Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $20.5M | 7.3% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $20.3M | 7.3% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $17.3M | 6.2% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $14.9M | 5.3% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $11M | 3.9% |
| iShares TRIBONDS DEC2026 | IBONDS DEC2026 | $7.88M | 2.8% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $7.25M | 2.6% |
| iShares TRIBONDS 27 ETF | IBONDS 27 ETF | $6.74M | 2.4% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $6.7M | 2.4% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $6.69M | 2.4% |
| Vanguard World FDHEALTH CAR ETF | HEALTH CAR ETF | $6.37M | 2.3% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $6.31M | 2.3% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $6.2M | 2.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $5.52M | 2.0% |
| iShares TR0-5YR HI YL CP | 0-5YR HI YL CP | $5.22M | 1.9% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $5.21M | 1.9% |
| Vanguard World FDCONSUM STP ETF | CONSUM STP ETF | $5.19M | 1.9% |
| Schwab Strategic TR5 10YR CORP BD | 5 10YR CORP BD | $5.09M | 1.8% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $5.02M | 1.8% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $4.64M | 1.7% |
| Vanguard World FDCONSUM DIS ETF | CONSUM DIS ETF | $3.93M | 1.4% |
| iShares TRIBDS DEC28 ETF | IBDS DEC28 ETF | $3.88M | 1.4% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $3.77M | 1.4% |
| Vanguard World FDINDUSTRIAL ETF | INDUSTRIAL ETF | $3.45M | 1.2% |
| iShares TR0-5 YR TIPS ETF | 0-5 YR TIPS ETF | $3.44M | 1.2% |
| Fidelity Covington TrustQLTY FCTOR ETF | QLTY FCTOR ETF | $3.39M | 1.2% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $3.38M | 1.2% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $3.22M | 1.2% |
| Vanguard World FDUTILITIES ETF | UTILITIES ETF | $3.01M | 1.1% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $2.97M | 1.1% |
| Vaneck ETF TrustIG FLOA RATE ETF | IG FLOA RATE ETF | $2.96M | 1.1% |
| iShares TRIBONDS DEC 29 | IBONDS DEC 29 | $2.58M | 0.9% |
| Schwab Strategic TRUS REIT ETF | US REIT ETF | $2.54M | 0.9% |
| Vanguard World FDFINANCIALS ETF | FINANCIALS ETF | $2.4M | 0.9% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $2.2M | 0.8% |
| Vanguard World FDCOMM SRVC ETF | COMM SRVC ETF | $1.83M | 0.7% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $1.79M | 0.6% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $1.75M | 0.6% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $1.7M | 0.6% |
| iShares TRTIPS BD ETF | TIPS BD ETF | $1.66M | 0.6% |
| iShares TRU.S. MED DVC ETF | U.S. MED DVC ETF | $1.65M | 0.6% |
| iShares TRCORE HIGH DV ETF | CORE HIGH DV ETF | $1.62M | 0.6% |
| Select Sector SPDR TRST STR DISCR ETF | ST STR DISCR ETF | $1.54M | 0.6% |
| iShares TREAFE VALUE ETF | EAFE VALUE ETF | $1.51M | 0.5% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $1.45M | 0.5% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $1.42M | 0.5% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $1.41M | 0.5% |
| Select Sector SPDR TRST STR STAPL ETF | ST STR STAPL ETF | $1.34M | 0.5% |
| Select Sector SPDR TRST STR INDL ETF | ST STR INDL ETF | $1.28M | 0.5% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $1.28M | 0.5% |
Vanguard Index FdsS&P 500 ETF SHS$20.5M
- Class
- S&P 500 ETF SHS
- Share
- 7.3%
Vanguard World FDINF TECH ETF$20.3M
- Class
- INF TECH ETF
- Share
- 7.3%
Schwab Strategic TRUS BRD MKT ETF$17.3M
- Class
- US BRD MKT ETF
- Share
- 6.2%
Vanguard Index FdsVALUE ETF$14.9M
- Class
- VALUE ETF
- Share
- 5.3%
iShares TRMSCI EAFE ETF$11M
- Class
- MSCI EAFE ETF
- Share
- 3.9%
iShares TRIBONDS DEC2026$7.88M
- Class
- IBONDS DEC2026
- Share
- 2.8%
Schwab Strategic TRUS LRG CAP ETF$7.25M
- Class
- US LRG CAP ETF
- Share
- 2.6%
iShares TRIBONDS 27 ETF$6.74M
- Class
- IBONDS 27 ETF
- Share
- 2.4%
Schwab Strategic TRUS MID-CAP ETF$6.7M
- Class
- US MID-CAP ETF
- Share
- 2.4%
iShares Gold TRISHARES NEW$6.69M
- Class
- ISHARES NEW
- Share
- 2.4%
Vanguard World FDHEALTH CAR ETF$6.37M
- Class
- HEALTH CAR ETF
- Share
- 2.3%
Vanguard Star FdsVG TL INTL STK F$6.31M
- Class
- VG TL INTL STK F
- Share
- 2.3%
Schwab Strategic TRUS LCAP GR ETF$6.2M
- Class
- US LCAP GR ETF
- Share
- 2.2%
Invesco Qqq TRUNIT SER 1$5.52M
- Class
- UNIT SER 1
- Share
- 2.0%
iShares TR0-5YR HI YL CP$5.22M
- Class
- 0-5YR HI YL CP
- Share
- 1.9%
Vanguard Scottsdale FdsSHRT TRM CORP BD$5.21M
- Class
- SHRT TRM CORP BD
- Share
- 1.9%
Vanguard World FDCONSUM STP ETF$5.19M
- Class
- CONSUM STP ETF
- Share
- 1.9%
Schwab Strategic TR5 10YR CORP BD$5.09M
- Class
- 5 10YR CORP BD
- Share
- 1.8%
State Str SPDR S&P 500 ETF TTR UNIT$5.02M
- Class
- TR UNIT
- Share
- 1.8%
iShares TRCORE S&P SCP ETF$4.64M
- Class
- CORE S&P SCP ETF
- Share
- 1.7%
Vanguard World FDCONSUM DIS ETF$3.93M
- Class
- CONSUM DIS ETF
- Share
- 1.4%
iShares TRIBDS DEC28 ETF$3.88M
- Class
- IBDS DEC28 ETF
- Share
- 1.4%
Vanguard Index FdsTOTAL STK MKT$3.77M
- Class
- TOTAL STK MKT
- Share
- 1.4%
Vanguard World FDINDUSTRIAL ETF$3.45M
- Class
- INDUSTRIAL ETF
- Share
- 1.2%
iShares TR0-5 YR TIPS ETF$3.44M
- Class
- 0-5 YR TIPS ETF
- Share
- 1.2%
Fidelity Covington TrustQLTY FCTOR ETF$3.39M
- Class
- QLTY FCTOR ETF
- Share
- 1.2%
Vanguard Specialized FundsDIV APP ETF$3.38M
- Class
- DIV APP ETF
- Share
- 1.2%
Vanguard Index FdsGROWTH ETF$3.22M
- Class
- GROWTH ETF
- Share
- 1.2%
Vanguard World FDUTILITIES ETF$3.01M
- Class
- UTILITIES ETF
- Share
- 1.1%
Schwab Strategic TRUS DIVIDEND EQ$2.97M
- Class
- US DIVIDEND EQ
- Share
- 1.1%
Vaneck ETF TrustIG FLOA RATE ETF$2.96M
- Class
- IG FLOA RATE ETF
- Share
- 1.1%
iShares TRIBONDS DEC 29$2.58M
- Class
- IBONDS DEC 29
- Share
- 0.9%
Schwab Strategic TRUS REIT ETF$2.54M
- Class
- US REIT ETF
- Share
- 0.9%
Vanguard World FDFINANCIALS ETF$2.4M
- Class
- FINANCIALS ETF
- Share
- 0.9%
Select Sector SPDR TRST STR TECHN ETF$2.2M
- Class
- ST STR TECHN ETF
- Share
- 0.8%
Vanguard World FDCOMM SRVC ETF$1.83M
- Class
- COMM SRVC ETF
- Share
- 0.7%
iShares TRCORE S&P MCP ETF$1.79M
- Class
- CORE S&P MCP ETF
- Share
- 0.6%
Vanguard Index FdsSMALL CP ETF$1.75M
- Class
- SMALL CP ETF
- Share
- 0.6%
Vaneck ETF TrustSEMICONDUCTR ETF$1.7M
- Class
- SEMICONDUCTR ETF
- Share
- 0.6%
iShares TRTIPS BD ETF$1.66M
- Class
- TIPS BD ETF
- Share
- 0.6%
iShares TRU.S. MED DVC ETF$1.65M
- Class
- U.S. MED DVC ETF
- Share
- 0.6%
iShares TRCORE HIGH DV ETF$1.62M
- Class
- CORE HIGH DV ETF
- Share
- 0.6%
Select Sector SPDR TRST STR DISCR ETF$1.54M
- Class
- ST STR DISCR ETF
- Share
- 0.6%
iShares TREAFE VALUE ETF$1.51M
- Class
- EAFE VALUE ETF
- Share
- 0.5%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$1.45M
- Class
- FTSE EMR MKT ETF
- Share
- 0.5%
Invesco Exchange Traded FD TS&P500 EQL WGT$1.42M
- Class
- S&P500 EQL WGT
- Share
- 0.5%
Schwab Strategic TREMRG MKTEQ ETF$1.41M
- Class
- EMRG MKTEQ ETF
- Share
- 0.5%
Select Sector SPDR TRST STR STAPL ETF$1.34M
- Class
- ST STR STAPL ETF
- Share
- 0.5%
Select Sector SPDR TRST STR INDL ETF$1.28M
- Class
- ST STR INDL ETF
- Share
- 0.5%
Schwab Strategic TRINTL EQTY ETF$1.28M
- Class
- INTL EQTY ETF
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 110 positions by value, with holdings of the same security combined. The 110 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1542284
- File number
- 028-14842
- Options
- 0 call, 0 put
- In the 25 largest
- 69.0%
- Prior quarter
- $254M at 31 March 2026
- Positions opened
- 2
- Positions closed
- 0
Common questions
What are Madden Advisory Services’ 13F holdings worth?
$279 million across 110 positions for the quarter ended 30 June 2026.
What is Madden Advisory Services’ largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $20.5 million, or 7.3% of reported 13F value, as of 30 June 2026.
How concentrated is Madden Advisory Services’ 13F portfolio?
The ten largest positions accounted for 42.7% of reported value and the twenty-five largest for 69.0%, across 110 positions as of 30 June 2026.
Does Form 13F show everything Madden Advisory Services manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Madden Advisory Services file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.