Madden Advisory Services, Inc.

Registered adviser

CIK

1542284

Location

Jacksonville, FL

Portfolio Value

Small $278,871,531

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,454 / 8,827 ▼ 99

Top Industry

Consumer Electronics 33.5%

Period ended 4 months ago

Filed Aug 4, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 112607

Roster of Nov 1, 2026

Regulatory AUM

$291,665,578

Main clients

Individuals and high net worth (92% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$291,665,578	Individuals and high net worth (92%)
Mar 2025 to Mar 2026	$258,473,238	Individuals and high net worth (92%)
Mar 2024 to Feb 2025	$223,425,646	Individuals and high net worth (92%)
May 2023 to Feb 2024	$177,946,625	Individuals and high net worth (92%)
Mar 2023 to Apr 2023	$177,946,625	Individuals and high net worth (92%)
Apr 2022 to Feb 2023	$189,314,214	Individuals and high net worth (92%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.5% of the book (60%+)

Turnover

Low turnover

16.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.2 quarters (12+), a floor since 65.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 89.5%; sector active share 85.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

110 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.1%

−1.7 pts

Top 5

78.1%

−0.6 pts

Top 10

88.5%

−0.4 pts

HHI

1,501

Moderately concentrated−25

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.7%	$275,240,506	103
Technology	0.5%	$1,437,624	2
Real Estate	0.4%	$1,127,524	2
Financial Services	0.3%	$829,685	2
Healthcare	0.1%	$236,192	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+148,706	169,988	$20,316,965
—		+46,864	58,990	$1,616,915
VUG	VANGUARD GROWTH INDEX FUND	+33,201	37,428	$3,224,047
VO	VANGUARD MID-CAP INDEX FUND	+9,529	12,954	$1,043,703
SCHO	Schwab Short-Term U.S. Treasury ETF	+6,184	40,351	$974,073
VTV	VANGUARD VALUE INDEX FUND	+3,633	68,169	$14,856,070
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+3,016	111,466	$2,581,552
SCHV	Schwab U.S. Large-Cap Value ETF	+2,556	10,955	$381,343
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+2,281	123,071	$5,219,441
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+1,703	47,438	$1,034,148
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,568	16,988	$1,247,089
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+1,500	18,428	$431,952
SLV	iShares Silver Trust	+1,454	6,648	$355,468
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+1,021	65,868	$5,205,548
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	+1,018	13,295	$287,836
IBHG	iShares iBonds 2027 Term High Yield and Income ETF	+1,004	25,325	$559,176
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	+998	20,662	$457,456
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	+991	25,654	$573,879
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	+971	42,174	$955,241
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	+971	40,142	$918,850
IBHI	iShares iBonds 2029 Term High Yield and Income ETF	+948	11,610	$271,557
IBHH	iShares iBonds 2028 Term High Yield and Income ETF	+945	18,444	$433,434
EFA	iShares MSCI EAFE ETF	+762	105,547	$10,964,222
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+740	8,703	$678,050
IAU	Ishares Gold Trust	+724	88,555	$6,686,788
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	−9,135	246,436	$7,252,611
SCHB	Schwab U.S. Broad Market ETF	−6,741	595,799	$17,254,339
SCHI	Schwab 5-10 Year Corporate Bond ETF	−5,349	224,990	$5,093,773
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−4,742	325,410	$7,884,684
VOO	VANGUARD 500 INDEX FUND	−2,849	29,840	$20,494,410
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	−2,385	278,182	$6,737,568
IHI	iShares U.S. Medical Devices ETF	−1,562	33,420	$1,651,282
SCHG	Schwab U.S. Large-Cap Growth ETF	−1,354	183,325	$6,203,718
SCHH	Schwab U.S. REIT ETF	−1,013	107,454	$2,544,510
TIP	iShares TIPS Bond ETF	−893	15,162	$1,659,177
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	−869	3,217	$257,263
IJR	iShares Core S&P Small-Cap ETF	−782	31,306	$4,642,992
FLTR	VanEck IG Floating Rate ETF	−716	115,648	$2,961,745
EEM	iShares MSCI Emerging Markets ETF	−674	14,538	$994,544
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−603	11,551	$2,200,696
FQAL	Fidelity Quality Factor ETF	−569	41,701	$3,392,835
IWR	iShares Russell Mid-Cap ETF	−507	2,949	$325,333
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−493	14,106	$639,566
—		−484	16,089	$1,336,513
SCHF	Schwab International Equity ETF	−419	46,244	$1,280,958
VXUS	Vanguard Total International Stock ETF	−356	73,824	$6,311,213
AGG	iShares Core U.S. Aggregate Bond ETF	−302	6,994	$692,266
FTSM	First Trust Enhanced Short Maturity ETF	−270	12,010	$717,357
SDOG	ALPS Sector Dividend Dogs ETF	−214	12,706	$866,803
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−204	13,090	$1,535,195
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
FXL	First Trust Technology AlphaDEX Fund	1,026	$222,867
MSFT	Microsoft Corp	589	$219,708
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

110 tracked positions · $278,871,531 total · filing declares 110 positions · $278,876,353 · as of Jun 30, 2026

All sectors Financial Services Healthcare Real Estate Technology

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	29,840	-2,849	$20,494,410	+4.9%	26+	before history	7.35%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	169,988	+148,706	$20,316,965	+36.8%	26+	before history	7.29%
SCHB	Schwab U.S. Broad Market ETF	Reduced	595,799	-6,741	$17,254,339	+14.1%	26+	before history	6.19%
VTV	VANGUARD VALUE INDEX FUND	Added	68,169	+3,633	$14,856,070	+17.3%	26+	before history	5.33%
EFA	iShares MSCI EAFE ETF	Added	105,547	+762	$10,964,222	+7.7%	26+	before history	3.93%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Reduced	325,410	-4,742	$7,884,684	−1.5%	3	unpriced	2.83%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	246,436	-9,135	$7,252,611	+10.7%	26+	before history	2.60%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Reduced	278,182	-2,385	$6,737,568	−0.9%	3	unpriced	2.42%
SCHM	Schwab U.S. Mid-Cap ETF	Added	181,685	+619	$6,698,725	+19.5%	26+	before history	2.40%
IAU	Ishares Gold Trust	Added	88,555	+724	$6,686,788	−13.6%	26+	before history	2.40%
VHT	VANGUARD HEALTH CARE INDEX FUND	Added	21,316	+105	$6,373,697	+10.3%	17	unpriced	2.29%
VXUS	Vanguard Total International Stock ETF	Reduced	73,824	-356	$6,311,213	+10.3%	17	$56.10	2.26%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	183,325	-1,354	$6,203,718	+15.3%	26+	before history	2.22%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,501	-201	$5,523,736	+24.3%	20	$517.38	1.98%
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	Added	123,071	+2,281	$5,219,441	+2.1%	23	unpriced	1.87%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	65,868	+1,021	$5,205,548	+1.3%	20	$79.23	1.87%
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	Added	23,035	+86	$5,194,162	+0.8%	26+	before history	1.86%
SCHI	Schwab 5-10 Year Corporate Bond ETF	Reduced	224,990	-5,349	$5,093,773	−2.5%	9	unpriced	1.83%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,725	-172	$5,022,028	+12.0%	26+	before history	1.80%
IJR	iShares Core S&P Small-Cap ETF	Reduced	31,306	-782	$4,642,992	+16.4%	26+	before history	1.66%
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	Reduced	9,909	-106	$3,930,008	+9.3%	26+	before history	1.41%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Reduced	153,604	-14	$3,878,501	−0.3%	8	unpriced	1.39%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	10,185	-54	$3,768,857	+14.7%	26+	before history	1.35%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Added	9,577	+124	$3,451,359	+16.9%	26+	before history	1.24%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	33,682	+165	$3,440,953	−0.7%	26+	before history	1.23%
FQAL	Fidelity Quality Factor ETF	Reduced	41,701	-569	$3,392,835	+10.6%	17	$60.18	1.22%
VIG	Vanguard Specialized Funds	Reduced	14,293	-47	$3,382,009	+9.7%	26+	before history	1.21%
VUG	VANGUARD GROWTH INDEX FUND	Added	37,428	+33,201	$3,224,047	+74.6%	24	unpriced	1.16%
VPU	VANGUARD UTILITIES INDEX FUND	Added	15,379	+107	$3,010,131	−0.5%	26+	before history	1.08%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	93,747	-34	$2,972,717	+3.3%	26+	before history	1.07%
FLTR	VanEck IG Floating Rate ETF	Reduced	115,648	-716	$2,961,745	−0.1%	26+	before history	1.06%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Added	111,466	+3,016	$2,581,552	+2.3%	7	unpriced	0.93%
SCHH	Schwab U.S. REIT ETF	Reduced	107,454	-1,013	$2,544,510	+9.2%	26+	before history	0.91%
VFH	VANGUARD FINANCIALS INDEX FUND	Added	18,233	+370	$2,399,462	+11.2%	4	unpriced	0.86%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	11,551	-603	$2,200,696	+36.2%	26+	before history	0.79%
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	Added	9,942	+328	$1,828,830	+5.8%	8	unpriced	0.66%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	23,224	-165	$1,790,802	+13.4%	26+	before history	0.64%
VB	Vanguard Index Funds	Added	5,766	+3	$1,747,789	+15.8%	26+	before history	0.63%
SMH	VanEck Semiconductor ETF	Reduced	2,586	-94	$1,696,131	+65.1%	11	unpriced	0.61%
TIP	iShares TIPS Bond ETF	Reduced	15,162	-893	$1,659,177	−6.4%	26+	before history	0.59%
IHI	iShares U.S. Medical Devices ETF	Reduced	33,420	-1,562	$1,651,282	−11.5%	22	unpriced	0.59%
		Added	58,990	+46,864	$1,616,915	+391.2%	26+	before history	0.58%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	13,090	-204	$1,535,195	+6.0%	26+	before history	0.55%
EFV	iShares MSCI EAFE Value ETF	Reduced	19,775	-122	$1,513,776	+2.3%	26+	before history	0.54%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	24,261	+644	$1,448,139	+13.4%	12	$45.74	0.52%
RSP	Victory Portfolios II	Reduced	6,686	-185	$1,422,580	+7.9%	8	$176.75	0.51%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	38,841	-169	$1,408,374	+9.6%	26+	before history	0.51%
		Reduced	16,089	-484	$1,336,513	−1.6%	11	unpriced	0.48%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	6,919	-25	$1,281,606	+14.1%	26+	before history	0.46%
SCHF	Schwab International Equity ETF	Reduced	46,244	-419	$1,280,958	+10.9%	26+	before history	0.46%

Showing the top 50 of 110 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.