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CIK: 0001542284
Total reported value
$278.9M
$278.9M
108 檔
25.9%
In Q1 2026, Madden Advisory Services, Inc.'s U.S. equity holdings reached a combined market value of $278.9M, distributed across 108 disclosed stock positions.
Madden Advisory Services, Inc. executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 4 holdings and trimming 46 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.69% | -0.34% | +2.81% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.96% | +0.23% | -13.50% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.85% | +1.44% | -1.77% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.99% | +0.34% | -5.41% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.01% | -0.08% | -0.11% | |
| 6 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.15% | -0.32% | +4.28% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.05% | -0.65% | -2.16% | |
| 8 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.68% | -0.26% | +15.54% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.58% | +0.02% | -3.84% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.28% | +0.01% | -6.58% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.25% | +0.01% | -0.98% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.21% | +0.19% | +4.55% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.12% | +0.10% | +2.97% | |
| 14 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.06% | -0.23% | +10.67% | |
| 15 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.03% | -0.17% | -6.82% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.02% | -0.15% | +12.39% | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.01% | -0.14% | +2.27% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | +0.03% | -1.54% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.75% | +0.23% | +21.12% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.57% | +0.09% | +0.69% | |
| 21 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.53% | -0.14% | +39.80% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.42% | -0.01% | +9.07% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.37% | -0.14% | +0.90% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.29% | +0.06% | -0.26% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.21% | — | -17.69% | |
| 26 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 1.21% | +0.01% | +30.31% | |
| 27 | VPU | Vanguard Utilities ETF | ETF-Other | 1.19% | -0.11% | +9.09% | |
| 28 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.17% | -0.11% | -1.57% | |
| 29 | VIS | Vanguard Industrials ETF | ETF-Other | 1.16% | +0.08% | +17.47% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.13% | -0.06% | -13.73% | |
| 31 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.99% | -0.06% | +116.93% | |
| 32 | SCHH | Schwab US Reit ETF | ETF-Other | 0.92% | -0.01% | — | |
| 33 | VFH | Vanguard Financials ETF | ETF-Other | 0.85% | +0.01% | +229.27% | |
| 34 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.74% | -0.15% | -13.09% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.43% | +1.59% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.70% | -0.10% | +15.63% | |
| 37 | VOX | Vanguard Communication Servi | ETF-Other | 0.68% | -0.02% | +102.87% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-Other | 0.65% | -0.07% | -13.60% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.64% | +0.15% | -0.82% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | +0.02% | -2.32% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | +0.04% | -4.09% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.58% | -0.04% | +26.41% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.57% | -0.02% | +2.14% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.54% | -0.06% | +5.23% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.01% | -4.37% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.51% | -0.01% | +0.11% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | +0.02% | +4.30% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | +0.01% | -5.17% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | — | +6.93% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-Other | 0.44% | +0.02% | -4.62% |
According to official SEC Form 13F filings, Madden Advisory Services, Inc. reported a total U.S. public equity portfolio value of $278.9M across 108 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHB, VGT) accounted for 25.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBDV
市值: $1.0M
Top Position Liquidated / Trimmed
MSFT
前期市值: $262.8K
During Q1 2026, Madden Advisory Services, Inc.'s top holdings by market value included VOO (7.7%)、SCHB (6.0%)、VGT (5.8%). The largest single position, VOO, represented 7.7% of total portfolio value.
In Q1 2026, Madden Advisory Services, Inc. made 107 total portfolio adjustments, initiating 7 new buys, adding to 50 positions, trimming 46 holdings, and fully liquidating 4 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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