Madden Advisory Services, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Madden Advisory Services, Inc. reported 108 stock positions worth $253.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.7% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 6.0%) and Vanguard Info Tech ETF (VGT, 5.8%). Compared with Q4 2025, it opened 7 new positions, sold out of 4, added to 50 and reduced 46. The biggest buy was Vanguard Financials ETF (VFH, shares +229%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Jacksonville, FL
- CIK
- 0001542284
- Portfolio Value
- $253.9M (Q1 2026)
- SEC Filing
- 0001172661-26-001651 ↗ filed May 11, 2026
Holdings Value
Holdings 108 stocks · $253.9M
| VOO Vanguard S&P 500 ETF | 7.69% | 32,689 | $19.5M | Add +2.8% |
| SCHB Schwab US Broad Market ETF | 5.96% | 602,540 | $15.1M | Reduce -13.5% |
| VGT Vanguard Info Tech ETF | 5.85% | 21,282 | $14.8M | Reduce -1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.99% | 64,536 | $12.7M | Reduce -5.4% |
| EFA iShares MSCI Eafe ETF | 4.01% | 104,785 | $10.2M | Reduce -0.1% |
| IBDR iShares Ibonds Dec 2026 Term | 3.15% | 330,152 | $8.0M | Add +4.3% |
| IAU iShares Gold Trust | 3.05% | 87,831 | $7.7M | Reduce -2.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.68% | 280,567 | $6.8M | Add +15.5% |
| SCHX Schwab US Large-Cap ETF | 2.58% | 255,571 | $6.6M | Reduce -3.8% |
| VHT Vanguard Health Care ETF | 2.28% | 21,211 | $5.8M | Reduce -6.6% |
| VXUS Vanguard Total Intl Stock | 2.25% | 74,180 | $5.7M | Reduce -1.0% |
| SCHM Schwab US Mid Cap ETF | 2.21% | 181,066 | $5.6M | Add +4.5% |
| SCHG Schwab US Large-Cap Growth | 2.12% | 184,679 | $5.4M | Add +3.0% |
| SCHI Schwab 5-10 Year Corporate B | 2.06% | 230,339 | $5.2M | Add +10.7% |
| VDC Vanguard Consumer Staple ETF | 2.03% | 22,949 | $5.2M | Reduce -6.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.02% | 64,847 | $5.1M | Add +12.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 2.01% | 120,790 | $5.1M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.77% | 6,897 | $4.5M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.75% | 7,702 | $4.4M | Add +21.1% |
| IJR iShares Core S&P Small-Cap E | 1.57% | 32,088 | $4.0M | Add +0.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.53% | 153,618 | $3.9M | Add +39.8% |
| VCR Vanguard Consumer Discre ETF | 1.42% | 10,015 | $3.6M | Add +9.1% |
| STIP iShares 0-5 Year Tips Bond E | 1.37% | 33,517 | $3.5M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.29% | 10,239 | $3.3M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 1.21% | 14,340 | $3.1M | Reduce -17.7% |
| FQAL Fidelity Quality Factor ETF | 1.21% | 42,270 | $3.1M | Add +30.3% |
| VPU Vanguard Utilities ETF | 1.19% | 15,272 | $3.0M | Add +9.1% |
| FLTR Vaneck Ig Floating Rate ETF | 1.17% | 116,364 | $3.0M | Reduce -1.6% |
| VIS Vanguard Industrials ETF | 1.16% | 9,453 | $3.0M | Add +17.5% |
| SCHD Schwab US DVD Equity ETF | 1.13% | 93,781 | $2.9M | Reduce -13.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.99% | 108,450 | $2.5M | Add +116.9% |
| SCHH Schwab US REIT ETF | 0.92% | 108,467 | $2.3M | No change |
| VFH Vanguard Financials ETF | 0.85% | 17,863 | $2.2M | Add +229.3% |
| IHI iShares U.S. Medical Devices | 0.74% | 34,982 | $1.9M | Reduce -13.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 4,227 | $1.8M | Add +1.6% |
| TIP iShares Tips Bond ETF | 0.70% | 16,055 | $1.8M | Add +15.6% |
| VOX Vanguard Communication Servi | 0.68% | 9,614 | $1.7M | Add +102.9% |
| HDV iShares Core High Dividend E | 0.65% | 12,126 | $1.6M | Reduce -13.6% |
| XLK SS Technology Select Sector | 0.64% | 12,154 | $1.6M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 0.62% | 23,389 | $1.6M | Reduce -2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.59% | 5,763 | $1.5M | Reduce -4.1% |
| EFV iShares MSCI Eafe Value ETF | 0.58% | 19,897 | $1.5M | Add +26.4% |
| XLY SS Consumer Disc Select Sect | 0.57% | 13,294 | $1.4M | Add +2.1% |
| XLP SS Consumer Staples Sel Sect | 0.54% | 16,573 | $1.4M | Add +5.2% |
| RSP Invesco S&P 500 Equal Weight | 0.52% | 6,871 | $1.3M | Reduce -4.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.51% | 39,010 | $1.3M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.50% | 23,617 | $1.3M | Add +4.3% |
| SCHF Schwab Intl Equity ETF | 0.45% | 46,663 | $1.2M | Reduce -5.2% |
| BND Vanguard Total Bond Market | 0.45% | 15,420 | $1.1M | Add +6.9% |
| XLI SS Industrial Select Sector | 0.44% | 6,944 | $1.1M | Reduce -4.6% |
| SCHR Schwab Intermediate-Term US | 0.44% | 44,469 | $1.1M | Add +23.8% |
| AAPL Apple Inc. | 0.43% | 4,259 | $1.1M | Reduce -8.6% |
| VNQ Vanguard Real Estate ETF | 0.41% | 11,828 | $1.0M | Reduce -5.9% |
| SMH Vaneck Semiconductor ETF | 0.40% | 2,680 | $1.0M | Add +16.6% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.39% | 45,735 | $1.0M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 3,425 | $984K | Add +0.5% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.37% | 41,203 | $946K | Add +45.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.35% | 39,171 | $898K | Add +52.0% |
| SGOL Abrdn Physical Gold Shares | 0.34% | 19,608 | $875K | Reduce -4.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.34% | 7,797 | $868K | Add +55.9% |
| EEM iShares MSCI Emerging Market | 0.34% | 15,212 | $864K | Add +12.8% |
| SDOG Alps Sector Dividend Dogs | 0.33% | 12,920 | $840K | Reduce -12.8% |
| SCHO Schwab Short-Term US Treas | 0.33% | 34,167 | $829K | Add +20.9% |
| IVV iShares Core S&P 500 ETF | 0.32% | 1,232 | $805K | Reduce -23.4% |
| WELL Welltower Inc. | 0.30% | 3,810 | $753K | Reduce -21.6% |
| GLD SPDR Gold Shares | 0.29% | 1,736 | $747K | Reduce -0.3% |
| FTSM First Trust Enh Short Mat FD | 0.29% | 12,280 | $734K | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.29% | 7,296 | $724K | Add +9.8% |
| VONE Vanguard Russell 1000 | 0.28% | 2,422 | $715K | Reduce -5.2% |
| ITOT iShares Core S&P Total U.S. | 0.27% | 4,886 | $696K | Reduce -1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.26% | 14,599 | $670K | Reduce -2.6% |
| CEF Sprott Physical Gold and Sil | 0.26% | 13,757 | $656K | Add +1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.25% | 7,963 | $624K | Add +97.3% |
| SCHA Schwab US Small-Cap ETF | 0.24% | 20,776 | $604K | Reduce -19.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 6,555 | $593K | Add +14.5% |
| IQLT iShares MSCI International Q | 0.22% | 11,996 | $555K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.22% | 24,663 | $553K | Add +139.9% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.21% | 24,321 | $538K | Add +121.3% |
| VAW Vanguard Materials ETF | 0.20% | 2,211 | $498K | Add +39.8% |
| IDU iShares US Utilities ETF | 0.19% | 4,110 | $477K | Reduce -0.1% |
| IBTI iShares Ibonds Dec 2028 Term | 0.17% | 19,664 | $438K | New |
| IWM iShares Russell 2000 ETF | 0.17% | 1,737 | $431K | Reduce -8.4% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.16% | 17,499 | $411K | New |
| SPHY SS SPDR P High Yield ETF | 0.16% | 16,928 | $395K | Add +6.3% |
| XHB SS SPDR S&P Homebldrs ETF | 0.15% | 3,902 | $385K | Reduce -0.4% |
| VDE Vanguard Energy ETF | 0.15% | 2,191 | $379K | New |
| VCLT Vanguard Long-Term Corp. Bond | 0.15% | 5,016 | $375K | Add +7.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.14% | 7,947 | $363K | Reduce -7.0% |
| IWB iShares Russell 1000 ETF | 0.14% | 996 | $355K | No change |
| SLV iShares Silver Trust | 0.14% | 5,194 | $354K | Reduce -1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.13% | 3,433 | $336K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.13% | 3,456 | $336K | Reduce -5.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.13% | 4,086 | $325K | Add +8.9% |
| IYW iShares Ustechnology ETF | 0.12% | 1,683 | $305K | Reduce -0.9% |
| FXG First Trust Consumer Staples | 0.11% | 4,544 | $290K | Reduce -11.2% |
| XNTK SS SPDR Nyse Tech ETF | 0.11% | 1,064 | $272K | Reduce -3.9% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.11% | 12,277 | $268K | New |
| MOAT Vaneck Morningstar Wide Moat | 0.10% | 2,754 | $266K | Reduce -14.2% |
| SCHV Schwab US Large-Cap Value | 0.10% | 8,399 | $256K | Add +15.9% |
| SCHQ Schwab Long-Term US Treasury | 0.10% | 8,106 | $255K | Add +8.5% |
| IVT Inventrust Properties Corp. | 0.10% | 8,173 | $249K | No change |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.10% | 10,662 | $248K | New |
| XLRE SS Real Estate Select Sector | 0.10% | 6,039 | $247K | Reduce -8.3% |
| PRU Prudential Financial Inc. | 0.10% | 2,524 | $247K | Add +0.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 1,840 | $244K | Add +0.1% |
| JNJ Johnson & Johnson | 0.09% | 931 | $228K | New |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 1,559 | $227K | Add +3.4% |
| MDY State Street SPDR S&P Midcap | 0.09% | 350 | $216K | Reduce -3.9% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHB Schwab US Broad Market ETF | Reduce -13.5% | 5.96% | −1.39 |
| VGT Vanguard Info Tech ETF | Reduce -1.8% | 5.85% | −0.72 |
| VHT Vanguard Health Care ETF | Reduce -6.6% | 2.28% | −0.35 |
| VIG Vanguard Dividend Apprec ETF | Reduce -17.7% | 1.21% | −0.33 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.8% | 2.58% | −0.29 |
| IHI iShares U.S. Medical Devices | Reduce -13.1% | 0.74% | −0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.4% | 4.99% | −0.25 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 1.77% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -23.4% | 0.32% | −0.13 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.11 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.10 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 1.29% | −0.09 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.09 |
| AAPL Apple Inc. | Reduce -8.6% | 0.43% | −0.08 |
| XLK SS Technology Select Sector | Reduce -0.8% | 0.64% | −0.07 |
| WELL Welltower Inc. | Reduce -21.6% | 0.30% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.7% | 1.13% | −0.07 |
| VDC Vanguard Consumer Staple ETF | Reduce -6.8% | 2.03% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -19.4% | 0.24% | −0.06 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -1.6% | 1.17% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 4.01% | −0.04 |
| HDV iShares Core High Dividend E | Reduce -13.6% | 0.65% | −0.04 |
| VONE Vanguard Russell 1000 | Reduce -5.2% | 0.28% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.4% | 0.52% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -5.9% | 0.41% | −0.03 |
| SDOG Alps Sector Dividend Dogs | Reduce -12.8% | 0.33% | −0.03 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -14.2% | 0.10% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.1% | 0.59% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.3% | 0.27% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -5.2% | 0.45% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -1.0% | 2.25% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -8.4% | 0.17% | −0.02 |
| XNTK SS SPDR Nyse Tech ETF | Reduce -3.9% | 0.11% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -0.9% | 0.12% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.3% | 0.62% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -4.6% | 0.44% | −0.01 |
| FXG First Trust Consumer Staples | Reduce -11.2% | 0.11% | −0.01 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -0.4% | 0.15% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -7.0% | 0.14% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -8.3% | 0.10% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -5.8% | 0.13% | −0.01 |
| FTSM First Trust Enh Short Mat FD | Reduce -0.1% | 0.29% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -3.9% | 0.09% | −0.00 |
| SLV iShares Silver Trust | Reduce -1.4% | 0.14% | +0.00 |
| SGOL Abrdn Physical Gold Shares | Reduce -4.3% | 0.34% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.6% | 0.26% | +0.01 |
| IDU iShares US Utilities ETF | Reduce -0.1% | 0.19% | +0.01 |
| GLD SPDR Gold Shares | Reduce -0.3% | 0.29% | +0.02 |
| IAU iShares Gold Trust | Reduce -2.2% | 3.05% | +0.12 |
Portfolio Buys Q4 2025 → Q1 2026
| VFH Vanguard Financials ETF | Add +229.3% | 0.85% | +0.56 |
| IBDU iShares Ibonds Dec 2029 Term | Add +116.9% | 0.99% | +0.52 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +39.8% | 1.53% | +0.41 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.39% | +0.39 |
| VOX Vanguard Communication Servi | Add +102.9% | 0.68% | +0.31 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +15.5% | 2.68% | +0.31 |
| FQAL Fidelity Quality Factor ETF | Add +30.3% | 1.21% | +0.22 |
| VIS Vanguard Industrials ETF | Add +17.5% | 1.16% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | Add +21.1% | 1.75% | +0.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +12.4% | 2.02% | +0.17 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.17% | +0.17 |
| IBHH iShares Ibonds 2028 TM HY Inc. | New | 0.16% | +0.16 |
| VPU Vanguard Utilities ETF | Add +9.1% | 1.19% | +0.15 |
| VDE Vanguard Energy ETF | New | 0.15% | +0.15 |
| SCHI Schwab 5-10 Year Corporate B | Add +10.7% | 2.06% | +0.14 |
| EFV iShares MSCI Eafe Value ETF | Add +26.4% | 0.58% | +0.13 |
| IBTH iShares Ibonds Dec 2027 Term | Add +139.9% | 0.22% | +0.13 |
| BSV Vanguard Short-Term Bond ETF | Add +97.3% | 0.25% | +0.12 |
| IBTG iShares Ibonds Dec 2026 Term | Add +52.0% | 0.35% | +0.12 |
| SCHM Schwab US Mid Cap ETF | Add +4.5% | 2.21% | +0.11 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +121.3% | 0.21% | +0.11 |
| EFG iShares MSCI Eafe Growth ETF | Add +55.9% | 0.34% | +0.11 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +45.0% | 0.37% | +0.11 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.11% | +0.11 |
| IBHI iShares Ibonds 2029 TM HY Inc. | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | New | 0.09% | +0.09 |
| TIP iShares Tips Bond ETF | Add +15.6% | 0.70% | +0.08 |
| SCHR Schwab Intermediate-Term US | Add +23.8% | 0.44% | +0.07 |
| SMH Vaneck Semiconductor ETF | Add +16.6% | 0.40% | +0.07 |
| IBDR iShares Ibonds Dec 2026 Term | Add +4.3% | 3.15% | +0.07 |
| VAW Vanguard Materials ETF | Add +39.8% | 0.20% | +0.06 |
| SCHO Schwab Short-Term US Treas | Add +20.9% | 0.33% | +0.05 |
| EEM iShares MSCI Emerging Market | Add +12.8% | 0.34% | +0.04 |
| XLP SS Consumer Staples Sel Sect | Add +5.2% | 0.54% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 1.57% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.5% | 0.23% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +9.8% | 0.29% | +0.02 |
| BND Vanguard Total Bond Market | Add +6.9% | 0.45% | +0.02 |
| SCHV Schwab US Large-Cap Value | Add +15.9% | 0.10% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +4.3% | 0.50% | +0.01 |
| CEF Sprott Physical Gold and Sil | Add +1.1% | 0.26% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +8.9% | 0.13% | +0.01 |
| VCLT Vanguard Long-Term Corp. Bond | Add +7.9% | 0.15% | +0.01 |
| SCHQ Schwab Long-Term US Treasury | Add +8.5% | 0.10% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +3.4% | 0.09% | +0.00 |
| SPHY SS SPDR P High Yield ETF | Add +6.3% | 0.16% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.1% | 0.10% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Add +0.9% | 1.37% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.1% | 0.51% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.5% | 0.39% | −0.01 |
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 |