# Madden Advisory Services, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1542284. Source: https://holderbook.com/funds/1542284-madden-advisory-services-inc/

- Reported value: $278.9M
- Positions: 110
- Weight of the ten largest: 42.7%
- Filed: 2026-08-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $20.5M | 29,840 | 7.3% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $20.3M | 169,988 | 7.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $17.3M | 595,799 | 6.2% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $14.9M | 68,169 | 5.3% | 31 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $11.0M | 105,547 | 3.9% | 26 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $7.9M | 325,410 | 2.8% | 12 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $7.3M | 246,436 | 2.6% | 31 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $6.7M | 278,182 | 2.4% | 11 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $6.7M | 181,685 | 2.4% | 31 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $6.7M | 88,555 | 2.4% | 21 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $6.4M | 21,316 | 2.3% | 17 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $6.3M | 73,824 | 2.3% | 17 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $6.2M | 183,325 | 2.2% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $5.5M | 7,501 | 2.0% | 20 |
| ISHARES TR | [SHYG](https://holderbook.com/stocks/SHYG/) | $5.2M | 123,071 | 1.9% | 23 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $5.2M | 65,868 | 1.9% | 20 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $5.2M | 23,035 | 1.9% | 31 |
| SCHWAB STRATEGIC TR | [SCHI](https://holderbook.com/stocks/SCHI/) | $5.1M | 224,990 | 1.8% | 9 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $5.0M | 6,725 | 1.8% | 26 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $4.6M | 31,306 | 1.7% | 31 |
| VANGUARD WORLD FD | [VCR](https://holderbook.com/stocks/VCR/) | $3.9M | 9,909 | 1.4% | 31 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $3.9M | 153,604 | 1.4% | 8 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.8M | 10,185 | 1.4% | 26 |
| VANGUARD WORLD FD | [VIS](https://holderbook.com/stocks/VIS/) | $3.5M | 9,577 | 1.2% | 31 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $3.4M | 33,682 | 1.2% | 31 |
| FIDELITY COVINGTON TRUST | [FQAL](https://holderbook.com/stocks/FQAL/) | $3.4M | 41,701 | 1.2% | 17 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $3.4M | 14,293 | 1.2% | 31 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $3.2M | 37,428 | 1.2% | 24 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $3.0M | 15,379 | 1.1% | 26 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $3.0M | 93,747 | 1.1% | 31 |
| VANECK ETF TRUST | [FLTR](https://holderbook.com/stocks/FLTR/) | $3.0M | 115,648 | 1.1% | 31 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $2.6M | 111,466 | 0.9% | 7 |
| SCHWAB STRATEGIC TR | [SCHH](https://holderbook.com/stocks/SCHH/) | $2.5M | 107,454 | 0.9% | 31 |
| VANGUARD WORLD FD | [VFH](https://holderbook.com/stocks/VFH/) | $2.4M | 18,233 | 0.9% | 4 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.2M | 11,551 | 0.8% | 31 |
| VANGUARD WORLD FD | [VOX](https://holderbook.com/stocks/VOX/) | $1.8M | 9,942 | 0.7% | 8 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.8M | 23,224 | 0.6% | 31 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.7M | 5,766 | 0.6% | 26 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $1.7M | 2,586 | 0.6% | 11 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $1.7M | 15,162 | 0.6% | 31 |
| ISHARES TR | [IHI](https://holderbook.com/stocks/IHI/) | $1.7M | 33,420 | 0.6% | 22 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $1.6M | 58,990 | 0.6% | 26 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $1.5M | 13,090 | 0.6% | 31 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $1.5M | 19,775 | 0.5% | 26 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.4M | 24,261 | 0.5% | 12 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.4M | 6,686 | 0.5% | 8 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $1.4M | 38,841 | 0.5% | 31 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $1.3M | 16,089 | 0.5% | 11 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $1.3M | 6,919 | 0.5% | 31 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $1.3M | 46,244 | 0.5% | 31 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.2M | 16,988 | 0.4% | 10 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.2M | 4,209 | 0.4% | 25 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $1.1M | 11,696 | 0.4% | 26 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $1.1M | 44,463 | 0.4% | 4 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.0M | 12,954 | 0.4% | 26 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $1.0M | 47,438 | 0.4% | 2 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $994.6K | 14,538 | 0.4% | 8 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $974.1K | 40,351 | 0.3% | 4 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $963.9K | 7,747 | 0.3% | 6 |
| ISHARES TR | [IBHF](https://holderbook.com/stocks/IBHF/) | $955.2K | 42,174 | 0.3% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $919.1K | 1,227 | 0.3% | 25 |
| ISHARES TR | [IBTG](https://holderbook.com/stocks/IBTG/) | $918.9K | 40,142 | 0.3% | 7 |
| ALPS ETF TR | [SDOG](https://holderbook.com/stocks/SDOG/) | $866.9K | 12,706 | 0.3% | 31 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $838.2K | 3,693 | 0.3% | 31 |
| VANGUARD SCOTTSDALE FDS | [VONE](https://holderbook.com/stocks/VONE/) | $794.8K | 2,346 | 0.3% | 17 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $777.0K | 4,730 | 0.3% | 26 |
| ETFS GOLD TR | [SGOL](https://holderbook.com/stocks/SGOL/) | $749.6K | 19,608 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $743.4K | 20,576 | 0.3% | 31 |
| FIRST TR EXCHANGE-TRADED FD | [FTSM](https://holderbook.com/stocks/FTSM/) | $717.4K | 12,010 | 0.3% | 31 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $692.3K | 6,994 | 0.2% | 26 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $678.1K | 8,703 | 0.2% | 17 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $639.6K | 14,106 | 0.2% | 12 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $637.3K | 1,730 | 0.2% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $617.2K | 6,390 | 0.2% | 31 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $594.4K | 11,996 | 0.2% | 17 |
| ISHARES TR | [IBTH](https://holderbook.com/stocks/IBTH/) | $573.9K | 25,654 | 0.2% | 4 |
| ISHARES TR | [IBHG](https://holderbook.com/stocks/IBHG/) | $559.2K | 25,325 | 0.2% | 4 |
| VANGUARD WORLD FD | [VAW](https://holderbook.com/stocks/VAW/) | $556.4K | 2,432 | 0.2% | 11 |
| SPROTT ASSET MANAGEMENT LP | [CEF](https://holderbook.com/stocks/CEF/) | $545.4K | 13,557 | 0.2% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $521.9K | 1,737 | 0.2% | 31 |
| ISHARES TR | [IDU](https://holderbook.com/stocks/IDU/) | $470.4K | 4,104 | 0.2% | 31 |
| ISHARES TR | [IBTI](https://holderbook.com/stocks/IBTI/) | $457.5K | 20,662 | 0.2% | 2 |
| SPDR SERIES TRUST | [XHB](https://holderbook.com/stocks/XHB/) | $446.2K | 3,861 | 0.2% | 25 |
| ISHARES TR | [IBHH](https://holderbook.com/stocks/IBHH/) | $433.4K | 18,444 | 0.2% | 2 |
| SPDR SERIES TRUST | [SPHY](https://holderbook.com/stocks/SPHY/) | $432.0K | 18,428 | 0.2% | 26 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $424.5K | 1,683 | 0.2% | 14 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $408.5K | 3,433 | 0.1% | 15 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $407.9K | 996 | 0.1% | 31 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $400.4K | 7,947 | 0.1% | 17 |
| VANGUARD SCOTTSDALE FDS | [VCLT](https://holderbook.com/stocks/VCLT/) | $393.0K | 5,223 | 0.1% | 4 |
| SPDR SERIES TRUST | [XNTK](https://holderbook.com/stocks/XNTK/) | $390.6K | 1,000 | 0.1% | 11 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $381.3K | 10,955 | 0.1% | 3 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $355.5K | 6,648 | 0.1% | 4 |
| VANGUARD WORLD FD | [VDE](https://holderbook.com/stocks/VDE/) | $343.6K | 2,289 | 0.1% | 2 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $325.3K | 2,949 | 0.1% | 11 |
| INVENTRUST PPTYS CORP | [IVT](https://holderbook.com/stocks/IVT/) | $289.3K | 8,173 | 0.1% | 11 |
| ISHARES TR | [IBTJ](https://holderbook.com/stocks/IBTJ/) | $287.8K | 13,295 | 0.1% | 2 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $285.1K | 2,741 | 0.1% | 8 |
| PRUDENTIAL FINL INC | [PRU](https://holderbook.com/stocks/PRU/) | $284.3K | 2,634 | 0.1% | 15 |
| FIRST TR EXCHANGE TRADED FD | [FXG](https://holderbook.com/stocks/FXG/) | $277.6K | 4,433 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.7% | +14.8% | -4.1% | 94% |
| Q1 2026 | -1.4% | -4.6% | +3.2% | 95% |
| Q4 2025 | +1.8% | +2.4% | -0.6% | 92% |
| Q3 2025 | +6.4% | +7.8% | -1.4% | 92% |
| Q2 2025 | +7.8% | +10.5% | -2.6% | 93% |
| Q1 2025 | -1.9% | -4.6% | +2.7% | 93% |
| Q4 2024 | -0.8% | +2.1% | -3.0% | 91% |
| Q3 2024 | +6.1% | +5.4% | +0.7% | 92% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $278.9M | 110 |
| Q1 2026 | $253.9M | 108 |
| Q4 2025 | $248.7M | 105 |
| Q3 2025 | $258.2M | 107 |
| Q2 2025 | $234.7M | 100 |
| Q1 2025 | $214.6M | 101 |
| Q4 2024 | $215.4M | 99 |
| Q3 2024 | $218.4M | 100 |
| Q2 2024 | $196.7M | 93 |
| Q1 2024 | $189.8M | 92 |
| Q4 2023 | $177.4M | 90 |
| Q3 2023 | $158.1M | 81 |