Madden Advisory Services, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$253.9M
Q ending 2026-03-31
Prior quarter
$248.7M
Q ending 2025-12-31
Change
+2.1% QoQ · +18.3% YoY
Positions
108
reported holdings
Largest positions
Top 100 of 108 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $19.5M | 33K |
| Schwab Strategic Tr | SCHB | Shares | $15.1M | 603K |
| Vanguard World Fd | VGT | Shares | $14.8M | 21K |
| Vanguard Index Fds | VTV | Shares | $12.7M | 65K |
| Ishares Tr | EFA | Shares | $10.2M | 105K |
| Ishares Tr | IBDR | Shares | $8.0M | 330K |
| Ishares Gold Tr | IAU | Shares | $7.7M | 88K |
| Ishares Tr | IBDS | Shares | $6.8M | 281K |
| Schwab Strategic Tr | SCHX | Shares | $6.6M | 256K |
| Vanguard World Fd | VHT | Shares | $5.8M | 21K |
| Vanguard Star Fds | VXUS | Shares | $5.7M | 74K |
| Schwab Strategic Tr | SCHM | Shares | $5.6M | 181K |
| Schwab Strategic Tr | SCHG | Shares | $5.4M | 185K |
| Schwab Strategic Tr | SCHI | Shares | $5.2M | 230K |
| Vanguard World Fd | VDC | Shares | $5.2M | 23K |
| Vanguard Scottsdale Fds | VCSH | Shares | $5.1M | 65K |
| Ishares Tr | SHYG | Shares | $5.1M | 121K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.5M | 7K |
| Invesco Qqq Tr | QQQ | Shares | $4.4M | 8K |
| Ishares Tr | IJR | Shares | $4.0M | 32K |
| Ishares Tr | IBDT | Shares | $3.9M | 154K |
| Vanguard World Fd | VCR | Shares | $3.6M | 10K |
| Ishares Tr | STIP | Shares | $3.5M | 34K |
| Vanguard Index Fds | VTI | Shares | $3.3M | 10K |
| Vanguard Specialized Funds | VIG | Shares | $3.1M | 14K |
| Fidelity Covington Trust | FQAL | Shares | $3.1M | 42K |
| Vanguard World Fd | VPU | Shares | $3.0M | 15K |
| Vaneck Etf Trust | FLTR | Shares | $3.0M | 116K |
| Vanguard World Fd | VIS | Shares | $3.0M | 9K |
| Schwab Strategic Tr | SCHD | Shares | $2.9M | 94K |
| Ishares Tr | IBDU | Shares | $2.5M | 108K |
| Schwab Strategic Tr | SCHH | Shares | $2.3M | 108K |
| Vanguard World Fd | VFH | Shares | $2.2M | 18K |
| Ishares Tr | IHI | Shares | $1.9M | 35K |
| Vanguard Index Fds | VUG | Shares | $1.8M | 4K |
| Ishares Tr | TIP | Shares | $1.8M | 16K |
| Vanguard World Fd | VOX | Shares | $1.7M | 10K |
| Ishares Tr | HDV | Shares | $1.6M | 12K |
| Select Sector Spdr Tr | XLK | Shares | $1.6M | 12K |
| Ishares Tr | IJH | Shares | $1.6M | 23K |
| Vanguard Index Fds | VB | Shares | $1.5M | 6K |
| Ishares Tr | EFV | Shares | $1.5M | 20K |
| Select Sector Spdr Tr | XLY | Shares | $1.4M | 13K |
| Select Sector Spdr Tr | XLP | Shares | $1.4M | 17K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.3M | 7K |
| Schwab Strategic Tr | SCHE | Shares | $1.3M | 39K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.3M | 24K |
| Schwab Strategic Tr | SCHF | Shares | $1.2M | 47K |
| Vanguard Bd Index Fds | BND | Shares | $1.1M | 15K |
| Select Sector Spdr Tr | XLI | Shares | $1.1M | 7K |
| Schwab Strategic Tr | SCHR | Shares | $1.1M | 44K |
| Apple Inc | AAPL | Shares | $1.1M | 4K |
| Vanguard Index Fds | VNQ | Shares | $1.0M | 12K |
| Vaneck Etf Trust | SMH | Shares | $1.0M | 3K |
| Ishares Tr | IBDV | Shares | $1.0M | 46K |
| Vanguard Index Fds | VO | Shares | $984K | 3K |
| Ishares Tr | IBHF | Shares | $946K | 41K |
| Ishares Tr | IBTG | Shares | $898K | 39K |
| Etfs Gold Tr | SGOL | Shares | $875K | 20K |
| Ishares Tr | EFG | Shares | $868K | 8K |
| Ishares Tr | EEM | Shares | $864K | 15K |
| Alps Etf Tr | SDOG | Shares | $840K | 13K |
| Schwab Strategic Tr | SCHO | Shares | $829K | 34K |
| Ishares Tr | IVV | Shares | $805K | 1K |
| Welltower Inc | WELL | Shares | $753K | 4K |
| Spdr Gold Tr | GLD | Shares | $747K | 2K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $734K | 12K |
| Ishares Tr | AGG | Shares | $724K | 7K |
| Vanguard Scottsdale Fds | VONE | Shares | $715K | 2K |
| Ishares Tr | ITOT | Shares | $696K | 5K |
| Select Sector Spdr Tr | XLU | Shares | $670K | 15K |
| Sprott Asset Management Lp | CEF | Shares | $656K | 14K |
| Vanguard Bd Index Fds | BSV | Shares | $624K | 8K |
| Schwab Strategic Tr | SCHA | Shares | $604K | 21K |
| Ishares Tr | IEFA | Shares | $593K | 7K |
| Ishares Tr | IQLT | Shares | $555K | 12K |
| Ishares Tr | IBTH | Shares | $553K | 25K |
| Ishares Tr | IBHG | Shares | $538K | 24K |
| Vanguard World Fd | VAW | Shares | $498K | 2K |
| Ishares Tr | IDU | Shares | $477K | 4K |
| Ishares Tr | IBTI | Shares | $438K | 20K |
| Ishares Tr | IWM | Shares | $431K | 2K |
| Ishares Tr | IBHH | Shares | $411K | 17K |
| Spdr Series Trust | SPHY | Shares | $395K | 17K |
| Spdr Series Trust | XHB | Shares | $385K | 4K |
| Vanguard World Fd | VDE | Shares | $379K | 2K |
| Vanguard Scottsdale Fds | VCLT | Shares | $375K | 5K |
| Spdr Index Shs Fds | SPDW | Shares | $363K | 8K |
| Ishares Tr | IWB | Shares | $355K | 996 |
| Ishares Silver Tr | SLV | Shares | $354K | 5K |
| Spdr Series Trust | SPYG | Shares | $336K | 3K |
| Ishares Tr | IWR | Shares | $336K | 3K |
| Ishares Tr | HYG | Shares | $325K | 4K |
| Ishares Tr | IYW | Shares | $305K | 2K |
| First Tr Exchange-Traded Fd | FXG | Shares | $290K | 5K |
| Spdr Series Trust | XNTK | Shares | $272K | 1K |
| Ishares Tr | IBTJ | Shares | $268K | 12K |
| Vaneck Etf Trust | MOAT | Shares | $266K | 3K |
| Schwab Strategic Tr | SCHV | Shares | $256K | 8K |
| Schwab Strategic Tr | SCHQ | Shares | $255K | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.