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CIK: 0001542284
Total reported value
$278.9M
$278.9M
100 檔
25.9%
At the close of Q2 2025, Madden Advisory Services, Inc. disclosed equity holdings valued at approximately $278.9M, spread across 100 reported holdings.
During Q2 2025, Madden Advisory Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.70% | +0.23% | -2.64% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.62% | -0.34% | +2.23% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.31% | +1.44% | -1.63% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.56% | +0.34% | -0.14% | |
| 5 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 3.56% | — | +8.21% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.46% | -0.08% | +2.32% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | +0.08% | NEW | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.90% | +0.02% | -0.22% | |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.73% | -0.32% | +16.82% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.55% | -0.65% | -0.78% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.54% | -0.17% | +0.86% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-Other | 2.41% | +0.01% | +1.20% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.25% | +0.01% | +0.67% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.11% | +0.10% | +4.98% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | +0.03% | +0.20% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.90% | -0.14% | -0.51% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.86% | +0.19% | +1.85% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.79% | — | -3.51% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.53% | -0.26% | +39.38% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.48% | +0.06% | +0.73% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | +0.09% | +1.21% | |
| 22 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.37% | -0.23% | +10.34% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.32% | -0.14% | +1.60% | |
| 24 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.31% | -0.01% | +2.35% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.28% | -0.06% | +0.34% | |
| 26 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.22% | -0.11% | +1.90% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.21% | -0.15% | -0.52% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.16% | -0.15% | +9.07% | |
| 29 | VPU | Vanguard Utilities ETF | ETF-Other | 1.01% | -0.11% | +0.58% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-Other | 0.95% | -0.01% | +3.02% | |
| 31 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.92% | — | +1.19% | |
| 32 | VIS | Vanguard Industrials ETF | ETF-Other | 0.82% | +0.08% | +1.52% | |
| 33 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.77% | +0.01% | -0.21% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.23% | +6.41% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-Other | 0.73% | -0.07% | +3.20% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | +0.15% | +1.40% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | +0.02% | +0.50% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.43% | +0.91% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.61% | +0.04% | +2.05% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.61% | -0.02% | +0.55% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.01% | -0.14% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.54% | -0.14% | +34.39% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.01% | +2.55% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.53% | -0.10% | -0.99% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.51% | -0.01% | -2.18% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | -0.01% | +0.14% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.47% | +0.01% | -0.23% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.44% | +0.02% | +0.59% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | — | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.01% | +0.35% |
According to official SEC Form 13F filings, Madden Advisory Services, Inc. reported a total U.S. public equity portfolio value of $278.9M across 100 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, VOO, VGT) accounted for 25.9% of total reported equity market value during Q2 2025.
During Q2 2025, Madden Advisory Services, Inc.'s top holdings by market value included SCHB (7.7%)、VOO (7.6%)、VGT (6.3%). The largest single position, SCHB, represented 7.7% of total portfolio value.
In Q2 2025, Madden Advisory Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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