0.5%
SDOG Alps Sector Dividend Dogs	0.37%	14,978	$861K	Reduce -0.5%
EFV iShares MSCI Eafe Value ETF	0.37%	13,559	$861K	Add +2.1%
IBDU iShares Ibonds Dec 2029 Term	0.36%	36,265	$846K	Add +14.2%
XLP SS Consumer Staples Sel Sect	0.35%	10,011	$811K	Add +19.9%
WELL Welltower Inc.	0.34%	5,261	$809K	Reduce -6.5%
VWO Vanguard Ftse Emerging Marke	0.32%	15,316	$758K	Add +4.8%
VONE Vanguard Russell 1000	0.31%	2,599	$730K	Reduce -3.1%
ITOT iShares Core S&P Total U.S.	0.30%	5,256	$710K	Reduce -0.1%
FTSM First Trust Enh Short Mat FD	0.29%	11,477	$687K	Reduce -6.8%
SGOL Abrdn Physical Gold Shares	0.28%	20,848	$658K	Reduce -3.6%
SCHA Schwab US Small-Cap ETF	0.28%	25,976	$657K	Add +0.6%
BND Vanguard Total Bond Market	0.28%	8,873	$653K	Add +12.4%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.27%	7,776	$635K	Add +11.2%
IBHF iShares Ibond 2026 HY & Inc.	0.26%	25,850	$600K	Add +12.7%
SMH Vaneck Semiconductor ETF	0.25%	2,112	$589K	Reduce -1.7%
AGG iShares Core U.S. Aggregate	0.24%	5,740	$569K	Reduce -5.5%
IBTG iShares Ibonds Dec 2026 Term	0.24%	24,392	$559K	Add +4.9%
BSV Vanguard Short-Term Bond ETF	0.24%	7,105	$559K	Reduce -2.0%
GLD SPDR Gold Shares	0.23%	1,799	$548K	Reduce -4.3%
EEM iShares MSCI Emerging Market	0.23%	11,132	$537K	Add +8.4%
IQLT iShares MSCI International Q	0.22%	11,996	$518K	No change
IWB iShares Russell 1000 ETF	0.22%	1,523	$517K	No change
IWM iShares Russell 2000 ETF	0.20%	2,211	$477K	Add +12.5%
CEF Sprott Physical Gold and Sil	0.20%	15,600	$470K	Reduce -1.1%
IDU iShares US Utilities ETF	0.19%	4,279	$447K	No change
FXG First Trust Consumer Staples	0.18%	6,656	$421K	No change
VTIP Vanguard Short-Term Tips	0.18%	8,227	$414K	Add +2.9%
IBHE iShares Ibonds 2025 H/Y Inc.	0.17%	17,220	$400K	Add +13.8%
XHB SS SPDR S&P Homebldrs ETF	0.17%	3,964	$391K	No change
SPHY SS SPDR P High Yield ETF	0.16%	15,350	$365K	Add +40.9%
SPDW Ste STR SPDR PT DW Eu ETF	0.15%	8,661	$351K	No change
IYW iShares Ustechnology ETF	0.15%	1,978	$343K	Reduce -2.2%
SPYG SS SPDR P S&P 500 Growth ETF	0.14%	3,538	$337K	No change
MOAT Vaneck Morningstar Wide Moat	0.14%	3,466	$325K	Reduce -1.3%
IBTF iShares Ibonds Dec 2025 Term	0.14%	13,891	$324K	Add +14.8%
VAW Vanguard Materials ETF	0.13%	1,618	$315K	Add +5.5%
IWR iShares Russell Mid-Cap ETF	0.13%	3,396	$312K	Reduce -3.6%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.13%	3,799	$306K	Add +18.4%
XNTK SS SPDR Nyse Tech ETF	0.13%	1,259	$299K	No change
PRU Prudential Financial Inc.	0.12%	2,579	$277K	Reduce -12.4%
VOX Vanguard Communication Servi	0.12%	1,607	$275K	Add +5.0%
MDY State Street SPDR S&P Midcap	0.11%	460	$261K	Add +7.5%
EFG iShares MSCI Eafe Growth ETF	0.11%	2,265	$254K	Add +10.5%
XLRE SS Real Estate Select Sector	0.11%	6,096	$252K	Reduce -2.3%
SCHP Schwab U.S. Tips ETF	0.10%	8,986	$240K	Add +0.4%
IJJ iShares S&P Mid-Cap 400 Valu	0.10%	1,919	$237K	Add +8.8%
MCD McDonald's Corp.	0.10%	767	$224K	Add +0.4%
IVT Inventrust Properties Corp.	0.10%	8,173	$224K	No change
JNK SS SPDR BB High Yield Bond	0.09%	2,201	$214K	Reduce -12.8%

Portfolio Sells Q1 2025 → Q2 2025


VTV Vanguard Mrngstr Val ETF-Aui	Reduce -0.1%	5.56%	−0.39
SHYG iShares 0-5 YR HY Corp. Bond	Reduce -0.5%	1.90%	−0.16
VIG Vanguard Dividend Apprec ETF	Reduce -3.5%	1.79%	−0.13
SCHB Schwab US Broad Market ETF	Reduce -2.6%	7.70%	−0.11
IAU iShares Gold Trust	Reduce -0.8%	2.55%	−0.11
KXI iShares Global Consumer Stap	Sold out	0.00%	−0.09
IHI iShares U.S. Medical Devices	Reduce -0.5%	1.21%	−0.07
TIP iShares Tips Bond ETF	Reduce -1.0%	0.53%	−0.06
WELL Welltower Inc.	Reduce -6.5%	0.34%	−0.06
FTSM First Trust Enh Short Mat FD	Reduce -6.8%	0.29%	−0.05
SDOG Alps Sector Dividend Dogs	Reduce -0.5%	0.37%	−0.04
AGG iShares Core U.S. Aggregate	Reduce -5.5%	0.24%	−0.04
PRU Prudential Financial Inc.	Reduce -12.4%	0.12%	−0.04
BSV Vanguard Short-Term Bond ETF	Reduce -2.0%	0.24%	−0.03
JNK SS SPDR BB High Yield Bond	Reduce -12.8%	0.09%	−0.02
SGOL Abrdn Physical Gold Shares	Reduce -3.6%	0.28%	−0.02
GLD SPDR Gold Shares	Reduce -4.3%	0.23%	−0.02
XLRE SS Real Estate Select Sector	Reduce -2.3%	0.11%	−0.01
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -2.2%	0.51%	−0.01
CEF Sprott Physical Gold and Sil	Reduce -1.1%	0.20%	−0.01
FQAL Fidelity Quality Factor ETF	Reduce -0.2%	0.77%	−0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -0.5%	0.42%	−0.01
IWR iShares Russell Mid-Cap ETF	Reduce -3.6%	0.13%	−0.01
VONE Vanguard Russell 1000	Reduce -3.1%	0.31%	−0.01
MOAT Vaneck Morningstar Wide Moat	Reduce -1.3%	0.14%	−0.01
ITOT iShares Core S&P Total U.S.	Reduce -0.1%	0.30%	+0.00
IEFA iShares Core MSCI Eafe ETF	Reduce -0.1%	0.55%	+0.00
SCHF Schwab Intl Equity ETF	Reduce -0.2%	0.47%	+0.01
IYW iShares Ustechnology ETF	Reduce -2.2%	0.15%	+0.01
SCHX Schwab US Large-Cap ETF	Reduce -0.2%	2.90%	+0.03
SMH Vaneck Semiconductor ETF	Reduce -1.7%	0.25%	+0.04
MSFT Microsoft Corp.	Reduce -0.1%	3.01%	+0.52
VGT Vanguard Info Tech ETF	Reduce -1.6%	6.31%	+0.57

Portfolio Buys Q1 2025 → Q2 2025


IBDS Ishrs Ibnds Dec 27 Corp. ETF	Add +39.4%	1.53%	+0.33
VOO Vanguard S&P 500 ETF	Add +2.2%	7.62%	+0.24
SCHG Schwab US Large-Cap Growth	Add +5.0%	2.12%	+0.23
IBDR iShares Ibonds Dec 2026 Term	Add +16.8%	2.73%	+0.18
IBDT iShares Ibonds Dec 2028 ETF	Add +34.4%	0.54%	+0.10
QQQ Invesco QQQ Trust Series 1	Add +6.4%	0.73%	+0.09
XLK SS Technology Select Sector	Add +1.4%	0.68%	+0.08
EFA iShares MSCI Eafe ETF	Add +2.3%	3.46%	+0.08
VXUS Vanguard Total Intl Stock	Add +0.7%	2.25%	+0.05
VCR Vanguard Consumer Discre ETF	Add +2.4%	1.31%	+0.05
VUG Vanguard Mrngstar GR ETF-Sui	Add +0.9%	0.62%	+0.05
VIS Vanguard Industrials ETF	Add +1.5%	0.82%	+0.04
SPHY SS SPDR P High Yield ETF	Add +40.9%	0.16%	+0.04
SCHI Schwab 5-10 Year Corporate B	Add +10.3%	1.37%	+0.03
XLP SS Consumer Staples Sel Sect	Add +19.9%	0.35%	+0.03
VTI VG Morningstar TS MKT ETF-US	Add +0.7%	1.48%	+0.03
SPY SS SPDR S&P 500 ETF Trust-US	Add +0.2%	1.96%	+0.02
IWM iShares Russell 2000 ETF	Add +12.5%	0.20%	+0.02
EEM iShares MSCI Emerging Market	Add +8.4%	0.23%	+0.02
IBDU iShares Ibonds Dec 2029 Term	Add +14.2%	0.36%	+0.02
XLI SS Industrial Select Sector	Add +0.6%	0.44%	+0.01
VWO Vanguard Ftse Emerging Marke	Add +4.8%	0.32%	+0.01
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +11.2%	0.27%	+0.01
EFG iShares MSCI Eafe Growth ETF	Add +10.5%	0.11%	+0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Add +18.4%	0.13%	+0.01
VOX Vanguard Communication Servi	Add +5.0%	0.12%	+0.01
BND Vanguard Total Bond Market	Add +12.4%	0.28%	+0.01
IBHF iShares Ibond 2026 HY & Inc.	Add +12.7%	0.26%	+0.01
XLY SS Consumer Disc Select Sect	Add +0.6%	0.61%	+0.01
IBHE iShares Ibonds 2025 H/Y Inc.	Add +13.8%	0.17%	+0.01
IBTF iShares Ibonds Dec 2025 Term	Add +14.8%	0.14%	+0.01
VCSH Vanguard S/T Corp. Bond ETF	Add +9.1%	1.16%	+0.01
MDY State Street SPDR S&P Midcap	Add +7.5%	0.11%	+0.00
IJJ iShares S&P Mid-Cap 400 Valu	Add +8.8%	0.10%	+0.00
EFV iShares MSCI Eafe Value ETF	Add +2.1%	0.37%	+0.00
VAW Vanguard Materials ETF	Add +5.5%	0.13%	−0.00
VB Vanguard Most SM-Cap ETF-Usd	Add +2.0%	0.61%	−0.00
SCHA Schwab US Small-Cap ETF	Add +0.6%	0.28%	−0.00
SCHM Schwab US Mid Cap ETF	Add +1.9%	1.86%	−0.01
RSP Invesco S&P 500 Equal Weight	Add +2.5%	0.54%	−0.01
VTIP Vanguard Short-Term Tips	Add +2.9%	0.18%	−0.01
SCHP Schwab U.S. Tips ETF	Add +0.4%	0.10%	−0.01
IBTG iShares Ibonds Dec 2026 Term	Add +4.9%	0.24%	−0.01
MCD McDonald's Corp.	Add +0.4%	0.10%	−0.02
IJH iShares Core S&P Midcap ETF	Add +0.5%	0.67%	−0.02
IBDQ iShares Ibonds Dec 2025 Term	Add +8.2%	3.56%	−0.03
IJR iShares Core S&P Small-Cap E	Add +1.2%	1.40%	−0.05
VPU Vanguard Utilities ETF	Add +0.6%	1.01%	−0.05
VNQ Vanguard Real Estate ETF	Add +0.1%	0.51%	−0.06
CORP PIMCO Inv Grade Corp. BD ETF	Add +1.2%	0.92%	−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