DOSSIER · 13F-HR · Q2 2026

Madden Advisory Services, Inc.

$279M in tracked AUM across 110 positions as of Q2 2026.

MA
CIK 0001542284 · last filed Jun 30, 2026
Total AUM
$279M
as of Q2 2026
Holdings
110
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Madden Advisory Services, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$20M30K7.3%
02
VGT
VANGUARD WORLD FD
$20M170K7.3%
03
SCHB
SCHWAB STRATEGIC TR
$17M596K6.2%
04
VTV
VANGUARD INDEX FDS
$15M68K5.3%
05
EFA
ISHARES TR
$11M106K3.9%
06
IBDR
ISHARES TR
$8M325K2.8%
07
SCHX
SCHWAB STRATEGIC TR
$7M246K2.6%
08
IBDS
ISHARES TR
$7M278K2.4%
09
SCHM
SCHWAB STRATEGIC TR
$7M182K2.4%
10
IAU
ISHARES GOLD TR
$7M89K2.4%

Filing history

2026Q2Jun 30
$279M 9.9%
110 positionsView →
2026Q1Mar 31
$254M 2.1%
108 positionsView →
2025Q4Dec 31
$249M 3.7%
105 positionsView →
2025Q3Sep 30
$258M 10.0%
107 positionsView →
2025Q2Jun 30
$235M 9.4%
100 positionsLocked
2025Q1Mar 31
$215M 0.4%
101 positionsLocked
2024Q4Dec 31
$215M 1.4%
99 positionsLocked
2024Q3Sep 30
$218M 11.0%
100 positionsLocked
2024Q2Jun 30
$197M 3.6%
93 positionsLocked
2024Q1Mar 31
$190M 6.9%
92 positionsLocked
2023Q4Dec 31
$177M 12.2%
90 positionsLocked
2023Q3Sep 30
$158M 2.3%
81 positionsLocked
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