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

0$100.0M$200.0M$300.0M Q1 2024: $189.8M Q1 2024 Q2 2024: $196.7M Q2 2024 Q3 2024: $218.4M Q3 2024 Q4 2024: $215.4M Q4 2024 Q1 2025: $214.6M Q1 2025 Q2 2025: $234.7M Q2 2025 Q3 2025: $238.0M Q3 2025 Q4 2025: $248.7M Q4 2025 Q1 2026: $253.9M Q1 2026 Q2 2026: $278.9M $278.9M Q2 2026

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%
IBHI iShares Ibonds 2029 TM HY Inc. 0.10% 11,610 $272K Add +8.9%
SCHQ Schwab Long-Term US Treasury 0.09% 8,450 $264K Add +4.2%
XLRE SS Real Estate Select Sector 0.09% 5,982 $263K Reduce -0.9%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.09% 3,217 $257K Reduce -21.3%
IWS iShares Russell Mid-Cap Valu 0.09% 1,559 $257K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.09% 1,720 $254K Reduce -6.5%
MDY State Street SPDR S&P Midcap 0.09% 344 $242K Reduce -1.7%
JNJ Johnson & Johnson 0.08% 930 $236K Reduce -0.1%
FXL First Trust Technology Alpha 0.08% 1,026 $223K New
MSFT Microsoft Corp. 0.08% 589 $220K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 110$278.9MVOO, VGT, SCHB, VTV, EFA
Q1 2026 108$253.9MVOO, SCHB, VGT, VTV, EFA
Q4 2025 105$248.7MVOO, SCHB, VGT, VTV, EFA
Q3 2025 104$238.0MVOO, SCHB, VGT, VTV, EFA
Q2 2025 100$234.7MSCHB, VOO, VGT, VTV, IBDQ
Q1 2025 101$214.6MSCHB, VOO, VTV, VGT, IBDQ
Q4 2024 99$215.4MSCHB, VOO, VGT, VTV, IBDQ
Q3 2024 100$218.4MSCHB, VOO, VGT, VTV, EFA
Q2 2024 93$196.7MSCHB, VOO, VGT, VTV, EFA
Q1 2024 92$189.8MSCHB, VOO, VGT, VTV, EFA