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CIK: 0001542284
Total reported value
$278.9M
$278.9M
105 檔
27.8%
The Q4 2025 SEC filing reveals that Madden Advisory Services, Inc. held a total portfolio value of $278.9M, covering 105 public equity positions.
Madden Advisory Services, Inc. executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.02% | -0.34% | -1.88% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.35% | +0.23% | -4.95% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.57% | +1.44% | -3.44% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.24% | +0.34% | -5.23% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.05% | -0.08% | +1.09% | |
| 6 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.08% | -0.32% | +8.23% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 2.93% | -0.65% | -4.67% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.88% | +0.02% | -1.91% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 2.63% | +0.01% | -0.80% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.37% | -0.26% | +25.01% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.35% | +0.10% | +2.93% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.27% | +0.01% | -1.44% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.09% | +0.19% | +2.44% | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.09% | -0.17% | -8.52% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.04% | -0.14% | +2.01% | |
| 16 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.92% | -0.23% | +1.87% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | +0.03% | -2.75% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.85% | -0.15% | +4.13% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.57% | +0.23% | +36.02% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.54% | +0.09% | +0.85% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.54% | — | -8.91% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.45% | -0.01% | +6.00% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | +0.06% | -8.30% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.37% | -0.14% | +1.61% | |
| 25 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.21% | -0.11% | +0.73% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.20% | -0.06% | -0.79% | |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.12% | -0.14% | +40.88% | |
| 28 | VPU | Vanguard Utilities ETF | ETF-Other | 1.04% | -0.11% | +1.19% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.01% | -0.15% | -10.95% | |
| 30 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.99% | +0.01% | +8.87% | |
| 31 | VIS | Vanguard Industrials ETF | ETF-Other | 0.97% | +0.08% | +9.32% | |
| 32 | SCHH | Schwab US Reit ETF | ETF-Other | 0.91% | -0.01% | +1.82% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | +0.43% | +14.98% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.15% | +99.89% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-Other | 0.69% | -0.07% | +0.69% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | +0.02% | -1.40% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.63% | -0.02% | +95.83% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | +0.04% | +0.70% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.61% | -0.10% | +3.74% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | -0.01% | +4.66% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.51% | -0.01% | -1.82% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.01% | -0.89% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.49% | -0.06% | +37.30% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | +0.02% | +1.09% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | +0.01% | -1.20% | |
| 46 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.47% | -0.06% | +11.36% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-Other | 0.45% | +0.02% | +3.87% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.45% | -0.04% | +3.21% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | -0.01% | -0.15% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | -1.35% |
According to official SEC Form 13F filings, Madden Advisory Services, Inc. reported a total U.S. public equity portfolio value of $278.9M across 105 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHB, VGT) accounted for 27.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHV
市值: $214.5K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $8.3M
During Q4 2025, Madden Advisory Services, Inc.'s top holdings by market value included VOO (8.0%)、SCHB (7.3%)、VGT (6.6%). The largest single position, VOO, represented 8.0% of total portfolio value.
In Q4 2025, Madden Advisory Services, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 21 holdings, and fully liquidating 3 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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