Madden Advisory Services
Jacksonville, FLfiles as Madden Advisory Services, Inc.
$279m in 110 US stocks at the end of 30 June 2026. The top 10 are 42.7% of the money. It changed about 4.2% of the portfolio this quarter.
Value
$279m
Stocks
110
Top 10 share
42.7%
Turnover
4.2%
What changed this quarter
New
Bought for the first time this quarter.
- First TR Exchange-Traded FDFXL<0.1% of the fund
- MicrosoftMSFT<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTV5.3% of the fund+6%
- Vanguard Index FDSVUG1.2% of the fund+48%
- Ishares TRIBDU0.9% of the fund+3%
- Vanguard World FDVFH0.9% of the fund+2%
- Vanguard World FDVOX0.7% of the fund+3%
- Vanguard Intl Equity Index FVWO0.5% of the fund+3%
- Vanguard BD Index FDSBND0.4% of the fund+10%
- Ishares TRIBDV0.4% of the fund+4%
- Schwab Strategic TRSCHO0.3% of the fund+18%
- Ishares TRIBHF0.3% of the fund+2%
- Ishares TRIBTG0.3% of the fund+2%
- Vanguard BD Index FDSBSV0.2% of the fund+9%
- Ishares TRIBTH0.2% of the fund+4%
- Ishares TRIBHG0.2% of the fund+4%
- Vanguard World FDVAW0.2% of the fund+10%
- Ishares TRIBTI0.2% of the fund+5%
- Ishares TRIBHH0.2% of the fund+5%
- Spdr Series TrustSPHY0.2% of the fund+9%
- Vanguard Scottsdale FDSVCLT0.1% of the fund+4%
- Schwab Strategic TRSCHV0.1% of the fund+30%
- Ishares Silver TRSLV0.1% of the fund+28%
- Vanguard World FDVDE0.1% of the fund+4%
- Ishares TRIBTJ0.1% of the fund+8%
- Prudential FinancialPRU0.1% of the fund+4%
- Ishares TRIBHI<0.1% of the fund+9%
Cut
Sold some of their stake.
- Vanguard Index FDSVOO7.3% of the fund-9%
- Schwab Strategic TRSCHX2.6% of the fund-4%
- Invesco QQQ TRQQQ2.0% of the fund-3%
- Schwab Strategic TRSCHI1.8% of the fund-2%
- State STR Spdr S&P 500 ETF TSPY1.8% of the fund-2%
- Ishares TRIJR1.7% of the fund-2%
- Select Sector Spdr TRXLK0.8% of the fund-5%
- Vaneck ETF TrustSMH0.6% of the fund-4%
- Ishares TRTIP0.6% of the fund-6%
- Ishares TRIHI0.6% of the fund-4%
- Ishares TRHDV0.6% of the fund-3%
- Invesco Exchange Traded FD TRSP0.5% of the fund-3%
- Select Sector Spdr TRXLP0.5% of the fund-3%
- Vanguard Index FDSVO0.4% of the fund-5%
- Ishares TREEM0.4% of the fund-4%
- WelltowerWELL0.3% of the fund-3%
- Vanguard Scottsdale FDSVONE0.3% of the fund-3%
- Ishares TRITOT0.3% of the fund-3%
- First TR Exchange-Traded FDFTSM0.3% of the fund-2%
- Ishares TRAGG0.2% of the fund-4%
- Select Sector Spdr TRXLU0.2% of the fund-3%
- Ishares TRIEFA0.2% of the fund-3%
- Spdr Series TrustXNTK0.1% of the fund-6%
- Ishares TRIWR0.1% of the fund-15%
- First TR Exchange-Traded FDFXG<0.1% of the fund-2%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVOO
- Share
- 7.3%
- Value
- $20m
- Shares
- 29,840
-9%
- Vanguard World FDVGT
- Share
- 7.3%
- Value
- $20m
- Shares
- 169,988
Held
- Schwab Strategic TRSCHB
- Share
- 6.2%
- Value
- $17m
- Shares
- 595,799
Held
- Vanguard Index FDSVTV
- Share
- 5.3%
- Value
- $15m
- Shares
- 68,169
+6%
- Ishares TREFA
- Share
- 3.9%
- Value
- $11m
- Shares
- 105,547
Held
- Ishares TRIBDR
- Share
- 2.8%
- Value
- $8m
- Shares
- 325,410
Held
- Schwab Strategic TRSCHX
- Share
- 2.6%
- Value
- $7m
- Shares
- 246,436
-4%
- Ishares TRIBDS
- Share
- 2.4%
- Value
- $7m
- Shares
- 278,182
Held
- Schwab Strategic TRSCHM
- Share
- 2.4%
- Value
- $7m
- Shares
- 181,685
Held
- Ishares Gold TRIAU
- Share
- 2.4%
- Value
- $7m
- Shares
- 88,555
Held
- Vanguard World FDVHT
- Share
- 2.3%
- Value
- $6m
- Shares
- 21,316
Held
- Vanguard Star FDSVXUS
- Share
- 2.3%
- Value
- $6m
- Shares
- 73,824
Held
- Schwab Strategic TRSCHG
- Share
- 2.2%
- Value
- $6m
- Shares
- 183,325
Held
- Invesco QQQ TRQQQ
- Share
- 2.0%
- Value
- $6m
- Shares
- 7,501
-3%
- Ishares TRSHYG
- Share
- 1.9%
- Value
- $5m
- Shares
- 123,071
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 1.9%
- Value
- $5m
- Shares
- 65,868
Held
- Vanguard World FDVDC
- Share
- 1.9%
- Value
- $5m
- Shares
- 23,035
Held
- Schwab Strategic TRSCHI
- Share
- 1.8%
- Value
- $5m
- Shares
- 224,990
-2%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.8%
- Value
- $5m
- Shares
- 6,725
-2%
- Ishares TRIJR
- Share
- 1.7%
- Value
- $5m
- Shares
- 31,306
-2%
- Vanguard World FDVCR
- Share
- 1.4%
- Value
- $4m
- Shares
- 9,909
Held
- Ishares TRIBDT
- Share
- 1.4%
- Value
- $4m
- Shares
- 153,604
Held
- Vanguard Index FDSVTI
- Share
- 1.4%
- Value
- $4m
- Shares
- 10,185
Held
- Vanguard World FDVIS
- Share
- 1.2%
- Value
- $3m
- Shares
- 9,577
Held
- Ishares TRSTIP
- Share
- 1.2%
- Value
- $3m
- Shares
- 33,682
Held
- Fidelity Covington TrustFQAL
- Share
- 1.2%
- Value
- $3m
- Shares
- 41,701
Held
- Vanguard Specialized FundsVIG
- Share
- 1.2%
- Value
- $3m
- Shares
- 14,293
Held
- Vanguard Index FDSVUG
- Share
- 1.2%
- Value
- $3m
- Shares
- 37,428
+48%
- Vanguard World FDVPU
- Share
- 1.1%
- Value
- $3m
- Shares
- 15,379
Held
- Schwab Strategic TRSCHD
- Share
- 1.1%
- Value
- $3m
- Shares
- 93,747
Held
- Vaneck ETF TrustFLTR
- Share
- 1.1%
- Value
- $3m
- Shares
- 115,648
Held
- Ishares TRIBDU
- Share
- 0.9%
- Value
- $3m
- Shares
- 111,466
+3%
- Schwab Strategic TRSCHH
- Share
- 0.9%
- Value
- $3m
- Shares
- 107,454
Held
- Vanguard World FDVFH
- Share
- 0.9%
- Value
- $2m
- Shares
- 18,233
+2%
- Select Sector Spdr TRXLK
- Share
- 0.8%
- Value
- $2m
- Shares
- 11,551
-5%
- Vanguard World FDVOX
- Share
- 0.7%
- Value
- $2m
- Shares
- 9,942
+3%
- Ishares TRIJH
- Share
- 0.6%
- Value
- $2m
- Shares
- 23,224
Held
- Vanguard Index FDSVB
- Share
- 0.6%
- Value
- $2m
- Shares
- 5,766
Held
- Vaneck ETF TrustSMH
- Share
- 0.6%
- Value
- $2m
- Shares
- 2,586
-4%
- Ishares TRTIP
- Share
- 0.6%
- Value
- $2m
- Shares
- 15,162
-6%
- Ishares TRIHI
- Share
- 0.6%
- Value
- $2m
- Shares
- 33,420
-4%
- Ishares TRHDV
- Share
- 0.6%
- Value
- $2m
- Shares
- 58,990
-3%
- Select Sector Spdr TRXLY
- Share
- 0.6%
- Value
- $2m
- Shares
- 13,090
Held
- Ishares TREFV
- Share
- 0.5%
- Value
- $2m
- Shares
- 19,775
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.5%
- Value
- $1m
- Shares
- 24,261
+3%
- Invesco Exchange Traded FD TRSP
- Share
- 0.5%
- Value
- $1m
- Shares
- 6,686
-3%
- Schwab Strategic TRSCHE
- Share
- 0.5%
- Value
- $1m
- Shares
- 38,841
Held
- Select Sector Spdr TRXLP
- Share
- 0.5%
- Value
- $1m
- Shares
- 16,089
-3%
- Select Sector Spdr TRXLI
- Share
- 0.5%
- Value
- $1m
- Shares
- 6,919
Held
- Schwab Strategic TRSCHF
- Share
- 0.5%
- Value
- $1m
- Shares
- 46,244
Held
- Vanguard BD Index FDSBND
- Share
- 0.4%
- Value
- $1m
- Shares
- 16,988
+10%
- Vanguard Index FDSVNQ
- Share
- 0.4%
- Value
- $1m
- Shares
- 11,696
Held
- Schwab Strategic TRSCHR
- Share
- 0.4%
- Value
- $1m
- Shares
- 44,463
Held
- Vanguard Index FDSVO
- Share
- 0.4%
- Value
- $1m
- Shares
- 12,954
-5%
- Ishares TRIBDV
- Share
- 0.4%
- Value
- $1m
- Shares
- 47,438
+4%
- Ishares TREEM
- Share
- 0.4%
- Value
- $994,569
- Shares
- 14,538
-4%
- Schwab Strategic TRSCHO
- Share
- 0.3%
- Value
- $974,080
- Shares
- 40,351
+18%
- Ishares TREFG
- Share
- 0.3%
- Value
- $963,921
- Shares
- 7,747
Held
- Ishares TRIBHF
- Share
- 0.3%
- Value
- $955,241
- Shares
- 42,174
+2%
- Ishares TRIVV
- Share
- 0.3%
- Value
- $919,085
- Shares
- 1,227
Held
- Ishares TRIBTG
- Share
- 0.3%
- Value
- $918,850
- Shares
- 40,142
+2%
- Alps ETF TRSDOG
- Share
- 0.3%
- Value
- $866,856
- Shares
- 12,706
Held
- Vanguard Scottsdale FDSVONE
- Share
- 0.3%
- Value
- $794,827
- Shares
- 2,346
-3%
- Ishares TRITOT
- Share
- 0.3%
- Value
- $776,997
- Shares
- 4,730
-3%
- Etfs Gold TRSGOL
- Share
- 0.3%
- Value
- $749,614
- Shares
- 19,608
Held
- Schwab Strategic TRSCHA
- Share
- 0.3%
- Value
- $743,445
- Shares
- 20,576
Held
- First TR Exchange-Traded FDFTSM
- Share
- 0.3%
- Value
- $717,357
- Shares
- 12,010
-2%
- Ishares TRAGG
- Share
- 0.2%
- Value
- $692,285
- Shares
- 6,994
-4%
- Vanguard BD Index FDSBSV
- Share
- 0.2%
- Value
- $678,054
- Shares
- 8,703
+9%
- Select Sector Spdr TRXLU
- Share
- 0.2%
- Value
- $639,566
- Shares
- 14,106
-3%
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $637,297
- Shares
- 1,730
Held
- Ishares TRIEFA
- Share
- 0.2%
- Value
- $617,170
- Shares
- 6,390
-3%
- Ishares TRIQLT
- Share
- 0.2%
- Value
- $594,402
- Shares
- 11,996
Held
- Ishares TRIBTH
- Share
- 0.2%
- Value
- $573,880
- Shares
- 25,654
+4%
- Ishares TRIBHG
- Share
- 0.2%
- Value
- $559,176
- Shares
- 25,325
+4%
- Vanguard World FDVAW
- Share
- 0.2%
- Value
- $556,417
- Shares
- 2,432
+10%
- Sprott Asset Management LPCEF
- Share
- 0.2%
- Value
- $545,398
- Shares
- 13,557
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $521,926
- Shares
- 1,737
Held
- Ishares TRIDU
- Share
- 0.2%
- Value
- $470,359
- Shares
- 4,104
Held
- Ishares TRIBTI
- Share
- 0.2%
- Value
- $457,457
- Shares
- 20,662
+5%
- Spdr Series TrustXHB
- Share
- 0.2%
- Value
- $446,177
- Shares
- 3,861
Held
- Ishares TRIBHH
- Share
- 0.2%
- Value
- $433,434
- Shares
- 18,444
+5%
- Spdr Series TrustSPHY
- Share
- 0.2%
- Value
- $431,963
- Shares
- 18,428
+9%
- Ishares TRIYW
- Share
- 0.2%
- Value
- $424,503
- Shares
- 1,683
Held
- Spdr Series TrustSPYG
- Share
- 0.1%
- Value
- $408,493
- Shares
- 3,433
Held
- Ishares TRIWB
- Share
- 0.1%
- Value
- $407,862
- Shares
- 996
Held
- Spdr Index SHS FDSSPDW
- Share
- 0.1%
- Value
- $400,449
- Shares
- 7,947
Held
- Vanguard Scottsdale FDSVCLT
- Share
- 0.1%
- Value
- $393,042
- Shares
- 5,223
+4%
- Spdr Series TrustXNTK
- Share
- 0.1%
- Value
- $390,650
- Shares
- 1,000
-6%
- Schwab Strategic TRSCHV
- Share
- 0.1%
- Value
- $381,344
- Shares
- 10,955
+30%
- Ishares Silver TRSLV
- Share
- 0.1%
- Value
- $355,469
- Shares
- 6,648
+28%
- Vanguard World FDVDE
- Share
- 0.1%
- Value
- $343,648
- Shares
- 2,289
+4%
- Ishares TRIWR
- Share
- 0.1%
- Value
- $325,343
- Shares
- 2,949
-15%
- Ishares TRIBTJ
- Share
- 0.1%
- Value
- $287,837
- Shares
- 13,295
+8%
- Vaneck ETF TrustMOAT
- Share
- 0.1%
- Value
- $285,055
- Shares
- 2,741
Held
- First TR Exchange-Traded FDFXG
- Share
- <0.1%
- Value
- $277,594
- Shares
- 4,433
-2%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 7.3% | $20m | 29,840 | -9% |
| Vanguard World FDVGT | 7.3% | $20m | 169,988 | Held |
| Schwab Strategic TRSCHB | 6.2% | $17m | 595,799 | Held |
| Vanguard Index FDSVTV | 5.3% | $15m | 68,169 | +6% |
| Ishares TREFA | 3.9% | $11m | 105,547 | Held |
| Ishares TRIBDR | 2.8% | $8m | 325,410 | Held |
| Schwab Strategic TRSCHX | 2.6% | $7m | 246,436 | -4% |
| Ishares TRIBDS | 2.4% | $7m | 278,182 | Held |
| Schwab Strategic TRSCHM | 2.4% | $7m | 181,685 | Held |
| Ishares Gold TRIAU | 2.4% | $7m | 88,555 | Held |
| Vanguard World FDVHT | 2.3% | $6m | 21,316 | Held |
| Vanguard Star FDSVXUS | 2.3% | $6m | 73,824 | Held |
| Schwab Strategic TRSCHG | 2.2% | $6m | 183,325 | Held |
| Invesco QQQ TRQQQ | 2.0% | $6m | 7,501 | -3% |
| Ishares TRSHYG | 1.9% | $5m | 123,071 | Held |
| Vanguard Scottsdale FDSVCSH | 1.9% | $5m | 65,868 | Held |
| Vanguard World FDVDC | 1.9% | $5m | 23,035 | Held |
| Schwab Strategic TRSCHI | 1.8% | $5m | 224,990 | -2% |
| State STR Spdr S&P 500 ETF TSPY | 1.8% | $5m | 6,725 | -2% |
| Ishares TRIJR | 1.7% | $5m | 31,306 | -2% |
| Vanguard World FDVCR | 1.4% | $4m | 9,909 | Held |
| Ishares TRIBDT | 1.4% | $4m | 153,604 | Held |
| Vanguard Index FDSVTI | 1.4% | $4m | 10,185 | Held |
| Vanguard World FDVIS | 1.2% | $3m | 9,577 | Held |
| Ishares TRSTIP | 1.2% | $3m | 33,682 | Held |
| Fidelity Covington TrustFQAL | 1.2% | $3m | 41,701 | Held |
| Vanguard Specialized FundsVIG | 1.2% | $3m | 14,293 | Held |
| Vanguard Index FDSVUG | 1.2% | $3m | 37,428 | +48% |
| Vanguard World FDVPU | 1.1% | $3m | 15,379 | Held |
| Schwab Strategic TRSCHD | 1.1% | $3m | 93,747 | Held |
| Vaneck ETF TrustFLTR | 1.1% | $3m | 115,648 | Held |
| Ishares TRIBDU | 0.9% | $3m | 111,466 | +3% |
| Schwab Strategic TRSCHH | 0.9% | $3m | 107,454 | Held |
| Vanguard World FDVFH | 0.9% | $2m | 18,233 | +2% |
| Select Sector Spdr TRXLK | 0.8% | $2m | 11,551 | -5% |
| Vanguard World FDVOX | 0.7% | $2m | 9,942 | +3% |
| Ishares TRIJH | 0.6% | $2m | 23,224 | Held |
| Vanguard Index FDSVB | 0.6% | $2m | 5,766 | Held |
| Vaneck ETF TrustSMH | 0.6% | $2m | 2,586 | -4% |
| Ishares TRTIP | 0.6% | $2m | 15,162 | -6% |
| Ishares TRIHI | 0.6% | $2m | 33,420 | -4% |
| Ishares TRHDV | 0.6% | $2m | 58,990 | -3% |
| Select Sector Spdr TRXLY | 0.6% | $2m | 13,090 | Held |
| Ishares TREFV | 0.5% | $2m | 19,775 | Held |
| Vanguard Intl Equity Index FVWO | 0.5% | $1m | 24,261 | +3% |
| Invesco Exchange Traded FD TRSP | 0.5% | $1m | 6,686 | -3% |
| Schwab Strategic TRSCHE | 0.5% | $1m | 38,841 | Held |
| Select Sector Spdr TRXLP | 0.5% | $1m | 16,089 | -3% |
| Select Sector Spdr TRXLI | 0.5% | $1m | 6,919 | Held |
| Schwab Strategic TRSCHF | 0.5% | $1m | 46,244 | Held |
| Vanguard BD Index FDSBND | 0.4% | $1m | 16,988 | +10% |
| AppleAAPL | 0.4% | $1m | 4,209 | Held |
| Vanguard Index FDSVNQ | 0.4% | $1m | 11,696 | Held |
| Schwab Strategic TRSCHR | 0.4% | $1m | 44,463 | Held |
| Vanguard Index FDSVO | 0.4% | $1m | 12,954 | -5% |
| Ishares TRIBDV | 0.4% | $1m | 47,438 | +4% |
| Ishares TREEM | 0.4% | $994,569 | 14,538 | -4% |
| Schwab Strategic TRSCHO | 0.3% | $974,080 | 40,351 | +18% |
| Ishares TREFG | 0.3% | $963,921 | 7,747 | Held |
| Ishares TRIBHF | 0.3% | $955,241 | 42,174 | +2% |
| Ishares TRIVV | 0.3% | $919,085 | 1,227 | Held |
| Ishares TRIBTG | 0.3% | $918,850 | 40,142 | +2% |
| Alps ETF TRSDOG | 0.3% | $866,856 | 12,706 | Held |
| WelltowerWELL | 0.3% | $838,200 | 3,693 | -3% |
| Vanguard Scottsdale FDSVONE | 0.3% | $794,827 | 2,346 | -3% |
| Ishares TRITOT | 0.3% | $776,997 | 4,730 | -3% |
| Etfs Gold TRSGOL | 0.3% | $749,614 | 19,608 | Held |
| Schwab Strategic TRSCHA | 0.3% | $743,445 | 20,576 | Held |
| First TR Exchange-Traded FDFTSM | 0.3% | $717,357 | 12,010 | -2% |
| Ishares TRAGG | 0.2% | $692,285 | 6,994 | -4% |
| Vanguard BD Index FDSBSV | 0.2% | $678,054 | 8,703 | +9% |
| Select Sector Spdr TRXLU | 0.2% | $639,566 | 14,106 | -3% |
| Spdr Gold TRGLD | 0.2% | $637,297 | 1,730 | Held |
| Ishares TRIEFA | 0.2% | $617,170 | 6,390 | -3% |
| Ishares TRIQLT | 0.2% | $594,402 | 11,996 | Held |
| Ishares TRIBTH | 0.2% | $573,880 | 25,654 | +4% |
| Ishares TRIBHG | 0.2% | $559,176 | 25,325 | +4% |
| Vanguard World FDVAW | 0.2% | $556,417 | 2,432 | +10% |
| Sprott Asset Management LPCEF | 0.2% | $545,398 | 13,557 | Held |
| Ishares TRIWM | 0.2% | $521,926 | 1,737 | Held |
| Ishares TRIDU | 0.2% | $470,359 | 4,104 | Held |
| Ishares TRIBTI | 0.2% | $457,457 | 20,662 | +5% |
| Spdr Series TrustXHB | 0.2% | $446,177 | 3,861 | Held |
| Ishares TRIBHH | 0.2% | $433,434 | 18,444 | +5% |
| Spdr Series TrustSPHY | 0.2% | $431,963 | 18,428 | +9% |
| Ishares TRIYW | 0.2% | $424,503 | 1,683 | Held |
| Spdr Series TrustSPYG | 0.1% | $408,493 | 3,433 | Held |
| Ishares TRIWB | 0.1% | $407,862 | 996 | Held |
| Spdr Index SHS FDSSPDW | 0.1% | $400,449 | 7,947 | Held |
| Vanguard Scottsdale FDSVCLT | 0.1% | $393,042 | 5,223 | +4% |
| Spdr Series TrustXNTK | 0.1% | $390,650 | 1,000 | -6% |
| Schwab Strategic TRSCHV | 0.1% | $381,344 | 10,955 | +30% |
| Ishares Silver TRSLV | 0.1% | $355,469 | 6,648 | +28% |
| Vanguard World FDVDE | 0.1% | $343,648 | 2,289 | +4% |
| Ishares TRIWR | 0.1% | $325,343 | 2,949 | -15% |
| InvenTrust PropertiesIVT | 0.1% | $289,324 | 8,173 | Held |
| Ishares TRIBTJ | 0.1% | $287,837 | 13,295 | +8% |
| Vaneck ETF TrustMOAT | 0.1% | $285,055 | 2,741 | Held |
| Prudential FinancialPRU | 0.1% | $284,288 | 2,634 | +4% |
| First TR Exchange-Traded FDFXG | <0.1% | $277,594 | 4,433 | -2% |
Showing the largest 100 of 110.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.8% since 30 June 2025.
Where the money is
Technology0.5%
Real estate0.4%
Financial services0.1%
Health care0.1%
Other98.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.