Institutional Manager · CIK 0001542284
Madden Advisory Services, Inc.
Jacksonville, FL · File #028-14842
Latest AUM
$248.7M
Positions
105
Top-10 Concentration
50.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025105 pos · $248.7M
- 13F HOLDINGS REPORTQ/E Sep 2025107 pos · $258.2M
- 13F HOLDINGS REPORTQ/E Jun 2025100 pos · $234.7M
- 13F HOLDINGS REPORTQ/E Mar 2025101 pos · $214.6M
- 13F HOLDINGS REPORTQ/E Dec 202499 pos · $215.4M
- 13F HOLDINGS REPORTQ/E Sep 2024100 pos · $218.4M
- 13F HOLDINGS REPORTQ/E Jun 202493 pos · $196.7M
- 13F HOLDINGS REPORTQ/E Mar 202492 pos · $189.8M
- 13F HOLDINGS REPORTQ/E Dec 202381 pos · $158.1M
- 13F HOLDINGS REPORTQ/E Sep 202382 pos · $154.5M
- 13F HOLDINGS REPORTQ/E Jun 202380 pos · $142.5M
- 13F HOLDINGS REPORTQ/E Mar 202377 pos · $133.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 31,796 | $19.9M | 9.01% |
| 2 | SCHWAB STRATEGIC TR | 808524102 | 696,588 | $18.3M | 8.26% |
| 3 | VANGUARD WORLD FD | 92204A702 | 21,665 | $16.3M | 7.38% |
| 4 | VANGUARD INDEX FDS | 922908744 | 68,229 | $13.0M | 5.89% |
| 5 | ISHARES TR | 464287465 | 104,903 | $10.1M | 4.55% |
| 6 | ISHARES TR | 46435GAA0 | 316,590 | $7.7M | 3.47% |
| 7 | ISHARES GOLD TR | IAU | 89,771 | $7.3M | 3.29% |
| 8 | SCHWAB STRATEGIC TR | 808524201 | 265,784 | $7.2M | 3.23% |
| 9 | VANGUARD WORLD FD | 92204A504 | 22,704 | $6.5M | 2.95% |
| 10 | ISHARES TR | 46435UAA9 | 242,827 | $5.9M | 2.66% |
| 11 | SCHWAB STRATEGIC TR | 808524300 | 179,357 | $5.9M | 2.64% |
| 12 | VANGUARD STAR FDS | 921909768 | 74,916 | $5.7M | 2.55% |
| 13 | SCHWAB STRATEGIC TR | 808524508 | 173,184 | $5.2M | 2.35% |
| 14 | VANGUARD WORLD FD | 92204A207 | 24,629 | $5.2M | 2.35% |
| 15 | ISHARES TR | 46434V407 | 118,110 | $5.1M | 2.29% |
| 16 | SCHWAB STRATEGIC TR | 808524698 | 208,132 | $4.8M | 2.16% |
| 17 | SPDR S&P 500 ETF TR | SPY | 7,005 | $4.8M | 2.16% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C409 | 57,697 | $4.6M | 2.08% |
| 19 | INVESCO QQQ TR | IVZ | 6,359 | $3.9M | 1.77% |
| 20 | ISHARES TR | 464287804 | 31,867 | $3.8M | 1.73% |