Madden Advisory Services, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Madden Advisory Services, Inc. reported 104 stock positions worth $238.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.3% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 7.9%) and Vanguard Info Tech ETF (VGT, 7.0%). Compared with Q2 2025, it opened 10 new positions, sold out of 6, added to 42 and reduced 46. The biggest buy was Vanguard Info Tech ETF (VGT, shares +1%) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBDQ).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001542284
- Portfolio Value
- $238.0M (Q3 2025)
- SEC Filing
- 0001172661-25-004425 ↗ filed Oct 24, 2025
Holdings Value
Holdings 104 stocks · $238.0M
| VOO Vanguard S&P 500 ETF | 8.34% | 32,406 | $19.8M | Add +3.0% |
| SCHB Schwab US Broad Market ETF | 7.92% | 732,882 | $18.8M | Reduce -3.3% |
| VGT Vanguard Info Tech ETF | 7.04% | 22,438 | $16.8M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.64% | 71,994 | $13.4M | Reduce -2.5% |
| EFA iShares MSCI Eafe ETF | 4.07% | 103,775 | $9.7M | Add +14.1% |
| MSFT Microsoft Corp. | 3.08% | 14,132 | $7.3M | Reduce -0.4% |
| SCHX Schwab US Large-Cap ETF | 3.00% | 270,952 | $7.1M | Reduce -2.6% |
| IAU iShares Gold Trust | 2.88% | 94,168 | $6.9M | Reduce -1.7% |
| VHT Vanguard Health Care ETF | 2.50% | 22,887 | $5.9M | Add +0.5% |
| VDC Vanguard Consumer Staple ETF | 2.42% | 26,923 | $5.8M | Reduce -1.1% |
| VXUS Vanguard Total Intl Stock | 2.35% | 76,007 | $5.6M | Reduce -0.4% |
| SCHG Schwab US Large-Cap Growth | 2.34% | 174,258 | $5.6M | Add +2.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 2.11% | 115,786 | $5.0M | Add +11.8% |
| SCHM Schwab US Mid Cap ETF | 2.10% | 169,060 | $5.0M | Add +8.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.02% | 7,203 | $4.8M | Reduce -3.3% |
| SCHI Schwab 5-10 Year Corporate B | 1.98% | 204,314 | $4.7M | Add +44.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.86% | 55,411 | $4.4M | Add +62.2% |
| VIG Vanguard Dividend Apprec ETF | 1.73% | 19,127 | $4.1M | Reduce -6.7% |
| IJR iShares Core S&P Small-Cap E | 1.58% | 31,598 | $3.8M | Add +5.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.54% | 11,195 | $3.7M | Reduce -2.2% |
| VCR Vanguard Consumer Discre ETF | 1.44% | 8,662 | $3.4M | Add +2.4% |
| STIP iShares 0-5 Year Tips Bond E | 1.42% | 32,690 | $3.4M | Add +8.2% |
| FLTR Vaneck Ig Floating Rate ETF | 1.26% | 117,366 | $3.0M | Add +4.7% |
| SCHD Schwab US DVD Equity ETF | 1.26% | 109,574 | $3.0M | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.18% | 4,675 | $2.8M | Add +49.7% |
| IHI iShares U.S. Medical Devices | 1.14% | 45,203 | $2.7M | Reduce -0.2% |
| VPU Vanguard Utilities ETF | 1.10% | 13,835 | $2.6M | Add +3.1% |
| SCHH Schwab US REIT ETF | 0.97% | 106,526 | $2.3M | Add +1.1% |
| FQAL Fidelity Quality Factor ETF | 0.94% | 29,797 | $2.2M | Add +14.6% |
| VIS Vanguard Industrials ETF | 0.92% | 7,361 | $2.2M | Add +7.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.84% | 77,998 | $2.0M | Add +56.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 3,619 | $1.7M | Add +8.3% |
| XLK SS Technology Select Sector | 0.73% | 6,131 | $1.7M | Reduce -3.0% |
| HDV iShares Core High Dividend E | 0.72% | 13,939 | $1.7M | Reduce -4.9% |
| XLY SS Consumer Disc Select Sect | 0.67% | 6,646 | $1.6M | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.67% | 24,285 | $1.6M | Reduce -4.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.64% | 5,967 | $1.5M | Reduce -1.0% |
| TIP iShares Tips Bond ETF | 0.63% | 13,385 | $1.5M | Add +18.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.56% | 39,693 | $1.3M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.55% | 6,865 | $1.3M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.51% | 22,400 | $1.2M | Add +46.3% |
| AAPL Apple Inc. | 0.50% | 4,704 | $1.2M | Reduce -4.2% |
| SCHF Schwab Intl Equity ETF | 0.49% | 49,804 | $1.2M | Reduce -0.5% |
| VNQ Vanguard Real Estate ETF | 0.48% | 12,586 | $1.2M | Reduce -5.5% |
| IVV iShares Core S&P 500 ETF | 0.46% | 1,630 | $1.1M | Reduce -0.2% |
| XLI SS Industrial Select Sector | 0.45% | 7,009 | $1.1M | Reduce -0.5% |
| IBDU iShares Ibonds Dec 2029 Term | 0.44% | 44,893 | $1.1M | Add +23.8% |
| EFV iShares MSCI Eafe Value ETF | 0.43% | 15,251 | $1.0M | Add +12.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 3,508 | $1.0M | Reduce -0.3% |
| XLP SS Consumer Staples Sel Sect | 0.38% | 11,471 | $899K | Add +14.6% |
| SDOG Alps Sector Dividend Dogs | 0.38% | 14,856 | $895K | Reduce -0.8% |
| WELL Welltower Inc. | 0.37% | 4,990 | $889K | Reduce -5.2% |
| BND Vanguard Total Bond Market | 0.37% | 11,866 | $882K | Add +33.7% |
| SCHR Schwab Intermediate-Term US | 0.34% | 31,964 | $803K | New |
| VONE Vanguard Russell 1000 | 0.33% | 2,563 | $775K | Reduce -1.4% |
| SMH Vaneck Semiconductor ETF | 0.32% | 2,366 | $772K | Add +12.0% |
| SGOL Abrdn Physical Gold Shares | 0.32% | 20,695 | $762K | Reduce -0.7% |
| ITOT iShares Core S&P Total U.S. | 0.31% | 5,065 | $738K | Reduce -3.6% |
| SCHA Schwab US Small-Cap ETF | 0.30% | 25,770 | $719K | Reduce -0.8% |
| FTSM First Trust Enh Short Mat FD | 0.30% | 11,809 | $707K | Add +2.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.29% | 7,972 | $695K | Add +2.5% |
| AGG iShares Core U.S. Aggregate | 0.29% | 6,898 | $692K | Add +20.2% |
| EEM iShares MSCI Emerging Market | 0.28% | 12,431 | $664K | Add +11.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.27% | 27,949 | $654K | Add +8.1% |
| SCHO Schwab Short-Term US Treas | 0.27% | 26,790 | $654K | New |
| GLD SPDR Gold Shares | 0.26% | 1,744 | $620K | Reduce -3.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.25% | 26,090 | $599K | Add +7.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 6,717 | $586K | Reduce -56.4% |
| CEF Sprott Physical Gold and Sil | 0.23% | 14,855 | $545K | Reduce -4.8% |
| IQLT iShares MSCI International Q | 0.22% | 11,996 | $530K | No change |
| VOX Vanguard Communication Servi | 0.22% | 2,759 | $518K | Add +71.7% |
| IWM iShares Russell 2000 ETF | 0.20% | 2,015 | $488K | Reduce -8.9% |
| IDU iShares US Utilities ETF | 0.19% | 4,146 | $460K | Reduce -3.1% |
| IWB iShares Russell 1000 ETF | 0.19% | 1,230 | $450K | Reduce -19.2% |
| XHB SS SPDR S&P Homebldrs ETF | 0.18% | 3,964 | $439K | No change |
| FXG First Trust Consumer Staples | 0.17% | 6,556 | $411K | Reduce -1.5% |
| SLV iShares Silver Trust | 0.17% | 9,577 | $406K | New |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.17% | 17,243 | $400K | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.16% | 1,978 | $387K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.16% | 8,661 | $371K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.16% | 3,251 | $370K | Add +43.5% |
| SPHY SS SPDR P High Yield ETF | 0.15% | 15,141 | $362K | Reduce -1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.15% | 3,433 | $359K | Reduce -3.0% |
| VCLT Vanguard Long-Term Corp. Bond | 0.14% | 4,446 | $345K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.14% | 14,544 | $340K | Add +4.7% |
| VAW Vanguard Materials ETF | 0.14% | 1,634 | $335K | Add +1.0% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 3,404 | $329K | Add +0.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.13% | 3,228 | $320K | Reduce -6.9% |
| XNTK SS SPDR Nyse Tech ETF | 0.13% | 1,107 | $301K | Reduce -12.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.12% | 3,639 | $295K | Reduce -4.2% |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 3,709 | $293K | Reduce -47.8% |
| VFH Vanguard Financials ETF | 0.12% | 2,229 | $293K | New |
| XLRE SS Real Estate Select Sector | 0.11% | 6,315 | $266K | Add +3.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.11% | 2,028 | $263K | Add +5.7% |
| PRU Prudential Financial Inc. | 0.11% | 2,504 | $260K | Reduce -2.9% |
| XLV SS Health Care Select Sector | 0.11% | 1,803 | $251K | New |
| SCHQ Schwab Long-Term US Treasury | 0.10% | 7,433 | $240K | New |
| IVT Inventrust Properties Corp. | 0.10% | 8,173 | $234K | No change |
| SCHP Schwab U.S. Tips ETF | 0.10% | 8,630 | $233K | Reduce -4.0% |
| IBTH iShares Ibonds Dec 2027 Term | 0.10% | 10,217 | $230K | New |
| MDY State Street SPDR S&P Midcap | 0.09% | 364 | $217K | Reduce -20.9% |
| JNK SS SPDR BB High Yield Bond | 0.09% | 2,201 | $216K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 1,508 | $211K | New |
| IBHG iShares Ibonds 2027 HY Inc. | 0.09% | 9,215 | $207K | New |
Other holdings (3): bonds, preferreds, convertibles and warrants · $20.2M (not counted above)
Total filed on the 13F, all lines: $258.2M.
Portfolio Sells Q2 2025 → Q3 2025
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −3.56 |
| IBDR iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −2.73 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −1.53 |
| CORP PIMCO Inv Grade Corp. BD ETF | Sold out | 0.00% | −0.92 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -56.4% | 0.25% | −0.30 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.18 |
| VDC Vanguard Consumer Staple ETF | Reduce -1.1% | 2.42% | −0.12 |
| BSV Vanguard Short-Term Bond ETF | Reduce -47.8% | 0.12% | −0.12 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.10 |
| IHI iShares U.S. Medical Devices | Reduce -0.2% | 1.14% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.7% | 1.73% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -19.2% | 0.19% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.3% | 1.26% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -5.5% | 0.48% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -20.9% | 0.09% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -4.9% | 0.72% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -2.9% | 0.11% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.7% | 0.67% | −0.01 |
| FXG First Trust Consumer Staples | Reduce -1.5% | 0.17% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -4.2% | 0.12% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -4.0% | 0.10% | −0.00 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -6.9% | 0.13% | −0.00 |
| SPHY SS SPDR P High Yield ETF | Reduce -1.4% | 0.15% | −0.00 |
| XNTK SS SPDR Nyse Tech ETF | Reduce -12.1% | 0.13% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -8.9% | 0.20% | +0.00 |
| IDU iShares US Utilities ETF | Reduce -3.1% | 0.19% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.0% | 0.15% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.6% | 0.31% | +0.01 |
| SDOG Alps Sector Dividend Dogs | Reduce -0.8% | 0.38% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.55% | +0.01 |
| XLI SS Industrial Select Sector | Reduce -0.5% | 0.45% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 0.43% | +0.01 |
| VONE Vanguard Russell 1000 | Reduce -1.4% | 0.33% | +0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -0.5% | 0.49% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.8% | 0.30% | +0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 0.46% | +0.03 |
| GLD SPDR Gold Shares | Reduce -3.1% | 0.26% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.0% | 0.64% | +0.03 |
| WELL Welltower Inc. | Reduce -5.2% | 0.37% | +0.03 |
| CEF Sprott Physical Gold and Sil | Reduce -4.8% | 0.23% | +0.03 |
| SGOL Abrdn Physical Gold Shares | Reduce -0.7% | 0.32% | +0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.9% | 0.56% | +0.04 |
| XLK SS Technology Select Sector | Reduce -3.0% | 0.73% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.3% | 2.02% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.2% | 1.54% | +0.06 |
| MSFT Microsoft Corp. | Reduce -0.4% | 3.08% | +0.07 |
| AAPL Apple Inc. | Reduce -4.2% | 0.50% | +0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.5% | 5.64% | +0.08 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.6% | 3.00% | +0.10 |
| VXUS Vanguard Total Intl Stock | Reduce -0.4% | 2.35% | +0.10 |
Portfolio Buys Q2 2025 → Q3 2025
| VGT Vanguard Info Tech ETF | Add +0.5% | 7.04% | +0.73 |
| VOO Vanguard S&P 500 ETF | Add +3.0% | 8.34% | +0.72 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +62.2% | 1.86% | +0.70 |
| SCHI Schwab 5-10 Year Corporate B | Add +44.9% | 1.98% | +0.61 |
| EFA iShares MSCI Eafe ETF | Add +14.1% | 4.07% | +0.61 |
| QQQ Invesco QQQ Trust Series 1 | Add +49.7% | 1.18% | +0.45 |
| SCHR Schwab Intermediate-Term US | New | 0.34% | +0.34 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +56.2% | 0.84% | +0.30 |
| SCHO Schwab Short-Term US Treas | New | 0.27% | +0.27 |
| SCHM Schwab US Mid Cap ETF | Add +8.6% | 2.10% | +0.24 |
| SCHG Schwab US Large-Cap Growth | Add +2.6% | 2.34% | +0.22 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +11.8% | 2.11% | +0.20 |
| VWO Vanguard Ftse Emerging Marke | Add +46.3% | 0.51% | +0.19 |
| IJR iShares Core S&P Small-Cap E | Add +5.0% | 1.58% | +0.18 |
| SLV iShares Silver Trust | New | 0.17% | +0.17 |
| FQAL Fidelity Quality Factor ETF | Add +14.6% | 0.94% | +0.16 |
| VCLT Vanguard Long-Term Corp. Bond | New | 0.14% | +0.14 |
| VCR Vanguard Consumer Discre ETF | Add +2.4% | 1.44% | +0.13 |
| VFH Vanguard Financials ETF | New | 0.12% | +0.12 |
| XLV SS Health Care Select Sector | New | 0.11% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.3% | 0.73% | +0.10 |
| SCHQ Schwab Long-Term US Treasury | New | 0.10% | +0.10 |
| VOX Vanguard Communication Servi | Add +71.7% | 0.22% | +0.10 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.10% | +0.10 |
| VIS Vanguard Industrials ETF | Add +7.0% | 0.92% | +0.10 |
| STIP iShares 0-5 Year Tips Bond E | Add +8.2% | 1.42% | +0.09 |
| TIP iShares Tips Bond ETF | Add +18.1% | 0.63% | +0.09 |
| BND Vanguard Total Bond Market | Add +33.7% | 0.37% | +0.09 |
| VPU Vanguard Utilities ETF | Add +3.1% | 1.10% | +0.09 |
| IWS iShares Russell Mid-Cap Valu | New | 0.09% | +0.09 |
| IBHG iShares Ibonds 2027 HY Inc. | New | 0.09% | +0.09 |
| VHT Vanguard Health Care ETF | Add +0.5% | 2.50% | +0.08 |
| IBDU iShares Ibonds Dec 2029 Term | Add +23.8% | 0.44% | +0.08 |
| SMH Vaneck Semiconductor ETF | Add +12.0% | 0.32% | +0.07 |
| EFV iShares MSCI Eafe Value ETF | Add +12.5% | 0.43% | +0.07 |
| XLY SS Consumer Disc Select Sect | Add +1.4% | 0.67% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +11.7% | 0.28% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +20.2% | 0.29% | +0.05 |
| EFG iShares MSCI Eafe Growth ETF | Add +43.5% | 0.16% | +0.05 |
| FLTR Vaneck Ig Floating Rate ETF | Add +4.7% | 1.26% | +0.04 |
| XLP SS Consumer Staples Sel Sect | Add +14.6% | 0.38% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.5% | 0.29% | +0.02 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +8.1% | 0.27% | +0.02 |
| SCHH Schwab US REIT ETF | Add +1.1% | 0.97% | +0.02 |
| IBTG iShares Ibonds Dec 2026 Term | Add +7.0% | 0.25% | +0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +5.7% | 0.11% | +0.01 |
| VAW Vanguard Materials ETF | Add +1.0% | 0.14% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +0.2% | 0.14% | +0.01 |
| IBTF iShares Ibonds Dec 2025 Term | Add +4.7% | 0.14% | +0.00 |
| FTSM First Trust Enh Short Mat FD | Add +2.9% | 0.30% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | New | 330,847 | $8.3M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | New | 292,524 | $7.1M |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | New | 194,240 | $4.7M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |